Arrowpoint Investment Partners (Singapore) Pte. Ltd.
SEC Form 13F institutional filer · CIK 0002032331
13F-HR · 25 reported holdings · 2026-03-31
Reported long-US-equity value
$0.03B
Top-10 concentration
79.3%
Arrowpoint Investment Partners (Singapore) Pte. Ltd. — $31.2M AUM allocation strategy
Arrowpoint Investment Partners (Singapore) Pte. Ltd. files SEC Form 13F and reports $31.2M of long US equity value across 25 reported holdings for 2026-03-31.
Its largest sector bet is Health Care 47.4%, followed by Communication Services 28.7% and Financials 11.5%.
The top 10 holdings account for 79% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Arrowpoint Investment Partners (Singapore) Pte. Ltd. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$31.2M
total across 25 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
79% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$GOOG +29.7K sh · +$8.51M+$PFE +28K sh · +$923K+$BNY +8.83K sh · +$2.07M
Biggest trims (shares)
−$JNJ −306K sh · −$63M−$BLK −46.7K sh · −$4.11M−$XLU −35.3K sh · −$1.45M
Exited to nil (held last quarter, gone now)
$NVDA ($82.5M last qtr)$MSFT ($70.1M last qtr)$C ($54.1M last qtr)$HD ($54M last qtr)$QCOM ($53.5M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services28.7%—
- Biotechnology27.5%—
- Pharmaceuticals13.9%—
- Asset Management & Custody Banks11.5%—
- Managed Health Care4.6%—
- Health Care Supplies1.4%—
- Communications Equipment1.3%—
- Other holdings11.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 31.1K | $8.95M | +29.7K | 28.7% |
| $BNY | The Bank of New York Mellon Corporation | 11.8K | $2.71M | +8.83K | 8.7% |
| $PFE | Pfizer Inc | 71.3K | $2M | +28K | 6.4% |
| $REGN | Regeneron Pharmaceuticals Inc | 2.5K | $1.93M | +964 | 6.2% |
| $JNJ | Johnson & Johnson | 7.9K | $1.93M | -306K | 6.2% |
| $AMGN | Amgen Inc | 4.93K | $1.74M | -1.02K | 5.6% |
| $GILD | Gilead Sciences Inc | 12K | $1.67M | -7.46K | 5.3% |
| $VRTX | Vertex Pharmaceuticals Incorporated | 3.41K | $1.52M | +48 | 4.9% |
| $UNH | UnitedHealth Group Incorporated | 5.22K | $1.41M | — | 4.5% |
| $BLK | BlackRock Inc | 12.5K | $887K | -46.7K | 2.8% |
…and 15 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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