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Coatue Management's Arm Holdings plc American Depositary Shares (ARM) position

Not anymore: Coatue Management fully exited ARM in Q1 2026. The position peaked at $749M in Q2 2025.
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Value at exit
$251M
Shares at exit
2.3M
Est. average buy price (i)
$124.43
Quarter-end price
$109.31

Estimated trade prices

Average price in quarters with purchases
$124.24
Average prices in quarters with sales
  • Q3 2025: $145.68 (2.4M shares sold)

ARM price vs Management's position

1Y 3Y 5Y MAX
Dates
$40$200$400$600202420252026New position of 4.6M shares · Q2 2025. Average closing price $124.06 · Price range $85.82–$165.464.6MsharespurchasedSold 2.4M shares (51.2%) · Q3 2025. Average closing price $145.68 · Price range $131.16–$164.372.4MsharessoldAdded 40K shares (1.8%) · Q4 2025. Average closing price $145.40 · Price range $109.31–$178.6240Ksharespurchased
Average closing price · filing quarter
$145.40
Price range · filing quarter
$109.31 – $178.62
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Exited −2.3M −$279M −100.0% 0 May 15, 2026
Q4 2025 Added +40K +$5.8M +1.8% 2.3M May 15, 2026
Q3 2025 Reduced −2.4M −$346M −51.2% 2.3M Nov 14, 2025
Q2 2025 New +4.6M +$575M – 4.6M Aug 14, 2025
Data through Q1 2026 · filed May 15, 2026
4 grouped rows from 4 quarters

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Common questions

Does Coatue Management own ARM?

Not currently. Coatue Management fully exited ARM in Q1 2026, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Coatue Management buy ARM?

Coatue Management first disclosed a ARM position in Q2 2025; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Coatue Management sell ARM?

Yes. Coatue Management reduced and then fully exited ARM by Q1 2026; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of ARM does Coatue Management own?

None as of the latest filing: Coatue Management has exited ARM. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Coatue Management pay for ARM?

Coatue Management's estimated average buy price for ARM is $124.43, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.