Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Filing Date
Global Rank
#6,550
/ 8,622
▼ 4160
· as of Mar 2026
Top Industry
Biotechnology
49.2%
3Y Alpha vs SPY
-2.8%
Period ended 4 months ago
Filed May 14, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Not a measure of this manager's performance.
Most of Arrowpoint Investment Partners (Singapore) Pte. Ltd.'s reported book is option positions, which a stock-only clone
cannot replicate. The figures below are the return of the
62% that is ordinary stock — as little as
25% in one quarter — so a manager whose options
thesis lost money can still show a large gain here.
Cloned portfolio
+20.2%
SPY
+23.3%
Annualised alpha
-2.0%
Max drawdown
−25.7%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 62% of reported value on average across 6 quarters. Past performance does not predict future results.
Portfolio Concentration
63 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.3%
+0.8 pts
Top 5
34.2%
−19.1 pts
Top 10
53.5%
−26.4 pts
HHI
450
Diversified−334
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 76.7% | $47,996,868 |
| Communication Services | 14.3% | $8,950,880 |
| Technology | 6.9% | $4,286,771 |
| Financial Services | 1.4% | $899,256 |
| Unclassified | 0.4% | $273,142 |
| Basic Materials | 0.2% | $99,748 |
| Real Estate | 0.0% | $28,997 |
| Industrials | 0.0% | $25,330 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
19 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PTCT | Ptc Therapeutics, Inc. | +30,463 | 39,701 | $2,704,829 | |
| GOOGL | Alphabet Inc. | +29,727 | 31,127 | $8,950,880 | |
| PFE | Pfizer Inc | +27,971 | 71,313 | $2,002,469 | |
| NBIX | Neurocrine Biosciences Inc | +18,039 | 21,556 | $2,839,787 | |
| AXSM | Axsome Therapeutics, Inc. | +14,291 | 16,401 | $2,772,097 | |
| IONS | Ionis Pharmaceuticals Inc | +13,971 | 38,988 | $2,927,608 | |
| ASND | Ascendis Pharma A/S | +8,831 | 11,828 | $2,705,418 | |
| COGT | Cogent Biosciences, Inc. | +6,431 | 13,784 | $530,546 | |
| RVMD | Revolution Medicines, Inc. | +4,771 | 7,971 | $775,179 | |
| TWST | Twist Bioscience Corp | +3,484 | 13,476 | $640,379 | |
| BLTE | Belite Bio, Inc | +2,955 | 6,004 | $957,277 | |
| CYTK | Cytokinetics Inc | +2,908 | 7,388 | $486,943 | |
| BBIO | BridgeBio Pharma, Inc. | +2,860 | 5,785 | $429,594 | |
| DYN | Dyne Therapeutics, Inc. | +2,830 | 17,213 | $312,071 | |
| BIIB | Biogen Inc. | +1,851 | 4,706 | $862,750 | |
| PRAX | Praxis Precision Medicines, Inc. | +1,773 | 3,855 | $1,242,042 | |
| REGN | Regeneron Pharmaceuticals, Inc. | +964 | 2,502 | $1,933,145 | |
| MDGL | Madrigal Pharmaceuticals, Inc. | +821 | 1,192 | $623,976 | |
| VRTX | Vertex Pharmaceuticals Inc / Ma | +48 | 3,412 | $1,523,594 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JNJ | Johnson & Johnson | −306,027 | 7,902 | $1,931,564 | |
| TEVA | Teva Pharmaceutical Industries Ltd | −126,907 | 25,805 | $777,246 | |
| OSG | Octave Specialty Group Inc | −63,843 | 139,168 | $647,131 | |
| GMAB | Genmab A/S | −27,198 | 16,030 | $430,084 | |
| LITE | Lumentum Holdings Inc. | −10,925 | 562 | $394,951 | |
| LLY | ELI LILLY & Co | −8,751 | 442 | $406,538 | |
| SYRE | Spyre Therapeutics, Inc. | −7,584 | 6,140 | $309,701 | |
| GILD | Gilead Sciences, Inc. | −7,458 | 11,961 | $1,667,004 | |
| NVST | Envista Holdings Corp | −5,699 | 9,001 | $228,355 | |
| INSM | INSMED Inc | −4,538 | 7,018 | $1,147,583 | |
| COO | Cooper Companies, Inc. | −4,538 | 5,896 | $421,564 | |
| AXGN | Axogen, Inc. | −2,929 | 16,273 | $539,124 | |
| APGE | Apogee Therapeutics, Inc. | −2,317 | 4,007 | $337,269 | |
| NKTR | Nektar Therapeutics | −2,097 | 2,830 | $203,618 | |
| AMGN | Amgen Inc | −1,025 | 4,934 | $1,736,027 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ASX | ASE Technology Holding Co., Ltd. | 179,512 | $3,891,820 | |
| BMRN | Biomarin Pharmaceutical Inc | 48,719 | $2,752,136 | |
| UNH | Unitedhealth Group Inc | 5,216 | $1,411,397 | |
| PTGX | Protagonist Therapeutics, Inc | 9,334 | $983,803 | |
| MRNA | Moderna, Inc. | 17,097 | $868,527 | |
| BNTX | BioNTech SE | 6,890 | $612,383 | |
| NTRA | Natera, Inc. | 2,970 | $593,970 | |
| TNGX | Tango Therapeutics, Inc. | 20,463 | $428,085 | |
| ERAS | Erasca, Inc. | 24,847 | $402,024 | |
| ILMN | Illumina, Inc. | 3,026 | $372,984 | |
| BIOA | BioAge Labs, Inc. | 20,796 | $363,722 | |
| IBRX | ImmunityBio, Inc. | 41,005 | $314,508 | |
| UTHR | UNITED THERAPEUTICS Corp | 527 | $312,500 | |
| TYRA | Tyra Biosciences, Inc. | 8,075 | $309,272 | |
| SPY | Spdr S&P 500 ETF Trust | 420 | $273,142 | |
| ALMS | Alumis Inc. | 12,031 | $265,042 | |
| ORKA | Oruka Therapeutics, Inc. | 5,147 | $252,460 | |
| EQH | Equitable Holdings, Inc. | 6,794 | $252,125 | |
| SMMT | Summit Therapeutics Inc. | 12,136 | $230,098 | |
| CGON | CG Oncology, Inc. | 3,370 | $228,081 | |
| DXCM | Dexcom Inc | 3,628 | $227,838 | |
| GPCR | Structure Therapeutics Inc. | 4,190 | $201,958 | |
| VSTM | Verastem, Inc. | 36,170 | $191,701 | |
| CLYM | Climb Bio, Inc. | 24,590 | $168,441 | |
| UAMY | United States Antimony Corp | 11,426 | $99,748 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NVDA | Nvidia Corp | 442,100 | $82,451,650 | |
| MSFT | Microsoft Corp | 145,000 | $70,124,900 | |
| C | Citigroup Inc | 464,000 | $54,144,160 | |
| HD | Home Depot, Inc. | 156,840 | $53,968,644 | |
| QCOM | Qualcomm Inc/De | 312,600 | $53,470,230 | |
| PLTR | Palantir Technologies Inc. | 279,000 | $49,592,250 | |
| AMZN | Amazon Com Inc | 88,000 | $20,312,160 | |
| AAPL | Apple Inc. | 72,000 | $19,573,920 | |
| AEG | Aegon Ltd. | 2,527,483 | $19,486,893 | |
| TSLA | Tesla, Inc. | 43,000 | $19,337,960 | |
| PYPL | PayPal Holdings, Inc. | 324,000 | $18,915,120 | |
| MRK | Merck & Co., Inc. | 46,686 | $4,914,168 | |
| RL | Ralph Lauren Corp | 8,796 | $3,110,353 | |
| COHR | Coherent Corp. | 12,818 | $2,365,818 | |
| MRVL | Marvell Technology, Inc. | 27,413 | $2,329,556 | |
| ASTS | AST SpaceMobile, Inc. | 31,523 | $2,289,515 | |
| BIDU | Baidu, Inc. | 15,000 | $1,959,900 | |
| AMKR | Amkor Technology, Inc. | 48,698 | $1,922,597 | |
| ABBV | AbbVie Inc. | 8,038 | $1,836,602 | |
| ATAT | Atour Lifestyle Holdings Ltd | 38,787 | $1,528,207 | |
| SNDK | Sandisk Corp | 5,906 | $1,401,966 | |
| EW | Edwards Lifesciences Corp | 16,364 | $1,395,031 | |
| DHR | Danaher Corp /De/ | 5,368 | $1,228,842 | |
| APH | Amphenol Corp /De/ | 8,900 | $1,202,746 | |
| BDX | Becton Dickinson & Co | 6,138 | $1,191,202 | |
| No positions match the current search. | ||||
63 tracked positions ·
$62,560,992 total
· filing declares
82 positions · $112,514,869
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Financial Services
Healthcare
Industrials
Real Estate
Technology
Showing 1–50
of 63 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 31,127 | $8,950,880 | 14.31% | |
| ASX |
ASE Technology Holding Co., Ltd.
Technology
|
NEW | 179,512 | $3,891,820 | 6.22% | |
| IONS |
Ionis Pharmaceuticals Inc
Healthcare
|
Added | 38,988 | $2,927,608 | 4.68% | |
| NBIX |
Neurocrine Biosciences Inc
Healthcare
|
Added | 21,556 | $2,839,787 | 4.54% | |
| AXSM |
Axsome Therapeutics, Inc.
Healthcare
|
Added | 16,401 | $2,772,097 | 4.43% | |
| BMRN |
Biomarin Pharmaceutical Inc
Healthcare
|
NEW | 48,719 | $2,752,136 | 4.40% | |
| ASND |
Ascendis Pharma A/S
Healthcare
|
Added | 11,828 | $2,705,418 | 4.32% | |
| PTCT |
Ptc Therapeutics, Inc.
Healthcare
|
Added | 39,701 | $2,704,829 | 4.32% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 71,313 | $2,002,469 | 3.20% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Added | 2,502 | $1,933,145 | 3.09% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 7,902 | $1,931,564 | 3.09% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 4,934 | $1,736,027 | 2.77% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Reduced | 11,961 | $1,667,004 | 2.66% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Added | 3,412 | $1,523,594 | 2.44% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 5,216 | $1,411,397 | 2.26% | |
| PRAX |
Praxis Precision Medicines, Inc.
Healthcare
|
Added | 3,855 | $1,242,042 | 1.99% | |
| INSM |
INSMED Inc
Healthcare
|
Reduced | 7,018 | $1,147,583 | 1.83% | |
| PTGX |
Protagonist Therapeutics, Inc
Healthcare
|
NEW | 9,334 | $983,803 | 1.57% | |
| BLTE |
Belite Bio, Inc
Healthcare
|
Added | 6,004 | $957,277 | 1.53% | |
| MRNA |
Moderna, Inc.
Healthcare
|
NEW | 17,097 | $868,527 | 1.39% | |
| BIIB |
Biogen Inc.
Healthcare
|
Added | 4,706 | $862,750 | 1.38% | |
| TEVA |
Teva Pharmaceutical Industries Ltd
Healthcare
|
Reduced | 25,805 | $777,246 | 1.24% | |
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
Added | 7,971 | $775,179 | 1.24% | |
| OSG |
Octave Specialty Group Inc
Financial Services
|
Reduced | 139,168 | $647,131 | 1.03% | |
| TWST |
Twist Bioscience Corp
Healthcare
|
Added | 13,476 | $640,379 | 1.02% | |
| MDGL |
Madrigal Pharmaceuticals, Inc.
Healthcare
|
Added | 1,192 | $623,976 | 1.00% | |
| BNTX |
BioNTech SE
Healthcare
|
NEW | 6,890 | $612,383 | 0.98% | |
| NTRA |
Natera, Inc.
Healthcare
|
NEW | 2,970 | $593,970 | 0.95% | |
| AXGN |
Axogen, Inc.
Healthcare
|
Reduced | 16,273 | $539,124 | 0.86% | |
| COGT |
Cogent Biosciences, Inc.
Healthcare
|
Added | 13,784 | $530,546 | 0.85% | |
| CYTK |
Cytokinetics Inc
Healthcare
|
Added | 7,388 | $486,943 | 0.78% | |
| GMAB |
Genmab A/S
Healthcare
|
Reduced | 16,030 | $430,084 | 0.69% | |
| BBIO |
BridgeBio Pharma, Inc.
Healthcare
|
Added | 5,785 | $429,594 | 0.69% | |
| TNGX |
Tango Therapeutics, Inc.
Healthcare
|
NEW | 20,463 | $428,085 | 0.68% | |
| COO |
Cooper Companies, Inc.
Healthcare
|
Reduced | 5,896 | $421,564 | 0.67% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 442 | $406,538 | 0.65% | |
| ERAS |
Erasca, Inc.
Healthcare
|
NEW | 24,847 | $402,024 | 0.64% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
Reduced | 562 | $394,951 | 0.63% | |
| ILMN |
Illumina, Inc.
Healthcare
|
NEW | 3,026 | $372,984 | 0.60% | |
| BIOA |
BioAge Labs, Inc.
Healthcare
|
NEW | 20,796 | $363,722 | 0.58% | |
| APGE |
Apogee Therapeutics, Inc.
Healthcare
|
Reduced | 4,007 | $337,269 | 0.54% | |
| IBRX |
ImmunityBio, Inc.
Healthcare
|
NEW | 41,005 | $314,508 | 0.50% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
NEW | 527 | $312,500 | 0.50% | |
| DYN |
Dyne Therapeutics, Inc.
Healthcare
|
Added | 17,213 | $312,071 | 0.50% | |
| SYRE |
Spyre Therapeutics, Inc.
Healthcare
|
Reduced | 6,140 | $309,701 | 0.50% | |
| TYRA |
Tyra Biosciences, Inc.
Healthcare
|
NEW | 8,075 | $309,272 | 0.49% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 420 | $273,142 | 0.44% | |
| ALMS |
Alumis Inc.
Healthcare
|
NEW | 12,031 | $265,042 | 0.42% | |
| ORKA |
Oruka Therapeutics, Inc.
Healthcare
|
NEW | 5,147 | $252,460 | 0.40% | |
| EQH |
Equitable Holdings, Inc.
Financial Services
|
NEW | 6,794 | $252,125 | 0.40% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.