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Caption Management’s Arm ARM Stock Holding History

Caption Management’s Portfolio ARM Stock Details ARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.56M Buy
50,000
+40,750
+441% +$4.95M 0.04% 408
2025
Q4 		$1.01M Buy
9,250
+1,000
+12% +$145K 0.01% 1049
2025
Q3 		$1.17M Sell
8,250
-7,250
-47% -$1.06M 0.01% 1053
2025
Q2 		$2.51M Buy
15,500
+6,800
+78% +$844K 0.03% 653
2025
Q1 		$929K Buy
8,700
+5,700
+190% +$795K 0.01% 945
2024
Q4 		$370K Sell
3,000
-2,200
-42% -$310K ﹤0.01% 1175
2024
Q3 		$744K Buy
5,200
+4,000
+333% +$568K 0.01% 850
2024
Q2 		$196K Buy
+1,200
New +$149K ﹤0.01% 954
2024
Q1 		– Sell
-18,300
Closed -$1.94M – 1184
2023
Q4 		$1.38M Buy
+18,300
New +$1.07M 0.02% 730

Other funds holding ARM

DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Caption Management's ARM Position: Q1 2026 in Review

Caption Management increased its Arm (ARM) stake by 441% in Q1 2026, buying an estimated $4.95M and bringing the position to 50,000 shares worth $7.56M. The position accounts for 0.04% of the portfolio, ranked #408.

Caption Management first reported a position in ARM in Q4 2023 and has held it in 9 quarters since. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • Caption Management held 50,000 shares of Arm worth $7.56M as of Q1 2026.
  • Caption Management bought 40,750 Arm shares in Q1 2026, an estimated $4.95M.
  • Arm made up 0.04% of Caption Management's portfolio in Q1 2026, its #408 holding.
  • Caption Management first reported a position in Arm in Q4 2023 and has held it in 9 quarters since.
  • 742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.