$ARM is held by 21 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.04%, with an average of 0.35% of portfolio. Largest holder: Hel Ved Capital Management Ltd at 2.04%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
ARM HOLDINGS PLC SPONSORED ADS
13F holders
748
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
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Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 748 · Source: 13F-HR01
Equity Investment Corp.
—
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02
Brightline Capital Management, LLC
—
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03
Solus Alternative Asset Management LP
—
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04
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
—
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05
Systematic Financial Management LP
—
—
06
Schroder Investment Management Group
—
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07
Investment Partners Asset Management, Inc.
—
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08
Envestnet Asset Management Inc.
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09
Siemens Pension Trust E V
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10
Summit X, LLC
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
21 holders · Q1 202601
Hel Ved Capital Management Ltd
2.04% NEW
α +36.9pts
02
Knightsbridge Asset Management, LLC
1.32% NEW
α +24.2pts
03
Capital Markets Trading UK LLP
0.88% held
α +19.5pts
04
Duquesne Family Office LLC Stanley Druckenmiller
0.48% NEW
α +25.4pts
05
Oribel Capital Management, LP
0.42% NEW
α +12.0pts
06
Wilmar Advisors LLC
0.39% NEW
α +11.4pts
07
Independent Solutions Wealth Management, LLC
0.33% NEW
α +19.1pts
08
Level Financial Advisors
0.20% NEW
α +30.9pts
09
Costello Asset Management, INC
0.17% held
α +14.3pts
10
Venture Visionary Partners LLC
0.09% held
α +10.3pts
11
Oak Grove Capital LLC
0.07% held
α +23.3pts
12
Citigroup Inc.
0.07% held
α +26.3pts
13
Wellington Management Group LLP
0.05% held
α +10.5pts
14
Ionic Capital Management LLC
0.05% held
α +17.9pts
15
Caption Management, LLC
0.04% held
α +15.5pts
16
RFG Advisory, LLC
0.02% held
α +16.2pts
17
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% held
α +27.5pts
18
Banque Pictet & Cie SA
0.00% held
α +10.3pts
19
Pittenger & Anderson Inc.
0.00% held
α +21.3pts
20
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
21
Erste Asset Management GmbH
0.00% held
α +33.4pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $ARM in the recent window.
Congress trades · last 90 days
4 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $ARM lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $ARM — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:14 UTC.