Arvin Capital Management Lp
- Regulatory AUM
- $953M
- Discretionary
- $953M
- Clients
- 6
- Avg AUM / client
- $159M
- Accounts
- 6
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Investments (13F portfolio — 37 positions, $819,088,229)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | COM | $80,067,771 | 216,300 | 9.78% | 8.4% |
| 2 | Thermo Fisher Scientific Inc | COM | $79,478,926 | 161,697 | 9.7% | 8.34% |
| 3 | Amentum Holdings Inc | COM | $73,485,616 | 2,817,700 | 8.97% | 7.71% |
| 4 | Transalta Corp | COM | $58,795,879 | 4,488,235 | 7.18% | 6.17% |
| 5 | Ishares Tr | MSCI EAFE ETF | $46,622,400 | 480,000 | 5.69% | 4.89% |
| 6 | Danaher Corp Del | COM | $42,756,696 | 225,510 | 5.22% | 4.48% |
| 7 | Gxo Logistics Incorporated | COMMON STOCK | $36,493,015 | 703,819 | 4.46% | 3.83% |
| 8 | Akamai Technologies Inc | COM | $33,898,207 | 295,152 | 4.14% | 3.56% |
| 9 | Constellation Energy Corp | COM | $32,732,289 | 117,215 | 4.0% | 3.43% |
| 10 | Rb Global Inc | COM | $28,802,925 | 300,500 | 3.52% | 3.02% |
| 11 | Meta Platforms Inc | CL A | $23,571,756 | 41,200 | 2.88% | 2.47% |
| 12 | Vaneck Etf Trust | SEMICONDUCTR ETF | $23,004,000 | 60,000 | 2.81% | 2.41% |
| 13 | Ishares Inc | MSCI TAIWAN ETF | $22,183,776 | 312,800 | 2.71% | 2.33% |
| 14 | Option Care Health Inc | COM NEW | $18,829,409 | 699,458 | 2.3% | 1.97% |
| 15 | Fair Isaac Corp | COM | $18,379,836 | 17,217 | 2.24% | 1.93% |
| 16 | Carpenter Technology Corp | COM | $18,249,145 | 46,300 | 2.23% | 1.91% |
| 17 | Invesco Qqq Tr | UNIT SER 1 | $17,315,400 | 30,000 | 2.11% | 1.82% |
| 18 | Rocket Cos Inc | COM CL A | $15,960,000 | 1,120,000 | 1.95% | 1.67% |
| 19 | Qnity Electronics Inc | COMMON STOCK | $15,149,740 | 131,303 | 1.85% | 1.59% |
| 20 | Pdd Holdings Inc | SPONSORED ADS | $13,814,736 | 135,200 | 1.69% | 1.45% |
| 21 | Amazon Com Inc | COM | $13,668,552 | 65,629 | 1.67% | 1.43% |
| 22 | On Semiconductor Corp | COM | $12,384,000 | 200,000 | 1.51% | 1.3% |
| 23 | Acv Auctions Inc | COM CL A | $11,277,968 | 2,659,898 | 1.38% | 1.18% |
| 24 | Bio Techne Corp | COM | $10,676,927 | 204,304 | 1.3% | 1.12% |
| 25 | Unity Software Inc | COM | $9,969,141 | 454,382 | 1.22% | 1.05% |
Top 25 of 37 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $953M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $205M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Arvin Master Fund Lp master | Hedge Fund | Cayman Islands | $205M | 35 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Varavadekar, Rohan, Arvin | Chief Investment Officer | Limited Partner | Mar 2021 (5y) | 75% or more | |
| Salamian, Ben | Chief Financial Officer, Chief Operating Officer, Chief Compliance Officer | Mar 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Arvin Capital Management (Gp) Llc | General Partner | Mar 2021 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $205M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Arvin Master Fund Lp | Hedge Fund | $205M | $3.0M | 35 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.27 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗