Telemark Asset Management’s Arm ARM Stock Holding History

Telemark Asset Management’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	-50,000	Closed	-$5.47M	–	54
2025 Q4	$5.47M	Hold	50,000	–	–	0.55%	49
2025 Q3	$7.07M	Sell	50,000 -50,000	-50%	-$7.28M	0.67%	42
2025 Q2	$16.2M	Hold	100,000	–	–	1.47%	23
2025 Q1	$10.7M	Sell	100,000 -50,000	-33%	-$6.97M	1.4%	28
2024 Q4	$18.5M	Hold	150,000	–	–	1.85%	17
2024 Q3	$21.5M	Sell	150,000 -150,000	-50%	-$21.3M	2.17%	13
2024 Q2	$49.1M	Hold	300,000	–	–	4.27%	3
2024 Q1	$37.5M	Sell	300,000 -100,000	-25%	-$10.6M	3.87%	4
2023 Q4	$30.1M	Buy	400,000 +100,000	+33%	+$5.85M	4.48%	4
2023 Q3	$16.1M	Buy	+300,000	New	+$16.6M	2.44%	14

Other funds holding ARM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return

Telemark Asset Management's ARM Position: Q1 2026 in Review

Telemark Asset Management sold out of Arm (ARM) in Q1 2026, closing a stake of 50,000 shares — an estimated $5.47M sold.

Telemark Asset Management first reported a position in ARM in Q3 2023 and held it in 10 quarters. The position peaked at $49.1M in Q2 2024. 744 funds tracked by Wall St. Rank hold ARM as of Q1 2026.

Telemark Asset Management reported no remaining Arm position as of Q1 2026 after selling out during the quarter.
Telemark Asset Management sold 50,000 Arm shares in Q1 2026, an estimated $5.47M.
Telemark Asset Management first reported a position in Arm in Q3 2023 and held it in 10 quarters.
Telemark Asset Management's Arm position peaked at $49.1M in Q2 2024.
744 funds tracked by Wall St. Rank held Arm as of Q1 2026.

Based on Telemark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.