ARM
Arm Holdings Plc-adr
2 super-investors hold ARM worth a combined $60M. The largest position: Stanley Druckenmiller at 0.6% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 44 — ranked #85 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own ARM
Stanley Druckenmiller initiated a new position in ARM in 2026Q1, making him the most conviction-weighted holder at 0.6% of his portfolio (~$16M), while Joel Greenblatt continues to carry a larger dollar position (~$44M) but at a negligible portfolio weight. Combined cohort exposure sits at just $60M across two managers. The historical owner-count series — oscillating between 0 and 2 over eight quarters — signals erratic rather than building interest; this is not a stock where the broader super-investor cohort has coalesced around a shared thesis. Druckenmiller's new entry is the notable data point this quarter, but with no additions from existing holders and chronic churn in the ownership record, cohort conviction here remains thin.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2023Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 11q | $44M | 288,820 |
| 2 | Stanley Druckenmiller | 0.6% | 4q | $16M | 106,700 |
Owners of ARM also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | NEW | 0.6% | +100% | $16M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 042068205. Not investment advice.