Avidity Partners Management LP / ARVN
Avidity Partners Management LP’s Arvinas Inc Position
Does Avidity Partners Management LP own Arvinas Inc (ARVN)? Not currently — the last reported position was 698.4K shares worth $6M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$6M
Q3 2025
Shares
698.4K
% of Portfolio
+1.35%
Quarters Held
22
position exited
Position History ARVN
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 698.4K | $6M | +1.35% |
| Q2 2025 | 243.2K | $2M | +0.36% |
| Q1 2025 | 413.2K | $3M | +0.55% |
| Q4 2024 | 1.36M | $26M | +2.56% |
| Q3 2024 | 1.50M | $37M | +1.88% |
| Q2 2024 | 2.99M | $80M | +3.38% |
| Q1 2024 | 2.99M | $123M | +3.97% |
| Q4 2023 | 2.99M | $123M | +4.48% |
| Q3 2023 | 2.61M | $51M | +2.07% |
| Q2 2023 | 2.77M | $69M | +2.40% |
| Q1 2023 | 4.27M | $117M | +3.88% |
| Q4 2022 | 4.95M | $169M | +3.67% |
| Q3 2022 | 4.34M | $193M | +3.93% |
| Q2 2022 | 3.36M | $141M | +3.24% |
| Q1 2022 | 2.92M | $196M | +4.09% |
| Q4 2021 | 2.53M | $208M | +4.40% |
| Q3 2021 | 2.23M | $184M | +4.07% |
| Q2 2021 | 1.85M | $143M | +3.86% |
| Q1 2021 | 1.76M | $116M | +3.21% |
| Q4 2020 | 1.79M | $152M | +4.93% |
| Q3 2020 | 1.35M | $32M | +1.48% |
| Q2 2020 | 1.08M | $36M | +2.32% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Avidity Partners Management LP’s full portfolio or all institutional holders of ARVN.