Stock Taper 
ARVIN CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Alibaba Group Holding Limited | BABA | 3.33K | $319.42K |
 Seagate Technology Holdings plc | STX | 6.93K | $6.69M |
 Talen Energy Corporation | TLN | 11.1K | $4.26M |
 Ducommun Incorporated | DCO | 13.47K | $2.49M |
 Saia, Inc. | SAIA | 28.52K | $12.01M |
 Carpenter Technology Corporation | CRS | 31.8K | $19.62M |
 Reddit, Inc. | RDDT | 42.55K | $7.39M |
 Tower Semiconductor Ltd. | TSEM | 44.13K | $11.5M |
 Waters Corporation | WAT | 55.98K | $20.99M |
 Thermo Fisher Scientific Inc. | TMO | 57.02K | $28.59M |
 Regal Rexnord Corporation | RRX | 59.45K | $14.16M |
 ICON Public Limited Company | ICLR | 64.82K | $11.26M |
 Union Pacific Corporation | UNP | 98.5K | $26.79M |
 Qnity Electronics, Inc. | Q | 101.6K | $16.59M |
 STMicroelectronics N.V. | STM | 106.69K | $7.99M |
 TTM Technologies, Inc. | TTMI | 117.63K | $22M |
 Knight-Swift Transportation Holdings Inc. | KNX | 117.81K | $9.17M |
 United Airlines Holdings, Inc. | UAL | 135.76K | $18.46M |
 RB Global, Inc. | RBA | 147.63K | $17.19M |
 Wayfair Inc. | W | 159.51K | $14.74M |