Arm Holdings (ARM), Kendi Veri Merkezi Çiplerini Satma Stratejisini Değiştiriyor

Arm Holdings (ARM) Shifts Strategy to Sell Own Data Center Chips

Mon, August 24, 2026 at 2:38 PM GMT+3 3 min read

• ARM -2.95%

Loomis Sayles, an investment management company, released its "Global Growth Fund" investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index's 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at significant discounts to intrinsic value. At quarter-end, the fund maintained an overweight in communication services, consumer discretionary and healthcare sectors, and an underweight in information technology, financials, industrials, and consumer staples sectors. Also, please check the Fund's top five holdings to see its best picks for 2026.

In its Q2 2026 investor letter, Loomis Sayles Global Growth Fund highlighted Arm Holdings plc (NASDAQ:ARM) as a leading 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 August 21, 2026, Arm Holdings plc (NASDAQ:ARM) closed at $243.32 per share. The one-month return of Arm Holdings plc (NASDAQ:ARM) was -8.64%, and its shares gained 76.60% over the past 52 weeks. Arm Holdings plc (NASDAQ:ARM) has a market capitalization of $259.87 billion.

Loomis Sayles Global Growth Fund stated the following regarding Arm Holdings plc (NASDAQ:ARM) in its Q2 2026 investor letter:

"Arm Holdings plc (NASDAQ:ARM) is the world's leading microprocessor intellectual property (IP) supplier. The company develops and licenses its microprocessor IP technology to a network of partners to facilitate the design and manufacture of semiconductor chips used in a wide range of end markets, with a primary focus on mobile, cloud, automotive, and IoT (internet of things). Arm's clients include most of the world's leading semiconductor companies, which pay licensing fees to utilize the company's industry-standard technologies and ongoing royalties for the resulting chips incorporating its technology. While it can take in excess of five years before newly licensed technology is commercialized into new products, the resulting royalty payments to Arm can span decades. We owned Arm in our large cap and all cap growth portfolios from 2012 until it was acquired by SoftBank Group in 2016. Under SoftBank, the company invested substantially in research and development (R&D) and accelerated its pace of innovation. As a result, Arm launched Armv9, its most advanced processor architecture, and its Neoverse microarchitecture that now enables the company to effectively compete in the data center business..…" (Click here to read the full text)

Arm Holdings plc (NASDAQ:ARM) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 46 hedge fund portfolios held Arm Holdings plc (NASDAQ:ARM) at the end of the first quarter, compared to 33 in the previous quarter. While we acknowledge the potential of Arm Holdings plc (NASDAQ:ARM) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

Our coverage of Arm Holdings plc (NASDAQ:ARM) in another article included commentary from Sands Capital, another investment advisor. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.