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Portfolio (Quarterly) Guide ↗

Arrowpoint Investment Partners (Singapore) Pte. Ltd.

· CIK 0002032331
13F Portfolio $679M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 104 New
Page 2 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KWEB KRANESHARES TRUST 75,400.0 $2.6M 0.38% NEW $34.05 -18.9%
22 GILD GILEAD SCIENCES INC Healthcare 19,419.0 $2.4M 0.35% NEW $122.74 +6.3%
23 COHR COHERENT CORP Technology 12,818.0 $2.4M 0.35% NEW $184.57 +104.8%
24 VNM VANECK ETF TRUST 123,564.0 $2.4M 0.35% NEW $19.08 -0.5%
25 MRVL MARVELL TECHNOLOGY INC Technology 27,413.0 $2.3M 0.34% NEW $84.98 +124.4%
26 ASTS AST SPACEMOBILE INC Technology 31,523.0 $2.3M 0.34% NEW $72.63 +32.5%
27 XLU SELECT SECTOR SPDR TR 51,700.0 $2.2M 0.33% NEW $42.69 +5.4%
28 INSM INSMED INC Healthcare 11,556.0 $2.0M 0.30% NEW $174.04 -37.1%
29 IONS IONIS PHARMACEUTICALS INC Healthcare 25,017.0 $2.0M 0.29% NEW $79.11 -4.2%
30 BIDU BAIDU INC Communication Services 15,000.0 $2.0M 0.29% NEW $130.66 +0.4%
31 AMGN AMGEN INC Healthcare 5,959.0 $2.0M 0.29% NEW $327.31 +3.1%
32 AMKR AMKOR TECHNOLOGY INC Technology 48,698.0 $1.9M 0.28% NEW $39.48 +66.9%
33 ABBV ABBVIE INC Healthcare 8,038.0 $1.8M 0.27% NEW $228.49 -6.1%
34 AGG ISHARES TR 16,500.0 $1.6M 0.24% NEW $99.88 -1.5%
35 OSG OCTAVE SPECIALTY GROUP INC Financial Services 203,011.0 $1.6M 0.23% NEW $7.78 -26.2%
36 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 38,787.0 $1.5M 0.23% NEW $39.40 -9.2%
37 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,364.0 $1.5M 0.23% NEW $453.36 -5.1%
38 JNK SPDR SERIES TRUST 14,800.0 $1.4M 0.21% NEW $97.21 -1.0%
39 SANDISK CORP 5,906.0 $1.4M 0.21% NEW $237.38
40 EW EDWARDS LIFESCIENCES CORP Healthcare 16,364.0 $1.4M 0.21% NEW $85.25 -2.4%
Page 2 of 6  ·  104 positions

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
Technology 49.4%
Healthcare 20.2%
Consumer Cyclical 16.9%
Financial Services 12.7%
Communication Services 0.4%
Energy 0.2%
Industrials 0.2%