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Cliff Asness’s Arvinas ARVN Stock Holding History

Cliff Asness’s Portfolio ARVN Stock Details ARVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5M Buy
601,873
+316,755
+111% +$2.95M ﹤0.01% 2002
2026
Q1 		$3.02M Sell
285,118
-33,867
-11% -$419K ﹤0.01% 2078
2025
Q4 		$3.78M Buy
318,985
+95,163
+43% +$1.04M ﹤0.01% 1747
2025
Q3 		$1.91M Sell
223,822
-390,635
-64% -$2.96M ﹤0.01% 2006
2025
Q2 		$4.52M Buy
614,457
+510,881
+493% +$3.76M ﹤0.01% 1342
2025
Q1 		$727K Buy
+103,576
New +$1.62M ﹤0.01% 2217
2024
Q1 		– Sell
-17,028
Closed -$701K – 2414
2023
Q4 		$701K Buy
+17,028
New +$398K ﹤0.01% 1739
2023
Q1 		– Sell
-7,623
Closed -$261K – 2159
2022
Q4 		$261K Sell
7,623
-8,425
-52% -$354K ﹤0.01% 2009
2022
Q3 		$714K Buy
+16,048
New +$779K ﹤0.01% 1648
2022
Q1 		– Sell
-21,465
Closed -$1.76M – 2211
2021
Q4 		$1.76M Buy
21,465
+5,383
+33% +$438K ﹤0.01% 1250
2021
Q3 		$1.32M Buy
16,082
+7,544
+88% +$667K ﹤0.01% 1395
2021
Q2 		$657K Buy
8,538
+291
+4% +$20.2K ﹤0.01% 1789
2021
Q1 		$545K Buy
+8,247
New +$631K ﹤0.01% 1798
2020
Q4 		– Sell
-10,504
Closed -$248K – 2182
2020
Q3 		$248K Sell
10,504
-20,126
-66% -$583K ﹤0.01% 1988
2020
Q2 		$1.03M Sell
30,630
-14,340
-32% -$609K ﹤0.01% 1450
2020
Q1 		$1.81M Buy
+44,970
New +$2.1M ﹤0.01% 1107

Other funds holding ARVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
P
Pfizer New York $170M AUM 191.09% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $2.11B AUM 413.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cliff Asness's ARVN Position: Q2 2026 in Review

Cliff Asness increased its Arvinas (ARVN) stake by 111% in Q2 2026, buying an estimated $2.95M and bringing the position to 601,873 shares worth $5M. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

Cliff Asness first reported a position in ARVN in Q1 2020 and has held it in 16 quarters since. 198 funds tracked by Wall St. Rank hold ARVN as of Q2 2026.

  • Cliff Asness held 601,873 shares of Arvinas worth $5M as of Q2 2026.
  • Cliff Asness bought 316,755 Arvinas shares in Q2 2026, an estimated $2.95M.
  • Arvinas made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2002 holding.
  • Cliff Asness first reported a position in Arvinas in Q1 2020 and has held it in 16 quarters since.
  • 198 funds tracked by Wall St. Rank held Arvinas as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.