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TCG Crossover Management’s Arvinas ARVN Stock Holding History

TCG Crossover 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
2026
Q1 		$25.3M Sell
2,387,461
-278,755
-10% -$3.45M 0.72% 32
2025
Q4 		$31.6M Buy
2,666,216
+1,048,851
+65% +$11.5M 1.05% 27
2025
Q3 		$13.8M Buy
+1,617,365
New +$12.3M 0.68% 30

Other funds holding ARVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

TCG Crossover Management's ARVN Position: Q1 2026 in Review

TCG Crossover Management reduced its Arvinas (ARVN) stake by 10% in Q1 2026, selling an estimated $3.45M and leaving 2,387,461 shares worth $25.3M. The position accounts for 0.72% of the portfolio, ranked #32.

TCG Crossover Management first reported a position in ARVN in Q3 2025 and has held it in 3 quarters since. The position peaked at $31.6M in Q4 2025. 206 funds tracked by Wall St. Rank hold ARVN as of Q1 2026.

  • TCG Crossover Management held 2,387,461 shares of Arvinas worth $25.3M as of Q1 2026.
  • TCG Crossover Management sold 278,755 Arvinas shares in Q1 2026, an estimated $3.45M.
  • Arvinas made up 0.72% of TCG Crossover Management's portfolio in Q1 2026, its #32 holding.
  • TCG Crossover Management first reported a position in Arvinas in Q3 2025 and has held it in 3 quarters since.
  • TCG Crossover Management's Arvinas position peaked at $31.6M in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Arvinas as of Q1 2026.

Based on TCG Crossover Management's 13F filing for Q1 2026, filed 15 May 2026.