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Logos Global Management’s Arvinas ARVN Stock Holding History

Logos Global Management’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
Q4 		– Sell
-5,575,000
Closed -$47.5M – 72
2025
Q3 		$47.5M Buy
5,575,000
+2,275,000
+69% +$17.3M 4.26% 4
2025
Q2 		$24.3M Buy
+3,300,000
New +$24.3M 2.69% 12
2025
Q1 		– Sell
-700,000
Closed -$13.4M – 43
2024
Q4 		$13.4M Buy
700,000
+300,000
+75% +$7.29M 1.57% 24
2024
Q3 		$9.85M Buy
+400,000
New +$10.4M 1.06% 30

Other funds holding ARVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 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

Logos Global Management's ARVN Position: Q4 2025 in Review

Logos Global Management sold out of Arvinas (ARVN) in Q4 2025, closing a stake of 5,575,000 shares — an estimated $47.5M sold.

Logos Global Management first reported a position in ARVN in Q3 2024 and held it in 4 quarters. The position peaked at $47.5M in Q3 2025. 206 funds tracked by Wall St. Rank hold ARVN as of Q4 2025.

  • Logos Global Management reported no remaining Arvinas position as of Q4 2025 after selling out during the quarter.
  • Logos Global Management sold 5,575,000 Arvinas shares in Q4 2025, an estimated $47.5M.
  • Logos Global Management first reported a position in Arvinas in Q3 2024 and held it in 4 quarters.
  • Logos Global Management's Arvinas position peaked at $47.5M in Q3 2025.
  • 206 funds tracked by Wall St. Rank held Arvinas as of Q4 2025.

Based on Logos Global Management's 13F filing for Q4 2025, filed 17 Feb 2026.