What does Arvin Capital Management LP hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Arvin Capital Management LP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

MICROSOFT CORP

$80M216K9.8%

THERMO FISHER SCIENTIFIC INC

$79M162K9.7%

AMENTUM HOLDINGS INC

$73M2.8M9.0%

TRANSALTA CORP

$59M4.5M7.2%

ISHARES TR

$47M480K5.7%

DANAHER CORP DEL

$43M226K5.2%

GXO LOGISTICS INCORPORATED

$36M704K4.5%

AKAMAI TECHNOLOGIES INC

$34M295K4.1%

CONSTELLATION ENERGY CORP

$33M117K4.0%

RB GLOBAL INC

$29M301K3.5%

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