Logos Global Management’s Arvinas ARVN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$24.3M	Buy	+3,300,000	New	+$24.3M	2.69%	10
2025 Q1	–	Sell	-700,000	Closed	-$13.4M	–	43
2024 Q4	$13.4M	Buy	700,000 +300,000	+75%	+$5.75M	1.57%	24
2024 Q3	$9.85M	Buy	+400,000	New	+$9.85M	1.06%	29