Arvin Capital Management Lp Top Holdings and 13F Report (2024) About Arvin Capital Management LpInvestment ActivityArvin Capital Management Lp has $310.95 million in total holdings as of September 30, 2024.Arvin Capital Management Lp owns shares of 25 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 31.27% of the portfolio was purchased this quarter.About 41.52% of the portfolio was sold this quarter.This quarter, Arvin Capital Management Lp has purchased 24 new stocks and bought additional shares in 10 stocks.Arvin Capital Management Lp sold shares of 8 stocks and completely divested from 5 stocks this quarter.Largest Holdings Alibaba Group $29,717,633Cogent Communications $29,706,585Amazon.com $25,078,900Valaris $24,206,148Seagate Technology $19,630,405 Largest New Holdings this Quarter Alibaba Group $29,717,633 HoldingWestern Digital $12,677,902 HoldingDanaher $8,665,883 HoldingVisa $6,642,517 HoldingFabrinet $4,184,988 Holding Largest Purchases this Quarter Alibaba Group 280,038 shares (about $29.72M)Western Digital 185,648 shares (about $12.68M)Valaris 197,757 shares (about $11.02M)Danaher 31,170 shares (about $8.67M)Visa 24,159 shares (about $6.64M) Largest Sales this Quarter JD.com 485,356 shares (about $19.41M)TransUnion 157,869 shares (about $16.53M)Lamb Weston 226,413 shares (about $14.66M)Cogent Communications 104,564 shares (about $7.94M)Rentokil Initial 307,500 shares (about $7.67M) 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 PortfolioSectorBABAAlibaba Group$29,717,633$29,717,633 ▲New Holding280,0389.6%Retail/WholesaleCCOICogent Communications$29,706,585$7,938,499 ▼-21.1%391,2889.6%Computer and TechnologyAMZNAmazon.com$25,078,900$2,340,118 ▲10.3%134,5948.1%Retail/WholesaleVALValaris$24,206,148$11,024,953 ▲83.6%434,1917.8%Oils/EnergySTXSeagate Technology$19,630,405$6,531,822 ▼-25.0%179,2246.3%Computer and TechnologyAVTRAvantor$18,073,506$6,204,919 ▲52.3%698,6285.8%MedicalCRSCarpenter Technology$16,980,908$3,580,816 ▼-17.4%106,4105.5%Basic MaterialsNTNXNutanix$15,989,264$4,314,229 ▲37.0%269,8615.1%Computer and TechnologyXPOXPO$15,089,136$2,024,521 ▲15.5%140,3514.9%TransportationTECKTeck Resources$12,942,303$116,861 ▲0.9%247,7474.2%Basic MaterialsWDCWestern Digital$12,677,902$12,677,902 ▲New Holding185,6484.1%Computer and TechnologyTRUTransUnion$10,168,045$16,528,884 ▼-61.9%97,1163.3%Business ServicesEPAMEPAM Systems$10,142,171$2,871,804 ▲39.5%50,9583.3%Computer and TechnologyDHRDanaher$8,665,883$8,665,883 ▲New Holding31,1702.8%Multi-Sector ConglomeratesACVAACV Auctions$8,279,616$193,298 ▲2.4%407,2612.7%Retail/WholesaleMSFTMicrosoft$8,118,900$1,333,069 ▲19.6%18,8682.6%Computer and TechnologyJDJD.com$8,055,160$19,414,240 ▼-70.7%201,3792.6%Retail/WholesaleVVisa$6,642,517$6,642,517 ▲New Holding24,1592.1%Business ServicesFISFidelity National Information Services$6,538,111$3,117,677 ▼-32.3%78,0672.1%Business ServicesSDRLSeadrill$6,140,188$2,187,727 ▲55.4%154,5092.0%Oils/EnergyLWLamb Weston$5,826,600$14,657,978 ▼-71.6%90,0001.9%Consumer StaplesFNFabrinet$4,184,988$4,184,988 ▲New Holding17,7001.3%Computer and TechnologyRTORentokil Initial$3,240,900$7,665,975 ▼-70.3%130,0001.0%Business ServicesELFe.l.f. Beauty$2,725,750$2,725,750 ▲New Holding25,0000.9%Consumer StaplesRIGTransocean$2,125,0000.0%500,0000.7%Oils/EnergyJBIJanus International Group$0$14,228,642 ▼-100.0%00.0%ConstructionCRLCharles River Laboratories International$0$14,013,974 ▼-100.0%00.0%MedicalSAMBoston Beer$0$13,056,140 ▼-100.0%00.0%Consumer StaplesSBUXStarbucks$0$5,440,236 ▼-100.0%00.0%Retail/WholesaleOPCHOption Care Health$0$2,940,687 ▼-100.0%00.0%MedicalShowing 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. 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