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Portfolio (Quarterly) Guide ↗

Arrow Capital Management, LLC

· CIK 0001389082
13F Portfolio $144M AUM 16 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 Added 9 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOG ALPHABET INC Communication Services 91,579.0 $26.3M 18.23% -6K -6.5% $286.86 +33.7%
2 AMZN AMAZON COM INC Consumer Cyclical 97,686.0 $20.3M 14.12% -26K -21.2% $208.27 +28.9%
3 META META PLATFORMS INC Communication Services 21,245.0 $12.2M 8.43% -6K -20.7% $572.13 +6.2%
4 PM PHILIP MORRIS INTL INC Consumer Defensive 60,422.0 $10.0M 6.93% -7K -10.4% $165.34 +14.1%
5 MA MASTERCARD INCORPORATED Financial Services 15,020.0 $7.5M 5.21% -3K -14.6% $499.66 -0.0%
6 BX BLACKSTONE INC Financial Services 53,176.0 $6.1M 4.24% -27K -33.5% $114.99 +3.1%
7 SPOT SPOTIFY TECHNOLOGY S A Communication Services 11,612.0 $5.6M 3.91% -358.0 -3.0% $484.91 -10.6%
8 SPGI S&P GLOBAL INC Financial Services 8,688.0 $3.7M 2.56% -466.0 -5.1% $425.34 -2.0%
9 DASH DOORDASH INC Communication Services 19,390.0 $2.9M 2.02% -5K -20.2% $150.15 +6.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 32.8%
Industrials 18.3%
Utilities 15.6%
Consumer Cyclical 14.2%
Financial Services 12.1%
Consumer Defensive 7.0%