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Disclosery

NZS Capital, LLC: ARM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NZS Capital, LLC on ARM, newest first. How the timeline and the estimate are built.

NZS Capital, LLC held 229,378 ARM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 229,378 shares
    Change vs previous 13F -237,925 shares

    2.11% of the 13F portfolio, value $81,330,557.

    13F-HR 0001816616-26-000004 filed by NZS Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 467,303 shares
    Change vs previous 13F +55,555 shares

    2.36% of the 13F portfolio, value $70,693,598.

    13F-HR 0001816616-26-000003 filed by NZS Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 411,748 shares
    Change vs previous 13F -36,207 shares

    1.38% of the 13F portfolio, value $45,008,174.

    13F-HR 0001816616-26-000002 filed by NZS Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 447,955 shares
    Change vs previous 13F +110,765 shares

    1.94% of the 13F portfolio, value $63,381,153.

    13F-HR 0001816616-25-000008 filed by NZS Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 337,190 shares
    Change vs previous 13F +145,859 shares

    1.85% of the 13F portfolio, value $54,537,111.

    13F-HR 0001816616-25-000005 filed by NZS Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 191,331 shares
    Change vs previous 13F +55,797 shares

    0.92% of the 13F portfolio, value $20,432,237.

    13F-HR 0001816616-25-000004 filed by NZS Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 135,534 shares
    Change vs previous 13F +1,126 shares

    0.71% of the 13F portfolio, value $16,719,474.

    13F-HR 0001816616-25-000002 filed by NZS Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 134,408 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $19,221,688.

    13F-HR 0001816616-24-000009 filed by NZS Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).