Cliff Asness's ARVN Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 285,118 shares of Arvinas, Inc. (ARVN) worth $3.02 M, representing 0.00% of the portfolio. First purchased in 2020-Q1, this medium-term investment has been held for 19 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in ARVN, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 510,881 shares. Largest reduction occurred in Q3 2025, reducing 390,635 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Arvinas (ARVN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Arvinas (ARVN) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -33,867 | Reduce 10.62% | 285,118 | $10.60 |
| Q4 2025 | +95,163 | Add 42.52% | 318,985 | $11.86 |
| Q3 2025 | -390,635 | Reduce 63.57% | 223,822 | $8.52 |
| Q2 2025 | +510,881 | Add 493.24% | 614,457 | $7.36 |
| Q1 2025 | +103,576 | New Buy | 103,576 | $7.02 |
| Q1 2024 | -17,028 | Sold Out | 0 | $0.00 |
| Q4 2023 | +17,028 | New Buy | 17,028 | $41.16 |
| Q1 2023 | -7,623 | Sold Out | 0 | $0.00 |
| Q4 2022 | -8,425 | Reduce 52.50% | 7,623 | $34.21 |
| Q3 2022 | +16,048 | New Buy | 16,048 | $44.49 |
| Q1 2022 | -21,465 | Sold Out | 0 | $0.00 |
| Q4 2021 | +5,383 | Add 33.47% | 21,465 | $82.13 |
| Q3 2021 | +7,544 | Add 88.36% | 16,082 | $82.20 |
| Q2 2021 | +291 | Add 3.53% | 8,538 | $76.95 |
| Q1 2021 | +8,247 | New Buy | 8,247 | $66.08 |
| Q4 2020 | -10,504 | Sold Out | 0 | $0.00 |
| Q3 2020 | -20,126 | Reduce 65.71% | 10,504 | $23.61 |
| Q2 2020 | -14,340 | Reduce 31.89% | 30,630 | $33.53 |
| Q1 2020 | +44,970 | New Buy | 44,970 | $40.29 |
Cliff Asness's Arvinas Investment FAQs
Cliff Asness first purchased Arvinas, Inc. (ARVN) in Q1 2020, acquiring 44,970 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Arvinas, Inc. (ARVN) for 19 quarters since Q1 2020.
Cliff Asness's largest addition to Arvinas, Inc. (ARVN) was in Q2 2025, adding 614,457 shares worth $4.52 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 285,118 shares of Arvinas, Inc. (ARVN), valued at approximately $3.02 M.
As of the Q1 2026 filing, Arvinas, Inc. (ARVN) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Arvinas, Inc. (ARVN) was 614,457 shares, as reported at the end of Q2 2025.