Arvin Capital Management LP - Q12026 Holdings

Arvin Capital Management LP holds 37 stocks with a total portfolio value of $ 819.09M as of Q12026. In Q12026, Arvin Capital Management LP added 19 new positions, increased stakes in 12 stocks, reduced 3 holdings, and fully exited 14 positions. The largest holding is Microsoft Corp (MSFT), representing 9.78% of the total portfolio.