Ikarian Capital, LLC

CIK

1778253

City

DALLAS

State / Country

TX

Stock

ARVN — Arvinas, Inc.

Top Portfolio Positions

134 positions · $1,088,185,757 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
TERN	Terns Pharmaceuticals, Inc. Healthcare	2,656,378	$140,044,248	12.87%
CYTK	Cytokinetics Inc Healthcare	1,242,472	$81,891,329	7.53%
QQQ	Invesco Qqq Trust, Series 1	100,000	$57,718,000	5.30%
KOD	Kodiak Sciences Inc. Healthcare	1,365,795	$52,064,105	4.78%
ABVX	Abivax S.A. Healthcare	350,935	$39,076,612	3.59%
ALMS	Alumis Inc. Healthcare	1,478,148	$32,563,600	2.99%
BMY	Bristol Myers Squibb Co Healthcare	500,000	$30,325,000	2.79%
CAPR	Capricor Therapeutics, Inc. Healthcare	878,015	$26,691,656	2.45%
RVMD	Revolution Medicines, Inc. Healthcare	258,142	$25,104,309	2.31%
PCVX	Vaxcyte, Inc. Healthcare	428,682	$24,910,711	2.29%

Portfolio Trend

25 quarters · across all stocks

Holdings in ARVN

Compact Export CSV

Shares Held

Position Value (USD)

15 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,797,524	358,257	0.0%	Shares	Sole	2026-05-15
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
No 13F history on record for this holder in this stock.