Arvin Capital Management Lp Top Holdings and 13F Report (2025) About Arvin Capital Management LpInvestment ActivityArvin Capital Management Lp has $488.41 million in total holdings as of June 30, 2025.Arvin Capital Management Lp owns shares of 28 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 40.30% of the portfolio was purchased this quarter.About 54.66% of the portfolio was sold this quarter.This quarter, Arvin Capital Management Lp has purchased 36 new stocks and bought additional shares in 8 stocks.Arvin Capital Management Lp sold shares of 7 stocks and completely divested from 19 stocks this quarter.Largest Holdings AMENTUM HOLDINGS INC $52,873,037TransAlta $42,152,214Amazon.com $41,201,661Danaher $33,155,706Synopsys $29,581,636 Largest New Holdings this Quarter 871607107 - Synopsys $29,581,636 Holding883556102 - Thermo Fisher Scientific $25,936,060 Holding05352A100 - Avantor $20,635,526 Holding126408103 - CSX $16,315,000 Holding21037T109 - Constellation Energy $10,509,066 Holding Largest Purchases this Quarter Synopsys 57,700 shares (about $29.58M)Thermo Fisher Scientific 63,967 shares (about $25.94M)Avantor 1,533,100 shares (about $20.64M)CSX 500,000 shares (about $16.32M)Danaher 60,162 shares (about $11.88M) Largest Sales this Quarter Meta Platforms 38,158 shares (about $28.16M)Seagate Technology 160,334 shares (about $23.14M)Carpenter Technology 63,150 shares (about $17.45M)Tower Semiconductor 388,698 shares (about $16.85M)Alibaba Group 46,504 shares (about $5.27M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArvin Capital Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMENTUM HOLDINGS INC$52,873,037$4,228,905 ▼-7.4%2,239,43410.8%COMTACTransAlta$42,152,214$3,442,398 ▲8.9%3,906,6008.6%UtilitiesAMZNAmazon.com$41,201,661$11,413,106 ▲38.3%187,8018.4%Retail/WholesaleDHRDanaher$33,155,706$11,884,401 ▲55.9%167,8436.8%MedicalSNPSSynopsys$29,581,636$29,581,636 ▲New Holding57,7006.1%Computer and TechnologyTMOThermo Fisher Scientific$25,936,060$25,936,060 ▲New Holding63,9675.3%MedicalPINSPinterest$23,911,448$7,774,448 ▲48.2%666,8004.9%Computer and TechnologyGXOGXO Logistics$23,162,938$1,423,258 ▲6.5%475,6254.7%TransportationALAir Lease$23,158,531$4,967,556 ▲27.3%395,9404.7%TransportationAVTRAvantor$20,635,526$20,635,526 ▲New Holding1,533,1004.2%MedicalOPCHOption Care Health$18,372,734$734,308 ▲4.2%565,6633.8%MedicalCRSCarpenter Technology$17,848,344$17,453,397 ▼-49.4%64,5793.7%Basic MaterialsCSXCSX$16,315,000$16,315,000 ▲New Holding500,0003.3%TransportationRBARB Global$13,937,119$4,443,521 ▼-24.2%131,2472.9%Business ServicesTSEMTower Semiconductor$12,970,840$16,850,058 ▼-56.5%299,2122.7%Computer and TechnologyVALValaris$10,527,5000.0%250,0002.2%EnergyCEGConstellation Energy$10,509,066$10,509,066 ▲New Holding32,5602.2%EnergyGEHCGE HealthCare Technologies$10,085,519$10,085,519 ▲New Holding136,1622.1%MedicalPZZAPapa John's International$9,978,866$9,978,866 ▲New Holding203,9002.0%Retail/WholesaleTECHBio-Techne$8,757,202$8,757,202 ▲New Holding170,2081.8%MedicalSTXSeagate Technology$8,703,099$23,141,006 ▼-72.7%60,3001.8%Computer and TechnologyITRIItron$8,330,994$8,330,994 ▲New Holding63,2911.7%Computer and TechnologyENTGEntegris$7,411,735$7,411,735 ▲New Holding91,9001.5%Computer and TechnologyARKKARK Innovation ETF$7,029,000$7,029,000 ▲New Holding100,0001.4%ETFBABAAlibaba Group$3,969,350$5,274,019 ▼-57.1%35,0000.8%Retail/WholesaleMETAMeta Platforms$3,539,880$28,164,041 ▼-88.8%4,7960.7%Computer and TechnologySANDISK CORP$3,041,534$627,735 ▲26.0%67,0680.6%COMMICROCHIP TECHNOLOGY INC.$1,312,6200.0%20,0000.3%DEP SHS REPSTGJDJD.com$0$26,968,881 ▼-100.0%00.0%Retail/WholesaleVSTVistra$0$17,439,840 ▼-100.0%00.0%UtilitiesAAPLApple$0$16,659,750 ▼-100.0%00.0%Computer and TechnologyADBEAdobe$0$12,240,360 ▼-100.0%00.0%Computer and TechnologyEPAMEPAM Systems$0$11,816,943 ▼-100.0%00.0%Computer and TechnologyXPOXPO$0$11,387,236 ▼-100.0%00.0%TransportationPRIMO BRANDS CORPORATION$0$10,920,344 ▼-100.0%00.0%CLASS A COM SHSASHRXtrackers Harvest CSI 300 China A-Shares ETF$0$10,364,957 ▼-100.0%00.0%ETFIPInternational Paper$0$10,263,739 ▼-100.0%00.0%Basic MaterialsPDDPDD$0$7,692,750 ▼-100.0%00.0%Retail/WholesaleNOWServiceNow$0$6,369,120 ▼-100.0%00.0%Computer and TechnologyGOOGAlphabet$0$6,249,200 ▼-100.0%00.0%Computer and TechnologyFCXFreeport-McMoRan$0$5,868,300 ▼-100.0%00.0%Basic MaterialsTECKTeck Resources$0$4,455,389 ▼-100.0%00.0%Basic MaterialsTSMTaiwan Semiconductor Manufacturing$0$3,735,000 ▼-100.0%00.0%Computer and TechnologyBORRBorr Drilling$0$2,238,347 ▼-100.0%00.0%EnergyWULFTeraWulf$0$1,315,459 ▼-100.0%00.0%FinanceCCOICogent Communications$0$1,115,842 ▼-100.0%00.0%Computer and TechnologyNEW ORIENTAL ED & TECHNOLOGY$0$315,546 ▼-100.0%00.0%SPON ADS CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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