Question 1

How many shares of ARM does Altimeter Capital Management, LP own?

Accepted Answer

As of 2026-Q2, Altimeter Capital Management, LP holds 1.6M shares of ARM (ARM HOLDINGS PLC).

Question 2

What is Altimeter Capital Management, LP's ARM position worth?

Accepted Answer

As of 2026-Q2, Altimeter Capital Management, LP's ARM position is worth $582.2M.

Question 3

Is Altimeter Capital Management, LP buying or selling ARM?

Accepted Answer

In 2026-Q2, Altimeter Capital Management, LP decreased their ARM position (-4.3% change in shares).

Question 4

When did Altimeter Capital Management, LP first buy ARM?

Accepted Answer

Based on available 13F filings, Altimeter Capital Management, LP first reported a position in ARM in 2025-Q1. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1.6M	-4.3%	$582.2M	5.9%	$354.57	0
2026-Q1	New	1.7M	—	$259.5M	4.6%	$121.72	88
2025-Q4	Exited	0	-100.0%	$0	0.0%	$110.86	0
2025-Q3	Increased	1.1M	+17.7%	$155.4M	2.0%	$139.80	62
2025-Q2	Increased	933,208	+431.4%	$150.9M	2.2%	$165.46	87
2025-Q1	New	175,600	—	$18.8M	0.4%	$107.80	48