Philippe Laffont
ARM icon

Philippe Laffont’s Arm ARM Stock Holding History

Philippe Laffont’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 		– Sell
-2,300,000
Closed -$251M – 65
2025
Q4 		$251M Buy
2,300,000
+40,174
+2% +$5.84M 0.63% 32
2025
Q3 		$320M Sell
2,259,826
-2,373,628
-51% -$346M 0.78% 31
2025
Q2 		$749M Buy
+4,633,454
New +$575M 2.09% 17

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

Philippe Laffont's ARM Position: Q1 2026 in Review

Philippe Laffont sold out of Arm (ARM) in Q1 2026, closing a stake of 2,300,000 shares — an estimated $251M sold.

Philippe Laffont first reported a position in ARM in Q2 2025 and held it in 3 quarters. The position peaked at $749M in Q2 2025. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

  • Philippe Laffont reported no remaining Arm position as of Q1 2026 after selling out during the quarter.
  • Philippe Laffont sold 2,300,000 Arm shares in Q1 2026, an estimated $251M.
  • Philippe Laffont first reported a position in Arm in Q2 2025 and held it in 3 quarters.
  • Philippe Laffont's Arm position peaked at $749M in Q2 2025.
  • 742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

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