ARM
Arm Holdings plc American Depositary Shares · Technology · Semiconductors
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +30.0% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 138 | +5 | 73.34M | $25.93B | +14 | −8 |
| Q1 2026 | 134 | +4 | 62.93M | $9.51B | +12 | −8 |
| Q4 2025 | 129 | +1 | 57.72M | $6.32B | +3 | −2 |
| Q3 2025 | 21 | +3 | 25.52M | $3.61B | +4 | −1 |
| Q2 2025 | 15 | 0 | 16.63M | $2.69B | +2 | −2 |
| Q1 2025 | 13 | 0 | 7.73M | $825.64M | +3 | −3 |
| Q4 2024 | 13 | 0 | 3.93M | $485.23M | +1 | −1 |
| Q3 2024 | 12 | 0 | 4.31M | $615.86M | +1 | −1 |
| Q2 2024 | 12 | — | 5.73M | $937.38M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 4.93M | Nuevo | $526.78M | 0.1% | New | 1 | SEC ↗ |
| 2 | Wellington Management ✦ | 1.05M | -2.5% | $111.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Wellington Management ✦ | 1.05M | -2.5% | $111.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Wellington Management ✦ | 1.05M | -2.5% | $111.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Wellington Management ✦ | 1.05M | -2.5% | $111.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 1.05M | -2.5% | $111.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (pasivo) | 384.79K | -4.4% | $41.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Marshall Wace ✦ | 275.74K | -34.5% | $29.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Marshall Wace ✦ | 275.74K | -34.5% | $29.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | PRIMECAP Management ✦ | 273.61K | -50.0% | $29.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 229.26K | -47.1% | $24.48M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 229.26K | -47.1% | $24.48M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Altimeter Capital ✦ | 175.60K | Nuevo | $18.75M | 0.4% | New | 1 | SEC ↗ |
| 14 | Elliott Investment Management ✦ | 139.55K | -7.0% | $14.90M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 15 | Geode Capital Management ✦ (pasivo) | 110.02K | +1.4% | $11.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 80.09K | -68.7% | $8.55M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Millennium Management ✦ | 36.12K | -25.1% | $3.86M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 25.75K | +157.5% | $2.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 25.75K | +157.5% | $2.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Renaissance Technologies ✦ | 19.50K | Nuevo | $2.08M | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Capital World Investors | $526.78M | 0.1% |
| Altimeter Capital | $18.75M | 0.4% |
| Renaissance Technologies | $2.08M | 0.0% |
Posición cerrada
| Tiger Global Management | $37.01M | era 0.1% |
| Duquesne Family Office | $22.01M | era 0.6% |
| Fisher Asset Management | $371,120 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 740 tenedores, 87.41M acciones, $12.43B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.