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CIK: 0002032331
Total reported value
$459.0M
$459.0M
300 檔
26.5%
During the Q4 2024 filing period, Arrowpoint Investment Partners (CIK: 0002032331) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $459.0M across 300 reported positions.
During Q4 2024, Arrowpoint Investment Partners's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 300 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CLMT | Calumet Inc | Stock-Other | 13.10% | — | — | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.76% | — | — | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.20% | — | — | |
| 4 | SILA | Sila Realty Trust Inc | Stock-Other | 2.59% | — | — | |
| 5 | SE | Sea Ltd-adr | Stock-Comm Services | 2.36% | — | — | |
| 6 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-Other | 1.68% | — | — | |
| 7 | WDAY | Workday Inc-class A | Stock-Tech | 1.66% | — | — | |
| 8 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.55% | — | — | |
| 9 | NBIS | Nebius Group N.V. | Stock-Other | 1.51% | — | — | |
| 10 | ZS | Zscaler Inc | Stock-Tech | 1.44% | — | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.36% | +5.47% | NEW | |
| 12 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 1.34% | — | — | |
| 13 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.25% | — | — | |
| 14 | AZO | Autozone Inc | Stock-Consumer Disc | 1.20% | — | — | |
| 15 | RH | Rh | Stock-Consumer Disc | 1.16% | — | — | |
| 16 | AMGN | Amgen Inc | Stock-Healthcare | 1.15% | -1.54% | EXIT | |
| 17 | OLLI | Ollie's Bargain Outlet Holdi | Stock-Consumer Staples | 1.07% | — | — | |
| 18 | MDB | Mongodb Inc | Stock-Tech | 1.06% | — | — | |
| 19 | GWRE | Guidewire Software Inc | Stock-Tech | 1.03% | — | — | |
| 20 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 1.03% | — | — | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.98% | — | — | |
| 22 | BURL | Burlington Stores Inc | Stock-Consumer Disc | 0.96% | — | — | |
| 23 | MSTR | Strategy Inc | Stock-Tech | 0.91% | — | — | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.90% | — | — | |
| 25 | OKTA | Okta Inc | Stock-Tech | 0.90% | — | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.87% | +6.27% | — | |
| 27 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.84% | — | — | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.84% | +0.07% | NEW | |
| 29 | MRVL | Marvell Technology Inc | Stock-Tech | 0.82% | +0.10% | NEW | |
| 30 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 0.76% | — | — | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.71% | — | — | |
| 32 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.70% | -1.35% | EXIT | |
| 33 | ADBE | Adobe Inc | Stock-Tech | 0.68% | — | — | |
| 34 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.67% | — | — | |
| 35 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.66% | — | — | |
| 36 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.66% | — | — | |
| 37 | MTN | Vail Resorts Inc | Stock-Consumer Disc | 0.66% | — | — | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.64% | — | — | |
| 39 | HEI | Heico CORP | Stock-Industrials | 0.64% | — | — | |
| 40 | NTRA | Natera Inc | Stock-Healthcare | 0.60% | -0.36% | — | |
| 41 | DE | Deere & Co | Stock-Industrials | 0.60% | — | — | |
| 42 | NTAP | Netapp Inc | Stock-Tech | 0.58% | — | — | |
| 43 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.57% | — | — | |
| 44 | ZM | Zoom Communications Inc | Stock-Tech | 0.56% | — | — | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | — | — | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.52% | — | — | |
| 47 | P | Everpure Inc-a | Stock-Tech | 0.51% | — | — | |
| 48 | SNOW | Snowflake Inc | Stock-Tech | 0.50% | — | — | |
| 49 | BMO | Bank Of Montreal | Stock-Financials | 0.50% | — | — | |
| 50 | SLG | Sl Green Realty CORP | Stock-Real Estate | 0.48% | — | — |
According to official SEC Form 13F filings, Arrowpoint Investment Partners reported a total U.S. public equity portfolio value of $459.0M across 300 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CLMT, AMZN, META) accounted for 26.5% of total reported equity market value during Q4 2024.
During Q4 2024, Arrowpoint Investment Partners's top holdings by market value included CLMT (13.1%)、AMZN (3.8%)、META (3.2%). The largest single position, CLMT, represented 13.1% of total portfolio value.
In Q4 2024, Arrowpoint Investment Partners made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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