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Portfolio (Quarterly) Guide ↗

Arrow Capital Pty Ltd

· CIK 0002005134
13F Portfolio $118M AUM 25 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 25 New
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TMO Thermo Fisher Scientific Inc Healthcare 6,500.0 $3.3M 2.77% NEW $501.36 +26.4%
22 HOOD Robinhood Markets Inc Financial Services 30,000.0 $3.0M 2.56% NEW $100.28 +11.4%
23 DHR Danaher Corp Healthcare 15,000.0 $2.9M 2.43% NEW $190.48 +13.9%
24 CPNG Coupang Inc Consumer Cyclical 140,000.0 $2.4M 2.07% NEW $17.37 -6.1%
25 IBKR Interactive Brokers Group Inc Financial Services 19,402.0 $1.7M 1.44% NEW $87.04 +11.1%
Page 2 of 2  ·  25 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 25.9%
Energy 17.4%
Healthcare 15.0%
Industrials 12.9%
Consumer Defensive 10.4%
Financial Services 10.2%
Consumer Cyclical 8.3%