JY
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Jeff Yass’s Arm ARM Stock Holding History

Jeff Yass’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
Q2 		$3.23B Buy
9,099,400
+811,500
+10% +$216M 0.25% 66
2026
Q1 		$1.25B Buy
8,287,900
+168,600
+2% +$20.5M 0.14% 113
2025
Q4 		$888M Buy
8,119,300
+1,264,500
+18% +$184M 0.1% 150
2025
Q3 		$970M Buy
6,854,800
+1,538,800
+29% +$224M 0.11% 137
2025
Q2 		$860M Buy
5,316,000
+579,300
+12% +$71.9M 0.12% 134
2025
Q1 		$506M Sell
4,736,700
-644,500
-12% -$89.9M 0.09% 175
2024
Q4 		$664M Sell
5,381,200
-831,400
-13% -$117M 0.1% 152
2024
Q3 		$888M Buy
6,212,600
+1,208,700
+24% +$172M 0.16% 102
2024
Q2 		$819M Buy
5,003,900
+1,513,900
+43% +$188M 0.15% 102
2024
Q1 		$436M Buy
3,490,000
+2,727,400
+358% +$289M 0.08% 198
2023
Q4 		$57.3M Buy
762,600
+61,200
+9% +$3.58M 0.01% 962
2023
Q3 		$37.5M Buy
+701,400
New +$38.8M 0.01% 1217

Other funds holding ARM

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jeff Yass's ARM Position: Q2 2026 in Review

Jeff Yass increased its Arm (ARM) stake by 108% in Q2 2026, buying an estimated $225M and bringing the position to 1,627,121 shares worth $577M. The position accounts for 0.04% of the portfolio, ranked #286.

Jeff Yass first reported a position in ARM in Q3 2023 and has held it in 11 quarters since. 955 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Jeff Yass held 1,627,121 shares of Arm worth $577M as of Q2 2026.
  • Jeff Yass bought 846,502 Arm shares in Q2 2026, an estimated $225M.
  • Arm made up 0.04% of Jeff Yass's portfolio in Q2 2026, its #286 holding.
  • Jeff Yass first reported a position in Arm in Q3 2023 and has held it in 11 quarters since.
  • 955 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.