Arvin Capital Management LP: TMO position timeline

Arvin Capital Management LP held 57,017 TMO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 57,017 shares

   Change vs previous 13F -54,680 shares

   5.35% of the 13F portfolio, value $28,586,043.

   13F-HR 0001961738-26-000004 filed by Arvin Capital Management LP
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 111,697 shares

   Change vs previous 13F +43,897 shares

   12.83% of the 13F portfolio, value $54,902,426.

   13F-HR 0001961738-26-000002 filed by Arvin Capital Management LP
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 67,800 shares

   Change vs previous 13F -14,670 shares

   8.46% of the 13F portfolio, value $39,286,710.

   13F-HR 0001961738-26-000001 filed by Arvin Capital Management LP
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 82,470 shares

   Change vs previous 13F +30,503 shares

   9.26% of the 13F portfolio, value $39,999,599.

   13F-HR 0001961738-25-000010 filed by Arvin Capital Management LP
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 51,967 shares

   Change vs previous 13F not available

   6.02% of the 13F portfolio, value $21,070,540.

   13F-HR 0001961738-25-000006 filed by Arvin Capital Management LP
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).