Arvin Capital Management LP PINS β€” PINTEREST INC

Ownership history in Arvin Capital Management LP  Β·  4 quarters on record

AI Ownership Summary

Arvin Capital Management LP reported PINTEREST INC (PINS) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 3.61% in 2025 Q2. The latest visible filing shows PINS at 2.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PINS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arvin Capital Management LP's position in PINTEREST INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PINS was reported at 2.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.61% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Arvin Capital Management LP held PINS β€” position size vs. price
% of Fund (quarterly)    PINS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED β€” β€” β€” 351,554 +175,754 +100.0% 2.04% $11.3M 2025-11-12 $27.32
2025 Q2 REDUCED 64.2% -7.1% βœ… 175,800 -315,200 -64.2% 1.29% $6.3M 2025-08-13 $35.78
2025 Q2 ADDED β€” β€” β€” 491,000 +41,000 +9.1% 3.61% $17.6M 2025-08-13 $35.78
2025 Q1 INITIATED β€” β€” β€” 450,000 β€” β€” 2.78% $13.9M 2025-05-13 $32.93

FAQ About Arvin Capital Management LP and PINS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arvin Capital Management LP reported owning PINS?

Arvin Capital Management LP reported PINS across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported PINS position in Arvin Capital Management LP's portfolio?

The largest reported portfolio weight for PINS was 3.61% in 2025 Q2.

What is the latest reported PINS position on this page?

The most recent filing on this page is 2025 Q3, when Arvin Capital Management LP reported 351,554 shares, equal to 2.04% of portfolio, with an estimated market value of $11.3M.

What does the chart on this PINS ownership page compare?

The chart compares Arvin Capital Management LP's quarterly PINS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Arvin Capital Management LP time their PINS position?

Based on 13F filing dates vs. subsequent PINS price moves, Arvin Capital Management LP correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on PINS relative to SPY over the holding period was -49.7%.

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