Arrowpoint Investment Partners (Singapore) Pte. Ltd.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Arrowpoint Investment Partners (Singapore) Pte. Ltd. reported 124 stock positions worth $339.9 million. Its top holding was Citigroup (C) at 9.7% of the portfolio, followed by Goldman Sachs (GS, 9.2%) and Global Payments (GPN, 8.2%). Compared with Q1 2026, it opened 82 new positions, sold out of 34, added to 23 and reduced 19. The biggest buy was a new position in Citigroup (C) and the biggest sale an exit from Ase Technology Holding -ADR (ASX).

Most Recent 13F
Q2 2026
Location
SINGAPORE, U0
CIK
0002032331
Portfolio Value
$339.9M (Q2 2026)
SEC Filing
0002032331-26-000012 ↗ filed Aug 13, 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 Q4 2025 Q1 2026: $67.3M Q1 2026 Q2 2026: $339.9M $339.9M Q2 2026

Holdings 124 stocks · $339.9M

C Citigroup Inc. 9.68% 235,033 $32.9M New
GS Goldman Sachs Group Inc. 9.21% 30,971 $31.3M New
GPN Global Payments Inc. 8.20% 384,114 $27.9M New
NSC Norfolk Southern Corp. 7.53% 81,332 $25.6M New
AEP American Electric Power 7.48% 185,962 $25.4M New
NVDA Nvidia Corp. 7.39% 125,539 $25.1M New
XOM Exxon Mobil Corp. 7.21% 179,273 $24.5M New
GOOGL Alphabet Inc. Class A 3.63% 34,557 $12.3M Add +11.0%
MU Micron Technology Inc. 2.21% 6,519 $7.5M New
INTC Intel Corp. 1.37% 33,371 $4.7M New
SNDK Sandisk Corp. 1.34% 2,008 $4.6M New
ARGX Argenx SE - ADR 1.20% 4,392 $4.1M New
INFY Infosys Ltd.-SP ADR 1.13% 367,077 $3.9M New
CAT Caterpillar Inc. 1.11% 3,539 $3.8M New
AXSM Axsome Therapeutics Inc. 1.00% 13,831 $3.4M Reduce -15.7%
INSM Insmed Inc. 0.95% 30,170 $3.2M Add +329.9%
UNH Unitedhealth Group Inc. 0.94% 7,657 $3.2M Add +46.8%
BRKR Bruker Corp. 0.93% 52,780 $3.2M New
MDGL Madrigal Pharmaceuticals Inc. 0.93% 5,865 $3.1M Add +392.0%
TVTX Travere Therapeutics Inc. 0.92% 55,112 $3.1M New
HUM Humana Inc. 0.92% 7,839 $3.1M New
LLY Eli Lilly & Co. 0.90% 2,548 $3.1M Add +476.5%
RVTY Revvity Inc. 0.89% 27,316 $3.0M New
PTCT PTC Therapeutics Inc. 0.88% 36,873 $3.0M Reduce -7.1%
ABBV Abbvie Inc. 0.88% 11,928 $3.0M New
CHE Chemed Corp. 0.87% 6,365 $3.0M New
SOXX iShares Semiconductor ETF 0.87% 4,590 $2.9M New
A Agilent Technologies Inc. 0.85% 21,826 $2.9M New
NBIX Neurocrine Biosciences Inc. 0.82% 16,490 $2.8M Reduce -23.5%
TEVA Teva Pharmaceutical-SP ADR 0.82% 81,993 $2.8M Add +217.7%
ALAB Astera Labs Inc. 0.75% 5,293 $2.6M New
COO The Cooper Cos Inc. 0.73% 34,743 $2.5M Add +489.3%
TWST Twist Bioscience Corp. 0.61% 20,287 $2.1M Add +50.5%
QCOM Qualcomm Inc. 0.61% 11,141 $2.1M New
ACHC Acadia Healthcare Co. Inc. 0.58% 66,843 $2.0M New
DVA Davita Inc. 0.53% 8,046 $1.8M New
ALNY Alnylam Pharmaceuticals Inc. 0.49% 5,588 $1.7M New
CON Concentra Group Holdings Par 0.46% 52,747 $1.6M New
BMRN Biomarin Pharmaceutical Inc. 0.46% 27,041 $1.5M Reduce -44.5%
BIIB Biogen Inc. 0.43% 6,838 $1.5M Add +45.3%
OSCR Oscar Health Inc. Class A 0.43% 51,105 $1.5M New
LRCX Lam Research Corp. 0.41% 3,230 $1.4M New
XLV SS Health Care Select Sector 0.40% 8,600 $1.4M New
AVTR Avantor Inc. 0.38% 131,088 $1.3M New
RMBS Rambus Inc. 0.37% 9,559 $1.3M New
EWT iShares MSCI Taiwan ETF 0.35% 11,100 $1.2M Reduce -11.2%
RVMD Revolution Medicines Inc. 0.34% 6,100 $1.1M Reduce -23.5%
MRNA Moderna Inc. 0.31% 14,841 $1.0M Reduce -13.2%
BBIO Bridgebio Pharma Inc. 0.29% 13,454 $1.0M Add +132.6%
IONS Ionis Pharmaceuticals Inc. 0.29% 12,338 $978K Reduce -68.3%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.28% 20,800 $943K Add +26.8%
QQQM Invesco Nasdaq 100 ETF 0.28% 3,100 $939K New
XLRE SS Real Estate Select Sector 0.26% 20,000 $881K New
PRAX Praxis Precision Medicines I 0.24% 2,461 $824K Reduce -36.2%
NTRA Natera Inc. 0.22% 2,814 $764K Reduce -5.3%
CYTK Cytokinetics Inc. 0.22% 8,836 $753K Add +19.6%
TLT iShares 20+ Year Treasury BD 0.22% 8,700 $752K Add +22.5%
KRE SS SPDR S&P Regional Bank 0.22% 10,000 $749K New
ACAD Acadia Pharmaceuticals Inc. 0.21% 28,725 $727K New
WDC Western Digital Corp. 0.21% 1,132 $723K New
XHB SS SPDR S&P Homebldrs ETF 0.20% 6,000 $693K New
BNTX Biontech SE-ADR 0.20% 7,301 $679K Add +6.0%
LEGN Legend Biotech Corp.-ADR 0.18% 21,669 $626K New
KIE SS SPDR S&P Insurance ETF 0.18% 10,000 $610K New
ORKA Oruka Therapeutics Inc. 0.18% 6,315 $601K Add +22.7%
FLTW Franklin Ftse Taiwan ETF 0.17% 5,600 $591K Add +51.4%
UTHR United Therapeutics Corp. 0.17% 1,035 $561K Add +96.4%
XLF SS Financial Select Sector 0.15% 9,600 $515K Add +54.8%
XLK SS Technology Select Sector 0.15% 2,600 $495K Add +1200.0%
ARWR Arrowhead Pharmaceuticals Inc. 0.13% 5,427 $442K New
MRVL Marvell Technology Inc. 0.13% 1,474 $439K New
ALMS Alumis Inc. 0.13% 15,396 $433K Add +28.0%
ILMN Illumina Inc. 0.12% 2,368 $416K Reduce -21.7%
PTGX Protagonist Therapeutics Inc. 0.12% 3,298 $404K Reduce -64.7%
AVR Anteris Technologies Global 0.11% 39,233 $386K New
COGT Cogent Biosciences Inc. 0.11% 9,698 $375K Reduce -29.6%
HPE Hewlett Packard Enterprise 0.11% 8,193 $370K New
CERT Certara Inc. 0.10% 54,326 $356K New
IMVT Immunovant Inc. 0.10% 9,043 $348K New
MCHP Microchip Technology Inc. 0.10% 3,782 $345K New
RARE Ultragenyx Pharmaceutical Inc. 0.10% 9,829 $328K New
BLFS Biolife Solutions Inc. 0.10% 11,612 $328K New
ADPT Adaptive Biotechnologies 0.10% 15,149 $325K New
MRVI Maravai Lifesciences Hldgs-A 0.09% 50,615 $316K New
CYRX Cryoport Inc. 0.09% 20,067 $315K New
BLTE Belite Bio Inc. - ADR 0.09% 2,008 $309K Reduce -66.6%
TSM Taiwan Semiconductor-SP ADR 0.09% 640 $306K New
TXG 10X Genomics Inc. Class A 0.09% 7,725 $296K New
SNDX Syndax Pharmaceuticals Inc. 0.08% 12,755 $279K New
YUMC Yum China Holdings Inc. 0.08% 6,473 $265K New
MLTX Moonlake Immunotherapeutics 0.08% 13,489 $263K New
BIOA Bioage Labs Inc. 0.08% 10,472 $257K Reduce -49.6%
ACI Albertsons Cos Inc. Class A 0.07% 18,689 $253K New
GPCR Structure Therapeutics Inc. 0.07% 4,645 $249K Add +10.9%
TNGX Tango Therapeutics Inc. 0.07% 7,658 $239K Reduce -62.6%
ABSI Absci Corp. 0.07% 19,712 $228K New
ELVN Enliven Therapeutics Inc. 0.07% 4,499 $228K New
CRVS Corvus Pharmaceuticals Inc. 0.07% 15,112 $226K New
CAPR Capricor Therapeutics Inc. 0.07% 9,342 $225K New
MAZE Maze Therapeutics Inc. 0.07% 7,465 $223K New
CME Cme Group Inc. 0.07% 1,003 $221K New
BE Bloom Energy Corp. Class A 0.06% 729 $221K New
MA Mastercard Inc. Class A 0.06% 415 $213K New
ABCL Abcellera Biologics Inc. 0.06% 27,092 $213K New
CSGP Costar Group Inc. 0.06% 7,425 $210K New
OTIS Otis Worldwide Corp. 0.06% 2,903 $208K New
MLYS Mineralys Therapeutics Inc. 0.06% 7,633 $206K New
CLYM Climb Bio Inc. 0.06% 15,241 $199K Reduce -38.0%
SLN Silence Therapeutics PLC-ADR 0.05% 16,334 $179K New
TAL Tal Education Group- ADR filed as TAL ED GROUP 0.05% 16,233 $155K New
CLF Cleveland-Cliffs Inc. 0.04% 13,176 $124K New
LUMN Lumen Technologies Inc. 0.03% 11,942 $92K New
SNAP Snap Inc. Class A 0.03% 20,330 $90K New
NWL Newell Brands Inc. 0.03% 14,584 $90K New
PLUG Plug Power Inc. filed as PLUG PWR INC 0.02% 28,077 $76K Add +150.5%
XLI SS Industrial Select Sector 0.02% 400 $74K Reduce -87.9%
JBLU Jetblue Airways Corp. 0.02% 12,725 $73K New
AMC AMC Entertainment HLDS Class A 0.02% 37,228 $71K New
KOS Kosmos Energy Ltd. 0.02% 28,404 $60K New
CCC CCC Intelligent Solutions Ho 0.02% 11,019 $57K New
BDN Brandywine Realty Trust 0.02% 16,416 $52K Add +53.4%
SOC Sable Offshore Corp. 0.01% 16,430 $51K New
XRX Xerox Holdings Corp. 0.01% 13,164 $41K New
XLP SS Consumer Staples Sel Sect 0.01% 300 $25K Reduce -95.2%

Options reported separately and not counted above: SMH calls ($52.5M), SPY calls ($29.9M), EWY puts ($17.3M), EWT puts ($12.2M), IGV calls ($7.2M).

Portfolio Sells Q1 2026 → Q2 2026

ASX Ase Technology Holding -ADR Sold out 0.00% −5.78
IONS Ionis Pharmaceuticals Inc. Reduce -68.3% 0.29% −4.06
ASND Ascendis Pharma A/S Sold out 0.00% −4.02
BMRN Biomarin Pharmaceutical Inc. Reduce -44.5% 0.46% −3.64
NBIX Neurocrine Biosciences Inc. Reduce -23.5% 0.82% −3.40
PTCT PTC Therapeutics Inc. Reduce -7.1% 0.88% −3.14
AXSM Axsome Therapeutics Inc. Reduce -15.7% 1.00% −3.12
PFE Pfizer Inc. Sold out 0.00% −2.98
REGN Regeneron Pharmaceuticals Sold out 0.00% −2.87
JNJ Johnson & Johnson Sold out 0.00% −2.87
AMGN Amgen Inc. Sold out 0.00% −2.58
GILD Gilead Sciences Inc. Sold out 0.00% −2.48
VRTX Vertex Pharmaceuticals Inc. Sold out 0.00% −2.26
PRAX Praxis Precision Medicines I Reduce -36.2% 0.24% −1.60
PTGX Protagonist Therapeutics Inc. Reduce -64.7% 0.12% −1.34
BLTE Belite Bio Inc. - ADR Reduce -66.6% 0.09% −1.33
MRNA Moderna Inc. Reduce -13.2% 0.31% −0.99
EWT iShares MSCI Taiwan ETF Reduce -11.2% 0.35% −0.96
OSG Octave Specialty Group Inc. Sold out 0.00% −0.96
RVMD Revolution Medicines Inc. Reduce -23.5% 0.34% −0.82
AXGN Axogen Inc. Sold out 0.00% −0.80
XLE SS Energy Select Sector Sold out 0.00% −0.77
XLI SS Industrial Select Sector Reduce -87.9% 0.02% −0.77
XLP SS Consumer Staples Sel Sect Reduce -95.2% 0.01% −0.76
COGT Cogent Biosciences Inc. Reduce -29.6% 0.11% −0.68
NTRA Natera Inc. Reduce -5.3% 0.22% −0.66
GMAB Genmab A/S -SP ADR Sold out 0.00% −0.64
ERAS Erasca Inc. Sold out 0.00% −0.60
LITE Lumentum Holdings Inc. Sold out 0.00% −0.59
TNGX Tango Therapeutics Inc. Reduce -62.6% 0.07% −0.57
APGE Apogee Therapeutics Inc. Sold out 0.00% −0.50
IBRX Immunitybio Inc. Sold out 0.00% −0.47
BIOA Bioage Labs Inc. Reduce -49.6% 0.08% −0.47
DYN Dyne Therapeutics Inc. Sold out 0.00% −0.46
SYRE Spyre Therapeutics Inc. Sold out 0.00% −0.46
TYRA Tyra Biosciences Inc. Sold out 0.00% −0.46
ILMN Illumina Inc. Reduce -21.7% 0.12% −0.43
SPY SS SPDR S&P 500 ETF Trust-US Sold out 0.00% −0.41
EQH Equitable Holdings Inc. Sold out 0.00% −0.37
SMMT Summit Therapeutics Inc. Sold out 0.00% −0.34
NVST Envista Holdings Corp. Sold out 0.00% −0.34
CGON CG Oncology Inc. Sold out 0.00% −0.34
DXCM Dexcom Inc. Sold out 0.00% −0.34
NKTR Nektar Therapeutics Sold out 0.00% −0.30
VSTM Verastem Inc. Sold out 0.00% −0.28
GDX Vaneck Gold Miners ETF Sold out 0.00% −0.27
CLYM Climb Bio Inc. Reduce -38.0% 0.06% −0.19
UAMY United States Antimony Corp. Sold out 0.00% −0.15
GOOG Alphabet Inc. Class C Sold out 0.00% −0.13
IOVA Iovance Biotherapeutics Inc. Sold out 0.00% −0.10

Portfolio Buys Q1 2026 → Q2 2026

C Citigroup Inc. New 9.68% +9.68
GS Goldman Sachs Group Inc. New 9.21% +9.21
GPN Global Payments Inc. New 8.20% +8.20
NSC Norfolk Southern Corp. New 7.53% +7.53
AEP American Electric Power New 7.48% +7.48
NVDA Nvidia Corp. New 7.39% +7.39
XOM Exxon Mobil Corp. New 7.21% +7.21
MU Micron Technology Inc. New 2.21% +2.21
INTC Intel Corp. New 1.37% +1.37
SNDK Sandisk Corp. New 1.34% +1.34
ARGX Argenx SE - ADR New 1.20% +1.20
INFY Infosys Ltd.-SP ADR New 1.13% +1.13
CAT Caterpillar Inc. New 1.11% +1.11
BRKR Bruker Corp. New 0.93% +0.93
TVTX Travere Therapeutics Inc. New 0.92% +0.92
HUM Humana Inc. New 0.92% +0.92
RVTY Revvity Inc. New 0.89% +0.89
ABBV Abbvie Inc. New 0.88% +0.88
CHE Chemed Corp. New 0.87% +0.87
SOXX iShares Semiconductor ETF New 0.87% +0.87
A Agilent Technologies Inc. New 0.85% +0.85
ALAB Astera Labs Inc. New 0.75% +0.75
QCOM Qualcomm Inc. New 0.61% +0.61
ACHC Acadia Healthcare Co. Inc. New 0.58% +0.58
DVA Davita Inc. New 0.53% +0.53
ALNY Alnylam Pharmaceuticals Inc. New 0.49% +0.49
CON Concentra Group Holdings Par New 0.46% +0.46
OSCR Oscar Health Inc. Class A New 0.43% +0.43
LRCX Lam Research Corp. New 0.41% +0.41
XLV SS Health Care Select Sector New 0.40% +0.40
AVTR Avantor Inc. New 0.38% +0.38
RMBS Rambus Inc. New 0.37% +0.37
LLY Eli Lilly & Co. Add +476.5% 0.90% +0.29
QQQM Invesco Nasdaq 100 ETF New 0.28% +0.28
XLRE SS Real Estate Select Sector New 0.26% +0.26
KRE SS SPDR S&P Regional Bank New 0.22% +0.22
ACAD Acadia Pharmaceuticals Inc. New 0.21% +0.21
WDC Western Digital Corp. New 0.21% +0.21
XHB SS SPDR S&P Homebldrs ETF New 0.20% +0.20
LEGN Legend Biotech Corp.-ADR New 0.18% +0.18
KIE SS SPDR S&P Insurance ETF New 0.18% +0.18
ARWR Arrowhead Pharmaceuticals Inc. New 0.13% +0.13
MRVL Marvell Technology Inc. New 0.13% +0.13
AVR Anteris Technologies Global New 0.11% +0.11
HPE Hewlett Packard Enterprise New 0.11% +0.11
COO The Cooper Cos Inc. Add +489.3% 0.73% +0.11
XLK SS Technology Select Sector Add +1200.0% 0.15% +0.11
CERT Certara Inc. New 0.10% +0.10
IMVT Immunovant Inc. New 0.10% +0.10
MCHP Microchip Technology Inc. New 0.10% +0.10

Options Activity Q1 2026 → Q2 2026

SMH Vaneck Semiconductor ETF call New 80,000 $52.5M
SPY SS SPDR S&P 500 ETF Trust-US call New 40,000 $29.9M
EWY iShares MSCI South Korea ETF put New 86,000 $17.3M
EWT iShares MSCI Taiwan ETF put New 112,000 $12.2M
KWEB Kranesh Csi China Internet call Sold out 400,000 $11.4Mbefore exit
SMH Vaneck Semiconductor ETF put Sold out 22,000 $8.4Mbefore exit
IGV iShares Expanded Tech-Softwa call Reduce -65.3% 80,000 $7.2M
EWZ iShares MSCI Brazil ETF call Sold out 120,000 $4.6Mbefore exit
IWM iShares Russell 2000 ETF put Sold out 3,500 $867Kbefore exit

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

Notes & Other Activity Q1 2026 → Q2 2026

MICROCHIP TECHNOLOGY INC (MCHP 0.75 06/01/30) NOTE 0.750% 6/0 · principal Sold out 1,500,000 $1.5Mbefore 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