JY
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Jeff Yass’s Arvinas ARVN Stock Holding History

Jeff Yass’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 		$125K Sell
15,000
-15,100
-50% -$141K ﹤0.01% 12333
2026
Q1 		$319K Sell
30,100
-34,500
-53% -$427K ﹤0.01% 10740
2025
Q4 		$766K Sell
64,600
-60,700
-48% -$663K ﹤0.01% 7798
2025
Q3 		$1.07M Buy
125,300
+30,400
+32% +$231K ﹤0.01% 7209
2025
Q2 		$698K Sell
94,900
-391,000
-80% -$2.88M ﹤0.01% 8358
2025
Q1 		$3.41M Buy
485,900
+463,600
+2,079% +$7.26M ﹤0.01% 4388
2024
Q4 		$427K Buy
22,300
+13,900
+165% +$338K ﹤0.01% 9055
2024
Q3 		$207K Buy
+8,400
New +$219K ﹤0.01% 10398
2024
Q2 		– Sell
-43,200
Closed -$1.78M – 11993
2024
Q1 		$1.78M Buy
43,200
+28,100
+186% +$1.23M ﹤0.01% 5604
2023
Q4 		$622K Sell
15,100
-4,700
-24% -$110K ﹤0.01% 8134
2023
Q3 		$389K Sell
19,800
-21,800
-52% -$535K ﹤0.01% 8800
2023
Q2 		$1.03M Buy
41,600
+9,000
+28% +$231K ﹤0.01% 6595
2023
Q1 		$891K Sell
32,600
-98,100
-75% -$3.1M ﹤0.01% 7119
2022
Q4 		$4.47M Buy
130,700
+59,300
+83% +$2.49M ﹤0.01% 3407
2022
Q3 		$3.18M Buy
71,400
+65,400
+1,090% +$3.18M ﹤0.01% 3964
2022
Q2 		$253K Buy
+6,000
New +$301K ﹤0.01% 10020
2022
Q1 		– Sell
-15,800
Closed -$1.3M – 12929
2021
Q4 		$1.3M Sell
15,800
-29,100
-65% -$2.37M ﹤0.01% 6572
2021
Q3 		$3.69M Buy
44,900
+6,100
+16% +$539K ﹤0.01% 4524
2021
Q2 		$2.99M Sell
38,800
-14,100
-27% -$979K ﹤0.01% 5031
2021
Q1 		$3.5M Sell
52,900
-89,700
-63% -$6.86M ﹤0.01% 4637
2020
Q4 		$12.1M Buy
142,600
+83,000
+139% +$2.86M ﹤0.01% 2273
2020
Q3 		$1.41M Buy
59,600
+1,400
+2% +$40.6K ﹤0.01% 5308
2020
Q2 		$1.95M Buy
58,200
+22,400
+63% +$951K ﹤0.01% 4544
2020
Q1 		$1.44M Sell
35,800
-2,600
-7% -$122K ﹤0.01% 4575
2019
Q4 		$1.58M Buy
+38,400
New +$1.12M ﹤0.01% 4708

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

Jeff Yass's ARVN Position: Q2 2026 in Review

Jeff Yass reduced its Arvinas (ARVN) stake by 58% in Q2 2026, selling an estimated $377K and leaving 29,039 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #11550.

Jeff Yass first reported a position in ARVN in Q1 2020 and has held it in 21 quarters since. The position peaked at $2.99M in Q2 2025. 198 funds tracked by Wall St. Rank hold ARVN as of Q2 2026.

  • Jeff Yass held 29,039 shares of Arvinas worth $241K as of Q2 2026.
  • Jeff Yass sold 40,414 Arvinas shares in Q2 2026, an estimated $377K.
  • Arvinas made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11550 holding.
  • Jeff Yass first reported a position in Arvinas in Q1 2020 and has held it in 21 quarters since.
  • Jeff Yass's Arvinas position peaked at $2.99M in Q2 2025.
  • 198 funds tracked by Wall St. Rank held Arvinas as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.