ARM Holdings PLC - ADR

NEW
NAS:ARM (UK)   ADR
$ 239.05 -16.16 (-6.33%) 10:10 PM EST
246.44
P/B:
29.58
Market Cap:
$ 255.31B
Enterprise V:
$ 251.88B
Volume:
3.83M
Avg Vol (2M):
5.43M
Trade In:
Volume:
3.83M
Avg Vol (2M):
5.43M

ARM Number of Guru Trades

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ARM Volume of Guru Trades

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Gurus Latest Trades with NAS:ARM

No Available Data

NAS:ARM is held by these investors

Guru
Portfolio Date
Current Shares
% of Shares outstanding
% of Total Assets Managed
Comment
Jefferies Group
2026-06-30
950
0.000
0%
New holding
Ken Fisher
2026-06-30
946
0.000
0%
New holding
Joel Greenblatt
2026-06-30
868
0.000
0%
New holding
Total 3

ARM Holdings PLC Insider Transactions

No Available Data

Guru Commentaries on NAS:ARM

2026 Q2
Munro Quarterly MGGFMAET JUNE26 FINAL 1
What the manager wrote

ARM Holdings is increasingly becoming the CPU architecture of choice due to its power-efficient design and customization capabilities, making it well-suited for agentic workloads. As the demand for CPUs rises in the AI era, ARM is positioned to benefit significantly. The manager notes that 'the role of CPUs becomes more important in the agentic AI era,' indicating a long runway for earnings growth ahead for ARM. The company is expected to be a primary beneficiary of the CPU renaissance alongside AMD, with a substantial increase in the total addressable market for CPUs projected by 2030.

News about NAS:ARM

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