TAM
Telemark Asset Management’s Arm ARM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Hold |
100,000
| – | – | 1.47% | 22 |
|
|
2025
Q1 | $10.7M | Sell |
100,000
-50,000
| -33% | -$5.34M | 1.4% | 28 |
|
|
2024
Q4 | $18.5M | Hold |
150,000
| – | – | 1.85% | 17 |
|
|
2024
Q3 | $21.5M | Sell |
150,000
-150,000
| -50% | -$21.5M | 2.17% | 13 |
|
|
2024
Q2 | $49.1M | Hold |
300,000
| – | – | 4.27% | 3 |
|
|
2024
Q1 | $37.5M | Sell |
300,000
-100,000
| -25% | -$12.5M | 3.87% | 4 |
|
|
2023
Q4 | $30.1M | Buy |
400,000
+100,000
| +33% | +$7.51M | 4.48% | 4 |
|
|
2023
Q3 | $16.1M | Buy |
+300,000
| New | +$16.1M | 2.44% | 14 |
|