DS
ARVN icon

David Shaw’s Arvinas ARVN Stock Holding History

David Shaw’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 		$29M Sell
3,495,153
-143,414
-4% -$1.34M 0.01% 1056
2026
Q1 		$38.6M Sell
3,638,567
-50,634
-1% -$627K 0.02% 779
2025
Q4 		$43.8M Buy
3,689,201
+342,038
+10% +$3.73M 0.02% 776
2025
Q3 		$28.5M Buy
3,347,163
+1,196,433
+56% +$9.07M 0.02% 941
2025
Q2 		$15.8M Buy
+2,150,730
New +$15.8M 0.01% 1183
2024
Q4 		– Sell
-37,124
Closed -$914K – 4396
2024
Q3 		$914K Sell
37,124
-187,227
-83% -$4.89M ﹤0.01% 3341
2024
Q2 		$5.97M Sell
224,351
-79,287
-26% -$2.53M 0.01% 1720
2024
Q1 		$12.5M Buy
303,638
+218,707
+258% +$9.56M 0.01% 1229
2023
Q4 		$3.5M Buy
84,931
+64,131
+308% +$1.5M ﹤0.01% 2209
2023
Q3 		$409K Buy
+20,800
New +$510K ﹤0.01% 3501
2022
Q4 		– Sell
-6,377
Closed -$284K – 4847
2022
Q3 		$284K Sell
6,377
-7,060
-53% -$343K ﹤0.01% 4322
2022
Q2 		$566K Sell
13,437
-6,728
-33% -$338K ﹤0.01% 4022
2022
Q1 		$1.36M Sell
20,165
-40,953
-67% -$2.79M ﹤0.01% 3656
2021
Q4 		$5.02M Sell
61,118
-94,531
-61% -$7.69M ﹤0.01% 2373
2021
Q3 		$12.8M Buy
155,649
+41,392
+36% +$3.66M 0.01% 1327
2021
Q2 		$8.8M Sell
114,257
-23,065
-17% -$1.6M 0.01% 1599
2021
Q1 		$9.08M Buy
137,322
+67,964
+98% +$5.2M 0.01% 1425
2020
Q4 		$5.89M Sell
69,358
-5,913
-8% -$204K 0.01% 1752
2020
Q3 		$1.78M Sell
75,271
-84,112
-53% -$2.44M ﹤0.01% 2484
2020
Q2 		$5.35M Buy
159,383
+39,473
+33% +$1.68M 0.01% 1620
2020
Q1 		$4.83M Buy
119,910
+9,973
+9% +$466K 0.01% 1491
2019
Q4 		$4.52M Buy
+109,937
New +$3.22M 0.01% 1810

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
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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

David Shaw's ARVN Position: Q2 2026 in Review

David Shaw reduced its Arvinas (ARVN) stake by 3.9% in Q2 2026, selling an estimated $1.34M and leaving 3,495,153 shares worth $29M. The position accounts for 0.01% of the portfolio, ranked #1056.

David Shaw first reported a position in ARVN in Q4 2019 and has held it in 22 quarters since. The position peaked at $43.8M in Q4 2025. 199 funds tracked by Wall St. Rank hold ARVN as of Q2 2026.

  • David Shaw held 3,495,153 shares of Arvinas worth $29M as of Q2 2026.
  • David Shaw sold 143,414 Arvinas shares in Q2 2026, an estimated $1.34M.
  • Arvinas made up 0.01% of David Shaw's portfolio in Q2 2026, its #1056 holding.
  • David Shaw first reported a position in Arvinas in Q4 2019 and has held it in 22 quarters since.
  • David Shaw's Arvinas position peaked at $43.8M in Q4 2025.
  • 199 funds tracked by Wall St. Rank held Arvinas as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.