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Arvin Capital Management’s Unity U Stock Holding History

Arvin Capital Management’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20M Buy
698,280
+477,898
+217% +$12.7M 2.61% 13
2026
Q1 		$4.84M Buy
220,382
+111,794
+103% +$3.1M 0.59% 40
2025
Q4 		$4.8M Sell
108,588
-126,070
-54% -$5.14M 0.9% 31
2025
Q3 		$9.4M Buy
+234,658
New +$8.7M 1.7% 24

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Arvin Capital Management's U Position: Q2 2026 in Review

Arvin Capital Management increased its Unity (U) stake by 217% in Q2 2026, buying an estimated $12.7M and bringing the position to 698,280 shares worth $20M. The position accounts for 2.61% of the portfolio, ranked #13.

Arvin Capital Management first reported a position in U in Q3 2025 and has held it in 4 quarters since. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Arvin Capital Management held 698,280 shares of Unity worth $20M as of Q2 2026.
  • Arvin Capital Management bought 477,898 Unity shares in Q2 2026, an estimated $12.7M.
  • Unity made up 2.61% of Arvin Capital Management's portfolio in Q2 2026, its #13 holding.
  • Arvin Capital Management first reported a position in Unity in Q3 2025 and has held it in 4 quarters since.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Arvin Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.