SEC 13F Intelligence

Managers / Q3 2024 · view latest →

Arvin Capital Management LP

CIK 0001961738 · 515 CONGRESS AVENUE, SUITE 1075, AUSTIN, TX, 78701 · 212-548-3950

Reported Value
$311M
Q3 2024
Positions
33
Filings on Record
10
2019–present window
Filed
Nov 14, 2024
original filing

Summary

Arvin Capital Management Lp reported $311M in U.S.-listed holdings across 33 positions for Q3 2024.

Its largest position, AMZN, represents 6.6% of the portfolio.

Compared with Q2 2024, the fund opened 6 new positions and exited 5.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $227MQ4 ’23Q1 ’24: $267MQ2 ’24: $317MQ2 ’24Q3 ’24: $311MQ4 ’24: $357MQ4 ’24Q1 ’25: $501MQ2 ’25: $488MQ2 ’25Q3 ’25: $554MQ4 ’25: $531MQ4 ’25Q1 ’26: $819Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 68.7%Other: 18.1%ADR: 13.2%
  • Common Stock · 68.7% · $214M
  • Other · 18.1% · $56M
  • ADR · 13.2% · $41M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$819M50May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$531M40Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$554M36Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$488M40Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$501M46May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$357M41Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$311M33Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$317M29Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$267M28May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$227M29Feb 13, 202413F-HRchanges · 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 ↗.