Arrowpoint Investment Partners (Singapore) Pte. Ltd.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Arrowpoint Investment Partners (Singapore) Pte. Ltd. reported 104 stock positions worth $678.7 million. Its top holding was Nvidia (NVDA) at 12.1% of the portfolio, followed by Microsoft (MSFT, 10.3%) and Johnson & Johnson (JNJ, 9.6%). Compared with Q3 2025, it opened 75 new positions, sold out of 38, added to 18 and reduced 9. The biggest buy was Nvidia (NVDA, shares +22456%) and the biggest sale an exit from Echostar Class A (ECHO).

Most Recent 13F
Q2 2026
Location
SINGAPORE, U0
CIK
0002032331
Portfolio Value
$678.7M (Q4 2025)
SEC Filing
0002032331-26-000001 ↗ filed Feb 11, 2026

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 Q3 2025 Q4 2025: $678.7M $678.7M Q4 2025 Q1 2026: $67.3M Q1 2026 Q2 2026: $339.9M Q2 2026

Holdings 104 stocks · $678.7M
NVDA Nvidia Corp. 12.15% 442,100 $82.5M Add +22456.1%
MSFT Microsoft Corp. 10.33% 145,000 $70.1M New
JNJ Johnson & Johnson 9.57% 313,929 $65.0M New
C Citigroup Inc. 7.98% 464,000 $54.1M New
HD Home Depot Inc. 7.95% 156,840 $54.0M New
QCOM Qualcomm Inc. 7.88% 312,600 $53.5M New
PLTR Palantir Technologies Inc. Class A 7.31% 279,000 $49.6M New
RSP Invesco S&P 500 Equal Weight 4.75% 168,436 $32.3M New
AMZN Amazon.com Inc. 2.99% 88,000 $20.3M New
AAPL Apple Inc. 2.88% 72,000 $19.6M New
AEG Aegon Ltd.-NY Reg SHR 2.87% 2,527,483 $19.5M Add +31.1%
TSLA Tesla Inc. 2.85% 43,000 $19.3M New
PYPL PayPal Holdings Inc. 2.79% 324,000 $18.9M New
BKLN Invesco Senior Loan ETF 1.92% 620,100 $13.0M Add +397.3%
LLY Eli Lilly & Co. 1.46% 9,193 $9.9M New
MRK Merck & Co. Inc. 0.72% 46,686 $4.9M New
TEVA Teva Pharmaceutical-SP ADR 0.70% 152,712 $4.8M New
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.69% 58,200 $4.7M Add +569.0%
LITE Lumentum Holdings Inc. 0.62% 11,487 $4.2M New
RL Ralph Lauren Corp. 0.46% 8,796 $3.1M New
KWEB Kranesh Csi China Internet 0.38% 75,400 $2.6M New
GILD Gilead Sciences Inc. 0.35% 19,419 $2.4M New
COHR Coherent Corp. 0.35% 12,818 $2.4M New
VNM Vaneck Vietnam ETF 0.35% 123,564 $2.4M New
MRVL Marvell Technology Inc. 0.34% 27,413 $2.3M New
ASTS Ast Spacemobile Inc. 0.34% 31,523 $2.3M New
XLU St Sr Utl SL SE SPDR ETF-Usd 0.33% 51,700 $2.2M Add +462.0%
INSM Insmed Inc. 0.30% 11,556 $2.0M New
IONS Ionis Pharmaceuticals Inc. 0.29% 25,017 $2.0M Add +357.9%
BIDU Baidu Inc. - Spon ADR 0.29% 15,000 $2.0M New
AMGN Amgen Inc. 0.29% 5,959 $2.0M Add +5859.0%
AMKR Amkor Technology Inc. 0.28% 48,698 $1.9M New
ABBV Abbvie Inc. 0.27% 8,038 $1.8M New
AGG iShares Core U.S. Aggregate 0.24% 16,500 $1.6M Add +117.1%
OSG Octave Specialty Group Inc. 0.23% 203,011 $1.6M No change
ATAT Atour Lifestyle Holdings-ADR 0.23% 38,787 $1.5M Reduce -46.5%
VRTX Vertex Pharmaceuticals Inc. 0.22% 3,364 $1.5M New
JNK SS SPDR BB High Yield Bond 0.21% 14,800 $1.4M Add +38.3%
SNDK Sandisk Corp. 0.21% 5,906 $1.4M New
EW Edwards Lifesciences Corp. 0.21% 16,364 $1.4M New
XLK SS Technology Select Sector 0.20% 9,500 $1.4M Add +137.5%
GMAB Genmab A/S -SP ADR 0.20% 43,228 $1.3M New
XLF SS Financial Select Sector 0.19% 23,400 $1.3M Add +91.8%
ANGL Vaneck Fallen Angel High YLD 0.18% 42,100 $1.2M Add +37.6%
DHR Danaher Corp. 0.18% 5,368 $1.2M New
APH Amphenol Corp. Class A 0.18% 8,900 $1.2M New
BDX Becton Dickinson and Co. 0.18% 6,138 $1.2M New
REGN Regeneron Pharmaceuticals 0.17% 1,538 $1.2M New
BZ Kanzhun Ltd. - ADR 0.17% 56,000 $1.1M New
HNRG Hallador Energy Co. 0.16% 56,900 $1.1M Add +8028.6%
PFE Pfizer Inc. 0.16% 43,342 $1.1M New
TIP iShares Tips Bond ETF 0.15% 9,000 $989K Add +20.0%
PEN Penumbra Inc. 0.13% 2,803 $871K New
COO The Cooper Cos Inc. 0.13% 10,434 $855K New
NVS Novartis AG-Sponsored ADR 0.13% 6,200 $855K New
SE Sea Ltd.-ADR 0.13% 6,692 $854K Reduce -14.0%
CRL Charles River Laboratories 0.12% 4,053 $808K New
TMO Thermo Fisher Scientific Inc. 0.11% 1,290 $747K Reduce -14.7%
PTCT PTC Therapeutics Inc. 0.10% 9,238 $702K Add +180.7%
ASND Ascendis Pharma A/S 0.09% 2,997 $639K New
AXGN Axogen Inc. 0.09% 19,202 $628K New
AZTA Azenta Inc. 0.09% 18,507 $616K New
PRAX Praxis Precision Medicines I 0.09% 2,082 $614K New
EEM iShares MSCI Emerging Market 0.09% 10,900 $596K Add +9.0%
FTRE Fortrea Holdings Inc. 0.09% 34,253 $591K New
BMY Bristol-Myers Squibb Co. 0.09% 10,806 $583K New
AVGO Broadcom Inc. 0.08% 1,659 $574K New
BIO Bio-Rad Laboratories-A 0.08% 1,888 $572K New
GDX Vaneck Gold Miners ETF 0.08% 6,200 $532K Reduce -44.1%
OMCL Omnicell Inc. 0.08% 11,630 $527K New
MEDP Medpace Holdings Inc. 0.08% 908 $510K New
BIIB Biogen Inc. 0.07% 2,855 $502K New
NBIX Neurocrine Biosciences Inc. 0.07% 3,517 $499K New
BLTE Belite Bio Inc. - ADR 0.07% 3,049 $488K New
APGE Apogee Therapeutics Inc. 0.07% 6,324 $477K New
SYRE Spyre Therapeutics Inc. 0.07% 13,724 $450K New
GOOGL Alphabet Inc. Class A 0.06% 1,400 $438K New
XLI SS Industrial Select Sector 0.06% 2,800 $434K Add +154.6%
RYAAY Ryanair Holdings PLC-SP ADR 0.06% 5,387 $389K Reduce -79.8%
WRBY Warby Parker Inc. Class A 0.06% 17,843 $389K New
AXSM Axsome Therapeutics Inc. 0.06% 2,110 $385K New
IMVT Immunovant Inc. 0.05% 13,714 $349K New
VCSH Vanguard S/T Corp. Bond ETF 0.05% 4,100 $327K Reduce -90.4%
NVST Envista Holdings Corp. 0.05% 14,700 $319K New
TWST Twist Bioscience Corp. 0.05% 9,992 $317K New
SOXX iShares Semiconductor ETF 0.04% 1,000 $301K New
CYTK Cytokinetics Inc. 0.04% 4,480 $285K New
DYN Dyne Therapeutics Inc. 0.04% 14,383 $281K New
APLS Apellis Pharmaceuticals Inc. 0.04% 10,806 $271K New
ACAD Acadia Pharmaceuticals Inc. 0.04% 10,011 $267K New
COGT Cogent Biosciences Inc. 0.04% 7,353 $261K Reduce -54.3%
VTYX Ventyx Biosciences Inc. 0.04% 28,453 $257K Add +5.9%
RVMD Revolution Medicines Inc. 0.04% 3,200 $255K Reduce -27.1%
TERN Terns Pharmaceuticals Inc. 0.04% 5,931 $240K New
MLYS Mineralys Therapeutics Inc. 0.03% 6,384 $232K New
BBIO Bridgebio Pharma Inc. 0.03% 2,925 $224K New
CRNX Crinetics Pharmaceuticals Inc. 0.03% 4,717 $220K New
MDGL Madrigal Pharmaceuticals Inc. 0.03% 371 $216K Reduce -53.2%
NKTR Nektar Therapeutics 0.03% 4,927 $208K New
ABVX Abivax SA-ADR 0.03% 1,485 $200K New

Show all 104 holdings

Portfolio Sells Q3 2025 → Q4 2025
ECHO Echostar Corp. Class A Sold out 0.00% −5.61
ALAB Astera Labs Inc. Sold out 0.00% −5.06
VCSH Vanguard S/T Corp. Bond ETF Reduce -90.4% 0.05% −5.02
ATAT Atour Lifestyle Holdings-ADR Reduce -46.5% 0.23% −3.83
HSAI Hesai Group Sold out 0.00% −2.75
FIX Comfort Systems USA Inc. Sold out 0.00% −2.62
RYAAY Ryanair Holdings PLC-SP ADR Reduce -79.8% 0.06% −2.33
MSTR Strategy Inc. Sold out 0.00% −2.29
CVNA Carvana Co. Sold out 0.00% −2.27
P Everpure Inc. Class A Sold out 0.00% −2.23
SKM SK Telecom Co. Ltd.-Spon ADR Sold out 0.00% −2.11
SE Sea Ltd.-ADR Reduce -14.0% 0.13% −1.94
GDX Vaneck Gold Miners ETF Reduce -44.1% 0.08% −1.18
MUB iShares National Muni Bond E Sold out 0.00% −1.16
MP MP Materials Corp. Sold out 0.00% −1.14
A Agilent Technologies Inc. Sold out 0.00% −1.10
WST West Pharmaceutical Services Sold out 0.00% −1.08
IGIB iShares 5-10Y Inv Grade Corp. Sold out 0.00% −1.08
VCIT Vanguard Int-Term Corporate Sold out 0.00% −1.06
MCK McKesson Corp. Sold out 0.00% −1.05
TMO Thermo Fisher Scientific Inc. Reduce -14.7% 0.11% −0.98
HOLX Hologic Inc. Sold out 0.00% −0.86
VEEV Veeva Systems Inc. Class A Sold out 0.00% −0.80
LQD Ishr Ibx Usd Invgd CB ETF-Ui Sold out 0.00% −0.78
AVTR Avantor Inc. Sold out 0.00% −0.70
MKTX Marketaxess Holdings Inc. Sold out 0.00% −0.65
PFF iShares Preferred & Income S Sold out 0.00% −0.65
CZR Caesars Entertainment Inc. Sold out 0.00% −0.64
ENPH Enphase Energy Inc. Sold out 0.00% −0.63
ARGX Argenx SE - ADR Sold out 0.00% −0.53
MDGL Madrigal Pharmaceuticals Inc. Reduce -53.2% 0.03% −0.51
KC Kingsoft Cloud Holdings-ADR Sold out 0.00% −0.44
VSTM Verastem Inc. Sold out 0.00% −0.38
EWC iShares MSCI Canada ETF Sold out 0.00% −0.38
VTI VG Morningstar TS MKT ETF-US Sold out 0.00% −0.34
COGT Cogent Biosciences Inc. Reduce -54.3% 0.04% −0.31
ORCL Oracle Corp. Sold out 0.00% −0.30
RGEN Repligen Corp. Sold out 0.00% −0.30
EWS iShares MSCI Singapore ETF Sold out 0.00% −0.30
RVMD Revolution Medicines Inc. Reduce -27.1% 0.04% −0.27
EWY iShares MSCI South Korea ETF Sold out 0.00% −0.18
ESPR Esperion Therapeutics Inc. Sold out 0.00% −0.16
HUYA Huya Inc.-ADR Sold out 0.00% −0.16
FXI iShares China Large-Cap ETF Sold out 0.00% −0.13
GUTS Fractyl Health Inc. Sold out 0.00% −0.08
TSHA Taysha Gene Therapies Inc. Sold out 0.00% −0.06
IYR iShares US Real Estate ETF Sold out 0.00% −0.06

Portfolio Buys Q3 2025 → Q4 2025
NVDA Nvidia Corp. Add +22456.1% 12.15% +11.60
MSFT Microsoft Corp. New 10.33% +10.33
JNJ Johnson & Johnson New 9.57% +9.57
C Citigroup Inc. New 7.98% +7.98
HD Home Depot Inc. New 7.95% +7.95
QCOM Qualcomm Inc. New 7.88% +7.88
PLTR Palantir Technologies Inc. Class A New 7.31% +7.31
RSP Invesco S&P 500 Equal Weight New 4.75% +4.75
AMZN Amazon.com Inc. New 2.99% +2.99
AAPL Apple Inc. New 2.88% +2.88
TSLA Tesla Inc. New 2.85% +2.85
PYPL PayPal Holdings Inc. New 2.79% +2.79
LLY Eli Lilly & Co. New 1.46% +1.46
MRK Merck & Co. Inc. New 0.72% +0.72
TEVA Teva Pharmaceutical-SP ADR New 0.70% +0.70
LITE Lumentum Holdings Inc. New 0.62% +0.62
RL Ralph Lauren Corp. New 0.46% +0.46
KWEB Kranesh Csi China Internet New 0.38% +0.38
GILD Gilead Sciences Inc. New 0.35% +0.35
COHR Coherent Corp. New 0.35% +0.35
VNM Vaneck Vietnam ETF New 0.35% +0.35
MRVL Marvell Technology Inc. New 0.34% +0.34
ASTS Ast Spacemobile Inc. New 0.34% +0.34
INSM Insmed Inc. New 0.30% +0.30
BIDU Baidu Inc. - Spon ADR New 0.29% +0.29
AMKR Amkor Technology Inc. New 0.28% +0.28
ABBV Abbvie Inc. New 0.27% +0.27
AMGN Amgen Inc. Add +5859.0% 0.29% +0.25
VRTX Vertex Pharmaceuticals Inc. New 0.22% +0.22
SNDK Sandisk Corp. New 0.21% +0.21
EW Edwards Lifesciences Corp. New 0.21% +0.21
GMAB Genmab A/S -SP ADR New 0.20% +0.20
DHR Danaher Corp. New 0.18% +0.18
APH Amphenol Corp. Class A New 0.18% +0.18
BDX Becton Dickinson and Co. New 0.18% +0.18
REGN Regeneron Pharmaceuticals New 0.17% +0.17
BZ Kanzhun Ltd. - ADR New 0.17% +0.17
PFE Pfizer Inc. New 0.16% +0.16
HNRG Hallador Energy Co. Add +8028.6% 0.16% +0.14
PEN Penumbra Inc. New 0.13% +0.13
COO The Cooper Cos Inc. New 0.13% +0.13
NVS Novartis AG-Sponsored ADR New 0.13% +0.13
CRL Charles River Laboratories New 0.12% +0.12
ASND Ascendis Pharma A/S New 0.09% +0.09
AXGN Axogen Inc. New 0.09% +0.09
AZTA Azenta Inc. New 0.09% +0.09
PRAX Praxis Precision Medicines I New 0.09% +0.09
FTRE Fortrea Holdings Inc. New 0.09% +0.09
BMY Bristol-Myers Squibb Co. New 0.09% +0.09
AVGO Broadcom Inc. New 0.08% +0.08

Options Activity Q3 2025 → Q4 2025
SPY SS SPDR S&P 500 ETF Trust-US put Sold out 16,000 $10.7Mbefore exit
XLV SS Health Care Select Sector call Sold out 30,000 $4.2Mbefore exit
HNRG Hallador Energy Co. call Sold out 193,000 $3.8Mbefore exit
BMY Bristol-Myers Squibb Co. call Sold out 50,000 $2.3Mbefore exit
MRK Merck & Co. Inc. call Sold out 24,500 $2.1Mbefore exit
PFE Pfizer Inc. call Sold out 80,000 $2.0Mbefore exit
ABBV Abbvie Inc. call Sold out 8,800 $2.0Mbefore exit
AMGN Amgen Inc. call Sold out 5,400 $1.5Mbefore exit
HUM Humana Inc. call Sold out 4,500 $1.2Mbefore exit
UTHR United Therapeutics Corp. call Sold out 2,500 $1.1Mbefore exit
ELV Elevance Health Inc. call Sold out 3,200 $1.0Mbefore exit

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

Notes & Other Activity Q3 2025 → Q4 2025
JD.COM INC (JD 0.25 06/01/29) NOTE 0.250% 6/0 · principal Sold out 1,000,000 $1.1Mbefore exit

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