CIK 1961738
Arvin Capital Management LP
Institutional 13F holdings & portfolio
Holdings
32
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–32 of 32
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TMO | THERMO FISHER SCIENTIFIC INC | 68K | $1M+ | SH |
| GXO | GXO LOGISTICS INCORPORATED | 507K | $1M+ | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 304K | $1M+ | SH |
| CRS | CARPENTER TECHNOLOGY CORP | 69K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 30K | $1M+ | SH (Put) |
| ACVA | ACV AUCTIONS INC | 2.3M | $1M+ | SH |
| RBA | RB GLOBAL INC | 156K | $1M+ | SH |
| EFX | EQUIFAX INC | 74K | $1M+ | SH |
| OPCH | OPTION CARE HEALTH INC | 489K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 39K | $1M+ | SH |
| AL | AIR LEASE CORP | 151K | $1M+ | SH |
| Q | QNITY ELECTRONICS INC | 115K | $1M+ | SH |
| IQV | IQVIA HLDGS INC | 39K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 37K | $1M+ | SH (Call) |
| CMG | CHIPOTLE MEXICAN GRILL INC | 188K | $1M+ | SH |
| ITRI | ITRON INC | 71K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 35K | $1M+ | SH |
| FND | FLOOR & DECOR HLDGS INC | 100K | $1M+ | SH (Call) |
| AMZN | AMAZON COM INC | 25K | $1M+ | SH (Call) |
| TSEM | TOWER SEMICONDUCTOR LTD | 44K | $1M+ | SH |
| TAC | TRANSALTA CORP | 402K | $1M+ | SH (Call) |
| TECH | BIO-TECHNE CORP | 85K | $1M+ | SH (Call) |
| U | UNITY SOFTWARE INC | 109K | $1M+ | SH |
| AMTM | AMENTUM HOLDINGS INC | 165K | $1M+ | SH (Call) |
| SNPS | SYNOPSYS INC | 10K | $1M+ | SH (Call) |
| KBR | KBR INC | 110K | $1M+ | SH (Call) |
| BABA | ALIBABA GROUP HLDG LTD | 23K | $1M+ | SH (Call) |
| SATS | ECHOSTAR CORP | 26K | $1M+ | SH |
| BE | BLOOM ENERGY CORP | 25K | $1M+ | SH |
| SRAD | SPORTRADAR GROUP AG | 60K | $1M+ | SH |
| CCOI | COGENT COMMUNICATIONS HLDGS | 19K | $100K–$500K | SH (Call) |
| ICLR | ICON PLC | 2K | $100K–$500K | SH (Call) |