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 |
|---|---|---|---|---|---|---|---|---|
| IGV | ISHARES TR 看涨期权 | $1,847.55万 | 16.42% | 230,800 | 230,800 | — | $1,847.55万 | 新建仓 |
| KWEB | KRANESHARES TRUST 看涨期权 | $1,137.20万 | 10.11% | 400,000 | 400,000 | — | $1,137.20万 | 新建仓 |
| GOOGL | ALPHABET INC | $895.09万 | 7.96% | 31,127 | 29,727 | 2,123.4% | $854.83万 | 加仓 |
| SMH | VANECK ETF TRUST 看跌期权 | $843.19万 | 7.49% | 22,000 | 22,000 | — | $843.19万 | 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 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $389.18万 | 3.46% | 179,512 | 179,512 | — | $389.18万 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC | $292.76万 | 2.60% | 38,988 | 13,971 | 55.8% | $104.91万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $283.98万 | 2.52% | 21,556 | 18,039 | 512.9% | $237.65万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $277.21万 | 2.46% | 16,401 | 14,291 | 677.3% | $241.55万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $275.21万 | 2.45% | 48,719 | 48,719 | — | $275.21万 | 新建仓 |
| ASND | ASCENDIS PHARMA A/S | $270.54万 | 2.40% | 11,828 | 8,831 | 294.7% | $201.99万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $270.48万 | 2.40% | 39,701 | 30,463 | 329.8% | $207.54万 | 加仓 |
| PFE | PFIZER INC | $200.25万 | 1.78% | 71,313 | 27,971 | 64.5% | $78.54万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $193.31万 | 1.72% | 2,502 | 964 | 62.7% | $74.48万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $193.16万 | 1.72% | 7,902 | -306,027 | -97.5% | -$7,480.52万 | 减仓 |
| AMGN | AMGEN INC | $173.60万 | 1.54% | 4,934 | -1,025 | -17.2% | -$36.06万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $166.70万 | 1.48% | 11,961 | -7,458 | -38.4% | -$103.94万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $152.36万 | 1.35% | 3,412 | 48 | 1.4% | $2.14万 | 加仓 |
| — | MICROCHIP TECHNOLOGY INC. | $148.57万 | 1.32% | 1,500,000 | 1,500,000 | — | $148.57万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $141.14万 | 1.25% | 5,216 | 5,216 | — | $141.14万 | 新建仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $124.20万 | 1.10% | 3,855 | 1,773 | 85.2% | $57.12万 | 加仓 |
| INSM | INSMED INC | $114.76万 | 1.02% | 7,018 | -4,538 | -39.3% | -$74.21万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $98.38万 | 0.87% | 9,334 | 9,334 | — | $98.38万 | 新建仓 |
| BLTE | BELITE BIO INC | $95.73万 | 0.85% | 6,004 | 2,955 | 96.9% | $47.11万 | 加仓 |
| EWT | ISHARES INC | $88.65万 | 0.79% | 12,500 | 12,500 | — | $88.65万 | 新建仓 |
| MRNA | MODERNA INC | $86.85万 | 0.77% | 17,097 | 17,097 | — | $86.85万 | 新建仓 |
| IWM | ISHARES TR 看跌期权 | $86.74万 | 0.77% | 3,500 | 3,500 | — | $86.74万 | 新建仓 |
| BIIB | BIOGEN INC | $86.28万 | 0.77% | 4,706 | 1,851 | 64.8% | $33.93万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $77.72万 | 0.69% | 25,805 | -126,907 | -83.1% | -$382.24万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $77.52万 | 0.69% | 7,971 | 4,771 | 149.1% | $46.40万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $75.26万 | 0.67% | 16,400 | -35,300 | -68.3% | -$161.99万 | 减仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $64.71万 | 0.58% | 139,168 | -63,843 | -31.4% | -$29.69万 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $64.04万 | 0.57% | 13,476 | 3,484 | 34.9% | $16.56万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $62.40万 | 0.55% | 1,192 | 821 | 221.3% | $42.98万 | 加仓 |
| TLT | ISHARES TR | $61.55万 | 0.55% | 7,100 | 7,100 | — | $61.55万 | 新建仓 |
| BNTX | BIONTECH SE | $61.24万 | 0.54% | 6,890 | 6,890 | — | $61.24万 | 新建仓 |
| NTRA | NATERA INC | $59.40万 | 0.53% | 2,970 | 2,970 | — | $59.40万 | 新建仓 |
| AXGN | AXOGEN INC | $53.91万 | 0.48% | 16,273 | -2,929 | -15.3% | -$9.70万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $53.37万 | 0.47% | 3,300 | 500 | 17.9% | $8.09万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $53.05万 | 0.47% | 13,784 | 6,431 | 87.5% | $24.75万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $52.07万 | 0.46% | 8,500 | 6,700 | 372.2% | $41.04万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $51.65万 | 0.46% | 6,300 | 6,300 | — | $51.65万 | 新建仓 |
| CYTK | CYTOKINETICS INC | $48.69万 | 0.43% | 7,388 | 2,908 | 64.9% | $19.17万 | 加仓 |
| GMAB | GENMAB A/S | $43.01万 | 0.38% | 16,030 | -27,198 | -62.9% | -$72.97万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $42.96万 | 0.38% | 5,785 | 2,860 | 97.8% | $21.24万 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC | $42.81万 | 0.38% | 20,463 | 20,463 | — | $42.81万 | 新建仓 |
| COO | COOPER COS INC | $42.16万 | 0.37% | 5,896 | -4,538 | -43.5% | -$32.45万 | 减仓 |
| LLY | ELI LILLY & CO | $40.65万 | 0.36% | 442 | -8,751 | -95.2% | -$804.89万 | 减仓 |
| ERAS | ERASCA INC | $40.20万 | 0.36% | 24,847 | 24,847 | — | $40.20万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $39.50万 | 0.35% | 562 | -10,925 | -95.1% | -$767.77万 | 减仓 |
| ILMN | ILLUMINA INC | $37.30万 | 0.33% | 3,026 | 3,026 | — | $37.30万 | 新建仓 |
| BIOA | BIOAGE LABS INC | $36.37万 | 0.32% | 20,796 | 20,796 | — | $36.37万 | 新建仓 |
| — | APOGEE THERAPEUTICS INC | $33.73万 | 0.30% | 4,007 | -2,317 | -36.6% | -$19.50万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $31.45万 | 0.28% | 41,005 | 41,005 | — | $31.45万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $31.25万 | 0.28% | 527 | 527 | — | $31.25万 | 新建仓 |
| DYN | DYNE THERAPEUTICS INC | $31.21万 | 0.28% | 17,213 | 2,830 | 19.7% | $5.13万 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC | $30.97万 | 0.28% | 6,140 | -7,584 | -55.3% | -$38.25万 | 减仓 |
| TYRA | TYRA BIOSCIENCES INC | $30.93万 | 0.27% | 8,075 | 8,075 | — | $30.93万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $30.61万 | 0.27% | 6,200 | -17,200 | -73.5% | -$84.92万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $27.31万 | 0.24% | 420 | 420 | — | $27.31万 | 新建仓 |
| ALMS | ALUMIS INC | $26.50万 | 0.24% | 12,031 | 12,031 | — | $26.50万 | 新建仓 |
| ORKA | ORUKA THERAPEUTICS INC | $25.25万 | 0.22% | 5,147 | 5,147 | — | $25.25万 | 新建仓 |
| EQH | EQUITABLE HLDGS INC | $25.21万 | 0.22% | 6,794 | 6,794 | — | $25.21万 | 新建仓 |
| FLTW | FRANKLIN TEMPLETON ETF TR | $25.20万 | 0.22% | 3,700 | 3,700 | — | $25.20万 | 新建仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $23.01万 | 0.20% | 12,136 | 12,136 | — | $23.01万 | 新建仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $22.84万 | 0.20% | 9,001 | -5,699 | -38.8% | -$14.46万 | 减仓 |
| CGON | CG ONCOLOGY INC | $22.81万 | 0.20% | 3,370 | 3,370 | — | $22.81万 | 新建仓 |
| DXCM | DEXCOM INC | $22.78万 | 0.20% | 3,628 | 3,628 | — | $22.78万 | 新建仓 |
| NKTR | NEKTAR THERAPEUTICS | $20.36万 | 0.18% | 2,830 | -2,097 | -42.6% | -$15.09万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $20.20万 | 0.18% | 4,190 | 4,190 | — | $20.20万 | 新建仓 |
| VSTM | VERASTEM INC | $19.17万 | 0.17% | 36,170 | 7,083 | 24.4% | $3.75万 | 重新持有 |
| GDX | VANECK ETF TRUST | $18.35万 | 0.16% | 2,000 | -4,200 | -67.7% | -$38.54万 | 减仓 |
| CLYM | CLIMB BIO INC | $16.84万 | 0.15% | 24,590 | 24,590 | — | $16.84万 | 新建仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $9.97万 | 0.09% | 11,426 | 11,426 | — | $9.97万 | 新建仓 |
| GOOG | ALPHABET INC | $8.61万 | 0.08% | 300 | 100 | 50.0% | $2.87万 | 加仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $6.94万 | 0.06% | 19,760 | 19,760 | — | $6.94万 | 新建仓 |
| NMRA | NEUMORA THERAPEUTICS INC. | $3.12万 | 0.03% | 16,000 | 16,000 | — | $3.12万 | 新建仓 |
| BDN | BRANDYWINE RLTY TR | $2.90万 | 0.03% | 10,700 | 10,700 | — | $2.90万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $2.66万 | 0.02% | 200 | -9,300 | -97.9% | -$123.60万 | 减仓 |
| PLUG | PLUG PWR INC | $2.53万 | 0.02% | 11,208 | 11,208 | — | $2.53万 | 新建仓 |
| INDA | ISHARES TR | $2.34万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $1.14万 | 0.01% | 400 | -75,000 | -99.5% | -$213.22万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -145,000 | -100.0% | -$7,012.49万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -156,840 | -100.0% | -$5,396.86万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -279,000 | -100.0% | -$4,959.23万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -168,436 | -100.0% | -$3,226.56万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -88,000 | -100.0% | -$2,031.22万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -72,000 | -100.0% | -$1,957.39万 | 清仓 |
| AEG | AEGON LTD | $0 | 0.00% | 0 | -2,527,483 | -100.0% | -$1,948.69万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -43,000 | -100.0% | -$1,933.80万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -324,000 | -100.0% | -$1,891.51万 | 清仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -620,100 | -100.0% | -$1,302.21万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -46,686 | -100.0% | -$491.42万 | 清仓 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -58,200 | -100.0% | -$469.27万 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -8,796 | -100.0% | -$311.04万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -12,818 | -100.0% | -$236.58万 | 清仓 |
| VNM | VANECK ETF TRUST | $0 | 0.00% | 0 | -123,564 | -100.0% | -$235.76万 | 清仓 |