LongARMSep 2026
Arm Holdings
Arm Holdings was added as part of ClearBridge's effort to broaden exposure across semiconductor infrastructure. The company's power-efficient processor architecture provides…
ARM
Which hedge funds are long ARM?
8 published ideas on Arm Holdings across 8 funds — 8 long and 0 short.
Arm hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Arm: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
- ClearBridge Large Cap Growth Strategy
- Sustainable Growth Advisers, LP - U.S. Large Cap Growth
- Sustainable Growth Advisers, LP - Global Growth Composite
- Loomis Sayles Global Growth Fund
- Sands Capital Management, LLC - Global Growth
- Sands Capital Management, LLC - Technology Innovators
- Sands Capital Management, LLC - International Growth
- Sustainable Growth Advisers, LP
Long theses
LongARMJun 2026
Arm Holdings
SGA continues to view Arm as a durable beneficiary of growing demand for power-efficient computing and AI workloads. The company delivered approximately 20% revenue growth and…
LongARMJun 2026
Arm Holdings plc
SGA views Arm as a long-term compounder benefiting from the proliferation of AI and power-efficient computing. Licensing growth, expanding royalties, increasing adoption of…
LongARMJun 2026
Arm Holdings Plc
Arm is the leading supplier of microprocessor intellectual property, earning licensing fees and long-lived royalty streams across mobile, cloud, automotive and IoT markets. Its…
LongARMJun 2026
Arm Holdings
Arm was purchased because Sands expects agentic AI to create a material inflection in CPU demand. CPUs are better suited than GPUs to scheduling, memory management, tool…
LongARMJun 2026
Arm Holdings
Arm was added to capture a potential inflection in CPU demand driven by agentic AI. Agentic workloads rely on CPUs for scheduling, memory management, tool execution, and…
LongARMJun 2026
Arm Holdings
Arm was purchased because Sands expects agentic AI to drive an inflection in CPU demand. CPUs are suited to scheduling, memory management, tool execution, and orchestration…
LongARMJun 2026
Arm Holdings
Arm remains a long-term holding because SGA sees sustained growth in licensing and royalties as Arm-based CPUs gain adoption across data centers and AI workloads. Management's…