Managers / Q1 2026
Arvin Capital Management LP
CIK 0001961738 · 515 CONGRESS AVENUE, SUITE 1075, AUSTIN, TX, 78701 · 212-548-3950
Reported Value
$819M
Q1 2026
Positions
50
Filings on Record
10
2019–present window
Filed
May 14, 2026
original filing
Summary
Arvin Capital Management Lp reported $819M in U.S.-listed holdings across 50 positions for Q1 2026.
Its largest position, TAC, represents 7.2% of the portfolio.
Compared with Q4 2025, the fund opened 19 new positions and exited 14.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $819M | 50 | May 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $531M | 40 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $554M | 36 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $488M | 40 | Aug 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $501M | 46 | May 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $357M | 41 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $311M | 33 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $317M | 29 | Aug 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $267M | 28 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $227M | 29 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.