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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Position history
Between Q1 2025 and Q2 2026, 4 fund letters reported a position in Arrow Electronics — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 4 | 0 | 1 | 0 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 4 positions · 1 move
- 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 - HoldsJAG Capital Management Enhanced Core Fixed IncomeJune 2026
“Arrow Electronics Inc (ARW) 5.875% due 4/10/2034 (Baa3/BBB-) outperformed after reporting results above guidance in May.”
Arrow Electronics - HoldsJAG Capital Management Corporate Fixed IncomeJune 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
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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