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 Q3	–	Sell	-1,500,000	Closed	-$11M	–	61
2025 Q2	$11M	Buy	+1,500,000	New	+$11M	1.22%	27

Other funds holding ARVN

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

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

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

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

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 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. 205 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.
205 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.