Arrowpoint Investment Partners (Singapore) Pte. Ltd. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Arrowpoint Investment Partners (Singapore) Pte. Ltd. disclosed 34 US equity positions worth $56.6m in its Q2 2025 13F filing. The largest position was SPY at 18.3% of the reported book, followed by SE and NVDA. Against the Q1 2025 filing, it opened 18 new positions, added to 7 and reduced 9 among the top 34 holdings.
What did Arrowpoint Investment Partners (Singapore) Pte. Ltd. own in Q2 2025? Top 34 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SPY SPDR S&P 500 ETF TR | 18.3% | $10.3m | 16,717 | -79% | reduced | |
| 2 | SE SEA LTD | Consumer Cyclical | 15.1% | $8.6m | 53,505 | 818% | added |
| 3 | NVDA NVIDIA CORPORATION | Technology | 7.6% | $4.3m | 27,376 | 127% | added |
| 4 | JAMES HARDIE INDS PLC | 7.3% | $4.1m | 153,686 | – | new | |
| 5 | DAL DELTA AIR LINES INC DEL | Industrials | 6.4% | $3.6m | 73,479 | 353% | added |
| 6 | UAL UNITED AIRLS HLDGS INC | Industrials | 5.1% | $2.9m | 36,448 | 10780% | added |
| 7 | FUTU FUTU HLDGS LTD | Financial Services | 4.9% | $2.8m | 22,357 | – | new |
| 8 | COIN COINBASE GLOBAL INC | Financial Services | 4.5% | $2.5m | 7,200 | 87% | added |
| 9 | META META PLATFORMS INC | Communication Services | 3.5% | $2.0m | 2,703 | -87% | reduced |
| 10 | TAL TAL EDUCATION GROUP | Consumer Defensive | 3.3% | $1.9m | 184,668 | – | new |
| 11 | DECK DECKERS OUTDOOR CORP | Consumer Cyclical | 3.1% | $1.8m | 17,146 | – | new |
| 12 | AMZN AMAZON COM INC | Consumer Cyclical | 3.0% | $1.7m | 7,739 | -77% | reduced |
| 13 | RYAAY RYANAIR HOLDINGS PLC | Industrials | 2.5% | $1.4m | 24,766 | 360% | added |
| 14 | UPST UPSTART HLDGS INC | Financial Services | 2.5% | $1.4m | 21,490 | -15% | reduced |
| 15 | BEKE KE HLDGS INC | Real Estate | 2.1% | $1.2m | 65,568 | – | new |
| 16 | BZ KANZHUN LIMITED | Communication Services | 1.3% | $758.2k | 42,500 | – | new |
| 17 | LRN STRIDE INC | Consumer Defensive | 1.1% | $648.7k | 4,468 | 151% | added |
| 18 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 1.0% | $593.5k | 11,000 | – | new |
| 19 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 1.0% | $570.9k | 48,339 | – | new |
| 20 | VNET VNET GROUP INC | Technology | 1.0% | $558.1k | 80,888 | – | new |
| 21 | NTES NETEASE INC | Communication Services | 1.0% | $544.1k | 4,043 | – | new |
| 22 | ACMR ACM RESH INC | Technology | 0.8% | $479.1k | 18,500 | – | new |
| 23 | TER TERADYNE INC | Technology | 0.8% | $431.6k | 4,800 | -34% | reduced |
| 24 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 0.7% | $393.8k | 6,716 | – | new |
| 25 | SJM SMUCKER J M CO | Consumer Defensive | 0.6% | $327.1k | 3,328 | – | new |
| 26 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 0.5% | $257.3k | 6,000 | -7% | reduced |
| 27 | ED CONSOLIDATED EDISON INC | Utilities | 0.4% | $252.4k | 2,515 | -74% | reduced |
| 28 | PEN PENUMBRA INC | Healthcare | 0.3% | $159.2k | 620 | – | new |
| 29 | CHD CHURCH & DWIGHT CO INC | Consumer Defensive | 0.1% | $61.9k | 644 | – | new |
| 30 | HRB BLOCK H & R INC | Consumer Cyclical | 0.1% | $36.1k | 657 | – | new |
| 31 | AGL AGILON HEALTH INC | Healthcare | 0.1% | $31.1k | 13,500 | – | new |
| 32 | USFD US FOODS HLDG CORP | Consumer Defensive | 0.0% | $21.2k | 276 | -92% | reduced |
| 33 | WRB BERKLEY W R CORP | Financial Services | 0.0% | $13.2k | 180 | – | new |
| 34 | APH AMPHENOL CORP NEW | Technology | 0.0% | $4.0k | 40 | -99% | reduced |
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.