What smart money is saying about Arm
2 funds in our archive have pitched Arm — most recently Baillie Gifford Positive Change in June 2026.
Arm Holdings plc is a leading technology firm that conceptualizes, engineers, and licenses core processing unit (CPU) designs and complementary technologies. These foundational innovations are crucial for semiconductor manufacturers and original equipment manufacturers (OEMs) to develop their own products. The company's diverse portfolio encompasses microprocessors, comprehensive system intellectual property (IP) solutions, graphics processing units (GPUs), physical IP alongside its associated system IPs, various software offerings, development tools, and an array of supplementary services. Its technology underpins a wide spectrum of industries, including the automotive sector, advanced computing infrastructure, consumer electronics, and the burgeoning Internet of Things (IoT) landscape. Established in 1990, Arm Holdings plc maintains its corporate headquarters in Cambridge, United Kingdom. With a significant global footprint, Arm conducts operations across the United States, the People's Republic of China, Taiwan, South Korea, and numerous other international regions. Currently, Arm Holdings plc functions as a subsidiary entity of Kronos II LLC.
Position history
Every position in Arm on record in the archive was reported in Q2 2026, across 7 fund letters — 6 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 7 | 6 | 1 | 2 |
Fund activity · 7 positions · 7 moves
- TrimmedBaillie Gifford Positive ChangeJune 2026
“we trimmed the position, halving it to a more moderate 3 percent.”
Read the letterArm - New positionRoyal London AM Global Equity Select FundJune 2026
“We also added Arm Holdings, which designs the technology that powers many of the world’s computer chips and earns money by licensing its designs to other companies.”
Read the letterArm - AddedRoyal London AM Global Equity Diversified Fund (IRL)June 2026
“We increased the portfolio's exposure to specific parts of the AI infrastructure theme through purchases of Nebius Group and Arm Holdings.”
Read the letterArm - AddedRoyal London AM Global Equity Diversified FundJune 2026
“We increased the portfolio's exposure to specific parts of the AI infrastructure theme through purchases of Nebius Group and Arm Holdings.”
Read the letterArm - AddedRoyal London AM US Equity Fund (IRL)June 2026
“We increased the portfolio's exposure to specific parts of the AI infrastructure theme through purchases of Nebius Group and Arm Holdings.”
Read the letterArm - AddedRoyal London AM Global Equity Select Fund (IRL)June 2026
“We also added Arm Holdings, which designs the technology that powers many of the world’s computer chips and earns money by licensing its designs to other companies.”
Read the letterArm - AddedRoyal London AM Royal London US Equity TrustJune 2026
“We increased the portfolio's exposure to specific parts of the AI infrastructure theme through purchases of Nebius Group and Arm Holdings.”
Read the letterArm
Also mentioned · 1
These funds discuss Arm — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedBaillie Gifford International AlphaJune 2026
“Shortly after we initiated our position in SoftBank, it announced record profits boosted by outstanding operational performance from separately listed chip designer, Arm, and continued upward revisions in OpenAI's private valuation.”
Read the letterArm
Fund coverage · 2 theses
- Baillie Gifford Positive ChangeJune 2026
Arm designs low-power processor architectures that should benefit from AI-driven demand and expanding use cases beyond smartphones.
Read the full thesis - Royal London AM Global Equity Select Fund (IRL)June 2026
Arm Holdings plc is seen as a licensing-led chip design company with AI-driven royalty growth and expansion into a larger market.
Read the full thesis
Read every full thesis on Arm
Unlock all 2 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→