2 tracked superinvestors hold Arm Holdings Plc (ARM), worth $106M combined, led by Ray Dalio. Smart money is accumulating ARM as of the latest 13F filings.
Current price
$327.87
Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers rely on to develop products. It offers microprocessors, systems intellectual property (IPs), graphics processing units, physical IP and associated systems IPs, software, tools, and other related services. Its products are…
Market cap
$224.3B
P/E
277.87
Div yield
0.0%
Revenue YoY
22.8%
Analyst target
$301
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$106M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+2
2 buying · 0 selling
Smart money is net accumulating ARM: 2 funds added or opened versus 0 trimming. 1 opened a brand-new position.
Arm Holdings Plc (ARM) is held by 2 tracked funds worth $106M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Ray Dalio at 0.4% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Stanley Druckenmiller), with 1 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 0.4% | $90M | |
| New buy | 0.5% | $16M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own ARM?
2 tracked funds hold Arm Holdings Plc (ARM), the largest being Ray Dalio (Bridgewater Associates) at 0.4% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling ARM?
In the most recent 13F quarter, 2 tracked funds added or opened ARM and 0 trimmed it, including 1 brand-new position.
How much ARM do tracked funds hold?
Combined disclosed long exposure to ARM across tracked superinvestors is $106M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.