Q2 2025 · 13F-HR
Arrowpoint Investment Partners (Singapore) Pte. Ltd.holdings as filed
Filed 2025-08-13 · accession 0002032331-25-000009
$112.6M
Reported value
63
Positions
2025-06-30
Period end
The Brief · Arrowpoint Investment Partners (Singapore) Pte. Ltd. · Q2 2025
AI · grounded in 13F
Arrowpoint Investment Partners (Singapore) Pte. Ltd. established a new position in TSM valued at $20.38M. The fund also initiated new stakes in NTES for $14M and SPY for $10.34M. Additional new positions include XPEV at $8.94M and SE at $8.56M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $20.4M | 18.1% | 90,000 | CALL | NONE |
| 64110W102 | NTES | NETEASE INC | $13.5M | 12.0% | 100,000 | PUT | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $10.3M | 9.18% | 16,717 | Common | SOLE |
| 98422D105 | XPEV | XPENG INC | $8.9M | 7.94% | 500,000 | CALL | NONE |
| 81141R100 | SE | SEA LTD | $8.6M | 7.60% | 53,505 | Common | SOLE |
| 40609P105 | HNRG | HALLADOR ENERGY COMPANY | $5.7M | 5.06% | 358,000 | CALL | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $4.3M | 3.84% | 27,376 | Common | SOLE |
| 47030M106 | — | JAMES HARDIE INDS PLC | $4.1M | 3.67% | 153,686 | Common | SOLE |
| 247361702 | DAL | DELTA AIR LINES INC DEL | $3.6M | 3.21% | 73,479 | Common | SOLE |
| 910047109 | UAL | UNITED AIRLS HLDGS INC | $2.9M | 2.58% | 36,448 | Common | SOLE |
| 36118L106 | FUTU | FUTU HLDGS LTD | $2.8M | 2.45% | 22,357 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $2.5M | 2.24% | 7,200 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $2.0M | 1.77% | 2,703 | Common | SOLE |
| 874080104 | TAL | TAL EDUCATION GROUP | $1.9M | 1.68% | 184,668 | Common | SOLE |
| 243537107 | DECK | DECKERS OUTDOOR CORP | $1.8M | 1.57% | 17,146 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $1.7M | 1.51% | 7,739 | Common | SOLE |
| 783513203 | RYAAY | RYANAIR HOLDINGS PLC | $1.4M | 1.27% | 24,766 | Common | SOLE |
| 91680M107 | UPST | UPSTART HLDGS INC | $1.4M | 1.23% | 21,490 | Common | SOLE |
| 482497104 | BEKE | KE HLDGS INC | $1.2M | 1.03% | 65,568 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $840,140 | 0.75% | 8,500 | PUT | NONE |
| 48553T106 | BZ | KANZHUN LIMITED | $758,200 | 0.67% | 42,500 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $656,480 | 0.58% | 1,600 | CALL | NONE |
| 86333M108 | LRN | STRIDE INC | $648,709 | 0.58% | 4,468 | Common | SOLE |
| 832696405 | SJM | SMUCKER J M CO | $619,227 | 0.55% | 6,300 | CALL | NONE |
| 87256C101 | TKO | TKO GROUP HOLDINGS INC | $601,359 | 0.53% | 3,300 | CALL | NONE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $593,450 | 0.53% | 11,000 | Common | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $570,884 | 0.51% | 48,339 | Common | SOLE |
| 90138A103 | VNET | VNET GROUP INC | $558,127 | 0.50% | 80,888 | Common | SOLE |
| 87256C101 | TKO | TKO GROUP HOLDINGS INC | $546,690 | 0.49% | 3,000 | PUT | NONE |
| 64110W102 | NTES | NETEASE INC | $544,107 | 0.48% | 4,043 | Common | SOLE |
| 00108J109 | ACMR | ACM RESH INC | $479,150 | 0.43% | 18,500 | Common | SOLE |
| 980745103 | WWD | WOODWARD INC | $442,008 | 0.39% | 1,800 | CALL | NONE |
| 880770102 | TER | TERADYNE INC | $431,616 | 0.38% | 4,800 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $393,826 | 0.35% | 6,716 | Common | SOLE |
| 576323109 | MTZ | MASTEC INC | $374,462 | 0.33% | 2,200 | CALL | NONE |
| 084423102 | WRB | BERKLEY W R CORP | $337,410 | 0.30% | 4,600 | PUT | NONE |
| 832696405 | SJM | SMUCKER J M CO | $334,186 | 0.30% | 3,400 | PUT | NONE |
| 912008109 | USFD | US FOODS HLDG CORP | $330,369 | 0.29% | 4,300 | PUT | NONE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $328,048 | 0.29% | 1,400 | CALL | NONE |
| 832696405 | SJM | SMUCKER J M CO | $327,109 | 0.29% | 3,328 | Common | SOLE |
| 209115104 | ED | CONSOLIDATED EDISON INC | $280,980 | 0.25% | 2,800 | PUT | NONE |
| 780087102 | RY | ROYAL BK CDA | $263,000 | 0.23% | 2,000 | CALL | NONE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $257,340 | 0.23% | 6,000 | Common | SOLE |
| 113004105 | BAM | BROOKFIELD ASSET MANAGMT LTD | $253,690 | 0.23% | 4,600 | PUT | NONE |
| 209115104 | ED | CONSOLIDATED EDISON INC | $252,380 | 0.22% | 2,515 | Common | SOLE |
| 29082A107 | EMBJ | EMBRAER S.A. | $204,876 | 0.18% | 3,600 | PUT | NONE |
| 093671105 | HRB | BLOCK H & R INC | $203,093 | 0.18% | 3,700 | PUT | NONE |
| 70975L107 | PEN | PENUMBRA INC | $179,760 | 0.16% | 700 | PUT | NONE |
| 70975L107 | PEN | PENUMBRA INC | $159,216 | 0.14% | 620 | Common | SOLE |
| 70975L107 | PEN | PENUMBRA INC | $154,080 | 0.14% | 600 | CALL | NONE |
| 113004105 | BAM | BROOKFIELD ASSET MANAGMT LTD | $126,845 | 0.11% | 2,300 | CALL | NONE |
| 209115104 | ED | CONSOLIDATED EDISON INC | $120,420 | 0.11% | 1,200 | CALL | NONE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $93,728 | 0.08% | 400 | PUT | NONE |
| 171340102 | CHD | CHURCH & DWIGHT CO INC | $86,499 | 0.08% | 900 | CALL | NONE |
| 171340102 | CHD | CHURCH & DWIGHT CO INC | $67,277 | 0.06% | 700 | PUT | NONE |
| 171340102 | CHD | CHURCH & DWIGHT CO INC | $61,895 | 0.05% | 644 | Common | SOLE |
| 29082A107 | EMBJ | EMBRAER S.A. | $45,528 | 0.04% | 800 | CALL | NONE |
| 093671105 | HRB | BLOCK H & R INC | $36,063 | 0.03% | 657 | Common | SOLE |
| 00857U107 | AGL | AGILON HEALTH INC | $31,050 | 0.03% | 13,500 | Common | SOLE |
| 912008109 | USFD | US FOODS HLDG CORP | $21,205 | 0.02% | 276 | Common | SOLE |
| 084423102 | WRB | BERKLEY W R CORP | $13,203 | 0.01% | 180 | Common | SOLE |
| 912008109 | USFD | US FOODS HLDG CORP | $7,683 | 0.01% | 100 | CALL | NONE |
| 032095101 | APH | AMPHENOL CORP NEW | $3,954 | 0.00% | 40 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.