Arrowpoint Investment Partners (Singapore) Pte. Ltd.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Arrowpoint Investment Partners (Singapore) Pte. Ltd. reported 76 stock positions worth $67.3 million. Its top holding was Alphabet Class A (GOOGL) at 13.3% of the portfolio, followed by Ase Technology Holding -ADR (ASX, 5.8%) and Ionis Pharmaceuticals (IONS, 4.4%). Compared with Q4 2025, it opened 33 new positions, sold out of 61, added to 22 and reduced 20. The biggest buy was Alphabet Class A (GOOGL, shares +2123%) and the biggest sale an exit from Nvidia (NVDA).
- Most Recent 13F
- Q2 2026
- Location
- SINGAPORE, U0
- CIK
- 0002032331
- Portfolio Value
- $67.3M (Q1 2026)
- SEC Filing
- 0002032331-26-000010 ↗ filed May 14, 2026
Holdings Value
Holdings 76 stocks · $67.3M
| GOOGL Alphabet Inc. Class A | 13.30% | 31,127 | $9.0M | Add +2123.4% |
| ASX Ase Technology Holding -ADR | 5.78% | 179,512 | $3.9M | New |
| IONS Ionis Pharmaceuticals Inc. | 4.35% | 38,988 | $2.9M | Add +55.9% |
| NBIX Neurocrine Biosciences Inc. | 4.22% | 21,556 | $2.8M | Add +512.9% |
| AXSM Axsome Therapeutics Inc. | 4.12% | 16,401 | $2.8M | Add +677.3% |
| BMRN Biomarin Pharmaceutical Inc. | 4.09% | 48,719 | $2.8M | New |
| ASND Ascendis Pharma A/S | 4.02% | 11,828 | $2.7M | Add +294.7% |
| PTCT PTC Therapeutics Inc. | 4.02% | 39,701 | $2.7M | Add +329.8% |
| PFE Pfizer Inc. | 2.98% | 71,313 | $2.0M | Add +64.5% |
| REGN Regeneron Pharmaceuticals | 2.87% | 2,502 | $1.9M | Add +62.7% |
| JNJ Johnson & Johnson | 2.87% | 7,902 | $1.9M | Reduce -97.5% |
| AMGN Amgen Inc. | 2.58% | 4,934 | $1.7M | Reduce -17.2% |
| GILD Gilead Sciences Inc. | 2.48% | 11,961 | $1.7M | Reduce -38.4% |
| VRTX Vertex Pharmaceuticals Inc. | 2.26% | 3,412 | $1.5M | Add +1.4% |
| UNH Unitedhealth Group Inc. | 2.10% | 5,216 | $1.4M | New |
| PRAX Praxis Precision Medicines I | 1.85% | 3,855 | $1.2M | Add +85.2% |
| INSM Insmed Inc. | 1.71% | 7,018 | $1.1M | Reduce -39.3% |
| PTGX Protagonist Therapeutics Inc. | 1.46% | 9,334 | $984K | New |
| BLTE Belite Bio Inc. - ADR | 1.42% | 6,004 | $957K | Add +96.9% |
| EWT iShares MSCI Taiwan ETF | 1.32% | 12,500 | $887K | New |
| MRNA Moderna Inc. | 1.29% | 17,097 | $869K | New |
| BIIB Biogen Inc. | 1.28% | 4,706 | $863K | Add +64.8% |
| TEVA Teva Pharmaceutical-SP ADR | 1.16% | 25,805 | $777K | Reduce -83.1% |
| RVMD Revolution Medicines Inc. | 1.15% | 7,971 | $775K | Add +149.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.12% | 16,400 | $753K | Reduce -68.3% |
| OSG Octave Specialty Group Inc. | 0.96% | 139,168 | $647K | Reduce -31.4% |
| TWST Twist Bioscience Corp. | 0.95% | 13,476 | $640K | Add +34.9% |
| MDGL Madrigal Pharmaceuticals Inc. | 0.93% | 1,192 | $624K | Add +221.3% |
| TLT iShares 20+ Year Treasury BD | 0.91% | 7,100 | $615K | New |
| BNTX Biontech SE-ADR | 0.91% | 6,890 | $612K | New |
| NTRA Natera Inc. | 0.88% | 2,970 | $594K | New |
| AXGN Axogen Inc. | 0.80% | 16,273 | $539K | Reduce -15.3% |
| XLI SS Industrial Select Sector | 0.79% | 3,300 | $534K | Add +17.9% |
| COGT Cogent Biosciences Inc. | 0.79% | 13,784 | $531K | Add +87.5% |
| XLE SS Energy Select Sector | 0.77% | 8,500 | $521K | Add +372.2% |
| XLP SS Consumer Staples Sel Sect | 0.77% | 6,300 | $516K | New |
| CYTK Cytokinetics Inc. | 0.72% | 7,388 | $487K | Add +64.9% |
| GMAB Genmab A/S -SP ADR | 0.64% | 16,030 | $430K | Reduce -62.9% |
| BBIO Bridgebio Pharma Inc. | 0.64% | 5,785 | $430K | Add +97.8% |
| TNGX Tango Therapeutics Inc. | 0.64% | 20,463 | $428K | New |
| COO The Cooper Cos Inc. | 0.63% | 5,896 | $422K | Reduce -43.5% |
| LLY Eli Lilly & Co. | 0.60% | 442 | $407K | Reduce -95.2% |
| ERAS Erasca Inc. | 0.60% | 24,847 | $402K | New |
| LITE Lumentum Holdings Inc. | 0.59% | 562 | $395K | Reduce -95.1% |
| ILMN Illumina Inc. | 0.55% | 3,026 | $373K | New |
| BIOA Bioage Labs Inc. | 0.54% | 20,796 | $364K | New |
| APGE Apogee Therapeutics Inc. | 0.50% | 4,007 | $337K | Reduce -36.6% |
| IBRX Immunitybio Inc. | 0.47% | 41,005 | $315K | New |
| UTHR United Therapeutics Corp. | 0.46% | 527 | $313K | New |
| DYN Dyne Therapeutics Inc. | 0.46% | 17,213 | $312K | Add +19.7% |
| SYRE Spyre Therapeutics Inc. | 0.46% | 6,140 | $310K | Reduce -55.3% |
| TYRA Tyra Biosciences Inc. | 0.46% | 8,075 | $309K | New |
| XLF SS Financial Select Sector | 0.46% | 6,200 | $306K | Reduce -73.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.41% | 420 | $273K | New |
| ALMS Alumis Inc. | 0.39% | 12,031 | $265K | New |
| ORKA Oruka Therapeutics Inc. | 0.38% | 5,147 | $252K | New |
| EQH Equitable Holdings Inc. | 0.37% | 6,794 | $252K | New |
| FLTW Franklin Ftse Taiwan ETF | 0.37% | 3,700 | $252K | New |
| SMMT Summit Therapeutics Inc. | 0.34% | 12,136 | $230K | New |
| NVST Envista Holdings Corp. | 0.34% | 9,001 | $228K | Reduce -38.8% |
| CGON CG Oncology Inc. | 0.34% | 3,370 | $228K | New |
| DXCM Dexcom Inc. | 0.34% | 3,628 | $228K | New |
| NKTR Nektar Therapeutics | 0.30% | 2,830 | $204K | Reduce -42.6% |
| GPCR Structure Therapeutics Inc. | 0.30% | 4,190 | $202K | New |
| VSTM Verastem Inc. | 0.28% | 36,170 | $192K | New |
| GDX Vaneck Gold Miners ETF | 0.27% | 2,000 | $184K | Reduce -67.7% |
| CLYM Climb Bio Inc. | 0.25% | 24,590 | $168K | New |
| UAMY United States Antimony Corp. | 0.15% | 11,426 | $100K | New |
| GOOG Alphabet Inc. Class C | 0.13% | 300 | $86K | Add +50.0% |
| IOVA Iovance Biotherapeutics Inc. | 0.10% | 19,760 | $69K | New |
| NMRA Neumora Therapeutics Inc. | 0.05% | 16,000 | $31K | New |
| BDN Brandywine Realty Trust | 0.04% | 10,700 | $29K | New |
| XLK SS Technology Select Sector | 0.04% | 200 | $27K | Reduce -97.9% |
| PLUG Plug Power Inc. filed as PLUG PWR INC | 0.04% | 11,208 | $25K | New |
| INDA iShares MSCI India ETF | 0.03% | 500 | $23K | No change |
| KWEB Kranesh Csi China Internet | 0.02% | 400 | $11K | Reduce -99.5% |
Options reported separately and not counted above: IGV calls ($18.5M), KWEB calls ($11.4M), SMH puts ($8.4M), EWZ calls ($4.6M), IWM puts ($867K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $1.5M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| MICROCHIP TECHNOLOGY INC (MCHP 0.75 06/01/30) | NOTE 0.750% 6/0 · principal | 1,500,000 | $1.5M | New |
Total filed on the 13F, all lines: $68.8M.
Portfolio Sells Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Sold out | 0.00% | −12.15 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −10.33 |
| C Citigroup Inc. | Sold out | 0.00% | −7.98 |
| HD Home Depot Inc. | Sold out | 0.00% | −7.95 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −7.88 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −7.31 |
| JNJ Johnson & Johnson | Reduce -97.5% | 2.87% | −6.70 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −4.75 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −2.99 |
| AAPL Apple Inc. | Sold out | 0.00% | −2.88 |
| AEG Aegon Ltd.-NY Reg SHR | Sold out | 0.00% | −2.87 |
| TSLA Tesla Inc. | Sold out | 0.00% | −2.85 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −2.79 |
| BKLN Invesco Senior Loan ETF | Sold out | 0.00% | −1.92 |
| LLY Eli Lilly & Co. | Reduce -95.2% | 0.60% | −0.85 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.72 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −0.69 |
| RL Ralph Lauren Corp. | Sold out | 0.00% | −0.46 |
| KWEB Kranesh Csi China Internet | Reduce -99.5% | 0.02% | −0.36 |
| COHR Coherent Corp. | Sold out | 0.00% | −0.35 |
| VNM Vaneck Vietnam ETF | Sold out | 0.00% | −0.35 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.34 |
| ASTS Ast Spacemobile Inc. | Sold out | 0.00% | −0.34 |
| BIDU Baidu Inc. - Spon ADR | Sold out | 0.00% | −0.29 |
| AMKR Amkor Technology Inc. | Sold out | 0.00% | −0.28 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.27 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.24 |
| ATAT Atour Lifestyle Holdings-ADR | Sold out | 0.00% | −0.23 |
| JNK SS SPDR BB High Yield Bond | Sold out | 0.00% | −0.21 |
| SNDK Sandisk Corp. | Sold out | 0.00% | −0.21 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.21 |
| ANGL Vaneck Fallen Angel High YLD | Sold out | 0.00% | −0.18 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.18 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.18 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.18 |
| BZ Kanzhun Ltd. - ADR | Sold out | 0.00% | −0.17 |
| XLK SS Technology Select Sector | Reduce -97.9% | 0.04% | −0.16 |
| HNRG Hallador Energy Co. | Sold out | 0.00% | −0.16 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.15 |
| PEN Penumbra Inc. | Sold out | 0.00% | −0.13 |
| NVS Novartis AG-Sponsored ADR | Sold out | 0.00% | −0.13 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −0.13 |
| CRL Charles River Laboratories | Sold out | 0.00% | −0.12 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.11 |
| AZTA Azenta Inc. | Sold out | 0.00% | −0.09 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.09 |
| FTRE Fortrea Holdings Inc. | Sold out | 0.00% | −0.09 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.09 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.08 |
| BIO Bio-Rad Laboratories-A | Sold out | 0.00% | −0.08 |
Portfolio Buys Q4 2025 → Q1 2026
| GOOGL Alphabet Inc. Class A | Add +2123.4% | 13.30% | +13.24 |
| ASX Ase Technology Holding -ADR | New | 5.78% | +5.78 |
| NBIX Neurocrine Biosciences Inc. | Add +512.9% | 4.22% | +4.15 |
| BMRN Biomarin Pharmaceutical Inc. | New | 4.09% | +4.09 |
| AXSM Axsome Therapeutics Inc. | Add +677.3% | 4.12% | +4.06 |
| IONS Ionis Pharmaceuticals Inc. | Add +55.9% | 4.35% | +4.06 |
| ASND Ascendis Pharma A/S | Add +294.7% | 4.02% | +3.93 |
| PTCT PTC Therapeutics Inc. | Add +329.8% | 4.02% | +3.92 |
| PFE Pfizer Inc. | Add +64.5% | 2.98% | +2.82 |
| REGN Regeneron Pharmaceuticals | Add +62.7% | 2.87% | +2.70 |
| UNH Unitedhealth Group Inc. | New | 2.10% | +2.10 |
| VRTX Vertex Pharmaceuticals Inc. | Add +1.4% | 2.26% | +2.04 |
| PRAX Praxis Precision Medicines I | Add +85.2% | 1.85% | +1.76 |
| PTGX Protagonist Therapeutics Inc. | New | 1.46% | +1.46 |
| BLTE Belite Bio Inc. - ADR | Add +96.9% | 1.42% | +1.35 |
| EWT iShares MSCI Taiwan ETF | New | 1.32% | +1.32 |
| MRNA Moderna Inc. | New | 1.29% | +1.29 |
| BIIB Biogen Inc. | Add +64.8% | 1.28% | +1.21 |
| RVMD Revolution Medicines Inc. | Add +149.1% | 1.15% | +1.11 |
| TLT iShares 20+ Year Treasury BD | New | 0.91% | +0.91 |
| BNTX Biontech SE-ADR | New | 0.91% | +0.91 |
| TWST Twist Bioscience Corp. | Add +34.9% | 0.95% | +0.91 |
| MDGL Madrigal Pharmaceuticals Inc. | Add +221.3% | 0.93% | +0.90 |
| NTRA Natera Inc. | New | 0.88% | +0.88 |
| XLP SS Consumer Staples Sel Sect | New | 0.77% | +0.77 |
| XLE SS Energy Select Sector | Add +372.2% | 0.77% | +0.76 |
| COGT Cogent Biosciences Inc. | Add +87.5% | 0.79% | +0.75 |
| XLI SS Industrial Select Sector | Add +17.9% | 0.79% | +0.73 |
| CYTK Cytokinetics Inc. | Add +64.9% | 0.72% | +0.68 |
| TNGX Tango Therapeutics Inc. | New | 0.64% | +0.64 |
| BBIO Bridgebio Pharma Inc. | Add +97.8% | 0.64% | +0.61 |
| ERAS Erasca Inc. | New | 0.60% | +0.60 |
| ILMN Illumina Inc. | New | 0.55% | +0.55 |
| BIOA Bioage Labs Inc. | New | 0.54% | +0.54 |
| IBRX Immunitybio Inc. | New | 0.47% | +0.47 |
| UTHR United Therapeutics Corp. | New | 0.46% | +0.46 |
| TYRA Tyra Biosciences Inc. | New | 0.46% | +0.46 |
| DYN Dyne Therapeutics Inc. | Add +19.7% | 0.46% | +0.42 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.41% | +0.41 |
| ALMS Alumis Inc. | New | 0.39% | +0.39 |
| ORKA Oruka Therapeutics Inc. | New | 0.38% | +0.38 |
| EQH Equitable Holdings Inc. | New | 0.37% | +0.37 |
| FLTW Franklin Ftse Taiwan ETF | New | 0.37% | +0.37 |
| SMMT Summit Therapeutics Inc. | New | 0.34% | +0.34 |
| CGON CG Oncology Inc. | New | 0.34% | +0.34 |
| DXCM Dexcom Inc. | New | 0.34% | +0.34 |
| GPCR Structure Therapeutics Inc. | New | 0.30% | +0.30 |
| VSTM Verastem Inc. | New | 0.28% | +0.28 |
| CLYM Climb Bio Inc. | New | 0.25% | +0.25 |
| UAMY United States Antimony Corp. | New | 0.15% | +0.15 |
Options Activity Q4 2025 → Q1 2026
| IGV iShares Expanded Tech-Softwa | call | New | 230,800 | $18.5M |
| KWEB Kranesh Csi China Internet | call | New | 400,000 | $11.4M |
| SMH Vaneck Semiconductor ETF | put | New | 22,000 | $8.4M |
| EWZ iShares MSCI Brazil ETF | call | New | 120,000 | $4.6M |
| IWM iShares Russell 2000 ETF | put | New | 3,500 | $867K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2025 → Q1 2026
| MICROCHIP TECHNOLOGY INC (MCHP 0.75 06/01/30) | NOTE 0.750% 6/0 · principal | New | 1,500,000 | $1.5M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages 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 |