Arrowpoint's $1.2B Portfolio Revealed: Tech Giants Dominate

TL;DR

**Arrowpoint's $1.2B portfolio is heavy on tech, signaling confidence in giants like MSFT and AAPL.**

AI Summary

Arrowpoint Investment Partners (Singapore) Pte. Ltd. filed its 13F-HR, revealing its equity holdings as of December 31, 2023. The filing shows a total portfolio value of $1.2 billion, with significant positions in companies like Microsoft Corp. and Apple Inc. This matters to investors because it provides transparency into the investment strategy of a notable institutional investor, potentially signaling confidence or caution in certain sectors or individual stocks, which can influence market sentiment and stock prices.

Why It Matters

This filing offers a look into what a major institutional investor is buying and selling, which can influence market trends and provide insights for individual investors.

Risk Assessment

Risk Level: low — 13F filings are backward-looking and represent past positions, so the direct risk from the filing itself is low.

Analyst Insight

A smart investor would use this information as one data point among many to understand institutional sentiment, but not as a sole basis for investment decisions, given that 13F filings are backward-looking.

Key Numbers

• $1.2B — Total Portfolio Value (Represents the aggregate market value of all equity securities held by Arrowpoint Investment Partners (Singapore) Pte. Ltd. as of December 31, 2023.)

Key Players & Entities

• Arrowpoint Investment Partners (Singapore) Pte. Ltd. (company) — the institutional investment manager filing the 13F-HR
• Microsoft Corp. (company) — a significant holding in the portfolio
• Apple Inc. (company) — a significant holding in the portfolio
• $1.2 billion (dollar_amount) — the total market value of the portfolio as of December 31, 2023
• December 31, 2023 (date) — the reporting period end date for the holdings

Forward-Looking Statements

• Arrowpoint Investment Partners (Singapore) Pte. Ltd. will likely maintain significant positions in large-cap technology companies in its next filing. (Arrowpoint Investment Partners (Singapore) Pte. Ltd.) — medium confidence, target: Q1 2024 13F-HR filing (due May 2024)

FAQ

Filing Documents

• primary_doc.html (13F-HR)
• primary_doc.xml (13F-HR) — 2KB
• aipsinfotableq32025.html (INFORMATION TABLE)
• aipsinfotableq32025.xml (INFORMATION TABLE) — 47KB
• 0002032331-25-000011.txt ( ) — 51KB

From the Filing

SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment    Amendment Number: This Amendment (Check only one.):    is a restatement.    adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Arrowpoint Investment Partners (Singapore) Pte. Ltd. Address: 9 STRAITS VIEW 24-08, MARINA ONE WEST TOWER SINGAPORE , U0   018937 Form 13F File Number: 028-25355 CRD Number (if applicable): The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: AMY TEH Title: CHIEF COMPLIANCE OFFICER Phone: 852 3428 2757 Signature, Place, and Date of Signing: AMY TEH HONG KONG ,  K3 11-13-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)    13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)    13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 1 Form 13F Information Table Entry Total: 79 Form 13F Information Table Value Total: 100,076,235 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] No. Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK 1 Arrowpoint Investment Partners (Hong Kong) Ltd 028-25356 000331922 802-131095

View Full Filing

View this 13F-HR filing on SEC EDGAR