account_balance
Investment manager · 13F filer · SEC CIK 1961738
Arvin Capital Management LP
Reported value$389Mas of Sep 30, 2026
Positions31 15 new, 16 sold out
Top 10 weight60.3%TAC alone is 14%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TACTransalta Corp
13.8%Added +18%
UNPUnion Pacific Corp
6.7%Trimmed −3%
QQnity Electronics, Inc.
6.5%Added +98%
TMOThermo Fisher Scientific Inc.
5.6%Trimmed −43%
GXOGXO Logistics, Inc.
4.9%Trimmed −28%
TTMITTM Technologies Inc
4.8%Added +29%
WULFTeraWulf Inc.
4.8%New
AMZNAmazon.com Inc
4.5%New
ICLRIcon PLC
4.4%Added +57%
BABAAlibaba Group Holding Ltd
4.3%Added +4629%
AKAMAkamai Technologies Inc
4.2%−22%
WATWaters Corp
3.9%−39%
TACTransalta Corp
13.8%Added +18%
UNPUnion Pacific Corp
6.7%
QQnity Electronics, Inc.
6.5%+98%
TMOThermo Fisher Scientific Inc.
5.6%−43%
GXOGXO Logistics, Inc.
4.9%−28%
TTMITTM Technologies Inc
4.8%
WULFTeraWulf Inc.
4.8%
AMZNAmazon.com Inc
4.5%
ICLRIcon PLC
4.4%
BABA4.3%AKAM4.2%WAT3.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TAC Transalta Corp 13.8% Added +18%UNP Union Pacific Corp 6.7% Trimmed −3%Q Qnity Electronics, Inc. 6.5% Added +98%TMO Thermo Fisher Scientific Inc. 5.6% Trimmed −43%GXO GXO Logistics, Inc. 4.9% Trimmed −28%TTMI TTM Technologies Inc 4.8% Added +29%WULF TeraWulf Inc. 4.8% NewAMZN Amazon.com Inc 4.5% NewICLR Icon PLC 4.4% Added +57%BABA Alibaba Group Holding Ltd 4.3% Added +4629%AKAM Akamai Technologies Inc 4.2% Trimmed −22%WAT Waters Corp 3.9% Trimmed −39%
What changed
Biggest moves since Jun 30, 2026
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