Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Follow13F filer, CIK 2032331, SINGAPORE, Singapore
Arrowpoint Investment Partners (Singapore) Pte. Ltd. reported $112,602,542 across 63 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13. Its ten largest share positions make up 76% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002032331-25-000009
- Period
- 2025-06-30
- Reported value
- $113M
- Holdings
- 63
- Top 10 weight
- 76%
- New
- 25
- Sold out
- 865
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SEadded | +47,675 | $7.63M |
| James Hardie Industries PLCnew | +153,686 | $4.13M |
| UALadded | +36,113 | $2.88M |
| DALadded | +57,276 | $2.81M |
| FUTUnew | +22,357 | $2.76M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SPYreduced | -64,255 | -$39.7M |
| METAreduced | -17,849 | -$13.2M |
| SANexited | -1,519,618 | -$10.2M |
| AMZNreduced | -26,431 | -$5.8M |
| PANWexited | -17,963 | -$3.07M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2025
Share positions as resolved from 13F-HR 0002032331-25-000009, largest first. % of portfolio is the value over $56,621,454, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF T | 16,717 | $10.3M | 18.26% | -64,255 | Timeline | ||
| SESEA LTD | 53,505 | $8.56M | 15.11% | +47,675 | Timeline | ||
| NVDANVIDIA CORPORATION | 27,376 | $4.33M | 7.64% | +15,336 | Timeline | ||
| James Hardie Industries PLCJames Hardie Industries PLC | 153,686 | $4.13M | 7.3% | new | |||
| DALDELTA AIR LINES INC | 73,479 | $3.61M | 6.38% | +57,276 | Timeline | ||
| UALUNITED AIRLS HLDGS INC | 36,448 | $2.9M | 5.13% | +36,113 | Timeline | ||
| FUTUFUTU HLDGS LTD | 22,357 | $2.76M | 4.88% | new | Timeline | ||
| COINCOINBASE GLOBAL INC | 7,200 | $2.52M | 4.46% | +3,340 | Timeline | ||
| METAMETA PLATFORMS INC | 2,703 | $2M | 3.52% | -17,849 | Timeline | ||
| TALTAL ED GROUP | 184,668 | $1.89M | 3.33% | new | Timeline | ||
| DECKDECKERS OUTDOOR CORP | 17,146 | $1.77M | 3.12% | new | Timeline | ||
| AMZNAMAZON COM INC | 7,739 | $1.7M | 3% | -26,431 | Timeline | ||
| RYAAYRYANAIR HOLDINGS PLC | 24,766 | $1.43M | 2.52% | +19,382 | Timeline | ||
| UPSTUPSTART HLDGS INC | 21,490 | $1.39M | 2.45% | -3,724 | Timeline | ||
| BEKEKE HLDGS INC | 65,568 | $1.16M | 2.05% | new | Timeline | ||
| BZKANZHUN LIMITED | 42,500 | $758K | 1.34% | new | Timeline | ||
| LRNSTRIDE INC | 4,468 | $649K | 1.15% | +2,688 | Timeline | ||
| EDUNEW ORIENTAL ED & TECHNOLOGY | 11,000 | $593K | 1.05% | new | Timeline | ||
| YMMFULL TRUCK ALLIANCE CO LTD | 48,339 | $571K | 1.01% | new | Timeline | ||
| VNETVNET GROUP INC | 80,888 | $558K | 0.99% | new | Timeline | ||
| NTESNETEASE COM INC | 4,043 | $544K | 0.96% | new | Timeline | ||
| ACMRACM RESH INC | 18,500 | $479K | 0.85% | new | Timeline | ||
| TERTERADYNE INC | 4,800 | $432K | 0.76% | -2,500 | Timeline | ||
| TCOMTRIP COM GROUP LTD | 6,716 | $394K | 0.7% | new | Timeline | ||
| SJMSMUCKER J M CO | 3,328 | $327K | 0.58% | new | Timeline | ||
| DKNGDRAFTKINGS INC NEW | 6,000 | $257K | 0.45% | -449 | Timeline | ||
| EDCONSOLIDATED EDISON INC | 2,515 | $252K | 0.45% | -7,159 | Timeline | ||
| PENPENUMBRA INC | 620 | $159K | 0.28% | new | Timeline | ||
| CHDCHURCH & DWIGHT CO INC | 644 | $61.9K | 0.11% | new | Timeline | ||
| HRBBLOCK H & R INC | 657 | $36.1K | 0.06% | new | Timeline | ||
| AGLAGILON HEALTH INC COM (DE) | 13,500 | $31.1K | 0.05% | new | Timeline | ||
| USFDUS FOODS HLDG CORP | 276 | $21.2K | 0.04% | -3,400 | Timeline | ||
| WRBBERKLEY W R CORP | 180 | $13.2K | 0.02% | new | Timeline | ||
| APHAMPHENOL CORP | 40 | $3.95K | 0.01% | -4,260 | Timeline |
Options
Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).
| Security | Type | Amount | Value | Change |
|---|---|---|---|---|
| TSMTAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | call | 90,000 | $20.4M | +2,100 |
| NTESNETEASE COM INC ADR | put | 100,000 | $13.5M | new |
| XPEVXPENG INC ADR | call | 500,000 | $8.94M | new |
| HNRGHALLADOR ENERGY COMPANY COM | call | 358,000 | $5.7M | +80,000 |
| APHAMPHENOL CORP COM | put | 8,500 | $840K | +4,700 |
| DUOLDUOLINGO INC Stock | call | 1,600 | $656K | -1,500 |
| SJMSMUCKER J M CO COM NEW | call | 6,300 | $619K | -5,600 |
| TKOTKO GROUP HOLDINGS INC Stock | call | 3,300 | $601K | -8,500 |
| TKOTKO GROUP HOLDINGS INC Stock | put | 3,000 | $547K | -6,500 |
| WWDWOODWARD INC Stock | call | 1,800 | $442K | 0 |
| MTZMASTEC INC Stock | call | 2,200 | $374K | +200 |
| WRBBERKLEY W R CORP Stock | put | 4,600 | $337K | -400 |
| SJMSMUCKER J M CO COM NEW | put | 3,400 | $334K | -11,300 |
| USFDUS FOODS HLDG CORP Stock | put | 4,300 | $330K | -1,500 |
| GWREGUIDEWIRE SOFTWARE INC Stock | call | 1,400 | $328K | -4,000 |
| EDCONSOLIDATED EDISON INC COM | put | 2,800 | $281K | +1,500 |
| RYROYAL BK CDA Stock | call | 2,000 | $263K | new |
| BAMBROOKFIELD ASSET MANAGMT LTD Stock | put | 4,600 | $254K | new |
| EMBJEMBRAER S.A. SPONSORED ADS | put | 3,600 | $205K | 0 |
| HRBBLOCK H & R INC Stock | put | 3,700 | $203K | 0 |
| PENPENUMBRA INC Stock | put | 700 | $180K | -3,400 |
| PENPENUMBRA INC Stock | call | 600 | $154K | -4,300 |
| BAMBROOKFIELD ASSET MANAGMT LTD Stock | call | 2,300 | $127K | new |
| EDCONSOLIDATED EDISON INC COM | call | 1,200 | $120K | +1,100 |
| GWREGUIDEWIRE SOFTWARE INC Stock | put | 400 | $93.7K | -4,600 |
| CHDCHURCH & DWIGHT CO INC Stock | call | 900 | $86.5K | new |
| CHDCHURCH & DWIGHT CO INC Stock | put | 700 | $67.3K | new |
| EMBJEMBRAER S.A. SPONSORED ADS | call | 800 | $45.5K | -1,900 |
| USFDUS FOODS HLDG CORP Stock | call | 100 | $7.68K | -5,100 |
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
The largest 100 of 865. All 865
| Security | Shares before | Value before | Type |
|---|---|---|---|
| TSLATESLA INC | 77,800 | $20.2M | call |
| CLMTCALUMET INC | 1,451,200 | $18.4M | call |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 85,800 | $14.2M | put |
| SANBANCO SANTANDER SA | 1,519,618 | $10.2M | shares |
| NBISNEBIUS GROUP N.V. | 418,000 | $8.82M | call |
| PDDPDD HOLDINGS INC | 58,900 | $6.97M | call |
| PDDPDD HOLDINGS INC | 58,300 | $6.9M | put |
| PANWPALO ALTO NETWORKS INC | 31,200 | $5.32M | call |
| INTUINTUIT | 8,600 | $5.28M | call |
| PANWPALO ALTO NETWORKS INC | 29,600 | $5.05M | put |
| WDAYWORKDAY INC | 21,400 | $5M | call |
| INTUINTUIT | 8,100 | $4.97M | put |
| WDAYWORKDAY INC | 21,200 | $4.95M | put |
| ZSZSCALER INC | 24,900 | $4.94M | call |
| BABAALIBABA GROUP HLDG LTD | 36,100 | $4.77M | call |
| ZSZSCALER INC | 23,900 | $4.74M | put |
| BURLBURLINGTON STORES INC | 19,700 | $4.7M | call |
| NVDANVIDIA CORPORATION | 43,000 | $4.66M | call |
| SNOWSNOWFLAKE INC | 31,800 | $4.65M | put |
| NVDANVIDIA CORPORATION | 42,500 | $4.61M | put |
| BURLBURLINGTON STORES INC | 19,300 | $4.6M | put |
| CRWDCROWDSTRIKE HLDGS INC | 13,000 | $4.58M | call |
| CRWDCROWDSTRIKE HLDGS INC | 12,800 | $4.51M | put |
| CRMSALESFORCE INC | 16,800 | $4.51M | call |
| DELLDELL TECHNOLOGIES INC | 49,400 | $4.5M | call |
| SNOWSNOWFLAKE INC | 30,800 | $4.5M | call |
| ADBEADOBE INC | 11,700 | $4.49M | call |
| CRMSALESFORCE INC | 16,500 | $4.43M | put |
| DELLDELL TECHNOLOGIES INC | 47,700 | $4.35M | put |
| BABAALIBABA GROUP HLDG LTD | 32,700 | $4.32M | put |
| ADBEADOBE INC | 11,200 | $4.3M | put |
| QQQINVESCO QQQ TR | 8,100 | $3.8M | call |
| BIDUBAIDU INC | 40,800 | $3.75M | call |
| FTAIFTAI AVIATION LTD | 33,000 | $3.66M | call |
| MELIMERCADOLIBRE INC | 1,800 | $3.51M | put |
| BIDUBAIDU INC | 37,600 | $3.46M | put |
| VEEVVEEVA SYS INC | 14,400 | $3.34M | put |
| WMTWALMART INC | 37,300 | $3.27M | call |
| ZMZOOM COMMUNICATIONS INC | 43,400 | $3.2M | call |
| MELIMERCADOLIBRE INC | 1,600 | $3.12M | call |
| OKTAOKTA INC | 29,600 | $3.11M | call |
| PANWPALO ALTO NETWORKS INC | 17,963 | $3.07M | shares |
| OKTAOKTA INC | 29,100 | $3.06M | put |
| AZOAUTOZONE INC | 800 | $3.05M | put |
| AZOAUTOZONE INC | 800 | $3.05M | call |
| AZNASTRAZENECA PLC-SPONS ADR | 40,500 | $2.98M | shares |
| TPRTAPESTRY INC | 42,022 | $2.96M | shares |
| CONTEXTLOGIC INCCONTEXTLOGIC INC | 423,728 | $2.96M | shares |
| DKSDICKS SPORTING GOODS INC | 14,600 | $2.94M | call |
| FDXFEDEX CORP | 12,000 | $2.93M | put |
| FDXFEDEX CORP | 12,000 | $2.93M | call |
| MUMICRON TECHNOLOGY INC | 33,100 | $2.88M | call |
| WDAYWORKDAY INC | 12,286 | $2.87M | shares |
| ZMZOOM COMMUNICATIONS INC | 38,600 | $2.85M | put |
| WMTWALMART INC | 32,200 | $2.83M | put |
| VEEVVEEVA SYS INC | 12,000 | $2.78M | call |
| ADSKAUTODESK INC | 10,600 | $2.78M | put |
| FCXFREEPORT MCMORAN INC | 72,758 | $2.75M | shares |
| ROKUROKU INC | 39,000 | $2.75M | call |
| ROKUROKU INC | 38,200 | $2.69M | put |
| ADSKAUTODESK INC | 10,200 | $2.67M | call |
| MUMICRON TECHNOLOGY INC | 30,600 | $2.66M | put |
| MDBMONGODB INC | 14,800 | $2.6M | call |
| MDBMONGODB INC | 14,700 | $2.58M | put |
| DKSDICKS SPORTING GOODS INC | 12,400 | $2.5M | put |
| NRGNRG ENERGY INC | 25,800 | $2.46M | call |
| COSTCOSTCO WHOLESALE CORPORATION | 2,600 | $2.46M | put |
| SHOPSHOPIFY INC | 25,639 | $2.45M | shares |
| NRGNRG ENERGY INC | 25,200 | $2.41M | put |
| ROKUROKU INC | 34,136 | $2.4M | shares |
| SPYSTATE STR SPDR S&P 500 ETF T | 4,200 | $2.35M | call |
| COSTCOSTCO WHOLESALE CORPORATION | 2,400 | $2.27M | call |
| DPZDOMINOS PIZZA INC | 4,900 | $2.25M | put |
| NTAPNETAPP INC | 25,400 | $2.23M | call |
| ABNBAIRBNB INC | 18,500 | $2.21M | call |
| AZNASTRAZENECA PLC-SPONS ADR | 30,000 | $2.21M | put |
| TXRHTEXAS ROADHOUSE INC | 13,200 | $2.2M | call |
| TLNTALEN ENERGY CORP | 10,900 | $2.18M | call |
| TXRHTEXAS ROADHOUSE INC | 13,000 | $2.17M | put |
| ULTAULTA BEAUTY INC | 5,900 | $2.16M | call |
| HOODROBINHOOD MKTS INC | 51,005 | $2.12M | shares |
| CACICACI INTL INC | 5,600 | $2.05M | put |
| ALNYALNYLAM PHARMACEUTICALS INC | 7,600 | $2.05M | call |
| TXRHTEXAS ROADHOUSE INC | 12,274 | $2.05M | shares |
| NICENICE LTD | 13,100 | $2.02M | put |
| IBKRINTERACTIVE BROKERS GROUP IN | 12,100 | $2M | call |
| MRVLMARVELL TECHNOLOGY INC | 32,200 | $1.98M | put |
| ULTAULTA BEAUTY INC | 5,400 | $1.98M | put |
| MRVLMARVELL TECHNOLOGY INC | 31,600 | $1.95M | call |
| NICENICE LTD | 12,600 | $1.94M | call |
| DXCMDEXCOM INC | 28,300 | $1.93M | put |
| BJBJS WHSL CLUB HLDGS INC | 16,800 | $1.92M | call |
| TLNTALEN ENERGY CORP | 9,600 | $1.92M | put |
| DPZDOMINOS PIZZA INC | 4,100 | $1.88M | call |
| ABNBAIRBNB INC | 15,600 | $1.86M | put |
| IBKRINTERACTIVE BROKERS GROUP IN | 11,200 | $1.85M | put |
| DXCMDEXCOM INC | 27,000 | $1.84M | call |
| BKNGBOOKING HOLDINGS INC | 400 | $1.84M | put |
| BKNGBOOKING HOLDINGS INC | 400 | $1.84M | call |
| AZNASTRAZENECA PLC-SPONS ADR | 24,900 | $1.83M | call |
How Q2 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002032331-25-000009 | base | 2025-08-13 | acceptance time not in the bulk data set |