Arrowpoint Investment Partners (Singapore) Pte. Ltd.

CIK

2032331

Location

SINGAPORE, U0

Portfolio Value

Micro $62,529,792

Diversification

Diversified

Filing Date

Global Rank

#6,180 / 8,232 ▼ 3986

Top Industry

Biotechnology 49.2%

3Y Alpha vs SPY

-6.1%

Period ended 2 months ago

Filed May 14, 2026 · 31d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+15.0%

SPY

+23.4%

Annualised alpha

-6.1%

Max drawdown

−25.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

62 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.3%

+0.8 pts

Top 5

34.2%

−19.1 pts

Top 10

53.5%

−26.4 pts

HHI

451

Diversified−334

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	76.7%	$47,965,668	53
Communication Services	14.3%	$8,950,880	1
Technology	6.9%	$4,286,771	2
Financial Services	1.4%	$899,256	2
Unclassified	0.4%	$273,142	1
Basic Materials	0.2%	$99,748	1
Real Estate	0.0%	$28,997	1
Industrials	0.0%	$25,330	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
COO	Cooper Companies, Inc.	−4,538	5,896	$421,564
INSM	INSMED Inc	−4,538	7,018	$1,147,583
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
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
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
BZ	Kanzhun Ltd	56,000	$1,141,280
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

62 positions · $62,529,792 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 62 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Added	31,127	+29,727	$8,950,880	+1942.6%	14.31%
ASX	ASE Technology Holding Co., Ltd. Technology	NEW	179,512	NEW	$3,891,820	NEW	6.22%
IONS	Ionis Pharmaceuticals Inc Healthcare	Added	38,988	+13,971	$2,927,608	+47.9%	4.68%
NBIX	Neurocrine Biosciences Inc Healthcare	Added	21,556	+18,039	$2,839,787	+469.3%	4.54%
AXSM	Axsome Therapeutics, Inc. Healthcare	Added	16,401	+14,291	$2,772,097	+619.3%	4.43%
BMRN	Biomarin Pharmaceutical Inc Healthcare	NEW	48,719	NEW	$2,752,136	NEW	4.40%
ASND	Ascendis Pharma A/S Healthcare	Added	11,828	+8,831	$2,705,418	+323.3%	4.33%
PTCT	Ptc Therapeutics, Inc. Healthcare	Added	39,701	+30,463	$2,704,829	+285.5%	4.33%
PFE	Pfizer Inc Healthcare	Added	71,313	+27,971	$2,002,469	+85.5%	3.20%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	2,502	+964	$1,933,145	+62.8%	3.09%
JNJ	Johnson & Johnson Healthcare	Reduced	7,902	-306,027	$1,931,564	−97.0%	3.09%
AMGN	Amgen Inc Healthcare	Reduced	4,934	-1,025	$1,736,027	−11.0%	2.78%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	11,961	-7,458	$1,667,004	−30.1%	2.67%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	3,412	+48	$1,523,594	−0.1%	2.44%
UNH	Unitedhealth Group Inc Healthcare	NEW	5,216	NEW	$1,411,397	NEW	2.26%
PRAX	Praxis Precision Medicines, Inc. Healthcare	Added	3,855	+1,773	$1,242,042	+102.4%	1.99%
INSM	INSMED Inc Healthcare	Reduced	7,018	-4,538	$1,147,583	−42.9%	1.84%
PTGX	Protagonist Therapeutics, Inc Healthcare	NEW	9,334	NEW	$983,803	NEW	1.57%
BLTE	Belite Bio, Inc Healthcare	Added	6,004	+2,955	$957,277	+96.3%	1.53%
MRNA	Moderna, Inc. Healthcare	NEW	17,097	NEW	$868,527	NEW	1.39%
BIIB	Biogen Inc. Healthcare	Added	4,706	+1,851	$862,750	+71.7%	1.38%
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	Reduced	25,805	-126,907	$777,246	−83.7%	1.24%
RVMD	Revolution Medicines, Inc. Healthcare	Added	7,971	+4,771	$775,179	+204.1%	1.24%
OSG	Octave Specialty Group Inc Financial Services	Reduced	139,168	-63,843	$647,131	−59.0%	1.03%
TWST	Twist Bioscience Corp Healthcare	Added	13,476	+3,484	$640,379	+102.0%	1.02%
MDGL	Madrigal Pharmaceuticals, Inc. Healthcare	Added	1,192	+821	$623,976	+188.8%	1.00%
BNTX	BioNTech SE Healthcare	NEW	6,890	NEW	$612,383	NEW	0.98%
NTRA	Natera, Inc. Healthcare	NEW	2,970	NEW	$593,970	NEW	0.95%
AXGN	Axogen, Inc. Healthcare	Reduced	16,273	-2,929	$539,124	−14.2%	0.86%
COGT	Cogent Biosciences, Inc. Healthcare	Added	13,784	+6,431	$530,546	+103.1%	0.85%
CYTK	Cytokinetics Inc Healthcare	Added	7,388	+2,908	$486,943	+71.1%	0.78%
GMAB	Genmab A/S Healthcare	Reduced	16,030	-27,198	$430,084	−67.7%	0.69%
BBIO	BridgeBio Pharma, Inc. Healthcare	Added	5,785	+2,860	$429,594	+92.0%	0.69%
TNGX	Tango Therapeutics, Inc. Healthcare	NEW	20,463	NEW	$428,085	NEW	0.68%
COO	Cooper Companies, Inc. Healthcare	Reduced	5,896	-4,538	$421,564	−50.7%	0.67%
LLY	ELI LILLY & Co Healthcare	Reduced	442	-8,751	$406,538	−95.9%	0.65%
ERAS	Erasca, Inc. Healthcare	NEW	24,847	NEW	$402,024	NEW	0.64%
LITE	Lumentum Holdings Inc. Technology	Reduced	562	-10,925	$394,951	−90.7%	0.63%
ILMN	Illumina, Inc. Healthcare	NEW	3,026	NEW	$372,984	NEW	0.60%
BIOA	BioAge Labs, Inc. Healthcare	NEW	20,796	NEW	$363,722	NEW	0.58%
APGE	Apogee Therapeutics, Inc. Healthcare	Reduced	4,007	-2,317	$337,269	−29.3%	0.54%
IBRX	ImmunityBio, Inc. Healthcare	NEW	41,005	NEW	$314,508	NEW	0.50%
UTHR	UNITED THERAPEUTICS Corp Healthcare	NEW	527	NEW	$312,500	NEW	0.50%
DYN	Dyne Therapeutics, Inc. Healthcare	Added	17,213	+2,830	$312,071	+10.9%	0.50%
SYRE	Spyre Therapeutics, Inc. Healthcare	Reduced	6,140	-7,584	$309,701	−31.1%	0.50%
TYRA	Tyra Biosciences, Inc. Healthcare	NEW	8,075	NEW	$309,272	NEW	0.49%
SPY	Spdr S&P 500 ETF Trust	NEW	420	NEW	$273,142	NEW	0.44%
ALMS	Alumis Inc. Healthcare	NEW	12,031	NEW	$265,042	NEW	0.42%
ORKA	Oruka Therapeutics, Inc. Healthcare	NEW	5,147	NEW	$252,460	NEW	0.40%
EQH	Equitable Holdings, Inc. Financial Services	NEW	6,794	NEW	$252,125	NEW	0.40%