Fund Name: | Arvin Capital Management |
Manager | Rohan Varavadekar |
Portfolio Value | $490,946,342 |
Change This QTR | +1.38% |
No. | Security | Ticker | Shares | Value | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | Amentum Holdings Inc | 1,687,149 | $30,706,112 | +75% | 6.13% | ||
2. | CRS | 127,729 | $23,141,941 | +24% | 4.62% | ||
3. | TAC | 2,427,764 | $22,699,593 | NEW | 4.53% | ||
4. | TSEM | 614,810 | $21,924,125 | +182% | 4.38% | ||
5. | Danaher CorpCALL | DHR | 45,000 | $19,188,000 | NEW | 3.83% |