13F 机构持仓

Arrowpoint Investment Partners (Singapore) Pte. Ltd.

SINGAPORE U0 · SEC CIK 0002032331

2026Q22026Q1 更早 9 个季度 🔒
$4.59亿2026Q2 申报市值
129持仓数
63.7%前十大占比 · 第一大 11.4%
76 / 39新建仓 / 清仓
申报市值走势$4.59亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SMH 看涨期权 11.4%
C 7.2%
GS 6.8%
SPY 看涨期权 6.5%
GPN 6.1%
NSC 5.6%
AEP 5.5%
NVDA 5.5%
EXXON MOBIL CO 5.3%
EWY 看跌期权 3.8%

2026Q2 买入最多 按季末市值估算

GS 新建仓+$3,132.31万
GPN 新建仓+$2,787.13万
NSC 新建仓+$2,558.62万
AEP 新建仓+$2,544.15万
EXXON MOBIL CORP 新建仓+$2,451.02万

2026Q2 卖出最多 按季末市值估算

NVDA 重新持有-$6,334.07万
QCOM 重新持有-$5,570.66万
C 重新持有-$3,204.62万
SNDK 重新持有-$886.30万
MRVL 重新持有-$772.70万

2026Q2 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
LEGN LEGEND BIOTECH CORP $62.58万0.14%21,669 21,669— $62.58万 新建仓
BNTX BIONTECH SE $67.94万0.15%7,301 4116.0% $3.82万 加仓
XHB SPDR SERIES TRUST $69.34万0.15%6,000 6,000— $69.34万 新建仓
WDC WESTERN DIGITAL CORP $72.30万0.16%1,132 1,132— $72.30万 新建仓
ACAD ACADIA PHARMACEUTICALS INC $72.67万0.16%28,725 18,714186.9% $47.35万 重新持有
KRE SPDR SERIES TRUST $74.85万0.16%10,000 10,000— $74.85万 新建仓
TLT ISHARES TR $75.19万0.16%8,700 1,60022.5% $13.83万 加仓
CYTK CYTOKINETICS INC $75.27万0.16%8,836 1,44819.6% $12.34万 加仓
NTRA NATERA INC $76.39万0.17%2,814 -156-5.3% -$4.23万 减仓
PRAX PRAXIS PRECISION MEDICINES I $82.39万0.18%2,461 -1,394-36.2% -$46.67万 减仓
XLRE SELECT SECTOR SPDR TR $88.06万0.19%20,000 20,000— $88.06万 新建仓
QQQM INVESCO EXCH TRADED FD TR II $93.92万0.20%3,100 3,100— $93.92万 新建仓
XLU SELECT SECTOR SPDR TR $94.31万0.21%20,800 4,40026.8% $19.95万 加仓
IONS IONIS PHARMACEUTICALS INC $97.83万0.21%12,338 -26,650-68.4% -$211.31万 减仓
BBIO BRIDGEBIO PHARMA INC $100.21万0.22%13,454 7,669132.6% $57.12万 加仓
MRNA MODERNA INC $103.93万0.23%14,841 -2,256-13.2% -$15.80万 减仓
RVMD REVOLUTION MEDICINES INC $114.24万0.25%6,100 -1,871-23.5% -$35.04万 减仓
EWT ISHARES INC $120.56万0.26%11,100 -1,400-11.2% -$15.21万 减仓
RMBS RAMBUS INC DEL $126.89万0.28%9,559 9,559— $126.89万 新建仓
AVTR AVANTOR INC $129.78万0.28%131,088 131,088— $129.78万 新建仓
XLV SELECT SECTOR SPDR TR $136.45万0.30%8,600 8,600— $136.45万 新建仓
LRCX LAM RESEARCH CORP $139.97万0.30%3,230 3,230— $139.97万 新建仓
OSCR OSCAR HEALTH INC $145.75万0.32%51,105 51,105— $145.75万 新建仓
BIIB BIOGEN INC $147.74万0.32%6,838 2,13245.3% $46.06万 加仓
BMRN BIOMARIN PHARMACEUTICAL INC $154.73万0.34%27,041 -21,678-44.5% -$124.04万 减仓
CON CONCENTRA GROUP HOLDINGS PAR $156.92万0.34%52,747 52,747— $156.92万 新建仓
ALNY ALNYLAM PHARMACEUTICALS INC $168.22万0.37%5,588 5,588— $168.22万 新建仓
DVA DAVITA INC $179.01万0.39%8,046 8,046— $179.01万 新建仓
ACHC ACADIA HEALTHCARE COMPANY IN $197.39万0.43%66,843 66,843— $197.39万 新建仓
QCOM QUALCOMM INC $205.87万0.45%11,141 -301,459-96.4% -$5,570.66万 重新持有
TWST TWIST BIOSCIENCE CORP $208.71万0.45%20,287 6,81150.5% $70.07万 加仓
COO COOPER COS INC $249.14万0.54%34,743 28,847489.3% $206.86万 加仓
ALAB ASTERA LABS INC $255.66万0.56%5,293 5,293— $255.66万 新建仓
— TEVA PHARMACEUTICAL INDS LTD $277.79万0.61%81,993 56,188217.7% $190.36万 加仓
NBIX NEUROCRINE BIOSCIENCES INC $277.91万0.61%16,490 -5,066-23.5% -$85.38万 减仓
A AGILENT TECHNOLOGIES INC $289.91万0.63%21,826 21,826— $289.91万 新建仓
SOXX ISHARES TR $294.11万0.64%4,590 3,590359.0% $230.03万 重新持有
CHE CHEMED CORP NEW $296.44万0.65%6,365 6,365— $296.44万 新建仓
ABBV ABBVIE INC $300.16万0.65%11,928 3,89048.4% $97.89万 重新持有
PTCT PTC THERAPEUTICS INC $300.77万0.66%36,873 -2,828-7.1% -$23.07万 减仓
RVTY REVVITY INC $303.92万0.66%27,316 27,316— $303.92万 新建仓
LLY ELI LILLY & CO $305.61万0.67%2,548 2,106476.5% $252.60万 加仓
HUM HUMANA INC $311.38万0.68%7,839 7,839— $311.38万 新建仓
TVTX TRAVERE THERAPEUTICS INC $313.09万0.68%55,112 55,112— $313.09万 新建仓
MDGL MADRIGAL PHARMACEUTICALS INC $314.92万0.69%5,865 4,673392.0% $250.92万 加仓
BRKR BRUKER CORP $317.63万0.69%52,780 52,780— $317.63万 新建仓
UNH UNITEDHEALTH GROUP INC $318.25万0.69%7,657 2,44146.8% $101.46万 加仓
INSM INSMED INC $321.67万0.70%30,170 23,152329.9% $246.85万 加仓
AXSM AXSOME THERAPEUTICS INC. $338.54万0.74%13,831 -2,570-15.7% -$62.91万 减仓
CAT CATERPILLAR INC $376.87万0.82%3,539 3,539— $376.87万 新建仓
INFY INFOSYS LTD $385.06万0.84%367,077 367,077— $385.06万 新建仓
ARGX ARGENX SE $407.48万0.89%4,392 4,392— $407.48万 新建仓
SNDK SANDISK CORP $456.56万0.99%2,008 -3,898-66.0% -$886.30万 重新持有
INTC INTEL CORP $465.96万1.02%33,371 33,371— $465.96万 新建仓
IGV ISHARES TR 看涨期权 $724.80万1.58%80,000 -150,800-65.3% -$1,366.25万 减仓
MU MICRON TECHNOLOGY INC $752.48万1.64%6,519 6,519— $752.48万 新建仓
EWT ISHARES INC 看跌期权 $1,216.43万2.65%112,000 112,000— $1,216.43万 新建仓
GOOGL ALPHABET INC $1,234.96万2.69%34,557 3,43011.0% $122.58万 加仓
EWY ISHARES INC 看跌期权 $1,729.55万3.77%86,000 86,000— $1,729.55万 新建仓
— EXXON MOBIL CORP $2,451.02万5.34%179,273 179,273— $2,451.02万 新建仓
NVDA NVIDIA CORPORATION $2,511.91万5.47%125,539 -316,561-71.6% -$6,334.07万 重新持有
AEP AMERICAN ELEC PWR CO INC $2,544.15万5.54%185,962 185,962— $2,544.15万 新建仓
NSC NORFOLK SOUTHN CORP $2,558.62万5.57%81,332 81,332— $2,558.62万 新建仓
GPN GLOBAL PMTS INC $2,787.13万6.07%384,114 384,114— $2,787.13万 新建仓
SPY STATE STR SPDR S&P 500 ETF T 看涨期权 $2,989.64万6.51%40,000 40,000— $2,989.64万 新建仓
GS GOLDMAN SACHS GROUP INC $3,132.31万6.82%30,971 30,971— $3,132.31万 新建仓
C CITIGROUP INC $3,289.52万7.17%235,033 -228,967-49.3% -$3,204.62万 重新持有
SMH VANECK ETF TRUST 看涨期权 $5,247.12万11.43%80,000 80,000— $5,247.12万 新建仓