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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 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 INSM INSMED INC Healthcare 30,170.0 $3.2M 0.70% +23K +329.9% $106.62 +16.2%
22 UNH UNITEDHEALTH GROUP INC Healthcare 7,657.0 $3.2M 0.69% +2K +46.8% $415.63 -4.6%
23 BRKR BRUKER CORP Healthcare 52,780.0 $3.2M 0.69% NEW $60.18 -5.5%
24 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 5,865.0 $3.1M 0.69% +5K +392.0% $536.95 -4.6%
25 TVTX TRAVERE THERAPEUTICS INC Healthcare 55,112.0 $3.1M 0.68% NEW $56.81 +18.0%
26 HUM HUMANA INC Healthcare 7,839.0 $3.1M 0.68% NEW $397.22 -1.9%
27 LLY ELI LILLY & CO Healthcare 2,548.0 $3.1M 0.67% +2K +476.5% $1199.43 +2.8%
28 RVTY REVVITY INC Healthcare 27,316.0 $3.0M 0.66% NEW $111.26 +12.2%
29 PTCT PTC THERAPEUTICS INC Healthcare 36,873.0 $3.0M 0.66% -3K -7.1% $81.57 -9.9%
30 ABBV ABBVIE INC Healthcare 11,928.0 $3.0M 0.65% NEW $251.64 +5.6%
31 CHE CHEMED CORP NEW Healthcare 6,365.0 $3.0M 0.65% NEW $465.74 +16.8%
32 SOXX ISHARES TR 4,590.0 $2.9M 0.64% NEW $640.76 -19.8%
33 A AGILENT TECHNOLOGIES INC Healthcare 21,826.0 $2.9M 0.63% NEW $132.83 +16.5%
34 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 16,490.0 $2.8M 0.60% -5K -23.5% $168.53 -9.0%
35 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 81,993.0 $2.8M 0.60% +56K +217.7% $33.88 +12.5%
36 ALAB ASTERA LABS INC Technology 5,293.0 $2.6M 0.56% NEW $483.02 -41.5%
37 COOPER COS INC 34,743.0 $2.5M 0.54% +29K +489.3% $71.71
38 TWST TWIST BIOSCIENCE CORP Healthcare 20,287.0 $2.1M 0.46% +7K +50.5% $102.88 +47.2%
39 QCOM QUALCOMM INC Technology 11,141.0 $2.1M 0.45% NEW $184.79 -13.1%
40 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 66,843.0 $2.0M 0.43% NEW $29.53 +1.2%
Page 2 of 7  ·  129 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%