Philosophy Capital 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	–	Sell	-996,032	Closed	-$6.99M	–	34
2025 Q1	$6.99M	Buy	+996,032	New	+$6.99M	0.5%	29