Arrowpoint Investment Partners (Singapore) Pte. Ltd.
SINGAPORE U0 · SEC CIK 0002032331
$1.13亿2026Q1 申报市值
82持仓数
59.6%前十大占比 · 第一大 16.4%
38 / 51新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GOOGL 加仓+$854.83万
ASX 新建仓+$389.18万
BMRN 新建仓+$275.21万
AXSM 加仓+$241.55万
NBIX 加仓+$237.65万
2026Q1 卖出最多 按季末市值估算
JNJ 减仓-$7,480.52万
MSFT 清仓-$7,012.49万
HD 清仓-$5,396.86万
PLTR 清仓-$4,959.23万
RSP 清仓-$3,226.56万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CYTK | CYTOKINETICS INC | $48.69万 | 0.43% | 7,388 | 2,908 | 64.9% | $19.17万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $51.65万 | 0.46% | 6,300 | 6,300 | — | $51.65万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $52.07万 | 0.46% | 8,500 | 6,700 | 372.2% | $41.04万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $53.05万 | 0.47% | 13,784 | 6,431 | 87.5% | $24.75万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $53.37万 | 0.47% | 3,300 | 500 | 17.9% | $8.09万 | 加仓 |
| AXGN | AXOGEN INC | $53.91万 | 0.48% | 16,273 | -2,929 | -15.3% | -$9.70万 | 减仓 |
| NTRA | NATERA INC | $59.40万 | 0.53% | 2,970 | 2,970 | — | $59.40万 | 新建仓 |
| BNTX | BIONTECH SE | $61.24万 | 0.54% | 6,890 | 6,890 | — | $61.24万 | 新建仓 |
| TLT | ISHARES TR | $61.55万 | 0.55% | 7,100 | 7,100 | — | $61.55万 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $62.40万 | 0.55% | 1,192 | 821 | 221.3% | $42.98万 | 加仓 |
| TWST | TWIST BIOSCIENCE CORP | $64.04万 | 0.57% | 13,476 | 3,484 | 34.9% | $16.56万 | 加仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $64.71万 | 0.58% | 139,168 | -63,843 | -31.4% | -$29.69万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $75.26万 | 0.67% | 16,400 | -35,300 | -68.3% | -$161.99万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $77.52万 | 0.69% | 7,971 | 4,771 | 149.1% | $46.40万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $77.72万 | 0.69% | 25,805 | -126,907 | -83.1% | -$382.24万 | 减仓 |
| BIIB | BIOGEN INC | $86.28万 | 0.77% | 4,706 | 1,851 | 64.8% | $33.93万 | 加仓 |
| IWM | ISHARES TR 看跌期权 | $86.74万 | 0.77% | 3,500 | 3,500 | — | $86.74万 | 新建仓 |
| MRNA | MODERNA INC | $86.85万 | 0.77% | 17,097 | 17,097 | — | $86.85万 | 新建仓 |
| EWT | ISHARES INC | $88.65万 | 0.79% | 12,500 | 12,500 | — | $88.65万 | 新建仓 |
| BLTE | BELITE BIO INC | $95.73万 | 0.85% | 6,004 | 2,955 | 96.9% | $47.11万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $98.38万 | 0.87% | 9,334 | 9,334 | — | $98.38万 | 新建仓 |
| INSM | INSMED INC | $114.76万 | 1.02% | 7,018 | -4,538 | -39.3% | -$74.21万 | 减仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $124.20万 | 1.10% | 3,855 | 1,773 | 85.2% | $57.12万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $141.14万 | 1.25% | 5,216 | 5,216 | — | $141.14万 | 新建仓 |
| — | MICROCHIP TECHNOLOGY INC. | $148.57万 | 1.32% | 1,500,000 | 1,500,000 | — | $148.57万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $152.36万 | 1.35% | 3,412 | 48 | 1.4% | $2.14万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $166.70万 | 1.48% | 11,961 | -7,458 | -38.4% | -$103.94万 | 减仓 |
| AMGN | AMGEN INC | $173.60万 | 1.54% | 4,934 | -1,025 | -17.2% | -$36.06万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $193.16万 | 1.72% | 7,902 | -306,027 | -97.5% | -$7,480.52万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $193.31万 | 1.72% | 2,502 | 964 | 62.7% | $74.48万 | 加仓 |
| PFE | PFIZER INC | $200.25万 | 1.78% | 71,313 | 27,971 | 64.5% | $78.54万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $270.48万 | 2.40% | 39,701 | 30,463 | 329.8% | $207.54万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $270.54万 | 2.40% | 11,828 | 8,831 | 294.7% | $201.99万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $275.21万 | 2.45% | 48,719 | 48,719 | — | $275.21万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $277.21万 | 2.46% | 16,401 | 14,291 | 677.3% | $241.55万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $283.98万 | 2.52% | 21,556 | 18,039 | 512.9% | $237.65万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $292.76万 | 2.60% | 38,988 | 13,971 | 55.8% | $104.91万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $389.18万 | 3.46% | 179,512 | 179,512 | — | $389.18万 | 新建仓 |
| EWZ | ISHARES INC 看涨期权 | $460.68万 | 4.09% | 120,000 | 120,000 | — | $460.68万 | 新建仓 |
| SMH | VANECK ETF TRUST 看跌期权 | $843.19万 | 7.49% | 22,000 | 22,000 | — | $843.19万 | 新建仓 |
| GOOGL | ALPHABET INC | $895.09万 | 7.96% | 31,127 | 29,727 | 2,123.4% | $854.83万 | 加仓 |
| KWEB | KRANESHARES TRUST 看涨期权 | $1,137.20万 | 10.11% | 400,000 | 400,000 | — | $1,137.20万 | 新建仓 |
| IGV | ISHARES TR 看涨期权 | $1,847.55万 | 16.42% | 230,800 | 230,800 | — | $1,847.55万 | 新建仓 |