Marsico Capital Management’s Arm ARM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.9M	Sell	67,270 -140,380	-68%	-$22.7M	0.3%	46
2025 Q1	$22.2M	Sell	207,650 -8,903	-4%	-$951K	0.76%	31
2024 Q4	$26.7M	Buy	216,553 +13,599	+7%	+$1.68M	0.73%	26
2024 Q3	$29M	Hold	202,954	–	–	0.81%	26
2024 Q2	$33.2M	Buy	+202,954	New	+$33.2M	0.99%	22