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Portfolio (Quarterly) Guide ↗

Arrowpoint Investment Partners (Singapore) Pte. Ltd.

· CIK 0002032331
13F Portfolio $459M AUM 129 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 86 New 23 Added 20 Reduced 39 Exited
Page 2 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RVTY REVVITY INC Healthcare 27,316.0 $3.0M 0.66% NEW $111.26 +12.2%
22 ABBV ABBVIE INC Healthcare 11,928.0 $3.0M 0.65% NEW $251.64 +5.6%
23 CHE CHEMED CORP NEW Healthcare 6,365.0 $3.0M 0.65% NEW $465.74 +16.8%
24 SOXX ISHARES TR 4,590.0 $2.9M 0.64% NEW $640.76 -19.8%
25 A AGILENT TECHNOLOGIES INC Healthcare 21,826.0 $2.9M 0.63% NEW $132.83 +16.5%
26 ALAB ASTERA LABS INC Technology 5,293.0 $2.6M 0.56% NEW $483.02 -41.5%
27 QCOM QUALCOMM INC Technology 11,141.0 $2.1M 0.45% NEW $184.79 -13.1%
28 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 66,843.0 $2.0M 0.43% NEW $29.53 +1.2%
29 DVA DAVITA INC Healthcare 8,046.0 $1.8M 0.39% NEW $222.48 -20.1%
30 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 5,588.0 $1.7M 0.37% NEW $301.03 -20.2%
31 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 52,747.0 $1.6M 0.34% NEW $29.75 +16.9%
32 OSCR OSCAR HEALTH INC Healthcare 51,105.0 $1.5M 0.32% NEW $28.52 +8.5%
33 LRCX LAM RESEARCH CORP Technology 3,230.0 $1.4M 0.30% NEW $433.33 -27.4%
34 XLV SELECT SECTOR SPDR TR 8,600.0 $1.4M 0.30% NEW $158.66 +10.5%
35 AVTR AVANTOR INC Healthcare 131,088.0 $1.3M 0.28% NEW $9.90 +45.7%
36 RMBS RAMBUS INC DEL Technology 9,559.0 $1.3M 0.28% NEW $132.74 -32.3%
37 QQQM INVESCO EXCH TRADED FD TR II 3,100.0 $939K 0.20% NEW $302.97 -3.4%
38 XLRE SELECT SECTOR SPDR TR 20,000.0 $881K 0.19% NEW $44.03 +3.0%
39 KRE SPDR SERIES TRUST 10,000.0 $748K 0.16% NEW $74.85 -0.7%
40 ACAD ACADIA PHARMACEUTICALS INC Healthcare 28,725.0 $727K 0.16% NEW $25.30 +20.8%
Page 2 of 5  ·  86 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
Healthcare 25.2%
Financial Services 20.0%
Industrials 18.0%
Technology 17.1%
Utilities 7.9%
Energy 7.6%
Communication Services 3.9%
Consumer Defensive 0.2%
Real Estate 0.1%
Consumer Cyclical 0.1%