SEC 13F Intelligence

Ghost Tree Capital, LLC / ARVN

Ghost Tree Capital, LLC’s Arvinas Inc Position

Does Ghost Tree Capital, LLC own Arvinas Inc (ARVN)? Yes145.0K shares worth $4M (+1.08% of its 13F portfolio) as of Q3 2024, up from 75.0K shares the prior filed quarter.

Position Value
$4M
Q3 2024
Shares
145.0K
% of Portfolio
+1.08%
Quarters Held
19
currently held

Position History ARVN

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $5MQ3 ’19: $4MQ3 ’19Q4 ’19: $9MQ1 ’20: $3MQ2 ’20: $4MQ2 ’20Q3 ’20: $5MQ4 ’20: $17MQ1 ’21: $14MQ1 ’21Q2 ’21: $16MQ3 ’21: $12MQ4 ’21: $9MQ4 ’21Q1 ’22: $7MQ2 ’22: $5MQ4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ3 ’24: $4MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024145.0K$4M+1.08%
Q2 202475.0K$2M+0.63%
Q1 202440.0K$2M+0.46%
Q4 202359.3K$2M+0.80%
Q2 2022110.0K$5M+2.41%
Q1 2022110.0K$7M+1.61%
Q4 2021110.0K$9M+3.24%
Q3 2021150.0K$12M+3.60%
Q2 2021205.0K$16M+4.34%
Q1 2021205.0K$14M+3.18%
Q4 2020205.0K$17M+3.88%
Q3 2020200.0K$5M+1.36%
Q2 2020120.0K$4M+1.06%
Q1 202080.0K$3M+0.86%
Q4 2019225.0K$9M+1.75%
Q3 2019185.0K$4M+1.01%
Q2 2019225.0K$5M+1.04%
Q1 2019175.0K$3M+0.70%
Q4 2018175.0K$2M+0.79%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ghost Tree Capital, LLC’s full portfolio or all institutional holders of ARVN.