Arnhold LLC

Family Office

Arnhold LLC is a Family Office based in New York, NY led by John Peter Arnhold, reporting $5.2B in AUM as of Q3 2025 with 32% Unknown concentration and 50% concentrated in top 10 holdings.

Managing PartnerJohn Peter Arnhold

Portfolio Value: $1.2B
Positions: 116
Top Holding: GLD at 14.5%
Last Reported: Q3 2025

Address1370 Avenue Of The Americas, 31st Floor, New York, NY, 10019-4602, United States

Top Holdings

Largest long holdings in Arnhold LLC's portfolio (50.3% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 GLD SPDR Gold Trust GLD	Unknown Unknown	$173.4M	14.50%	—	— 487.9K shares	Q4 2022 Held for 2y 11m
2 IAU iShares Gold Trust IAU	Unknown Unknown	$127.9M	10.69%	—	— 1.8M shares	Q4 2022 Held for 2y 11m
3 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$53.7M	4.49%	-$454.6K Sold	0.00% 220.9K shares	Q1 2018 Held for 7y 8m
4 Vertiv Holdings Co VRT	Electrical Equipment & Parts Industrials	$44.1M	3.69%	-$2.0M Sold	0.08% 292.6K shares	Q2 2023 Held for 2y 5m
5 Broadcom Inc. AVGO	Semiconductors Technology	$40.4M	3.38%	-$359.3K Sold	0.00% 122.5K shares	Q1 2018 Held for 7y 8m
6 Coherent COHR	Hardware, Equipment & Parts Technology	$35.8M	2.99%	-$2.3M Sold	— 332.2K shares	Q1 2021 Held for 4y 8m
7 AT&T T	Telecommunications Services Communication Services	$35.6M	2.98%	-$303.5K Sold	0.02% 1.3M shares	Q2 2018 Held for 7y 5m
8 Lumentum Holdings Inc. LITE	Communication Equipment Technology	$33.8M	2.83%	-$3.0M Sold	0.30% 207.8K shares	Q1 2021 Held for 4y 8m
9 Kyndryl Holdings KD	Information Technology Services Technology	$30.4M	2.54%	+$5.0M Bought	0.44% 1.0M shares	Q4 2021 Held for 3y 11m
10 BABA Alibaba Group Holding Limited BABA	Unknown Unknown	$26.9M	2.25%	-$249.1K Sold	— 150.7K shares	Q4 2022 Held for 2y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Arnhold LLC's latest filing

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GthenC

Market Value

$1.2B

Prior: $1.1B

Q/Q Change

+9.11%

+$99.8M

Net Flows % of MV

-0.278%

Turnover Ratio

1.53%

New Purchases

4 stocks

$4.0M

Added To

8 stocks

+$12.5M

Sold Out Of

7 stocks

$6.7M

Reduced Holdings

22 stocks

-$13.1M

Increased Positions

Position	Shares Δ	Change
1 Tyson Foods TSN	New	0 → 58.3K +$3.2M
2 Restoration Hardware RH	New	0 → 2.0K +$406.3K
3 Franco-Nevada FNV	New	0 → 1.2K +$267.5K
4 SRTA Strata Critical Medical, Inc. Class A Common Stock SRTA	New	0 → 30.0K +$151.8K
5 Blackrock Muniyield New York Quality Fund MYN	+61.48%	16.3K → 26.3K +$99.3K

Decreased Positions

Position	Shares Δ	Change
1 F5, Inc. FFIV	Sold	8.3K → 0 −$2.5M
2 Bank of Nova Scotia BNS	Sold	28.6K → 0 −$1.6M
3 Warner Bros. Discovery, Inc. WBD	Sold	117.1K → 0 −$1.3M
4 Datadog, Inc. DDOG	Sold	5.6K → 0 −$756.3K
5 Bank of New York Mellon BK	Sold	2.6K → 0 −$236.3K