In its first-quarter 2026 investor letter, SGA Global Growth Strategy highlighted Arm Holdings plc (NASDAQ:ARM) as a notable contributor.
Arm Holdings plc (NASDAQ:ARM) is a UK-based technology company that develops and licenses central processing unit designs and related technologies for semiconductor companies and original equipment manufacturers
On June 16, 2026, Arm Holdings plc (NASDAQ:ARM) closed at $396.34 per share. One-month return of Arm Holdings plc (NASDAQ:ARM) was 54.38%, and its shares gained 171.37% over the past 52 weeks. Arm Holdings plc (NASDAQ:ARM) has a market capitalization of $423.322 billion.
SGA Global Growth Strategy stated the following regarding Arm Holdings plc (NASDAQ:ARM) in its Q1 2026 investor letter: “Arm Holdings plc (NASDAQ:ARM) was a top contributor to returns during the quarter. Shares responded positively following strong fiscal third quarter results, with revenue and royalty growth exceeding expectations, driven by accelerating data center adoption, and rising penetration of Arm’s CSS platform in smartphone, automotive, and infrastructure segments. Importantly, management reiterated confidence in sustaining approximately 20% royalty growth longer term, reinforcing the market’s confidence in Arm’s structural growth profile.