Schonfeld Strategic Advisors 13F: New $124M Stake in ARM

Schonfeld Strategic Advisors opened a brand-new position in Arm Holdings plc (NasdaqGS: ARM) during the quarter, picking up 345,322 shares. The stake was valued at approximately $124.1 million based on the filing details, reflecting a fresh bet on the chip designer from the quantitative fund. Because this is a backward-looking filing covering holdings as of the period ending May 15, 2026, it may not represent the fund's current holdings today.

Arm Holdings Stock Price and Market Standing

Shares of Arm Holdings changed hands around $359.48 recently, trading well above its 200-day moving average of $222.19 and its 50-day moving average of $269.65. The semiconductor company carries a market capitalization of roughly $261.4 billion and a forward P/E ratio of 79.92. Its 52-week trading range spans from a low of $100.02 up to a high of $452.70, showing a wide arc of movement over the past year.

Analysts Set New Price Targets

Wall Street analysts continue to monitor the chip developer closely, adjusting their price targets across several major financial institutions. On July 31, 2026, Rosenblatt maintained its buy rating while adjusting its price target to $250.00 from $270.00. UBS maintained a buy rating on July 30, 2026, while moving its target to $320.00 from $360.00. Morgan Stanley kept an equal-weight rating on July 30, 2026, moving its target to $212.00 from $202.00. RBC Capital maintained an outperform rating on July 30, 2026, with a target of $340.00. TD Cowen maintained a buy rating on July 30, 2026, setting its target at $350.00. Wells Fargo maintained an overweight rating on July 30, 2026, adjusting its target to $280.00. Guggenheim reiterated a buy rating at $255.00 on July 30, 2026, and Needham also reiterated a buy rating at $255.00 on the same day.

Inside the Business of Arm Holdings

Arm Holdings researches, develops, and licenses central processing unit intellectual property, graphics processing units, and compute subsystems used across smartphones, cloud data centers, automotive systems, and IoT devices. The company operates as a subsidiary of SoftBank Group Corp. and employs 9,584 people out of its headquarters in Cambridge, United Kingdom. Its foundational architecture powers the vast majority of mobile devices worldwide, extending its reach into modern artificial intelligence accelerators and cloud infrastructure.

Looking Ahead for the Fund and Company

Investors tracking Schonfeld's moves will look to subsequent SEC filings to see whether the fund builds upon its new position or rotates capital elsewhere. Meanwhile, Arm Holdings is scheduled to report its next round of earnings around November 4, 2026, which will give market participants an updated look at its licensing revenue growth and profitability metrics.