Brad Gerstner acquired 1.64M Arm Holdings plc. shares worth $315M. That's 4.35% of their equity portfolio (9th largest holding). The first Arm Holdings plc. trade was made in Q1 2025. Since then Brad Gerstner bought shares three more times and sold shares on two occasions. The stake costed the investor $197M, netting the investor a gain of 60% so far.