LPU
ARM icon

Lansdowne Partners (UK)’s Arm ARM Stock Holding History

Lansdowne Partners (UK)’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 		$380M Buy
1,072,493
+136,990
+15% +$36.4M 15.64% 2
2026
Q1 		$142M Buy
935,503
+463,427
+98% +$56.2M 7.58% 6
2025
Q4 		$51.6M Buy
472,076
+412,101
+687% +$59.9M 3.78% 7
2025
Q3 		$8.49M Buy
+59,975
New +$8.74M 0.72% 15

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

Lansdowne Partners (UK)'s ARM Position: Q2 2026 in Review

Lansdowne Partners (UK) increased its Arm (ARM) stake by 15% in Q2 2026, buying an estimated $36.4M and bringing the position to 1,072,493 shares worth $380M. The position accounts for 15.64% of the portfolio, ranked #2.

Lansdowne Partners (UK) first reported a position in ARM in Q3 2025 and has held it in 4 quarters since. 955 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

  • Lansdowne Partners (UK) held 1,072,493 shares of Arm worth $380M as of Q2 2026.
  • Lansdowne Partners (UK) bought 136,990 Arm shares in Q2 2026, an estimated $36.4M.
  • Arm made up 15.64% of Lansdowne Partners (UK)'s portfolio in Q2 2026, its #2 holding.
  • Lansdowne Partners (UK) first reported a position in Arm in Q3 2025 and has held it in 4 quarters since.
  • 955 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Lansdowne Partners (UK)'s 13F filing for Q2 2026, filed 14 Aug 2026.