Arrowpoint Investment Partners (Singapore) Pte. Ltd.
SINGAPORE U0 · SEC CIK 0002032331
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| C | CITIGROUP INC | $3,289.52万 | 7.17% | 235,033 | -228,967 | -49.3% | -$3,204.62万 | 重新持有 |
| GS | GOLDMAN SACHS GROUP INC | $3,132.31万 | 6.82% | 30,971 | 30,971 | — | $3,132.31万 | 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 |
| GPN | GLOBAL PMTS INC | $2,787.13万 | 6.07% | 384,114 | 384,114 | — | $2,787.13万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $2,558.62万 | 5.57% | 81,332 | 81,332 | — | $2,558.62万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $2,544.15万 | 5.54% | 185,962 | 185,962 | — | $2,544.15万 | 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 |
| — | EXXON MOBIL CORP | $2,451.02万 | 5.34% | 179,273 | 179,273 | — | $2,451.02万 | 新建仓 |
| EWY | ISHARES INC 看跌期权 | $1,729.55万 | 3.77% | 86,000 | 86,000 | — | $1,729.55万 | 新建仓 |
| GOOGL | ALPHABET INC | $1,234.96万 | 2.69% | 34,557 | 3,430 | 11.0% | $122.58万 | 加仓 |
| EWT | ISHARES INC 看跌期权 | $1,216.43万 | 2.65% | 112,000 | 112,000 | — | $1,216.43万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $752.48万 | 1.64% | 6,519 | 6,519 | — | $752.48万 | 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 |
| INTC | INTEL CORP | $465.96万 | 1.02% | 33,371 | 33,371 | — | $465.96万 | 新建仓 |
| SNDK | SANDISK CORP | $456.56万 | 0.99% | 2,008 | -3,898 | -66.0% | -$886.30万 | 重新持有 |
| ARGX | ARGENX SE | $407.48万 | 0.89% | 4,392 | 4,392 | — | $407.48万 | 新建仓 |
| INFY | INFOSYS LTD | $385.06万 | 0.84% | 367,077 | 367,077 | — | $385.06万 | 新建仓 |
| CAT | CATERPILLAR INC | $376.87万 | 0.82% | 3,539 | 3,539 | — | $376.87万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $338.54万 | 0.74% | 13,831 | -2,570 | -15.7% | -$62.91万 | 减仓 |
| INSM | INSMED INC | $321.67万 | 0.70% | 30,170 | 23,152 | 329.9% | $246.85万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $318.25万 | 0.69% | 7,657 | 2,441 | 46.8% | $101.46万 | 加仓 |
| BRKR | BRUKER CORP | $317.63万 | 0.69% | 52,780 | 52,780 | — | $317.63万 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $314.92万 | 0.69% | 5,865 | 4,673 | 392.0% | $250.92万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $313.09万 | 0.68% | 55,112 | 55,112 | — | $313.09万 | 新建仓 |
| HUM | HUMANA INC | $311.38万 | 0.68% | 7,839 | 7,839 | — | $311.38万 | 新建仓 |
| LLY | ELI LILLY & CO | $305.61万 | 0.67% | 2,548 | 2,106 | 476.5% | $252.60万 | 加仓 |
| RVTY | REVVITY INC | $303.92万 | 0.66% | 27,316 | 27,316 | — | $303.92万 | 新建仓 |
| PTCT | PTC THERAPEUTICS INC | $300.77万 | 0.66% | 36,873 | -2,828 | -7.1% | -$23.07万 | 减仓 |
| ABBV | ABBVIE INC | $300.16万 | 0.65% | 11,928 | 3,890 | 48.4% | $97.89万 | 重新持有 |
| CHE | CHEMED CORP NEW | $296.44万 | 0.65% | 6,365 | 6,365 | — | $296.44万 | 新建仓 |
| SOXX | ISHARES TR | $294.11万 | 0.64% | 4,590 | 3,590 | 359.0% | $230.03万 | 重新持有 |
| A | AGILENT TECHNOLOGIES INC | $289.91万 | 0.63% | 21,826 | 21,826 | — | $289.91万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $277.91万 | 0.61% | 16,490 | -5,066 | -23.5% | -$85.38万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $277.79万 | 0.61% | 81,993 | 56,188 | 217.7% | $190.36万 | 加仓 |
| ALAB | ASTERA LABS INC | $255.66万 | 0.56% | 5,293 | 5,293 | — | $255.66万 | 新建仓 |
| COO | COOPER COS INC | $249.14万 | 0.54% | 34,743 | 28,847 | 489.3% | $206.86万 | 加仓 |
| TWST | TWIST BIOSCIENCE CORP | $208.71万 | 0.45% | 20,287 | 6,811 | 50.5% | $70.07万 | 加仓 |
| QCOM | QUALCOMM INC | $205.87万 | 0.45% | 11,141 | -301,459 | -96.4% | -$5,570.66万 | 重新持有 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $197.39万 | 0.43% | 66,843 | 66,843 | — | $197.39万 | 新建仓 |
| DVA | DAVITA INC | $179.01万 | 0.39% | 8,046 | 8,046 | — | $179.01万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $168.22万 | 0.37% | 5,588 | 5,588 | — | $168.22万 | 新建仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $156.92万 | 0.34% | 52,747 | 52,747 | — | $156.92万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $154.73万 | 0.34% | 27,041 | -21,678 | -44.5% | -$124.04万 | 减仓 |
| BIIB | BIOGEN INC | $147.74万 | 0.32% | 6,838 | 2,132 | 45.3% | $46.06万 | 加仓 |
| OSCR | OSCAR HEALTH INC | $145.75万 | 0.32% | 51,105 | 51,105 | — | $145.75万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $139.97万 | 0.30% | 3,230 | 3,230 | — | $139.97万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $136.45万 | 0.30% | 8,600 | 8,600 | — | $136.45万 | 新建仓 |
| AVTR | AVANTOR INC | $129.78万 | 0.28% | 131,088 | 131,088 | — | $129.78万 | 新建仓 |
| RMBS | RAMBUS INC DEL | $126.89万 | 0.28% | 9,559 | 9,559 | — | $126.89万 | 新建仓 |
| EWT | ISHARES INC | $120.56万 | 0.26% | 11,100 | -1,400 | -11.2% | -$15.21万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $114.24万 | 0.25% | 6,100 | -1,871 | -23.5% | -$35.04万 | 减仓 |
| MRNA | MODERNA INC | $103.93万 | 0.23% | 14,841 | -2,256 | -13.2% | -$15.80万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $100.21万 | 0.22% | 13,454 | 7,669 | 132.6% | $57.12万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $97.83万 | 0.21% | 12,338 | -26,650 | -68.4% | -$211.31万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $94.31万 | 0.21% | 20,800 | 4,400 | 26.8% | $19.95万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $93.92万 | 0.20% | 3,100 | 3,100 | — | $93.92万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $88.06万 | 0.19% | 20,000 | 20,000 | — | $88.06万 | 新建仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $82.39万 | 0.18% | 2,461 | -1,394 | -36.2% | -$46.67万 | 减仓 |
| NTRA | NATERA INC | $76.39万 | 0.17% | 2,814 | -156 | -5.3% | -$4.23万 | 减仓 |
| CYTK | CYTOKINETICS INC | $75.27万 | 0.16% | 8,836 | 1,448 | 19.6% | $12.34万 | 加仓 |
| TLT | ISHARES TR | $75.19万 | 0.16% | 8,700 | 1,600 | 22.5% | $13.83万 | 加仓 |
| KRE | SPDR SERIES TRUST | $74.85万 | 0.16% | 10,000 | 10,000 | — | $74.85万 | 新建仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $72.67万 | 0.16% | 28,725 | 18,714 | 186.9% | $47.35万 | 重新持有 |
| WDC | WESTERN DIGITAL CORP | $72.30万 | 0.16% | 1,132 | 1,132 | — | $72.30万 | 新建仓 |
| XHB | SPDR SERIES TRUST | $69.34万 | 0.15% | 6,000 | 6,000 | — | $69.34万 | 新建仓 |
| BNTX | BIONTECH SE | $67.94万 | 0.15% | 7,301 | 411 | 6.0% | $3.82万 | 加仓 |
| LEGN | LEGEND BIOTECH CORP | $62.58万 | 0.14% | 21,669 | 21,669 | — | $62.58万 | 新建仓 |
| KIE | SPDR SERIES TRUST | $60.99万 | 0.13% | 10,000 | 10,000 | — | $60.99万 | 新建仓 |
| ORKA | ORUKA THERAPEUTICS INC | $60.10万 | 0.13% | 6,315 | 1,168 | 22.7% | $11.12万 | 加仓 |
| FLTW | FRANKLIN TEMPLETON ETF TR | $59.10万 | 0.13% | 5,600 | 1,900 | 51.4% | $20.05万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $56.08万 | 0.12% | 1,035 | 508 | 96.4% | $27.52万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $51.47万 | 0.11% | 9,600 | 3,400 | 54.8% | $18.23万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $49.54万 | 0.11% | 2,600 | 2,400 | 1,200.0% | $45.72万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $44.24万 | 0.10% | 5,427 | 5,427 | — | $44.24万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $43.91万 | 0.10% | 1,474 | -25,939 | -94.6% | -$772.70万 | 重新持有 |
| ALMS | ALUMIS INC | $43.32万 | 0.09% | 15,396 | 3,365 | 28.0% | $9.47万 | 加仓 |
| ILMN | ILLUMINA INC | $41.64万 | 0.09% | 2,368 | -658 | -21.7% | -$11.57万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $40.43万 | 0.09% | 3,298 | -6,036 | -64.7% | -$73.99万 | 减仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $38.64万 | 0.08% | 39,233 | 39,233 | — | $38.64万 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC | $37.53万 | 0.08% | 9,698 | -4,086 | -29.6% | -$15.81万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $36.96万 | 0.08% | 8,193 | 8,193 | — | $36.96万 | 新建仓 |
| CERT | CERTARA INC | $35.58万 | 0.08% | 54,326 | 54,326 | — | $35.58万 | 新建仓 |
| IMVT | IMMUNOVANT INC | $34.84万 | 0.08% | 9,043 | -4,671 | -34.1% | -$18.00万 | 重新持有 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $34.49万 | 0.08% | 3,782 | 3,782 | — | $34.49万 | 新建仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $32.82万 | 0.07% | 9,829 | 9,829 | — | $32.82万 | 新建仓 |
| — | BIOLIFE SOLUTIONS INC | $32.79万 | 0.07% | 11,612 | 11,612 | — | $32.79万 | 新建仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $32.49万 | 0.07% | 15,149 | 15,149 | — | $32.49万 | 新建仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | $31.58万 | 0.07% | 50,615 | 50,615 | — | $31.58万 | 新建仓 |
| CYRX | CRYOPORT INC | $31.51万 | 0.07% | 20,067 | 20,067 | — | $31.51万 | 新建仓 |
| BLTE | BELITE BIO INC | $30.92万 | 0.07% | 2,008 | -3,996 | -66.6% | -$61.53万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $30.56万 | 0.07% | 640 | 640 | — | $30.56万 | 新建仓 |
| TXG | 10X GENOMICS INC | $29.62万 | 0.06% | 7,725 | 7,725 | — | $29.62万 | 新建仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $27.88万 | 0.06% | 12,755 | 12,755 | — | $27.88万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $26.46万 | 0.06% | 6,473 | 6,473 | — | $26.46万 | 新建仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $26.26万 | 0.06% | 13,489 | 13,489 | — | $26.26万 | 新建仓 |
| BIOA | BIOAGE LABS INC | $25.67万 | 0.06% | 10,472 | -10,324 | -49.6% | -$25.30万 | 减仓 |
| ACI | ALBERTSONS COMPANIES INC | $25.29万 | 0.06% | 18,689 | 18,689 | — | $25.29万 | 新建仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $24.93万 | 0.05% | 4,645 | 455 | 10.9% | $2.44万 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC | $23.94万 | 0.05% | 7,658 | -12,805 | -62.6% | -$40.03万 | 减仓 |