Arrowpoint Investment Partners

Arrowpoint Investment Partners as of March 31, 2026

Portfolio Holdings for Arrowpoint Investment Partners

Arrowpoint Investment Partners holds 81 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Expanded Tech Call Option (IGV) 16.4 $19M 231k 80.05
Kraneshares Trust Csi Chi Internet (KWEB) 10.1 $11M 400k 28.43
Alphabet Cap Stk Cl A (GOOGL) 8.0 $9.0M 31k 287.56
Vaneck Etf Trust Semiconductr Etf Put Option (SMH) 7.5 $8.4M 22k 383.27
Ishares Msci Brazil Etf Call Option (EWZ) 4.1 $4.6M 120k 38.39
Ase Technology Hldg Sponsored Ads (ASX) 3.5 $3.9M 180k 21.68
Ionis Pharmaceuticals (IONS) 2.6 $2.9M 39k 75.09
Neurocrine Biosciences (NBIX) 2.5 $2.8M 22k 131.74
Axsome Therapeutics (AXSM) 2.5 $2.8M 16k 169.02
BioMarin Pharmaceutical (BMRN) 2.4 $2.8M 49k 56.49
Ascendis Pharma A/s Sponsored Adr (ASND) 2.4 $2.7M 12k 228.73
Ptc Therapeutics I (PTCT) 2.4 $2.7M 40k 68.13
Pfizer (PFE) 1.8 $2.0M 71k 28.08
Regeneron Pharmaceuticals (REGN) 1.7 $1.9M 2.5k 772.64
Johnson & Johnson (JNJ) 1.7 $1.9M 7.9k 244.44
Amgen (AMGN) 1.5 $1.7M 4.9k 351.85
Gilead Sciences (GILD) 1.5 $1.7M 12k 139.37
Vertex Pharmaceuticals Incorporated (VRTX) 1.4 $1.5M 3.4k 446.54
Microchip Technology Note 0.750% 6/0 (Principal) 1.3 $1.5M 1.5M 0.99
UnitedHealth (UNH) 1.3 $1.4M 5.2k 270.59
Praxis Precision Medicines I Com New (PRAX) 1.1 $1.2M 3.9k 322.19
Insmed Com Par $.01 (INSM) 1.0 $1.1M 7.0k 163.52
Protagonist Therapeutics (PTGX) 0.9 $984k 9.3k 105.40
Belite Bio Sponsored Ads (BLTE) 0.9 $957k 6.0k 159.44
Ishares Msci Taiwan Etf (EWT) 0.8 $887k 13k 70.92
Moderna (MRNA) 0.8 $869k 17k 50.80
Ishares Tr Russell 2000 Etf Put Option (IWM) 0.8 $867k 3.5k 247.82
Biogen Idec (BIIB) 0.8 $863k 4.7k 183.33
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.7 $777k 26k 30.12
Revolution Medicines (RVMD) 0.7 $775k 8.0k 97.25
Select Sector Spdr Tr State Street Uti (XLU) 0.7 $753k 16k 45.89
Octave Specialty Group Com New (OSG) 0.6 $647k 139k 4.65
Twist Bioscience Corp (TWST) 0.6 $640k 14k 47.52
Madrigal Pharmaceuticals (MDGL) 0.6 $624k 1.2k 523.47
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $616k 7.1k 86.69
Biontech Se Sponsored Ads (BNTX) 0.5 $612k 6.9k 88.88
Natera (NTRA) 0.5 $594k 3.0k 199.99
Axogen (AXGN) 0.5 $539k 16k 33.13
Select Sector Spdr Tr State Street Ind (XLI) 0.5 $534k 3.3k 161.73
Cogent Biosciences (COGT) 0.5 $531k 14k 38.49
Select Sector Spdr Tr State Street Ene (XLE) 0.5 $521k 8.5k 61.26
Select Sector Spdr Tr State Street Con (XLP) 0.5 $517k 6.3k 81.98
Cytokinetics Com New (CYTK) 0.4 $487k 7.4k 65.91
Genmab A/s Sponsored Ads (GMAB) 0.4 $430k 16k 26.83
Bridgebio Pharma (BBIO) 0.4 $430k 5.8k 74.26
Tango Therapeutics (TNGX) 0.4 $428k 21k 20.92
Cooper Cos (COO) 0.4 $422k 5.9k 71.50
Eli Lilly & Co. (LLY) 0.4 $407k 442.00 919.77
Erasca (ERAS) 0.4 $402k 25k 16.18
Lumentum Hldgs (LITE) 0.4 $395k 562.00 702.76
Illumina (ILMN) 0.3 $373k 3.0k 123.26
Bioage Labs (BIOA) 0.3 $364k 21k 17.49
Apogee Therapeutics (APGE) 0.3 $337k 4.0k 84.17
Immunitybio (IBRX) 0.3 $315k 41k 7.67
United Therapeutics Corporation (UTHR) 0.3 $313k 527.00 592.98
Dyne Therapeutics (DYN) 0.3 $312k 17k 18.13
Spyre Therapeutics Com New (SYRE) 0.3 $310k 6.1k 50.44
Tyra Biosciences (TYRA) 0.3 $309k 8.1k 38.30
Select Sector Spdr Tr State Street Fin (XLF) 0.3 $306k 6.2k 49.37
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $273k 420.00 650.34
Alumis (ALMS) 0.2 $265k 12k 22.03
Oruka Therapeutics (ORKA) 0.2 $253k 5.1k 49.05
Equitable Holdings (EQH) 0.2 $252k 6.8k 37.11
Franklin Templeton Etf Tr Ftse Taiwan (FLTW) 0.2 $252k 3.7k 68.11
Summit Therapeutics (SMMT) 0.2 $230k 12k 18.96
Envista Hldgs Corp (NVST) 0.2 $228k 9.0k 25.37
Cg Oncology (CGON) 0.2 $228k 3.4k 67.68
Dex (DXCM) 0.2 $228k 3.6k 62.80
Nektar Therapeutics Com New (NKTR) 0.2 $204k 2.8k 71.95
Structure Therapeutics Sponsored Ads (GPCR) 0.2 $202k 4.2k 48.20
Verastem Com New (VSTM) 0.2 $192k 36k 5.30
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $184k 2.0k 91.77
Eliem Therapeutics (CLYM) 0.1 $168k 25k 6.85
United States Antimony (UAMY) 0.1 $100k 11k 8.73
Alphabet Cap Stk Cl C (GOOG) 0.1 $86k 300.00 286.86
Iovance Biotherapeutics (IOVA) 0.1 $69k 20k 3.51
Neumora Therapeutics (NMRA) 0.0 $31k 16k 1.95
Brandywine Rlty Tr Sh Ben Int New (BDN) 0.0 $29k 11k 2.71
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $27k 200.00 132.90
Plug Pwr Com New (PLUG) 0.0 $25k 11k 2.26
Ishares Tr Msci India Etf (INDA) 0.0 $23k 500.00 46.84