← 机构持仓
ARM

ARM HOLDINGS PLC-ADR

2 家机构 · 合计 $384M
数据: SEC EDGAR 13F · 2026Q2
大师持有
2
总仓位
$384M
追踪机构合计持仓市值
本季净动作
↑ 增持
按持仓机构股数加权
持仓机构本季动作仓位价值占其组合风格
Sands新建$228M0.85%激进成长 / 创新驱动集中持股
Baillie Gifford减仓-27.87%$156M0.14%长期成长 / 全球配置
机构如何谈论它
2026-08-14Baillie Gifford看多The market’s short memory详情 →
2026-07-03Baillie Gifford看多The AI paradox: from carbon cost to climate dividend?详情 →
2025-09-16Colossus (Invest Like the Best / Business Breakdowns)中性Jeff Horing - Building Insight Partners - [Invest Like the Best, EP.440]详情 →
2025-08-31Baillie Gifford Japan Trust中性Japan Trust Annual Report - including the Notice of AGM - August 2025详情 →
2025-01-08Colossus (Invest Like the Best / Business Breakdowns)看多Arm: The Silicon Blueprint - [Business Breakdowns, EP.200]详情 →
2022-03-02Colossus (Invest Like the Best / Business Breakdowns)中性Cadence: Software Behind Semiconductor Design - [Business Breakdowns, EP. 49]详情 →
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