Julian Baker’s Arvinas ARVN Stock Holding History

Julian Baker’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
2025 Q1	–	Sell	-405,576	Closed	-$7.77M	–	90
2024 Q4	$7.77M	Hold	405,576	–	–	0.08%	60
2024 Q3	$9.99M	Buy	+405,576	New	+$10.6M	0.1%	52
2023 Q4	–	Sell	-413,481	Closed	-$8.12M	–	88
2023 Q3	$8.12M	Buy	+413,481	New	+$10.1M	0.05%	51

Other funds holding ARVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pfizer New York $170M AUM 191.09% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Opaleye Management Boston, Massachusetts $1.1B AUM 197.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

NLVP

New Leaf Venture Partners New York $43M AUM 25.55% 1-Year Est. Return

Julian Baker's ARVN Position: Q1 2025 in Review

Julian Baker sold out of Arvinas (ARVN) in Q1 2025, closing a stake of 405,576 shares — an estimated $7.77M sold.

Julian Baker first reported a position in ARVN in Q3 2023 and held it in 3 quarters. The position peaked at $9.99M in Q3 2024. 215 funds tracked by Wall St. Rank hold ARVN as of Q1 2025.

Julian Baker reported no remaining Arvinas position as of Q1 2025 after selling out during the quarter.
Julian Baker sold 405,576 Arvinas shares in Q1 2025, an estimated $7.77M.
Julian Baker first reported a position in Arvinas in Q3 2023 and held it in 3 quarters.
Julian Baker's Arvinas position peaked at $9.99M in Q3 2024.
215 funds tracked by Wall St. Rank held Arvinas as of Q1 2025.

Based on Baker Bros. Advisors's 13F filing for Q1 2025, filed 15 May 2025.