Arrowpoint Investment Partners (Singapore) Pte.
SINGAPORE, U0files as Arrowpoint Investment Partners (Singapore) Pte. Ltd.
$340m in 124 US stocks at the end of 30 June 2026. The top 10 are 63.9% of the money. It changed about 82.7% of the portfolio this quarter.
Value
$340m
Stocks
124
Top 10 share
63.9%
Turnover
82.7%
What changed this quarter
New
Bought for the first time this quarter.
- CitigroupC9.7% of the fund
- Goldman Sachs GroupGS9.2% of the fund
- Global PaymentsGPN8.2% of the fund
- Norfolk SouthernNSC7.5% of the fund
- American Electric PowerAEP7.5% of the fund
- NvidiaNVDA7.4% of the fund
- ExxonMobil HoldingsXOM7.2% of the fund
- Micron TechnologyMU2.2% of the fund
- IntelINTC1.4% of the fund
- SandiskSNDK1.3% of the fund
- Argenx SEARGX1.2% of the fund
- InfosysINFY1.1% of the fund
- CaterpillarCAT1.1% of the fund
- BrukerBRKR0.9% of the fund
- Travere TherapeuticsTVTX0.9% of the fund
- HumanaHUM0.9% of the fund
- RevvityRVTY0.9% of the fund
- AbbVieABBV0.9% of the fund
- ChemedCHE0.9% of the fund
- Ishares TRSOXX0.9% of the fund
- Agilent TechnologiesA0.9% of the fund
- Astera LabsALAB0.8% of the fund
- QualcommQCOM0.6% of the fund
- Acadia Healthcare CompanyACHC0.6% of the fund
- DavitaDVA0.5% of the fund
Added
Bought more of a stock they already held.
- AlphabetGOOGL3.6% of the fund+11%
- InsmedINSM0.9% of the fund+330%
- UnitedHealth GroupUNH0.9% of the fund+47%
- Madrigal PharmaceuticalsMDGL0.9% of the fund+392%
- Eli LillyLLY0.9% of the fund+476%
- Teva Pharmaceutical IndustriesTEVA0.8% of the fund+218%
- Cooper CompaniesCOO0.7% of the fund+489%
- Twist BioscienceTWST0.6% of the fund+51%
- BiogenBIIB0.4% of the fund+45%
- BridgeBio PharmaBBIO0.3% of the fund+133%
- Select Sector Spdr TRXLU0.3% of the fund+27%
- CytokineticsCYTK0.2% of the fund+20%
- Ishares TRTLT0.2% of the fund+23%
- Biontech SEBNTX0.2% of the fund+6%
- Oruka TherapeuticsORKA0.2% of the fund+23%
- Franklin Templeton ETF TRFLTW0.2% of the fund+51%
- United TherapeuticsUTHR0.2% of the fund+96%
- Select Sector Spdr TRXLF0.2% of the fund+55%
- Select Sector Spdr TRXLK0.1% of the fund+1200%
- AlumisALMS0.1% of the fund+28%
- Structure TherapeuticsGPCR<0.1% of the fund+11%
- Plug PowerPLUG<0.1% of the fund+151%
- Brandywine Realty TrustBDN<0.1% of the fund+53%
Cut
Sold some of their stake.
- Axsome TherapeuticsAXSM1.0% of the fund-16%
- PTC TherapeuticsPTCT0.9% of the fund-7%
- Neurocrine BiosciencesNBIX0.8% of the fund-24%
- Biomarin PharmaceuticalBMRN0.5% of the fund-45%
- IsharesEWT0.4% of the fund-11%
- Revolution MedicinesRVMD0.3% of the fund-23%
- ModernaMRNA0.3% of the fund-13%
- Ionis PharmaceuticalsIONS0.3% of the fund-68%
- Praxis Precision MedicinesPRAX0.2% of the fund-36%
- NateraNTRA0.2% of the fund-5%
- IlluminaILMN0.1% of the fund-22%
- Protagonist TherapeuticsPTGX0.1% of the fund-65%
- Cogent BiosciencesCOGT0.1% of the fund-30%
- Belite BIOBLTE<0.1% of the fund-67%
- BioAge LabsBIOA<0.1% of the fund-50%
- Tango TherapeuticsTNGX<0.1% of the fund-63%
- Climb BioCLYM<0.1% of the fund-38%
- Select Sector Spdr TRXLI<0.1% of the fund-88%
- Select Sector Spdr TRXLP<0.1% of the fund-95%
Sold out
Sold their entire stake.
- ASE Technology HldgASX-100%
- Ascendis Pharma A/SASND-100%
- PfizerPFE-100%
- Regeneron PharmaceuticalsREGN-100%
- Johnson & JohnsonJNJ-100%
- AmgenAMGN-100%
- Gilead SciencesGILD-100%
- Vertex PharmaceuticalsVRTX-100%
- Octave Specialty GroupOSG-100%
- AxogenAXGN-100%
- Select Sector Spdr TRXLE-100%
- Genmab A/SGMAB-100%
- ErascaERAS-100%
- Lumentum HoldingsLITE-100%
- Apogee TherapeuticsAPGE-100%
- ImmunityBioIBRX-100%
- Dyne TherapeuticsDYN-100%
- Spyre TherapeuticsSYRE-100%
- Tyra BiosciencesTYRA-100%
- State STR Spdr S&P 500 ETF TSPY-100%
- Equitable HoldingsEQH-100%
- Summit TherapeuticsSMMT-100%
- Envista HoldingsNVST-100%
- CG OncologyCGON-100%
- DexcomDXCM-100%
Holdings
- Argenx SEARGX
- Share
- 1.2%
- Value
- $4m
- Shares
- 4,392
New
- InfosysINFY
- Share
- 1.1%
- Value
- $4m
- Shares
- 367,077
New
- Ishares TRSOXX
- Share
- 0.9%
- Value
- $3m
- Shares
- 4,590
New
- Select Sector Spdr TRXLV
- Share
- 0.4%
- Value
- $1m
- Shares
- 8,600
New
- IsharesEWT
- Share
- 0.4%
- Value
- $1m
- Shares
- 11,100
-11%
- Select Sector Spdr TRXLU
- Share
- 0.3%
- Value
- $943,072
- Shares
- 20,800
+27%
- Invesco Exch Traded FD TR IIQQQM
- Share
- 0.3%
- Value
- $939,207
- Shares
- 3,100
New
- Select Sector Spdr TRXLRE
- Share
- 0.3%
- Value
- $880,600
- Shares
- 20,000
New
- Ishares TRTLT
- Share
- 0.2%
- Value
- $751,854
- Shares
- 8,700
+23%
- Spdr Series TrustKRE
- Share
- 0.2%
- Value
- $748,500
- Shares
- 10,000
New
- Spdr Series TrustXHB
- Share
- 0.2%
- Value
- $693,360
- Shares
- 6,000
New
- Biontech SEBNTX
- Share
- 0.2%
- Value
- $679,358
- Shares
- 7,301
+6%
- Legend BiotechLEGN
- Share
- 0.2%
- Value
- $625,801
- Shares
- 21,669
New
- Spdr Series TrustKIE
- Share
- 0.2%
- Value
- $609,900
- Shares
- 10,000
New
- Franklin Templeton ETF TRFLTW
- Share
- 0.2%
- Value
- $590,968
- Shares
- 5,600
+51%
- Select Sector Spdr TRXLF
- Share
- 0.2%
- Value
- $514,656
- Shares
- 9,600
+55%
- Select Sector Spdr TRXLK
- Share
- 0.1%
- Value
- $495,352
- Shares
- 2,600
+1200%
- Belite BIOBLTE
- Share
- <0.1%
- Value
- $309,202
- Shares
- 2,008
-67%
- Structure TherapeuticsGPCR
- Share
- <0.1%
- Value
- $249,297
- Shares
- 4,645
+11%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| CitigroupC | 9.7% | $33m | 235,033 | New |
| Goldman Sachs GroupGS | 9.2% | $31m | 30,971 | New |
| Global PaymentsGPN | 8.2% | $28m | 384,114 | New |
| Norfolk SouthernNSC | 7.5% | $26m | 81,332 | New |
| American Electric PowerAEP | 7.5% | $25m | 185,962 | New |
| NvidiaNVDA | 7.4% | $25m | 125,539 | New |
| ExxonMobil HoldingsXOM | 7.2% | $25m | 179,273 | New |
| AlphabetGOOGL | 3.6% | $12m | 34,557 | +11% |
| Micron TechnologyMU | 2.2% | $8m | 6,519 | New |
| IntelINTC | 1.4% | $5m | 33,371 | New |
| SandiskSNDK | 1.3% | $5m | 2,008 | New |
| Argenx SEARGX | 1.2% | $4m | 4,392 | New |
| InfosysINFY | 1.1% | $4m | 367,077 | New |
| CaterpillarCAT | 1.1% | $4m | 3,539 | New |
| Axsome TherapeuticsAXSM | 1.0% | $3m | 13,831 | -16% |
| InsmedINSM | 0.9% | $3m | 30,170 | +330% |
| UnitedHealth GroupUNH | 0.9% | $3m | 7,657 | +47% |
| BrukerBRKR | 0.9% | $3m | 52,780 | New |
| Madrigal PharmaceuticalsMDGL | 0.9% | $3m | 5,865 | +392% |
| Travere TherapeuticsTVTX | 0.9% | $3m | 55,112 | New |
| HumanaHUM | 0.9% | $3m | 7,839 | New |
| Eli LillyLLY | 0.9% | $3m | 2,548 | +476% |
| RevvityRVTY | 0.9% | $3m | 27,316 | New |
| PTC TherapeuticsPTCT | 0.9% | $3m | 36,873 | -7% |
| AbbVieABBV | 0.9% | $3m | 11,928 | New |
| ChemedCHE | 0.9% | $3m | 6,365 | New |
| Ishares TRSOXX | 0.9% | $3m | 4,590 | New |
| Agilent TechnologiesA | 0.9% | $3m | 21,826 | New |
| Neurocrine BiosciencesNBIX | 0.8% | $3m | 16,490 | -24% |
| Teva Pharmaceutical IndustriesTEVA | 0.8% | $3m | 81,993 | +218% |
| Astera LabsALAB | 0.8% | $3m | 5,293 | New |
| Cooper CompaniesCOO | 0.7% | $2m | 34,743 | +489% |
| Twist BioscienceTWST | 0.6% | $2m | 20,287 | +51% |
| QualcommQCOM | 0.6% | $2m | 11,141 | New |
| Acadia Healthcare CompanyACHC | 0.6% | $2m | 66,843 | New |
| DavitaDVA | 0.5% | $2m | 8,046 | New |
| Alnylam PharmaceuticalsALNY | 0.5% | $2m | 5,588 | New |
| Concentra Group Holdings ParentCON | 0.5% | $2m | 52,747 | New |
| Biomarin PharmaceuticalBMRN | 0.5% | $2m | 27,041 | -45% |
| BiogenBIIB | 0.4% | $1m | 6,838 | +45% |
| Oscar HealthOSCR | 0.4% | $1m | 51,105 | New |
| Lam ResearchLRCX | 0.4% | $1m | 3,230 | New |
| Select Sector Spdr TRXLV | 0.4% | $1m | 8,600 | New |
| AvantorAVTR | 0.4% | $1m | 131,088 | New |
| RambusRMBS | 0.4% | $1m | 9,559 | New |
| IsharesEWT | 0.4% | $1m | 11,100 | -11% |
| Revolution MedicinesRVMD | 0.3% | $1m | 6,100 | -23% |
| ModernaMRNA | 0.3% | $1m | 14,841 | -13% |
| BridgeBio PharmaBBIO | 0.3% | $1m | 13,454 | +133% |
| Ionis PharmaceuticalsIONS | 0.3% | $978,280 | 12,338 | -68% |
| Select Sector Spdr TRXLU | 0.3% | $943,072 | 20,800 | +27% |
| Invesco Exch Traded FD TR IIQQQM | 0.3% | $939,207 | 3,100 | New |
| Select Sector Spdr TRXLRE | 0.3% | $880,600 | 20,000 | New |
| Praxis Precision MedicinesPRAX | 0.2% | $823,918 | 2,461 | -36% |
| NateraNTRA | 0.2% | $763,860 | 2,814 | -5% |
| CytokineticsCYTK | 0.2% | $752,739 | 8,836 | +20% |
| Ishares TRTLT | 0.2% | $751,854 | 8,700 | +23% |
| Spdr Series TrustKRE | 0.2% | $748,500 | 10,000 | New |
| Acadia PharmaceuticalsACAD | 0.2% | $726,743 | 28,725 | New |
| Western DigitalWDC | 0.2% | $723,031 | 1,132 | New |
| Spdr Series TrustXHB | 0.2% | $693,360 | 6,000 | New |
| Biontech SEBNTX | 0.2% | $679,358 | 7,301 | +6% |
| Legend BiotechLEGN | 0.2% | $625,801 | 21,669 | New |
| Spdr Series TrustKIE | 0.2% | $609,900 | 10,000 | New |
| Oruka TherapeuticsORKA | 0.2% | $600,999 | 6,315 | +23% |
| Franklin Templeton ETF TRFLTW | 0.2% | $590,968 | 5,600 | +51% |
| United TherapeuticsUTHR | 0.2% | $560,794 | 1,035 | +96% |
| Select Sector Spdr TRXLF | 0.2% | $514,656 | 9,600 | +55% |
| Select Sector Spdr TRXLK | 0.1% | $495,352 | 2,600 | +1200% |
| Arrowhead PharmaceuticalsARWR | 0.1% | $442,355 | 5,427 | New |
| Marvell TechnologyMRVL | 0.1% | $439,090 | 1,474 | New |
| AlumisALMS | 0.1% | $433,243 | 15,396 | +28% |
| IlluminaILMN | 0.1% | $416,365 | 2,368 | -22% |
| Protagonist TherapeuticsPTGX | 0.1% | $404,269 | 3,298 | -65% |
| Anteris Technologies GlobalAVR | 0.1% | $386,445 | 39,233 | New |
| Cogent BiosciencesCOGT | 0.1% | $375,313 | 9,698 | -30% |
| Hewlett Packard EnterpriseHPE | 0.1% | $369,586 | 8,193 | New |
| CertaraCERT | 0.1% | $355,835 | 54,326 | New |
| ImmunovantIMVT | 0.1% | $348,427 | 9,043 | New |
| Microchip TechnologyMCHP | 0.1% | $344,918 | 3,782 | New |
| Ultragenyx PharmaceuticalRARE | <0.1% | $328,190 | 9,829 | New |
| Biolife SolutionsBLFS | <0.1% | $327,923 | 11,612 | New |
| Adaptive BiotechnologiesADPT | <0.1% | $324,946 | 15,149 | New |
| Maravai Lifesciences HoldingsMRVI | <0.1% | $315,838 | 50,615 | New |
| CryoportCYRX | <0.1% | $315,052 | 20,067 | New |
| Belite BIOBLTE | <0.1% | $309,202 | 2,008 | -67% |
| Taiwan Semiconductor ManufacturingTSM | <0.1% | $305,645 | 640 | New |
| 10x GenomicsTXG | <0.1% | $296,177 | 7,725 | New |
| Syndax PharmaceuticalsSNDX | <0.1% | $278,824 | 12,755 | New |
| Yum China HoldingsYUMC | <0.1% | $264,552 | 6,473 | New |
| MoonLake ImmunotherapeuticsMLTX | <0.1% | $262,631 | 13,489 | New |
| BioAge LabsBIOA | <0.1% | $256,669 | 10,472 | -50% |
| Albertsons CompaniesACI | <0.1% | $252,862 | 18,689 | New |
| Structure TherapeuticsGPCR | <0.1% | $249,297 | 4,645 | +11% |
| Tango TherapeuticsTNGX | <0.1% | $239,389 | 7,658 | -63% |
| AbsciABSI | <0.1% | $228,462 | 19,712 | New |
| Enliven TherapeuticsELVN | <0.1% | $228,324 | 4,499 | New |
| Corvus PharmaceuticalsCRVS | <0.1% | $225,773 | 15,112 | New |
| Capricor TherapeuticsCAPR | <0.1% | $224,955 | 9,342 | New |
| Maze TherapeuticsMAZE | <0.1% | $222,756 | 7,465 | New |
Showing the largest 100 of 124.
Options (5)
- Vaneck ETF TrustSMH
- Type
- Call
- Value
- $52m
- Contracts
- 80,000
- State STR Spdr S&P 500 ETF TSPY
- Type
- Call
- Value
- $30m
- Contracts
- 40,000
- IsharesEWY
- Type
- Put
- Value
- $17m
- Contracts
- 86,000
- IsharesEWT
- Type
- Put
- Value
- $12m
- Contracts
- 112,000
- Ishares TRIGV
- Type
- Call
- Value
- $7m
- Contracts
- 80,000
| Company | Type | Value | Contracts |
|---|---|---|---|
| Vaneck ETF TrustSMH | Call | $52m | 80,000 |
| State STR Spdr S&P 500 ETF TSPY | Call | $30m | 40,000 |
| IsharesEWY | Put | $17m | 86,000 |
| IsharesEWT | Put | $12m | 112,000 |
| Ishares TRIGV | Call | $7m | 80,000 |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 500.4% since 30 June 2025.
Where the money is
Financial services27.6%
Health care22.9%
Technology15.3%
Industrials8.8%
Utilities7.5%
Energy7.2%
Media & telecom3.7%
Retail & consumer0.1%
Real estate0.1%
Everyday goods0.1%
Materials0.1%
Other6.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.