Arrowpoint Investment Partners (Singapore) Pte. Ltd. 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Arrowpoint Investment Partners (Singapore) Pte. Ltd. disclosed 298 US equity positions worth $214.6m in its Q1 2025 13F filing. The largest position was SPY at 21.1% of the reported book, followed by META and SAN. Against the Q4 2024 filing, it opened 29 new positions, added to 17 and reduced 4 among the top 50 holdings.
What did Arrowpoint Investment Partners (Singapore) Pte. Ltd. own in Q1 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | SPY SPDR S&P 500 ETF TR | 21.1% | $45.3m | 80,972 | – | new | |
| 2 | META META PLATFORMS INC | Communication Services | 5.5% | $11.8m | 20,552 | -23% | reduced |
| 3 | SAN BANCO SANTANDER S.A. | 4.7% | $10.2m | 1,519,618 | – | new | |
| 4 | AMZN AMAZON COM INC | Consumer Cyclical | 3.0% | $6.5m | 34,170 | -59% | reduced |
| 5 | PANW PALO ALTO NETWORKS INC | Technology | 1.4% | $3.1m | 17,963 | 2542% | added |
| 6 | AZN ASTRAZENECA PLC | Healthcare | 1.4% | $3.0m | 40,500 | – | new |
| 7 | TPR TAPESTRY INC | Consumer Cyclical | 1.4% | $3.0m | 42,022 | – | new |
| 8 | LOGC CONTEXTLOGIC INC | 1.4% | $3.0m | 423,728 | – | new | |
| 9 | WDAY WORKDAY INC | Technology | 1.3% | $2.9m | 12,286 | 30% | added |
| 10 | FCX FREEPORT-MCMORAN INC | Basic Materials | 1.3% | $2.8m | 72,758 | 137% | added |
| 11 | SHOP SHOPIFY INC | Technology | 1.1% | $2.4m | 25,639 | – | new |
| 12 | ROKU ROKU INC | Communication Services | 1.1% | $2.4m | 34,136 | – | new |
| 13 | HOOD ROBINHOOD MKTS INC | Financial Services | 1.0% | $2.1m | 51,005 | 9% | added |
| 14 | TXRH TEXAS ROADHOUSE INC | Consumer Cyclical | 1.0% | $2.0m | 12,274 | – | new |
| 15 | CRM SALESFORCE INC | Technology | 0.8% | $1.8m | 6,545 | – | new |
| 16 | GIS GENERAL MLS INC | Consumer Defensive | 0.8% | $1.7m | 28,884 | – | new |
| 17 | ABNB AIRBNB INC | Consumer Cyclical | 0.8% | $1.7m | 14,294 | – | new |
| 18 | WMT WALMART INC | Consumer Defensive | 0.8% | $1.7m | 19,254 | 1129% | added |
| 19 | MU MICRON TECHNOLOGY INC | Technology | 0.7% | $1.6m | 18,447 | 303% | added |
| 20 | MELI MERCADOLIBRE INC | Consumer Cyclical | 0.7% | $1.6m | 819 | – | new |
| 21 | DXCM DEXCOM INC | Healthcare | 0.7% | $1.6m | 23,377 | – | new |
| 22 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 0.7% | $1.6m | 340 | – | new |
| 23 | ORCL ORACLE CORP | Technology | 0.7% | $1.6m | 11,171 | 663% | added |
| 24 | SNOW SNOWFLAKE INC | Technology | 0.7% | $1.5m | 10,024 | 161% | added |
| 25 | GOOG ALPHABET INC | Communication Services | 0.7% | $1.4m | 9,166 | – | new |
| 26 | MRVL MARVELL TECHNOLOGY INC | Technology | 0.7% | $1.4m | 22,869 | 97% | added |
| 27 | MRK MERCK & CO INC | Healthcare | 0.6% | $1.3m | 14,890 | – | new |
| 28 | NVDA NVIDIA CORPORATION | Technology | 0.6% | $1.3m | 12,040 | -73% | reduced |
| 29 | TFC TRUIST FINL CORP | Financial Services | 0.6% | $1.3m | 31,600 | – | new |
| 30 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 0.6% | $1.3m | 9,814 | – | new |
| 31 | INTC INTEL CORP | Technology | 0.6% | $1.2m | 54,952 | – | new |
| 32 | UPST UPSTART HLDGS INC | Financial Services | 0.5% | $1.2m | 25,214 | – | new |
| 33 | CRWD CROWDSTRIKE HLDGS INC | Technology | 0.5% | $1.1m | 3,233 | 205% | added |
| 34 | ED CONSOLIDATED EDISON INC | Utilities | 0.5% | $1.1m | 9,674 | – | new |
| 35 | DPZ DOMINOS PIZZA INC | Consumer Cyclical | 0.5% | $1.0m | 2,213 | – | new |
| 36 | BURL BURLINGTON STORES INC | Consumer Cyclical | 0.5% | $1.0m | 4,263 | 1745% | added |
| 37 | GRAB HOLDINGS LIMITED | 0.5% | $1.0m | 222,000 | – | new | |
| 38 | ADBE ADOBE INC | Technology | 0.4% | $930.1k | 2,425 | 99% | added |
| 39 | TOL TOLL BROTHERS INC | Consumer Cyclical | 0.4% | $924.9k | 8,759 | 1588% | added |
| 40 | SU SUNCOR ENERGY INC NEW | Energy | 0.4% | $863.5k | 22,300 | 613% | added |
| 41 | WFC WELLS FARGO CO NEW | Financial Services | 0.4% | $839.9k | 11,700 | – | new |
| 42 | TSCO TRACTOR SUPPLY CO | Consumer Cyclical | 0.4% | $787.9k | 14,300 | – | new |
| 43 | ANET ARISTA NETWORKS INC | Technology | 0.4% | $781.5k | 10,087 | – | new |
| 44 | CPRT COPART INC | Industrials | 0.4% | $780.9k | 13,800 | – | new |
| 45 | SE SEA LTD | Consumer Cyclical | 0.4% | $760.8k | 5,830 | -94% | reduced |
| 46 | LW LAMB WESTON HLDGS INC | Consumer Defensive | 0.3% | $749.9k | 14,070 | – | new |
| 47 | PVH PVH CORPORATION | Consumer Cyclical | 0.3% | $749.8k | 11,600 | 1771% | added |
| 48 | ADI ANALOG DEVICES INC | Technology | 0.3% | $746.4k | 3,701 | – | new |
| 49 | DASH DOORDASH INC | Consumer Cyclical | 0.3% | $745.9k | 4,081 | 783% | added |
| 50 | LDOS LEIDOS HOLDINGS INC | Technology | 0.3% | $742.2k | 5,500 | 253% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.