Arrowpoint Investment Partners (Singapore) Pte. Ltd.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Arrowpoint Investment Partners (Singapore) Pte. Ltd. reported 67 stock positions worth $67.2 million. Its top holding was Aegon Ltd.-NY Reg SHR (AEG) at 22.9% of the portfolio, followed by Echostar Class A (ECHO, 5.6%) and Vanguard S/T Corp. Bond ETF (VCSH, 5.1%). Compared with Q2 2025, it opened 64 new positions, sold out of 31, added to 1 and reduced 2. The biggest buy was a new position in Aegon Ltd.-NY Reg SHR (AEG) and the biggest sale an exit from SS SPDR S&P 500 ETF Trust-US (SPY).

Most Recent 13F
Q2 2026
Location
SINGAPORE, U0
CIK
0002032331
Portfolio Value
$67.2M (Q3 2025)
SEC Filing
0002032331-25-000011 ↗ filed Nov 14, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q4 2024: $164.2M Q4 2024 Q1 2025: $214.6M Q1 2025 Q2 2025: $56.6M Q2 2025 Q3 2025: $67.2M $67.2M Q3 2025 Q4 2025: $678.7M Q4 2025 Q1 2026: $67.3M Q1 2026 Q2 2026: $339.9M Q2 2026

Holdings 67 stocks · $67.2M

AEG Aegon Ltd.-NY Reg SHR 22.93% 1,928,379 $15.4M New
ECHO Echostar Corp. Class A 5.61% 49,368 $3.8M New
VCSH Vanguard S/T Corp. Bond ETF 5.07% 42,600 $3.4M New
ALAB Astera Labs Inc. 5.06% 17,382 $3.4M New
ATAT Atour Lifestyle Holdings-ADR 4.06% 72,569 $2.7M New
BKLN Invesco Senior Loan ETF 3.88% 124,700 $2.6M New
HSAI Hesai Group 2.75% 65,733 $1.8M New
FIX Comfort Systems USA Inc. 2.62% 2,137 $1.8M New
OSG Octave Specialty Group Inc. filed as AMBAC FINL GROUP INC 2.52% 203,011 $1.7M New
RYAAY Ryanair Holdings PLC-SP ADR 2.38% 26,612 $1.6M Add +7.5%
MSTR Strategy Inc. 2.29% 4,766 $1.5M New
CVNA Carvana Co. 2.27% 4,049 $1.5M New
P Everpure Inc. Class A filed as PURE STORAGE INC 2.23% 17,916 $1.5M New
SKM SK Telecom Co. Ltd.-Spon ADR 2.11% 65,528 $1.4M New
SE Sea Ltd.-ADR 2.07% 7,781 $1.4M Reduce -85.5%
JNK SS SPDR BB High Yield Bond 1.56% 10,700 $1.0M New
ANGL Vaneck Fallen Angel High YLD 1.35% 30,600 $910K New
GDX Vaneck Gold Miners ETF 1.26% 11,100 $848K New
TIP iShares Tips Bond ETF 1.24% 7,500 $834K New
MUB iShares National Muni Bond E 1.16% 7,300 $777K New
MP MP Materials Corp. 1.14% 11,388 $764K New
AGG iShares Core U.S. Aggregate 1.13% 7,600 $762K New
A Agilent Technologies Inc. 1.10% 5,782 $742K New
TMO Thermo Fisher Scientific Inc. 1.09% 1,512 $733K New
WST West Pharmaceutical Services 1.08% 2,767 $726K New
IGIB iShares 5-10Y Inv Grade Corp. 1.08% 13,400 $725K New
VCIT Vanguard Int-Term Corporate 1.06% 8,500 $715K New
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 1.05% 8,700 $706K New
MCK McKesson Corp. 1.05% 912 $705K New
XLF SS Financial Select Sector 0.98% 12,200 $657K New
HOLX Hologic Inc. 0.86% 8,539 $576K New
XLK SS Technology Select Sector 0.84% 2,000 $564K New
VEEV Veeva Systems Inc. Class A 0.80% 1,812 $540K New
EEM iShares MSCI Emerging Market 0.79% 10,000 $534K New
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.78% 4,700 $524K New
AVTR Avantor Inc. 0.70% 37,925 $473K New
MKTX Marketaxess Holdings Inc. 0.65% 2,515 $438K New
PFF iShares Preferred & Income S 0.65% 13,800 $436K New
CZR Caesars Entertainment Inc. 0.64% 15,958 $431K New
ENPH Enphase Energy Inc. 0.63% 12,038 $426K New
XLU St Sr Utl SL SE SPDR ETF-Usd 0.60% 4,600 $401K New
NVDA Nvidia Corp. 0.54% 1,960 $366K Reduce -92.8%
MDGL Madrigal Pharmaceuticals Inc. 0.54% 792 $363K New
ARGX Argenx SE - ADR 0.53% 486 $358K New
IONS Ionis Pharmaceuticals Inc. 0.53% 5,463 $357K New
KC Kingsoft Cloud Holdings-ADR 0.44% 20,004 $298K New
VSTM Verastem Inc. 0.38% 29,087 $257K New
EWC iShares MSCI Canada ETF 0.38% 5,000 $253K New
COGT Cogent Biosciences Inc. 0.34% 16,098 $231K New
VTI VG Morningstar TS MKT ETF-US 0.34% 700 $230K New
RVMD Revolution Medicines Inc. 0.30% 4,389 $205K New
ORCL Oracle Corp. 0.30% 723 $203K New
RGEN Repligen Corp. 0.30% 1,520 $203K New
PTCT PTC Therapeutics Inc. 0.30% 3,291 $202K New
EWS iShares MSCI Singapore ETF 0.30% 7,100 $201K New
XLI SS Industrial Select Sector 0.25% 1,100 $170K New
EWY iShares MSCI South Korea ETF 0.18% 1,500 $120K New
ESPR Esperion Therapeutics Inc. 0.16% 40,487 $107K New
HUYA Huya Inc.-ADR 0.16% 31,413 $105K New
FXI iShares China Large-Cap ETF 0.13% 2,200 $91K New
VTYX Ventyx Biosciences Inc. 0.12% 26,858 $84K New
GUTS Fractyl Health Inc. 0.08% 35,000 $56K New
TSHA Taysha Gene Therapies Inc. 0.06% 12,200 $40K New
IYR iShares US Real Estate ETF 0.06% 400 $39K New
AMGN Amgen Inc. 0.04% 100 $28K New
INDA iShares MSCI India ETF 0.04% 500 $26K New
HNRG Hallador Energy Co. 0.02% 700 $14K New

Options reported separately and not counted above: SPY puts ($10.7M), XLV calls ($4.2M), HNRG calls ($3.8M), BMY calls ($2.3M), MRK calls ($2.1M), PFE calls ($2.0M), ABBV calls ($2.0M), AMGN calls ($1.5M), HUM calls ($1.2M), UTHR calls ($1.1M), ELV calls ($1.0M).

Other holdings (1): bonds, preferreds, convertibles and warrants · $1.1M (not counted above)
SecurityClassShares / PrincipalValueChange
JD.COM INC (JD 0.25 06/01/29) NOTE 0.250% 6/0 · principal 1,000,000$1.1MNew

Total filed on the 13F, all lines: $68.3M.

Portfolio Sells Q2 2025 → Q3 2025

SPY SS SPDR S&P 500 ETF Trust-US Sold out 0.00% −18.26
SE Sea Ltd.-ADR Reduce -85.5% 2.07% −13.04
JHX James Hardie Ord Sold out 0.00% −7.30
NVDA Nvidia Corp. Reduce -92.8% 0.54% −7.09
DAL Delta Air Lines Inc. Sold out 0.00% −6.38
UAL United Airlines Holdings Inc. Sold out 0.00% −5.13
FUTU Futu Holdings Ltd.-ADR Sold out 0.00% −4.88
COIN Coinbase Global Inc. Class A Sold out 0.00% −4.46
META Meta Platforms Inc. Class A Sold out 0.00% −3.52
TAL Tal Education Group- ADR Sold out 0.00% −3.33
DECK Deckers Outdoor Corp. Sold out 0.00% −3.12
AMZN Amazon.com Inc. Sold out 0.00% −3.00
UPST Upstart Holdings Inc. Sold out 0.00% −2.45
BEKE Ke Holdings Inc.-ADR Sold out 0.00% −2.05
BZ Kanzhun Ltd. - ADR Sold out 0.00% −1.34
LRN Stride Inc. Sold out 0.00% −1.15
EDU New Oriental Educatio-SP ADR Sold out 0.00% −1.05
YMM Full Truck Alliance -SPN ADR Sold out 0.00% −1.01
VNET Vnet Group Inc.-ADR Sold out 0.00% −0.99
NTES Netease Inc.-ADR Sold out 0.00% −0.96
ACMR Acm Research Inc. Class A Sold out 0.00% −0.85
TER Teradyne Inc. Sold out 0.00% −0.76
TCOM Trip.com Group Ltd.-ADR Sold out 0.00% −0.70
SJM The JM Smucker Co. Sold out 0.00% −0.58
DKNG Draftkings Inc. Class A Sold out 0.00% −0.45
ED Consolidated Edison Inc. Sold out 0.00% −0.45
PEN Penumbra Inc. Sold out 0.00% −0.28
CHD Church & Dwight Co. Inc. Sold out 0.00% −0.11
HRB H&R Block Inc. Sold out 0.00% −0.06
AGL Agilon Health Inc. Sold out 0.00% −0.05
USFD US Foods Holding Corp. Sold out 0.00% −0.04
WRB WR Berkley Corp. Sold out 0.00% −0.02
APH Amphenol Corp. Class A Sold out 0.00% −0.01

Portfolio Buys Q2 2025 → Q3 2025

AEG Aegon Ltd.-NY Reg SHR New 22.93% +22.93
ECHO Echostar Corp. Class A New 5.61% +5.61
VCSH Vanguard S/T Corp. Bond ETF New 5.07% +5.07
ALAB Astera Labs Inc. New 5.06% +5.06
ATAT Atour Lifestyle Holdings-ADR New 4.06% +4.06
BKLN Invesco Senior Loan ETF New 3.88% +3.88
HSAI Hesai Group New 2.75% +2.75
FIX Comfort Systems USA Inc. New 2.62% +2.62
OSG Octave Specialty Group Inc. New 2.52% +2.52
MSTR Strategy Inc. New 2.29% +2.29
CVNA Carvana Co. New 2.27% +2.27
P Everpure Inc. Class A New 2.23% +2.23
SKM SK Telecom Co. Ltd.-Spon ADR New 2.11% +2.11
JNK SS SPDR BB High Yield Bond New 1.56% +1.56
ANGL Vaneck Fallen Angel High YLD New 1.35% +1.35
GDX Vaneck Gold Miners ETF New 1.26% +1.26
TIP iShares Tips Bond ETF New 1.24% +1.24
MUB iShares National Muni Bond E New 1.16% +1.16
MP MP Materials Corp. New 1.14% +1.14
AGG iShares Core U.S. Aggregate New 1.13% +1.13
A Agilent Technologies Inc. New 1.10% +1.10
TMO Thermo Fisher Scientific Inc. New 1.09% +1.09
WST West Pharmaceutical Services New 1.08% +1.08
IGIB iShares 5-10Y Inv Grade Corp. New 1.08% +1.08
VCIT Vanguard Int-Term Corporate New 1.06% +1.06
HYG Ishr Ibx Usd Hiyld CB ETF-Ui New 1.05% +1.05
MCK McKesson Corp. New 1.05% +1.05
XLF SS Financial Select Sector New 0.98% +0.98
HOLX Hologic Inc. New 0.86% +0.86
XLK SS Technology Select Sector New 0.84% +0.84
VEEV Veeva Systems Inc. Class A New 0.80% +0.80
EEM iShares MSCI Emerging Market New 0.79% +0.79
LQD Ishr Ibx Usd Invgd CB ETF-Ui New 0.78% +0.78
AVTR Avantor Inc. New 0.70% +0.70
MKTX Marketaxess Holdings Inc. New 0.65% +0.65
PFF iShares Preferred & Income S New 0.65% +0.65
CZR Caesars Entertainment Inc. New 0.64% +0.64
ENPH Enphase Energy Inc. New 0.63% +0.63
XLU St Sr Utl SL SE SPDR ETF-Usd New 0.60% +0.60
MDGL Madrigal Pharmaceuticals Inc. New 0.54% +0.54
ARGX Argenx SE - ADR New 0.53% +0.53
IONS Ionis Pharmaceuticals Inc. New 0.53% +0.53
KC Kingsoft Cloud Holdings-ADR New 0.44% +0.44
VSTM Verastem Inc. New 0.38% +0.38
EWC iShares MSCI Canada ETF New 0.38% +0.38
COGT Cogent Biosciences Inc. New 0.34% +0.34
VTI VG Morningstar TS MKT ETF-US New 0.34% +0.34
RVMD Revolution Medicines Inc. New 0.30% +0.30
ORCL Oracle Corp. New 0.30% +0.30
RGEN Repligen Corp. New 0.30% +0.30

Options Activity Q2 2025 → Q3 2025

TSM Taiwan Semiconductor-SP ADR call Sold out 90,000 $20.4Mbefore exit
NTES Netease Inc.-ADR put Sold out 100,000 $13.5Mbefore exit
SPY SS SPDR S&P 500 ETF Trust-US put New 16,000 $10.7M
XPEV Xpeng Inc. - ADR call Sold out 500,000 $8.9Mbefore exit
XLV SS Health Care Select Sector call New 30,000 $4.2M
HNRG Hallador Energy Co. call Reduce -46.1% 193,000 $3.8M
BMY Bristol-Myers Squibb Co. call New 50,000 $2.3M
MRK Merck & Co. Inc. call New 24,500 $2.1M
PFE Pfizer Inc. call New 80,000 $2.0M
ABBV Abbvie Inc. call New 8,800 $2.0M
AMGN Amgen Inc. call New 5,400 $1.5M
HUM Humana Inc. call New 4,500 $1.2M
UTHR United Therapeutics Corp. call New 2,500 $1.1M
ELV Elevance Health Inc. call New 3,200 $1.0M
APH Amphenol Corp. Class A put Sold out 8,500 $840Kbefore exit
DUOL Duolingo call Sold out 1,600 $656Kbefore exit
SJM The JM Smucker Co. call Sold out 6,300 $619Kbefore exit
TKO Tko Group Holdings Inc. call Sold out 3,300 $601Kbefore exit
TKO Tko Group Holdings Inc. put Sold out 3,000 $547Kbefore exit
WWD Woodward Inc. call Sold out 1,800 $442Kbefore exit
MTZ Mastec Inc. call Sold out 2,200 $374Kbefore exit
WRB WR Berkley Corp. put Sold out 4,600 $337Kbefore exit
SJM The JM Smucker Co. put Sold out 3,400 $334Kbefore exit
USFD US Foods Holding Corp. put Sold out 4,300 $330Kbefore exit
GWRE Guidewire Software Inc. call Sold out 1,400 $328Kbefore exit
ED Consolidated Edison Inc. put Sold out 2,800 $281Kbefore exit
RY Royal Bank of Canada call Sold out 2,000 $263Kbefore exit
BAM Brookfield Asset Mgmt-A put Sold out 4,600 $254Kbefore exit
EMBJ Embraer SA-Spon ADR put Sold out 3,600 $205Kbefore exit
HRB H&R Block Inc. put Sold out 3,700 $203Kbefore exit
PEN Penumbra Inc. put Sold out 700 $180Kbefore exit
PEN Penumbra Inc. call Sold out 600 $154Kbefore exit
BAM Brookfield Asset Mgmt-A call Sold out 2,300 $127Kbefore exit
ED Consolidated Edison Inc. call Sold out 1,200 $120Kbefore exit
GWRE Guidewire Software Inc. put Sold out 400 $94Kbefore exit
CHD Church & Dwight Co. Inc. call Sold out 900 $86Kbefore exit
CHD Church & Dwight Co. Inc. put Sold out 700 $67Kbefore exit
EMBJ Embraer SA-Spon ADR call Sold out 800 $46Kbefore exit
USFD US Foods Holding Corp. call Sold out 100 $8Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

Notes & Other Activity Q2 2025 → Q3 2025

JD.COM INC (JD 0.25 06/01/29) NOTE 0.250% 6/0 · principal New 1,000,000 $1.1M

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 124$339.9MC, GS, GPN, NSC, AEP
Q1 2026 76$67.3MGOOGL, ASX, IONS, NBIX, AXSM
Q4 2025 104$678.7MNVDA, MSFT, JNJ, C, HD
Q3 2025 67$67.2MAEG, ECHO, VCSH, ALAB, ATAT
Q2 2025 34$56.6MSPY, SE, NVDA, JHX, DAL
Q1 2025 298$214.6MSPY, META, SAN, AMZN, PANW
Q4 2024 226$164.2MAMZN, META, SILA, SE, CLMT