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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
Q2 		$5.88M Sell
707,098
-1,680,363
-70% -$15.7M 0.14% 48
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $2.11B AUM 413.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCG Crossover Management's ARVN Position: Q2 2026 in Review

TCG Crossover Management reduced its Arvinas (ARVN) stake by 70% in Q2 2026, selling an estimated $15.7M and leaving 707,098 shares worth $5.88M. The position accounts for 0.14% of the portfolio, ranked #48.

TCG Crossover Management first reported a position in ARVN in Q3 2025 and has held it in 4 quarters since. The position peaked at $31.6M in Q4 2025. 202 funds tracked by Wall St. Rank hold ARVN as of Q2 2026.

  • TCG Crossover Management held 707,098 shares of Arvinas worth $5.88M as of Q2 2026.
  • TCG Crossover Management sold 1,680,363 Arvinas shares in Q2 2026, an estimated $15.7M.
  • Arvinas made up 0.14% of TCG Crossover Management's portfolio in Q2 2026, its #48 holding.
  • TCG Crossover Management first reported a position in Arvinas in Q3 2025 and has held it in 4 quarters since.
  • TCG Crossover Management's Arvinas position peaked at $31.6M in Q4 2025.
  • 202 funds tracked by Wall St. Rank held Arvinas as of Q2 2026.

Based on TCG Crossover Management's 13F filing for Q2 2026, filed 14 Aug 2026.