Ben Salamian

Arvin Capital Management Lp

Assets Managed

$819.088M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 16d ago

Growth Rate

54.25%(2Q avg: 25.07%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Arvin Capital Management Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 37 positions.

Assets under management

The assets under management (AUM) of Arvin Capital Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 819.088M in assets, with a quarterly growth rate of 54.25% and a 2-quarter average growth rate of 25.07%. The portfolio is managed by Ben Salamian, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
MSFT Microsoft Corp Recent Activity New Position	9.78%	$80.068M 216,300 shares@ $370.17 avg price	New Position
TMO Thermo Fisher Scientific Inc Recent Activity Increased 138.5%	9.71%	$79.479M↑ Call 161,697 shares@ $491.53 avg price	Increased 138.5%
AMTM Amentum Holdings Inc Recent Activity Increased 56.46%	8.98%	$73.486M↓ Put 2.818M shares@ $26.08 avg price	Increased 56.46%
TAC Transalta Corp Recent Activity Increased 6.33%	7.18%	$58.796M 4.488M shares@ $13.11 avg price	Increased 6.33%
EFA Ishares Msci Eafe Etf Recent Activity New Position	5.7%	$46.622M↓ Put 480,000 shares@ $97.13 avg price	New Position
DHR Danaher Corp Recent Activity Increased 29.98%	5.23%	$42.757M↑ Call 225,510 shares@ $189.6 avg price	Increased 29.98%
GXO Gxo Logistics Inc Recent Activity Increased 38.78%	4.46%	$36.493M↑ Call 703,819 shares@ $51.85 avg price	Increased 38.78%
AKAM Akamai Technologies Inc Recent Activity New Position	4.14%	$33.898M 295,152 shares@ $114.85 avg price	New Position
CEG Constellation Energy Recent Activity Increased 199.04%	4%	$32.732M 117,215 shares@ $279.26 avg price	Increased 199.04%
RBA Rb Global Inc Recent Activity Increased 92.64%	3.52%	$28.803M 300,500 shares@ $95.85 avg price	Increased 92.64%

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