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	–	Sell	-234,000	Closed	-$5.13M	–	77
2026 Q1	$5.13M	Buy	+234,000	New	+$6.49M	0.63%	39

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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.