Rheos Capital Works’s Arm ARM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21M | Buy |
+130,000
| New | +$21M | 1.21% | 28 |
|
|
2025
Q1 | – | Sell |
-244,900
| Closed | -$30.2M | – | 71 |
|
|
2024
Q4 | $30.2M | Buy |
244,900
+56,000
| +30% | +$6.91M | 1.67% | 13 |
|
|
2024
Q3 | $27M | Sell |
188,900
-80,000
| -30% | -$11.4M | 1.41% | 23 |
|
|
2024
Q2 | $44M | Buy |
268,900
+12,000
| +5% | +$1.96M | 2.3% | 9 |
|
|
2024
Q1 | $32.1M | Buy |
256,900
+83,400
| +48% | +$10.4M | 1.54% | 16 |
|
|
2023
Q4 | $13M | Buy |
173,500
+83,500
| +93% | +$6.27M | 0.72% | 45 |
|
|
2023
Q3 | $4.82M | Buy |
+90,000
| New | +$4.82M | 0.29% | 89 |
|