Arrowpoint Investment Partners (Singapore) Pte. Ltd.
•CIK: 2032331•Filing: Q4 2025
**Arrowpoint Investment Partners (Singapore) Pte. Ltd.** manages $679M across a diversified portfolio of 104 positions. The fund exhibits significant concentration in technology and healthcare, highlighted by top holdings including NVDA at $82.5M and MSFT at $70.1M. Further substantial allocations are noted in JNJ ($65.0M), TRVC ($54.1M), and HD ($54.0M). This structure suggests a conviction-driven, large-cap tilt across growth and defensive sectors.
Total AUM
$678.7M
QoQ Performance
+910.1%
Positions
91
Top 10 Concentration
73.8%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
MSFT
JNJ
TRVC
HD
QCOM
PLTR
NVDA12.1%
MSFT10.3%
JNJ9.6%
TRVC8.0%
HD8.0%
QCOM7.9%
PLTR7.3%
RSP4.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other39.6%
Technology33.4%
Consumer13.8%
Healthcare13.2%
🚪 Exited Positionssold since Q3 2025
+38 more exited positions
Changes from Q3 2025
NEW71 new positions
↑18 increased
↓13 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024