Arrowpoint Investment Partners (Singapore) Pte. Ltd. holds a focused book of 124 reported positions worth $339.9M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Citigroup Inc and trimmed Axsome Therapeutics Inc. Their largest long position is Citigroup Inc at 10% of the reported non-option book. They also disclosed $29.5M in put options (a bearish bet) and $89.6M in call options (bullish), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2025 would be +17% (+10.8%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +36.8%, a 19.4-point gap that is the cost of the ~44-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Arrowpoint Investment Partners (Singapore) Pte. Ltd.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
+5 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Arrowpoint Investment Partners (Singapore) Pte. Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Sassicaia Capital Advisers LLC | 8 / 80 | $128.9M |
| Private Capital Advisors, Inc. | 8 / 80 | $615.6M |
| Rakuten Securities, Inc. | 55 / 80 | $225.2M |
| IMZ Advisory Inc | 8 / 80 | $160.1M |
| BSN Capital Partners Ltd | 9 / 80 | $1.0B |
| O'Neil Global Advisors, Inc. | 13 / 80 | $204.8M |
| Summa Corp. | 9 / 80 | $145.8M |
| Kieckhefer Group LLC | 9 / 80 | $111.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Arrowpoint Investment Partners (Singapore) Pte. Ltd.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Citigroup Inc COM NEW | $32.9M | 235.0K | 9.7% | ▲New New position | |
| 2 | Goldman Sachs Group Inc COM | $31.3M | 31.0K | 9.2% | ▲New New position | |
| 3 | Global PMTS Inc COM | $27.9M | 384.1K | 8.2% | ▲New New position | |
| 4 | Norfolk Southn Corp COM | $25.6M | 81.3K | 7.5% | ▲New New position | |
| 5 | American Elec PWR Co Inc COM | $25.4M | 186.0K | 7.5% | ▲New New position | |
| 6 | Nvidia Corporation COM | $25.1M | 125.5K | 7.4% | ▲New New position | |
| 7 | Exxon Mobil Corp COM | $24.5M | 179.3K | 7.2% | ▲New New position | |
| 8 | Alphabet Inc CAP STK CL A | $12.3M | 34.6K | 3.6% | ▲+11% Added · +3K sh | |
| 9 | Micron Technology Inc COM | $7.5M | 6.5K | 2.2% | ▲New New position | |
| 10 | Intel Corp COM | $4.7M | 33.4K | 1.4% | ▲New New position | |
| 11 | Sandisk Corp COM | $4.6M | 2.0K | 1.3% | ▲New New position | |
| 12 | Argenx SE SPONSORED ADR | $4.1M | 4.4K | 1.2% | ▲New New position | |
| 13 | Infosys Ltd SPONSORED ADR | $3.9M | 367.1K | 1.1% | ▲New New position | |
| 14 | Caterpillar Inc COM | $3.8M | 3.5K | 1.1% | ▲New New position | |
| 15 | Axsome Therapeutics Inc. COM | $3.4M | 13.8K | 1.0% | ▼−16% Reduced · −3K sh | |
| 16 | Insmed Inc COM PAR $.01 | $3.2M | 30.2K | 0.9% | ▲+330% Added · +23K sh | |
| 17 | Unitedhealth Group Inc COM | $3.2M | 7.7K | 0.9% | ▲+47% Added · +2K sh | |
| 18 | Bruker Corp COM | $3.2M | 52.8K | 0.9% | ▲New New position | |
| 19 | Madrigal Pharmaceuticals Inc COM | $3.1M | 5.9K | 0.9% | ▲+392% Added · +5K sh | |
| 20 | Travere Therapeutics Inc COM | $3.1M | 55.1K | 0.9% | ▲New New position | |
| 21 | Humana Inc COM | $3.1M | 7.8K | 0.9% | ▲New New position | |
| 22 | Eli Lilly & Co COM | $3.1M | 2.5K | 0.9% | ▲+476% Added · +2K sh | |
| 23 | Revvity Inc COM | $3.0M | 27.3K | 0.9% | ▲New New position | |
| 24 | PTC Therapeutics Inc COM | $3.0M | 36.9K | 0.9% | ▼−7.1% Reduced · −3K sh | |
| 25 | Abbvie Inc COM | $3.0M | 11.9K | 0.9% | ▲New New position | |
| 26 | Chemed Corp New COM | $3.0M | 6.4K | 0.9% | ▲New New position | |
| 27 | Ishares TR ISHARES SEMICDTR | $2.9M | 4.6K | 0.9% | ▲New New position | |
| 28 | Agilent Technologies Inc COM | $2.9M | 21.8K | 0.9% | ▲New New position | |
| 29 | Neurocrine Biosciences Inc COM | $2.8M | 16.5K | 0.8% | ▼−24% Reduced · −5K sh | |
| 30 | Teva Pharmaceutical Inds Ltd SPONSORED ADS | $2.8M | 82.0K | 0.8% | ▲+218% Added · +56K sh | |
| 31 | Astera Labs Inc COM | $2.6M | 5.3K | 0.8% | ▲New New position | |
| 32 | Cooper Cos Inc COM | $2.5M | 34.7K | 0.7% | ▲+489% Added · +29K sh | |
| 33 | Twist Bioscience Corp COM | $2.1M | 20.3K | 0.6% | ▲+51% Added · +7K sh | |
| 34 | Qualcomm Inc COM | $2.1M | 11.1K | 0.6% | ▲New New position | |
| 35 | Acadia Healthcare Company In COM | $2.0M | 66.8K | 0.6% | ▲New New position | |
| 36 | Davita Inc COM | $1.8M | 8.0K | 0.5% | ▲New New position | |
| 37 | Alnylam Pharmaceuticals Inc COM | $1.7M | 5.6K | 0.5% | ▲New New position | |
| 38 | Concentra Group Holdings Par COMMON STOCK | $1.6M | 52.7K | 0.5% | ▲New New position | |
| 39 | Biomarin Pharmaceutical Inc COM | $1.5M | 27.0K | 0.5% | ▼−44% Reduced · −22K sh | |
| 40 | Biogen Inc COM | $1.5M | 6.8K | 0.4% | ▲+45% Added · +2K sh | |
| 41 | Oscar Health Inc CL A | $1.5M | 51.1K | 0.4% | ▲New New position | |
| 42 | Lam Research Corp COM NEW | $1.4M | 3.2K | 0.4% | ▲New New position | |
| 43 | Select Sector SPDR TR ST STR CARE ETF | $1.4M | 8.6K | 0.4% | ▲New New position | |
| 44 | Avantor Inc COM | $1.3M | 131.1K | 0.4% | ▲New New position | |
| 45 | Rambus Inc Del COM | $1.3M | 9.6K | 0.4% | ▲New New position | |
| 46 | Ishares Inc MSCI TAIWAN ETF | $1.2M | 11.1K | 0.4% | ▼−11% Reduced · −1K sh | |
| 47 | Revolution Medicines Inc COM | $1.1M | 6.1K | 0.3% | ▼−23% Reduced · −2K sh | |
| 48 | Moderna Inc COM | $1.0M | 14.8K | 0.3% | ▼−13% Reduced · −2K sh | |
| 49 | Bridgebio Pharma Inc COM | $1.0M | 13.5K | 0.3% | ▲+133% Added · +8K sh | |
| 50 | Ionis Pharmaceuticals Inc COM | $978K | 12.3K | 0.3% | ▼−68% Reduced · −27K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2032331/holdings"
Use Arkolith to show Arrowpoint Investment Partners (Singapore) Pte. Ltd.'s latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | VANECK SEMICONDUCTOR ETFSMH | $52.5M | 80K |
| CALL · bullish | SS SPDR S&P 500 ETF TRUST-USSPY | $29.9M | 40K |
| PUT · bearish | ISHARES MSCI SOUTH KOREA ETFEWY | $17.3M | 86K |
| PUT · bearish | ISHARES MSCI TAIWAN ETFEWT | $12.2M | 112K |
| CALL · bullish | ISHARES EXPANDED TECH-SOFTWAIGV | $7.2M | 80K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 44d | 129 | $459.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 44d | 82 | $112.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 42d | 104 | $678.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 79 | $100.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 44d | 63 | $112.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 43d | 903 | $843.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 18, 2025 | 49d | 737 | $487.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.