LMR Partners’s Arvinas ARVN Stock Holding History

LMR Partners’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 Q2	–	Sell	-101,600	Closed	-$713K	–	1377
2025 Q1	$713K	Buy	101,600 +1,600	+2%	+$25.1K	0.01%	849
2024 Q4	$1.92M	Hold	100,000	–	–	0.02%	616
2024 Q3	$2.46M	Buy	+100,000	New	+$2.61M	0.02%	549

Other funds holding ARVN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Pfizer New York $239M AUM 232.47% 1-Year Est. Return

LGM

Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return

NLVP

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

LMR Partners's ARVN Position: Q2 2025 in Review

LMR Partners sold out of Arvinas (ARVN) in Q2 2025, closing a stake of 68,700 shares — an estimated $482K sold.

LMR Partners first reported a position in ARVN in Q1 2025 and held it in 1 quarter. The position peaked at $482K in Q1 2025. 215 funds tracked by Wall St. Rank hold ARVN as of Q2 2025.

LMR Partners reported no remaining Arvinas position as of Q2 2025 after selling out during the quarter.
LMR Partners sold 68,700 Arvinas shares in Q2 2025, an estimated $482K.
LMR Partners first reported a position in Arvinas in Q1 2025 and held it in 1 quarter.
LMR Partners's Arvinas position peaked at $482K in Q1 2025.
215 funds tracked by Wall St. Rank held Arvinas as of Q2 2025.

Based on LMR Partners's 13F filing for Q2 2025, filed 14 Aug 2025.