Polymer Capital Management (HK)’s Arm ARM Stock Holding History

Polymer Capital Management (HK)’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	$2.33M	Buy	+15,411	New	+$1.87M	0.2%	70
2025 Q2	–	Sell	-13,097	Closed	-$1.4M	–	157
2025 Q1	$1.4M	Buy	+13,097	New	+$1.83M	0.24%	71
2024 Q4	–	Sell	-4,000	Closed	-$572K	–	176
2024 Q3	$572K	Sell	4,000 -9,306	-70%	-$1.32M	0.13%	105
2024 Q2	$2.18M	Sell	13,306 -5,394	-29%	-$671K	0.44%	56
2024 Q1	$2.34M	Sell	18,700 -31,400	-63%	-$3.33M	0.59%	50
2023 Q4	$3.76M	Buy	+50,100	New	+$2.93M	1.3%	25

Other funds holding ARM

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Polymer Capital Management (HK)'s ARM Position: Q1 2026 in Review

Polymer Capital Management (HK) opened a new position in Arm (ARM) in Q1 2026: 15,411 shares worth $2.33M. The stake represents 0.2% of the portfolio and ranks #70 among its holdings. This is a return to the name: Polymer Capital Management (HK) previously reported a position in ARM as recently as Q1 2025.

Polymer Capital Management (HK) first reported a position in ARM in Q4 2023 and has held it in 6 quarters since. The position peaked at $3.76M in Q4 2023. 742 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

Polymer Capital Management (HK) held 15,411 shares of Arm worth $2.33M as of Q1 2026.
Arm was a new Polymer Capital Management (HK) position in Q1 2026.
Arm made up 0.2% of Polymer Capital Management (HK)'s portfolio in Q1 2026, its #70 holding.
Polymer Capital Management (HK) first reported a position in Arm in Q4 2023 and has held it in 6 quarters since.
Polymer Capital Management (HK)'s Arm position peaked at $3.76M in Q4 2023.
742 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q1 2026, filed 14 May 2026.