Arrowpoint Investment Partners (Singapore) Pte. Ltd. In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Arrowpoint Investment Partners (Singapore) Pte. Ltd. reported 34 stock positions worth $56.6 million . Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 18.3% of the portfolio, followed by Sea Ltd.-ADR (SE, 15.1% ) and Nvidia (NVDA, 7.6% ). Compared with Q1 2025, it opened 18 new positions, sold out of 282, added to 7 and reduced 9. The biggest buy was Sea Ltd.-ADR (SE, shares +818% ) and the biggest sale an exit from Banco Santander SA-Spon ADR (SAN).
Location SINGAPORE, U0
CIK 0002032331
Portfolio Value $56.6M (Q2 2025) Holdings 34 stocks · $56.6M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2025 SPY SS SPDR S&P 500 ETF Trust-US 16,717 $10.3M Reduce -79.3% SE Sea Ltd.-ADR 53,505 $8.6M Add +817.8% NVDA Nvidia Corp. 27,376 $4.3M Add +127.4% JHX James Hardie Ord 153,686 $4.1M New DAL Delta Air Lines Inc. 73,479 $3.6M Add +353.5% UAL United Airlines Holdings Inc. 36,448 $2.9M Add +10780.0% FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD 22,357 $2.8M New COIN Coinbase Global Inc. Class A 7,200 $2.5M Add +86.5% META Meta Platforms Inc. Class A 2,703 $2.0M Reduce -86.8% TAL Tal Education Group- ADR 184,668 $1.9M New DECK Deckers Outdoor Corp. 17,146 $1.8M New AMZN Amazon.com Inc. 7,739 $1.7M Reduce -77.3% RYAAY Ryanair Holdings PLC-SP ADR 24,766 $1.4M Add +360.0% UPST Upstart Holdings Inc. 21,490 $1.4M Reduce -14.8% BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 65,568 $1.2M New BZ Kanzhun Ltd. - ADR 42,500 $758K New LRN Stride Inc. 4,468 $649K Add +151.0% EDU New Oriental Educatio-SP ADR 11,000 $593K New YMM Full Truck Alliance -SPN ADR 48,339 $571K New VNET Vnet Group Inc.-ADR 80,888 $558K New NTES Netease Inc.-ADR 4,043 $544K New ACMR Acm Research Inc. Class A 18,500 $479K New TER Teradyne Inc. 4,800 $432K Reduce -34.3% TCOM Trip.com Group Ltd.-ADR 6,716 $394K New SJM The JM Smucker Co. filed as SMUCKER J M CO 3,328 $327K New DKNG Draftkings Inc. Class A 6,000 $257K Reduce -7.0% ED Consolidated Edison Inc. 2,515 $252K Reduce -74.0% PEN Penumbra Inc. 620 $159K New CHD Church & Dwight Co. Inc. 644 $62K New HRB H&R Block Inc. filed as BLOCK H & R INC 657 $36K New AGL Agilon Health Inc. 13,500 $31K New USFD US Foods Holding Corp. 276 $21K Reduce -92.5% WRB WR Berkley Corp. filed as BERKLEY W R CORP 180 $13K New APH Amphenol Corp. Class A 40 $4K Reduce -99.1%
Options reported separately and not counted above: TSM calls ($20.4M), NTES puts ($13.5M), XPEV calls ($8.9M), HNRG calls ($5.7M), APH puts ($840K), DUOL calls ($656K), SJM calls ($619K), TKO calls ($601K), TKO puts ($547K), WWD calls ($442K), MTZ calls ($374K), WRB puts ($337K), and 17 more.
Portfolio Sells Q1 2025 → Q2 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▲ SAN Banco Santander SA-Spon ADR Sold out 0.00% −4.75 SPY SS SPDR S&P 500 ETF Trust-US Reduce -79.3% 18.26% −2.85 META Meta Platforms Inc. Class A Reduce -86.8% 3.52% −2.00 PANW Palo Alto Networks Inc. Sold out 0.00% −1.43 AZN Astrazeneca PLC-Spons ADR Sold out 0.00% −1.39 TPR Tapestry Inc. Sold out 0.00% −1.38 CONTEXTLOGIC INC - A Sold out 0.00% −1.38 WDAY Workday Inc. Class A Sold out 0.00% −1.34 FCX Freeport-McMoran Inc. Sold out 0.00% −1.28 SHOP Shopify Inc. Class A Sold out 0.00% −1.14 ROKU Roku Inc. Sold out 0.00% −1.12 HOOD Robinhood Markets Inc. Class A Sold out 0.00% −0.99 TXRH Texas Roadhouse Inc. Sold out 0.00% −0.95 CRM Salesforce Inc. Sold out 0.00% −0.82 GIS General Mills Inc. Sold out 0.00% −0.80 ABNB Airbnb Inc. Class A Sold out 0.00% −0.80 WMT Walmart Inc. Sold out 0.00% −0.79 MU Micron Technology Inc. Sold out 0.00% −0.75 MELI MercadoLibre Inc. Sold out 0.00% −0.74 DXCM Dexcom Inc. Sold out 0.00% −0.74 BKNG Booking Holdings Inc. Sold out 0.00% −0.73 ORCL Oracle Corp. Sold out 0.00% −0.73 SNOW Snowflake Inc. Sold out 0.00% −0.68 GOOG Alphabet Inc. Class C Sold out 0.00% −0.67 MRVL Marvell Technology Inc. Sold out 0.00% −0.66 MRK Merck & Co. Inc. Sold out 0.00% −0.62 TFC Truist Financial Corp. Sold out 0.00% −0.61 BABA Alibaba Group Holding-SP ADR Sold out 0.00% −0.60 INTC Intel Corp. Sold out 0.00% −0.58 CRWD CrowdStrike Holdings Inc. Class A Sold out 0.00% −0.53 DPZ Domino's Pizza Inc. Sold out 0.00% −0.47 BURL Burlington Stores Inc. Sold out 0.00% −0.47 GRAB Grab Holdings Ltd. Class A Sold out 0.00% −0.47 ADBE Adobe Inc. Sold out 0.00% −0.43 TOL Toll Brothers Inc. Sold out 0.00% −0.43 SU Suncor Energy Inc. Sold out 0.00% −0.40 WFC Wells Fargo & Co. Sold out 0.00% −0.39 TSCO Tractor Supply Company Sold out 0.00% −0.37 ANET Arista Networks Inc. Sold out 0.00% −0.36 CPRT Copart Inc. Sold out 0.00% −0.36 LW Lamb Weston Holdings Inc. Sold out 0.00% −0.35 PVH PVH Corp. Sold out 0.00% −0.35 ADI Analog Devices Inc. Sold out 0.00% −0.35 DASH DoorDash Inc. Class A Sold out 0.00% −0.35 LDOS Leidos Holdings Inc. Sold out 0.00% −0.35 RH RH Sold out 0.00% −0.34 UNH Unitedhealth Group Inc. Sold out 0.00% −0.34 SO The Southern Co. Sold out 0.00% −0.34 ELF Elf Beauty Inc. Sold out 0.00% −0.33 AVGO Broadcom Inc. Sold out 0.00% −0.33
Portfolio Buys Q1 2025 → Q2 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▼ SE Sea Ltd.-ADR Add +817.8% 15.11% +14.76 JHX James Hardie Ord New 7.30% +7.30 NVDA Nvidia Corp. Add +127.4% 7.64% +7.03 DAL Delta Air Lines Inc. Add +353.5% 6.38% +6.05 UAL United Airlines Holdings Inc. Add +10780.0% 5.13% +5.12 FUTU Futu Holdings Ltd.-ADR New 4.88% +4.88 COIN Coinbase Global Inc. Class A Add +86.5% 4.46% +4.15 TAL Tal Education Group- ADR New 3.33% +3.33 DECK Deckers Outdoor Corp. New 3.12% +3.12 RYAAY Ryanair Holdings PLC-SP ADR Add +360.0% 2.52% +2.42 BEKE Ke Holdings Inc.-ADR New 2.05% +2.05 BZ Kanzhun Ltd. - ADR New 1.34% +1.34 EDU New Oriental Educatio-SP ADR New 1.05% +1.05 LRN Stride Inc. Add +151.0% 1.15% +1.04 YMM Full Truck Alliance -SPN ADR New 1.01% +1.01 VNET Vnet Group Inc.-ADR New 0.99% +0.99 NTES Netease Inc.-ADR New 0.96% +0.96 ACMR Acm Research Inc. Class A New 0.85% +0.85 TCOM Trip.com Group Ltd.-ADR New 0.70% +0.70 SJM The JM Smucker Co. New 0.58% +0.58 PEN Penumbra Inc. New 0.28% +0.28 CHD Church & Dwight Co. Inc. New 0.11% +0.11 HRB H&R Block Inc. New 0.06% +0.06 AGL Agilon Health Inc. New 0.05% +0.05 WRB WR Berkley Corp. New 0.02% +0.02
Options Activity Q1 2025 → Q2 2025 Security Type Change vs Q1 2025 Underlying Shares Value ▼ TSM Taiwan Semiconductor-SP ADR call Add +2.4% 90,000 $20.4M TSLA Tesla Inc. call Sold out 77,800 $20.2Mbefore exit CLMT Calumet Inc. call Sold out 1,451,200 $18.4Mbefore exit TSM Taiwan Semiconductor-SP ADR put Sold out 85,800 $14.2Mbefore exit NTES Netease Inc.-ADR put New 100,000 $13.5M XPEV Xpeng Inc. - ADR call New 500,000 $8.9M NBIS Nebius Group NV call Sold out 418,000 $8.8Mbefore exit PDD PDD Holdings Inc. call Sold out 58,900 $7.0Mbefore exit PDD PDD Holdings Inc. put Sold out 58,300 $6.9Mbefore exit HNRG Hallador Energy Co. call Add +28.8% 358,000 $5.7M PANW Palo Alto Networks Inc. call Sold out 31,200 $5.3Mbefore exit INTU Intuit Inc. call Sold out 8,600 $5.3Mbefore exit PANW Palo Alto Networks Inc. put Sold out 29,600 $5.1Mbefore exit WDAY Workday Inc. Class A call Sold out 21,400 $5.0Mbefore exit INTU Intuit Inc. put Sold out 8,100 $5.0Mbefore exit WDAY Workday Inc. Class A put Sold out 21,200 $5.0Mbefore exit ZS Zscaler Inc. call Sold out 24,900 $4.9Mbefore exit BABA Alibaba Group Holding-SP ADR call Sold out 36,100 $4.8Mbefore exit ZS Zscaler Inc. put Sold out 23,900 $4.7Mbefore exit BURL Burlington Stores Inc. call Sold out 19,700 $4.7Mbefore exit NVDA Nvidia Corp. call Sold out 43,000 $4.7Mbefore exit SNOW Snowflake Inc. put Sold out 31,800 $4.6Mbefore exit NVDA Nvidia Corp. put Sold out 42,500 $4.6Mbefore exit BURL Burlington Stores Inc. put Sold out 19,300 $4.6Mbefore exit CRWD CrowdStrike Holdings Inc. Class A call Sold out 13,000 $4.6Mbefore exit CRWD CrowdStrike Holdings Inc. Class A put Sold out 12,800 $4.5Mbefore exit CRM Salesforce Inc. call Sold out 16,800 $4.5Mbefore exit DELL Dell Technologies -C call Sold out 49,400 $4.5Mbefore exit SNOW Snowflake Inc. call Sold out 30,800 $4.5Mbefore exit ADBE Adobe Inc. call Sold out 11,700 $4.5Mbefore exit CRM Salesforce Inc. put Sold out 16,500 $4.4Mbefore exit DELL Dell Technologies -C put Sold out 47,700 $4.3Mbefore exit BABA Alibaba Group Holding-SP ADR put Sold out 32,700 $4.3Mbefore exit ADBE Adobe Inc. put Sold out 11,200 $4.3Mbefore exit QQQ Invesco QQQ Trust Series 1 call Sold out 8,100 $3.8Mbefore exit BIDU Baidu Inc. - Spon ADR call Sold out 40,800 $3.8Mbefore exit FTAI Ftai Aviation Ltd. call Sold out 33,000 $3.7Mbefore exit MELI MercadoLibre Inc. put Sold out 1,800 $3.5Mbefore exit BIDU Baidu Inc. - Spon ADR put Sold out 37,600 $3.5Mbefore exit VEEV Veeva Systems Inc. Class A put Sold out 14,400 $3.3Mbefore exit WMT Walmart Inc. call Sold out 37,300 $3.3Mbefore exit ZM Zoom Communications Inc. call Sold out 43,400 $3.2Mbefore exit MELI MercadoLibre Inc. call Sold out 1,600 $3.1Mbefore exit OKTA Okta Inc. call Sold out 29,600 $3.1Mbefore exit OKTA Okta Inc. put Sold out 29,100 $3.1Mbefore exit AZO AutoZone Inc. put Sold out 800 $3.1Mbefore exit AZO AutoZone Inc. call Sold out 800 $3.1Mbefore exit DKS Dick's Sporting Goods Inc. call Sold out 14,600 $2.9Mbefore exit FDX FedEx Corp. put Sold out 12,000 $2.9Mbefore exit FDX FedEx Corp. call Sold out 12,000 $2.9Mbefore exit
Showing the first 50 of 609.
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 124 $339.9M C, GS, GPN, NSC, AEP Q1 2026 76 $67.3M GOOGL, ASX, IONS, NBIX, AXSM Q4 2025 104 $678.7M NVDA, MSFT, JNJ, C, HD Q3 2025 67 $67.2M AEG, ECHO, VCSH, ALAB, ATAT Q2 2025 34 $56.6M SPY, SE, NVDA, JHX, DAL Q1 2025 298 $214.6M SPY, META, SAN, AMZN, PANW Q4 2024 226 $164.2M AMZN, META, SILA, SE, CLMT