Arrowpoint Investment Partners as of June 30, 2025
Portfolio Holdings for Arrowpoint Investment Partners
Arrowpoint Investment Partners holds 45 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads Call Option (TSM) | 18.1 | $20M | 90k | 226.49 | |
| Netease Sponsored Ads (NTES) | 12.4 | $14M | 104k | 134.58 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 9.2 | $10M | 17k | 618.36 | |
| Xpeng Ads Call Option (XPEV) | 7.9 | $8.9M | 500k | 17.88 | |
| Sea Sponsord Ads (SE) | 7.6 | $8.6M | 54k | 159.94 | |
| Hallador Energy Call Option (HNRG) | 5.1 | $5.7M | 358k | 15.93 | |
| NVIDIA Corporation (NVDA) | 3.8 | $4.3M | 27k | 157.99 | |
| James Hardie Inds Sponsored Adr | 3.7 | $4.1M | 154k | 26.89 | |
| Delta Air Lines Inc Del Com New (DAL) | 3.2 | $3.6M | 74k | 49.12 | |
| Hldgs (UAL) | 2.6 | $2.9M | 36k | 79.63 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 2.5 | $2.8M | 22k | 123.59 | |
| Coinbase Global Com Cl A (COIN) | 2.2 | $2.5M | 7.2k | 350.49 | |
| Meta Platforms Cl A (META) | 1.8 | $2.0M | 2.7k | 738.09 | |
| Tal Education Group Sponsored Ads (TAL) | 1.7 | $1.9M | 185k | 10.22 | |
| Deckers Outdoor Corporation (DECK) | 1.6 | $1.8M | 17k | 103.07 | |
| Amazon (AMZN) | 1.5 | $1.7M | 7.7k | 219.39 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 1.3 | $1.4M | 25k | 57.67 | |
| Upstart Hldgs (UPST) | 1.2 | $1.4M | 22k | 64.68 | |
| Smucker J M Com New (SJM) | 1.1 | $1.3M | 13k | 98.29 | |
| Ke Hldgs Sponsored Ads (BEKE) | 1.0 | $1.2M | 66k | 17.74 | |
| Tko Group Holdings Cl A Call Option (TKO) | 1.0 | $1.1M | 6.3k | 182.23 | |
| Amphenol Corp Cl A (APH) | 0.7 | $844k | 8.5k | 98.85 | |
| Kanzhun Sponsored Ads (BZ) | 0.7 | $758k | 43k | 17.84 | |
| Duolingo Cl A Com Call Option (DUOL) | 0.6 | $657k | 1.6k | 410.30 | |
| Consolidated Edison (ED) | 0.6 | $654k | 6.5k | 100.35 | |
| Stride (LRN) | 0.6 | $649k | 4.5k | 145.19 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 0.5 | $594k | 11k | 53.95 | |
| Full Truck Alliance Sponsored Ads (YMM) | 0.5 | $571k | 48k | 11.81 | |
| Vnet Group Sponsored Ads A (VNET) | 0.5 | $558k | 81k | 6.90 | |
| Penumbra (PEN) | 0.4 | $493k | 1.9k | 256.80 | |
| Acm Resh Com Cl A (ACMR) | 0.4 | $479k | 19k | 25.90 | |
| Woodward Governor Company Call Option (WWD) | 0.4 | $442k | 1.8k | 245.56 | |
| Teradyne (TER) | 0.4 | $432k | 4.8k | 89.92 | |
| Guidewire Software Put Option (GWRE) | 0.4 | $422k | 1.8k | 234.32 | |
| Trip Com Group Ads (TCOM) | 0.3 | $394k | 6.7k | 58.64 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs Put Option (BAM) | 0.3 | $381k | 6.9k | 55.15 | |
| MasTec Call Option (MTZ) | 0.3 | $375k | 2.2k | 170.21 | |
| Us Foods Hldg Corp call (USFD) | 0.3 | $359k | 4.7k | 76.83 | |
| W.R. Berkley Corporation (WRB) | 0.3 | $351k | 4.8k | 73.35 | |
| Rbc Cad Call Option (RY) | 0.2 | $263k | 2.0k | 131.50 | |
| Draftkings Com Cl A (DKNG) | 0.2 | $257k | 6.0k | 42.89 | |
| Embraer Sponsored Ads Put Option (ERJ) | 0.2 | $250k | 4.4k | 56.91 | |
| H&R Block (HRB) | 0.2 | $239k | 4.4k | 54.89 | |
| Church & Dwight (CHD) | 0.2 | $216k | 2.2k | 96.11 | |
| Agilon Health (AGL) | 0.0 | $31k | 14k | 2.30 |
