13F HOLDINGS REPORT
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0002032331-25-000009
Total Value
$112.6M
Positions
63
Other Managers
1
Confidential Omitted
No
Holdings (63)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 90,000 | $20.4M | 18.10% |
| 2 | NETEASE INC | NETTF | 100,000 | $13.5M | 11.95% |
| 3 | SPDR S&P 500 ETF TR | SPY | 16,717 | $10.3M | 9.18% |
| 4 | XPENG INC | XPNGF | 500,000 | $8.9M | 7.94% |
| 5 | SEA LTD | SE | 53,505 | $8.6M | 7.60% |
| 6 | HALLADOR ENERGY COMPANY | HNRG | 358,000 | $5.7M | 5.06% |
| 7 | NVIDIA CORPORATION | NVDA | 27,376 | $4.3M | 3.84% |
| 8 | JAMES HARDIE INDS PLC | 47030M106 | 153,686 | $4.1M | 3.67% |
| 9 | DELTA AIR LINES INC DEL | DAL | 73,479 | $3.6M | 3.21% |
| 10 | UNITED AIRLS HLDGS INC | UNTCW | 36,448 | $2.9M | 2.58% |
| 11 | FUTU HLDGS LTD | FUTU | 22,357 | $2.8M | 2.45% |
| 12 | COINBASE GLOBAL INC | COIN | 7,200 | $2.5M | 2.24% |
| 13 | META PLATFORMS INC | META | 2,703 | $2.0M | 1.77% |
| 14 | TAL EDUCATION GROUP | TAL | 184,668 | $1.9M | 1.68% |
| 15 | DECKERS OUTDOOR CORP | DECK | 17,146 | $1.8M | 1.57% |
| 16 | AMAZON COM INC | AMZN | 7,739 | $1.7M | 1.51% |
| 17 | RYANAIR HOLDINGS PLC | RYAOF | 24,766 | $1.4M | 1.27% |
| 18 | UPSTART HLDGS INC | UPST | 21,490 | $1.4M | 1.23% |
| 19 | KE HLDGS INC | BEKE | 65,568 | $1.2M | 1.03% |
| 20 | AMPHENOL CORP NEW | 032095101 | 8,500 | $840,140 | 0.75% |
| 21 | KANZHUN LIMITED | BZ | 42,500 | $758,200 | 0.67% |
| 22 | DUOLINGO INC | DUOL | 1,600 | $656,480 | 0.58% |
| 23 | STRIDE INC | LRN | 4,468 | $648,709 | 0.58% |
| 24 | SMUCKER J M CO | 832696405 | 6,300 | $619,227 | 0.55% |
| 25 | TKO GROUP HOLDINGS INC | TKO | 3,300 | $601,359 | 0.53% |
| 26 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 11,000 | $593,450 | 0.53% |
| 27 | FULL TRUCK ALLIANCE CO LTD | YMM | 48,339 | $570,884 | 0.51% |
| 28 | VNET GROUP INC | VNET | 80,888 | $558,127 | 0.50% |
| 29 | TKO GROUP HOLDINGS INC | TKO | 3,000 | $546,690 | 0.49% |
| 30 | NETEASE INC | NETTF | 4,043 | $544,107 | 0.48% |
| 31 | ACM RESH INC | 00108J109 | 18,500 | $479,150 | 0.43% |
| 32 | WOODWARD INC | WWD | 1,800 | $442,008 | 0.39% |
| 33 | TERADYNE INC | TER | 4,800 | $431,616 | 0.38% |
| 34 | TRIP COM GROUP LTD | TRPCF | 6,716 | $393,826 | 0.35% |
| 35 | MASTEC INC | MTZ | 2,200 | $374,462 | 0.33% |
| 36 | BERKLEY W R CORP | WRB-PH | 4,600 | $337,410 | 0.30% |
| 37 | SMUCKER J M CO | 832696405 | 3,400 | $334,186 | 0.30% |
| 38 | US FOODS HLDG CORP | USFD | 4,300 | $330,369 | 0.29% |
| 39 | GUIDEWIRE SOFTWARE INC | GWRE | 1,400 | $328,048 | 0.29% |
| 40 | SMUCKER J M CO | 832696405 | 3,328 | $327,109 | 0.29% |
| 41 | CONSOLIDATED EDISON INC | ED | 2,800 | $280,980 | 0.25% |
| 42 | ROYAL BK CDA | 780087102 | 2,000 | $263,000 | 0.23% |
| 43 | DRAFTKINGS INC NEW | DKNG | 6,000 | $257,340 | 0.23% |
| 44 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 4,600 | $253,690 | 0.23% |
| 45 | CONSOLIDATED EDISON INC | ED | 2,515 | $252,380 | 0.22% |
| 46 | EMBRAER S.A. | EMBJ | 3,600 | $204,876 | 0.18% |
| 47 | BLOCK H & R INC | BSQKZ | 3,700 | $203,093 | 0.18% |
| 48 | PENUMBRA INC | PEN | 700 | $179,760 | 0.16% |
| 49 | PENUMBRA INC | PEN | 620 | $159,216 | 0.14% |
| 50 | PENUMBRA INC | PEN | 600 | $154,080 | 0.14% |
| 51 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 2,300 | $126,845 | 0.11% |
| 52 | CONSOLIDATED EDISON INC | ED | 1,200 | $120,420 | 0.11% |
| 53 | GUIDEWIRE SOFTWARE INC | GWRE | 400 | $93,728 | 0.08% |
| 54 | CHURCH & DWIGHT CO INC | CHD | 900 | $86,499 | 0.08% |
| 55 | CHURCH & DWIGHT CO INC | CHD | 700 | $67,277 | 0.06% |
| 56 | CHURCH & DWIGHT CO INC | CHD | 644 | $61,895 | 0.05% |
| 57 | EMBRAER S.A. | EMBJ | 800 | $45,528 | 0.04% |
| 58 | BLOCK H & R INC | BSQKZ | 657 | $36,063 | 0.03% |
| 59 | AGILON HEALTH INC | AGL | 13,500 | $31,050 | 0.03% |
| 60 | US FOODS HLDG CORP | USFD | 276 | $21,205 | 0.02% |
| 61 | BERKLEY W R CORP | WRB-PH | 180 | $13,203 | 0.01% |
| 62 | US FOODS HLDG CORP | USFD | 100 | $7,683 | 0.01% |
| 63 | AMPHENOL CORP NEW | 032095101 | 40 | $3,954 | 0.00% |