What smart money is saying about Arrow Electronics
1 fund in our archive has pitched Arrow Electronics — most recently Tamim Global High Conviction in March 2025.
Arrow Electronics, Inc. provides products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Global Components and Global Enterprise Computing Solutions. The Global Components segment markets and distributes semiconductor products and related services; passive, electro-mechanical, and interconnect products, including capacitors, resistors, potentiometers, power supplies, relays, switches, and connectors; and computing and memory products, as well as other products and services. The Global Enterprise Computing Solutions segment offers computing solutions, such as datacenter, cloud, security, and analytics solutions. This segment provides access to various services, including engineering and integration support, warehousing and logistics, marketing resources, and authorized hardware and software training. The company serves original equipment manufacturers, value-added resellers, managed service providers, contract manufacturers, and other commercial customers. Arrow Electronics, Inc. was founded in 1935 and is based in Centennial, Colorado.
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Fund signal · last 12 months
7 lettersToo few moves on Arrow Electronics yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q4 2024 and Q3 2026, 8 fund letters reported a position in Arrow Electronics, with 4 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2026 | 5 | 0 | 2 | 0 |
| Q4 2025 | 1 | 0 | 0 | 0 |
| Q1 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 8 positions · 4 moves
- September 2026
“We made additional reductions to our technology holdings TD Synnex (SNX), Arrow Electronics (ARW), and Synaptics (SYNA) for similar reasons.”
Arrow Electronics - June 2026
“Arrow Electronics (ARW), Atlas Energy Solutions (AESI), and Weatherford International (WFRD) reached their price targets and were eliminated.”
Arrow Electronics - HoldsPolaris Capital Management Global Equity CompositeJune 2026
“MKS Inc. and Arrow Electronics also benefited, both posting strong results; Arrow authorized a $1 billion buyback, while MKS rallied on robust earnings and a pre-announced second-quarter beat, reaching our target and prompting an exit at a substantial profit.”
Arrow Electronics - June 2026
“Arrow Electronics Inc (ARW) 5.875% due 4/10/2034 (Baa3/BBB-) outperformed after reporting results above guidance in May.”
Arrow Electronics - June 2026
“Highlighted Contributors Block Inc (XYZ) 6.50% due 5/15/2032 (Ba1/BB+) rebounded after reporting better-than-expected growth and profitability in May. Continued momentum at Cash App and improved operating leverage led management to raise its full-year outlook, supporting further spread recovery following Q1 weakness. D.R. Horton Inc (DHI) 5.50% due 10/15/2035 (A3/ BBB+) outperformed as its spread recovered from elevated Q1 levels, with the bond’s longer duration amplifying the benefit. The company reported improved order activity and a material reduction in unsold completed homes while maintaining low leverage and ample liquidity. Arrow Electronics Inc (ARW) 5.875% due 4/10/2034 (Baa3/BBB-) outperformed after reporting results above guidance in May.”
Arrow Electronics - May 2026
“We sold at month end and into early June some long held I.T. companies such as Teradyne, Hirose, Akamai, and significantly reduced Qualcomm and Arrow Electronics.”
Arrow Electronics - December 2025
“Oracle continues to demonstrate strong execution in cloud infrastructure and applications, positioning the company well for longer-term growth as capacity build-outs begin to monetize more fully. Arrow Electronics (-8.9%) saw improving demand trends offset by a slower-than-expected cyclical recovery and continued margin pressure from unfavorable geographic and product mix.”
Arrow Electronics - December 2024
“We funded these purchases in part with proceeds from the sales of real estate investment company Jones Lang LaSalle, enterprise computing solutions provider Arrow Electronics and regional bank BOK Financial, all of which we exited in favor of more compelling opportunities elsewhere.”
Arrow Electronics
Fund coverage · 1 thesis
- Tamim Global High ConvictionMarch 2025
Arrow Electronics is a resilient global leader in electronic component distribution and design support, strategically positioned to thrive in complex supply chains and generate recurring revenue amid geopolitical and trade challenges.
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