Stocks
ARVN
Ikarian Capital, LLC

Ikarian Capital, LLC

CIK

0001778253

City

DALLAS

State / Country

TX

Stock

ARVN — Arvinas, Inc.

Top Portfolio Positions

119 positions · $849,578,139 total · as of Dec 31, 2025

Ticker	Company	Shares	Value (USD)	% of Portfolio
AMGN	Amgen Inc Healthcare	245,000	$80,190,950	9.44%
TERN	Terns Pharmaceuticals, Inc. Healthcare	1,596,378	$64,493,671	7.59%
HROW	Harrow, Inc. Healthcare	693,047	$33,959,303	4.00%
CYTK	Cytokinetics Inc Healthcare	463,572	$29,455,364	3.47%
JAZZ	Jazz Pharmaceuticals plc Healthcare	160,367	$27,262,390	3.21%
MAZE	Maze Therapeutics, Inc. Healthcare	644,680	$26,709,092	3.14%
OMER	Omeros Corp Healthcare	1,500,000	$25,770,000	3.03%
PRAX	Praxis Precision Medicines, Inc. Healthcare	86,581	$25,518,883	3.00%
OLMA	Olema Pharmaceuticals, Inc. Healthcare	958,654	$23,966,350	2.82%
IONS	Ionis Pharmaceuticals Inc Healthcare	296,638	$23,467,032	2.76%

Portfolio Trend

24 quarters · across all stocks

Holdings in ARVN

Shares Held

Position Value (USD)

14 of 14 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$4,248,928	358,257	+58.3%	Shares	Sole	2026-02-18
2025-09-30	$1,927,709	226,257	-73.4%	Shares	Sole	2025-11-14
2025-06-30	$6,256,000	850,000	+269.7%	Shares	Sole	2025-08-14
2025-03-31	$1,613,898	229,900	+129.9%	Shares	Sole	2025-05-15
2022-12-31	$3,421,000	100,000	0.0%	Call	Sole	2023-02-14
2022-09-30	$4,449,000	100,000	+1086.2%	Call	Sole	2022-11-14
2021-03-31	$557,223	8,430	-96.4%	Shares	Sole	2021-08-18
2020-12-31	$19,763,211	232,700	+132.7%	Call	Sole	2021-02-12
2020-12-31	$8,493,000	100,000	+2271.9%	Put	Sole	2021-02-12
2020-12-31	$358,064	4,216	-97.4%	Shares	Sole	2021-02-12
2020-09-30	$3,770,517	159,700	+50.5%	Call	Sole	2020-11-16
2020-06-30	$3,558,594	106,100	-31.1%	Call	Sole	2020-08-14
2020-06-30	$5,165,160	154,000	+174.5%	Put	Sole	2020-08-14
2020-03-31	$2,260,830	56,100	—	Call	Sole	2020-05-15
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