CIK: 0002032331
Total reported value
$112.5M
Reporting period: 2026-03-31 · Number of holdings: 82
Arrowpoint Investment Partners (Singapore) Pte. Ltd. disclosed 82 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $112.5M and a quarterly turnover rate of 186.1%.
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Arrowpoint Investment Partners (Singapore) Pte. Ltd.'s disclosed holdings carry a Herfindahl concentration index of 0.059 — mathematically equivalent to about 17 equally-sized positions, well below its 82 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.95), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 45% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add KWEB
+431.0% $8.8M
Add GOOGL
+2123.4% $8.5M
Trim JNJ
-97.5% -$63.0M
Add NBIX
+512.9% $2.3M
Add AXSM
+677.3% $2.4M
Add ASND
+294.7% $2.1M
Showing top 81 holdings (of 82 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 16.42% | +16.42% | NEW | |
| 2 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 10.12% | +9.74% | +431.03% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.96% | +7.90% | +2123.36% | |
| 4 | SMH | Vaneck Semiconductor ETF | ETF-Other | 7.49% | +7.49% | NEW | |
| 5 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 4.09% | +4.09% | NEW | |
| 6 | ASX | Ase Technology Holding -adr | Stock-Tech | 3.46% | +3.46% | NEW | |
| 7 | IONS | Ionis Pharmaceuticals INC | Stock-Healthcare | 2.60% | — | +55.85% | |
| 8 | NBIX | Neurocrine Biosciences INC | Stock-Healthcare | 2.52% | +2.45% | +512.91% | |
| 9 | AXSM | Axsome Therapeutics INC | Stock-Healthcare | 2.46% | +2.40% | +677.30% | |
| 10 | BMRN | Biomarin Pharmaceutical INC | Stock-Healthcare | 2.45% | +2.45% | NEW | |
| 11 | ASND | Ascendis Pharma A/S | Stock-Other | 2.40% | +2.31% | +294.66% | |
| 12 | PTCT | Ptc Therapeutics INC | Stock-Healthcare | 2.40% | +2.30% | +329.76% | |
| 13 | PFE | Pfizer INC | Stock-Healthcare | 1.78% | — | +64.54% | |
| 14 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.72% | — | +62.68% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.72% | -7.85% | -97.48% | |
| 16 | AMGN | Amgen INC | Stock-Healthcare | 1.54% | — | -17.20% | |
| 17 | GILD | Gilead Sciences INC | Stock-Healthcare | 1.48% | — | -38.41% | |
| 18 | VRTX | Vertex Pharmaceuticals INC | Stock-Healthcare | 1.35% | — | +1.43% | |
| 19 | MCHP 0.75 06-01-30 | Microchip Technology INC | Stock-Tech | 1.32% | +1.32% | NEW | |
| 20 | UNH | Unitedhealth Group INC | Stock-Healthcare | 1.25% | +1.25% | NEW | |
| 21 | PRAX | Praxis Precision Medicines I | Stock-Other | 1.10% | — | +85.16% | |
| 22 | INSM | Insmed INC | Stock-Healthcare | 1.02% | — | -39.27% | |
| 23 | PTGX | Protagonist Therapeutics INC | Stock-Other | 0.87% | — | — | |
| 24 | BLTE | Belite Bio INC - Adr | Stock-Other | 0.85% | — | +96.92% | |
| 25 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 0.79% | — | — | |
| 26 | MRNA | Moderna INC | Stock-Healthcare | 0.77% | — | — | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.77% | — | — | |
| 28 | BIIB | Biogen INC | Stock-Healthcare | 0.77% | — | +64.83% | |
| 29 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 0.69% | -0.01% | -83.10% | |
| 30 | RVMD | Revolution Medicines INC | Stock-Healthcare | 0.69% | — | +149.09% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.67% | +0.34% | -68.28% | |
| 32 | OSG | Octave Specialty Group INC | Stock-Other | 0.58% | — | -31.45% | |
| 33 | TWST | Twist Bioscience CORP | Stock-Other | 0.57% | — | +34.87% | |
| 34 | MDGL | Madrigal Pharmaceuticals INC | Stock-Healthcare | 0.55% | — | +221.29% | |
| 35 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.55% | — | — | |
| 36 | BNTX | Biontech Se-adr | Stock-Other | 0.54% | — | — | |
| 37 | NTRA | Natera INC | Stock-Healthcare | 0.53% | — | — | |
| 38 | AXGN | Axogen INC | Stock-Other | 0.48% | — | -15.25% | |
| 39 | XLI | Ss Industrial Select Sector | ETF-Other | 0.47% | — | +17.86% | |
| 40 | COGT | Cogent Biosciences INC | Stock-Other | 0.47% | — | +87.46% | |
| 41 | XLE | Ss Energy Select Sector | ETF-Other | 0.46% | — | +372.22% | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.46% | — | — | |
| 43 | CYTK | Cytokinetics INC | Stock-Healthcare | 0.43% | — | +64.91% | |
| 44 | GMAB | Genmab A/s -sp Adr | Stock-Other | 0.38% | — | -62.92% | |
| 45 | BBIO | Bridgebio Pharma INC | Stock-Healthcare | 0.38% | — | +97.78% | |
| 46 | TNGX | Tango Therapeutics INC | Stock-Other | 0.38% | — | — | |
| 47 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.37% | — | -43.49% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.36% | -1.10% | -95.19% | |
| 49 | ERAS | Erasca INC | Stock-Other | 0.36% | — | — | |
| 50 | LITE | Lumentum Holdings INC | Stock-Tech | 0.35% | -0.27% | -95.11% |
Performance for Q3 2026
+9.1%
Performance Last 4 Quarters
+17%
Based on 70% of reported portfolio value with available pricing
Arrowpoint Investment Partners (Singapore) Pte. Ltd.'s most significant position changes for 2026-03-31: Sold out: Nvidia CORP (NVDA); Sold out: Microsoft CORP (MSFT); Sold out: Citigroup INC (C); Sold out: Home Depot INC (HD); Sold out: Qualcomm INC (QCOM).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KWEB | Kranesh Csi China Internet | +9.7% | +431.03% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +7.9% | +2123.36% | Add |
| 3 | NBIX | Neurocrine Biosciences INC | +2.5% | +512.91% | Add |
| 4 | AXSM | Axsome Therapeutics INC | +2.4% | +677.30% | Add |
| 5 | ASND | Ascendis Pharma A/S | +2.3% | +294.66% | Add |
| 6 | PTCT | Ptc Therapeutics INC | +2.3% | +329.76% | Add |
| 7 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.3% | -68.28% | Trim |
| 8 | TEVA | Teva Pharmaceutical-sp Adr | 0% | -83.10% | Trim |
| 9 | XLK | Ss Technology Select Sector | -0.2% | -97.89% | Trim |
| 10 | LITE | Lumentum Holdings INC | -0.3% | -95.11% | Trim |
| 11 | LLY | Eli Lilly & Co | -1.1% | -95.19% | Trim |
| 12 | JNJ | Johnson & Johnson | -7.9% | -97.48% | Trim |
| 13 | NVDA | Nvidia CORP | — | EXIT | Sold out |
| 14 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 15 | C | Citigroup INC | — | EXIT | Sold out |
| 16 | HD | Home Depot INC | — | EXIT | Sold out |
| 17 | QCOM | Qualcomm INC | — | EXIT | Sold out |
| 18 | PLTR | Palantir Technologies Inc-a | — | EXIT | Sold out |
| 19 | RSP | Invesco S&p 500 Equal Weight | — | EXIT | Sold out |
| 20 | AMZN | Amazon.com INC | — | EXIT | Sold out |
| 21 | AAPL | Apple INC | — | EXIT | Sold out |
| 22 | AEG | Aegon Ltd-ny Reg Shr | — | EXIT | Sold out |
| 23 | TSLA | Tesla INC | — | EXIT | Sold out |
| 24 | PYPL | Paypal Holdings INC | — | EXIT | Sold out |
| 25 | IGV | Ishares Expanded Tech-softwa | — | NEW | New buy |
| 26 | BKLN | Invesco Senior Loan ETF | — | EXIT | Sold out |
| 27 | SMH | Vaneck Semiconductor ETF | — | NEW | New buy |
| 28 | MRK | Merck & Co. INC. | — | EXIT | Sold out |
| 29 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | EXIT | Sold out |
| 30 | EWZ | Ishares Msci Brazil ETF | — | NEW | New buy |
| 31 | ASX | Ase Technology Holding -adr | — | NEW | New buy |
| 32 | RL | Ralph Lauren CORP | — | EXIT | Sold out |
| 33 | BMRN | Biomarin Pharmaceutical INC | — | NEW | New buy |
| 34 | COHR | Coherent CORP | — | EXIT | Sold out |
| 35 | VNM | Vaneck Vietnam ETF | — | EXIT | Sold out |
| 36 | MRVL | Marvell Technology INC | — | EXIT | Sold out |
| 37 | ASTS | Ast Spacemobile INC | — | EXIT | Sold out |
| 38 | BIDU | Baidu INC - Spon Adr | — | EXIT | Sold out |
| 39 | AMKR | Amkor Technology INC | — | EXIT | Sold out |
| 40 | ABBV | Abbvie INC | — | EXIT | Sold out |
| 41 | AGG | Ishares Core U.s. Aggregate | — | EXIT | Sold out |
| 42 | ATAT | Atour Lifestyle Holdings-adr | — | EXIT | Sold out |
| 43 | MCHP 0.75 06-01-30 | Microchip Technology INC | — | NEW | New buy |
| 44 | JNK | Ss Spdr Bb High Yield Bond | — | EXIT | Sold out |
| 45 | UNH | Unitedhealth Group INC | — | NEW | New buy |
| 46 | SNDK | Sandisk CORP | — | EXIT | Sold out |
| 47 | EW | Edwards Lifesciences CORP | — | EXIT | Sold out |
| 48 | ANGL | Vaneck Fallen Angel High Yld | — | EXIT | Sold out |
| 49 | DHR | Danaher CORP | — | EXIT | Sold out |
| 50 | APH | Amphenol Corp-cl A | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-11 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-13 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-13 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-18 | 13F-HR | View on EDGAR |
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