Arm Holdings Plc-adr (ARM) Smart Money Holdings (13F, Q2 2026)

ARM ranks #482 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

ARM is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.3% of that fund's own 13F portfolio.

ARM is a top-conviction position for Lansdowne Partners — at 15.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in ARM belongs to Susquehanna International Group, LLP, but the position matters far more to Lansdowne Partners, who has 15.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Atria Investments, Inc has added to its ARM position for two straight quarters, increasing it by $6.3M to reach $6.6M today.

Sustainable Growth Advisers, LP has trimmed its ARM position for two straight quarters, cutting it by $211.2M while still holding $92.4M.

ARM is down 6.9% today, but institutions show net buying of $7.1B this quarter — a divergence between today's price move and the underlying institutional flow.

ARM posted net income of $1.0B over the trailing twelve months, and currently trades at a P/E of 233.0.

• Profitable — net income of $1.0B over the trailing twelve months
• Revenue grew 25.1% year over year
• Net income improved year over year, from $699.0M to $1.0B
• Generated $1.5B in positive operating cash flow
• Current ratio of 6.00x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.29x equity — within a conventional range