Arrowpoint Investment Partners

Arrowpoint Investment Partners as of June 30, 2026

Portfolio Holdings for Arrowpoint Investment Partners

Arrowpoint Investment Partners holds 128 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Etf Trust Semiconductr Etf Call Option (SMH) 11.4 $53M 80k 655.89
Citigroup Com New (C) 7.2 $33M 235k 139.96
Goldman Sachs (GS) 6.8 $31M 31k 1011.37
State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY) 6.5 $30M 40k 747.41
Global Payments (GPN) 6.1 $28M 384k 72.56
Norfolk Southern (NSC) 5.6 $26M 81k 314.59
American Electric Power Company (AEP) 5.5 $25M 186k 136.81
NVIDIA Corporation (NVDA) 5.5 $25M 126k 200.09
Exxon Mobil Corporation (XOM) 5.3 $25M 179k 136.72
Ishares Msci Sth Kor Etf Put Option (EWY) 3.8 $17M 86k 201.11
Ishares Msci Taiwan Etf (EWT) 2.9 $13M 123k 108.61
Alphabet Cap Stk Cl A (GOOGL) 2.7 $12M 35k 357.37
Micron Technology (MU) 1.6 $7.5M 6.5k 1154.29
Ishares Tr Expanded Tech Call Option (IGV) 1.6 $7.2M 80k 90.60
Intel Corporation (INTC) 1.0 $4.7M 33k 139.63
Sandisk Corp (SNDK) 1.0 $4.6M 2.0k 2273.73
Argenx Se Sponsored Adr (ARGX) 0.9 $4.1M 4.4k 927.77
Infosys Sponsored Adr (INFY) 0.8 $3.9M 367k 10.49
Caterpillar (CAT) 0.8 $3.8M 3.5k 1064.90
Axsome Therapeutics (AXSM) 0.7 $3.4M 14k 244.77
Insmed Com Par $.01 (INSM) 0.7 $3.2M 30k 106.62
UnitedHealth (UNH) 0.7 $3.2M 7.7k 415.63
Bruker Corporation (BRKR) 0.7 $3.2M 53k 60.18
Madrigal Pharmaceuticals (MDGL) 0.7 $3.1M 5.9k 536.95
Travere Therapeutics (TVTX) 0.7 $3.1M 55k 56.81
Humana (HUM) 0.7 $3.1M 7.8k 397.22
Eli Lilly & Co. (LLY) 0.7 $3.1M 2.5k 1199.43
PerkinElmer (RVTY) 0.7 $3.0M 27k 111.26
Ptc Therapeutics I (PTCT) 0.7 $3.0M 37k 81.57
Abbvie (ABBV) 0.7 $3.0M 12k 251.64
Chemed Corp Com Stk (CHE) 0.6 $3.0M 6.4k 465.74
Ishares Tr Ishares Semicdtr (SOXX) 0.6 $2.9M 4.6k 640.76
Agilent Technologies Inc C ommon (A) 0.6 $2.9M 22k 132.83
Neurocrine Biosciences (NBIX) 0.6 $2.8M 17k 168.53
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.6 $2.8M 82k 33.88
Astera Labs (ALAB) 0.6 $2.6M 5.3k 483.02
Cooper Cos (COO) 0.5 $2.5M 35k 71.71
Twist Bioscience Corp (TWST) 0.5 $2.1M 20k 102.88
Qualcomm (QCOM) 0.4 $2.1M 11k 184.79
Acadia Healthcare (ACHC) 0.4 $2.0M 67k 29.53
DaVita (DVA) 0.4 $1.8M 8.0k 222.48
Alnylam Pharmaceuticals (ALNY) 0.4 $1.7M 5.6k 301.03
Concentra Group Holdings Par Common Stock (CON) 0.3 $1.6M 53k 29.75
BioMarin Pharmaceutical (BMRN) 0.3 $1.5M 27k 57.22
Biogen Idec (BIIB) 0.3 $1.5M 6.8k 216.06
Oscar Health Cl A (OSCR) 0.3 $1.5M 51k 28.52
Lam Research Corp Com New (LRCX) 0.3 $1.4M 3.2k 433.33
Select Sector Spdr Tr St Str Care Etf (XLV) 0.3 $1.4M 8.6k 158.66
Avantor (AVTR) 0.3 $1.3M 131k 9.90
Rambus (RMBS) 0.3 $1.3M 9.6k 132.74
Revolution Medicines (RVMD) 0.2 $1.1M 6.1k 187.28
Moderna (MRNA) 0.2 $1.0M 15k 70.03
Bridgebio Pharma (BBIO) 0.2 $1.0M 14k 74.48
Ionis Pharmaceuticals (IONS) 0.2 $978k 12k 79.29
Select Sector Spdr Tr St Str Util Etf (XLU) 0.2 $943k 21k 45.34
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $939k 3.1k 302.97
Select Sector Spdr Tr St Str Real Etf (XLRE) 0.2 $881k 20k 44.03
Praxis Precision Medicines I Com New (PRAX) 0.2 $824k 2.5k 334.79
Natera (NTRA) 0.2 $764k 2.8k 271.45
Cytokinetics Com New (CYTK) 0.2 $753k 8.8k 85.19
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $752k 8.7k 86.42
Spdr Series Trust St Str Sp Regbnk (KRE) 0.2 $749k 10k 74.85
ACADIA Pharmaceuticals (ACAD) 0.2 $727k 29k 25.30
Western Digital (WDC) 0.2 $723k 1.1k 638.72
Spdr Series Trust St Str Sp Home (XHB) 0.2 $693k 6.0k 115.56
Biontech Se Sponsored Ads (BNTX) 0.1 $679k 7.3k 93.05
Legend Biotech Corp Sponsored Ads (LEGN) 0.1 $626k 22k 28.88
Spdr Series Trust St Str Sp Ins (KIE) 0.1 $610k 10k 60.99
Oruka Therapeutics (ORKA) 0.1 $601k 6.3k 95.17
Franklin Templeton Etf Tr Ftse Taiwan (FLTW) 0.1 $591k 5.6k 105.53
United Therapeutics Corporation (UTHR) 0.1 $561k 1.0k 541.83
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.1 $515k 9.6k 53.61
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $495k 2.6k 190.52
Arrowhead Pharmaceuticals (ARWR) 0.1 $442k 5.4k 81.51
Marvell Technology (MRVL) 0.1 $439k 1.5k 297.89
Alumis (ALMS) 0.1 $433k 15k 28.14
Illumina (ILMN) 0.1 $416k 2.4k 175.83
Protagonist Therapeutics (PTGX) 0.1 $404k 3.3k 122.58
Anteris Technologies Global (AVR) 0.1 $386k 39k 9.85
Cogent Biosciences (COGT) 0.1 $375k 9.7k 38.70
Hewlett Packard Enterprise (HPE) 0.1 $370k 8.2k 45.11
Certara Ord (CERT) 0.1 $356k 54k 6.55
Immunovant (IMVT) 0.1 $348k 9.0k 38.53
Microchip Technology (MCHP) 0.1 $345k 3.8k 91.20
Ultragenyx Pharmaceutical (RARE) 0.1 $328k 9.8k 33.39
Biolife Solutions Com New (BLFS) 0.1 $328k 12k 28.24
Adaptive Biotechnologies Cor (ADPT) 0.1 $325k 15k 21.45
Maravai Lifesciences Hldgs I Com Cl A (MRVI) 0.1 $316k 51k 6.24
Cryoport Com Par $0.001 (CYRX) 0.1 $315k 20k 15.70
Belite Bio Sponsored Ads (BLTE) 0.1 $309k 2.0k 153.99
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $306k 640.00 477.57
10x Genomics Cl A Com (TXG) 0.1 $296k 7.7k 38.34
Syndax Pharmaceuticals (SNDX) 0.1 $279k 13k 21.86
Yum China Holdings (YUMC) 0.1 $265k 6.5k 40.87
Moonlake Immunotherapeutics Class A Ord (MLTX) 0.1 $263k 14k 19.47
Bioage Labs (BIOA) 0.1 $257k 11k 24.51
Albertsons Companies Common Stock (ACI) 0.1 $253k 19k 13.53
Structure Therapeutics Sponsored Ads (GPCR) 0.1 $249k 4.6k 53.67
Tango Therapeutics (TNGX) 0.1 $239k 7.7k 31.26
Absci Corp (ABSI) 0.0 $229k 20k 11.59
Enliven Therapeutics (ELVN) 0.0 $228k 4.5k 50.75
Corvus Pharmaceuticals (CRVS) 0.0 $226k 15k 14.94
Capricor Therapeutics Com New (CAPR) 0.0 $225k 9.3k 24.08
Maze Therapeatics (MAZE) 0.0 $223k 7.5k 29.84
Cme (CME) 0.0 $222k 1.0k 220.83
Bloom Energy Corp Com Cl A (BE) 0.0 $221k 729.00 302.70
Mastercard Incorporated Cl A (MA) 0.0 $213k 415.00 513.60
Abcellera Biologics (ABCL) 0.0 $213k 27k 7.85
CoStar (CSGP) 0.0 $210k 7.4k 28.32
Otis Worldwide Corp (OTIS) 0.0 $208k 2.9k 71.60
Mineralys Therapeutics (MLYS) 0.0 $206k 7.6k 26.98
Eliem Therapeutics (CLYM) 0.0 $199k 15k 13.04
Silence Therapeutics Ads (SLN) 0.0 $179k 16k 10.98
Tal Ed Group Sponsored Ads (TAL) 0.0 $155k 16k 9.57
Cleveland-cliffs (CLF) 0.0 $124k 13k 9.39
Lumen Technologies (LUMN) 0.0 $92k 12k 7.68
Snap Cl A (SNAP) 0.0 $90k 20k 4.44
Newell Rubbermaid (NWL) 0.0 $90k 15k 6.14
Plug Pwr Com New (PLUG) 0.0 $76k 28k 2.71
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.0 $74k 400.00 185.23
JetBlue Airways Corporation (JBLU) 0.0 $73k 13k 5.73
Amc Entmt Hldgs Cl A New (AMC) 0.0 $71k 37k 1.90
Kosmos Energy (KOS) 0.0 $60k 28k 2.11
Ccc Intelligent Solutions Holdings (CCC) 0.0 $57k 11k 5.16
Brandywine Rlty Tr Sh Ben Int New (BDN) 0.0 $52k 16k 3.17
Sable Offshore Corp Com Shs (SOC) 0.0 $51k 16k 3.08
Xerox Holdings Corp Com New (XRX) 0.0 $41k 13k 3.13
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.0 $25k 300.00 83.07