Arrowpoint Asset Management, LLC 13F Holdings

CIK 02813791 · Denver, CO

As of Sep 30, 2022, Arrowpoint Asset Management, LLC reported 328 positions worth $7.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
RITCHIE BROS AUCTIONEERS——3,426,878$214.1K2.71%
FRONTDOOR INCFTDRConsumer Cyclical9,157,999 86.7K2.36%
QUIDELORTHO CORPQDELHealthcare2,576,318 84.2K2.33%
ZIFF DAVIS INCZDCommunication Services2,560,376 75.3K2.22%
SENSATA TECHNOLOGIES HOLDING PLCSTTechnology4,697,343 75.1K2.21%
ON SEMICONDUCTOR CORPONTechnology2,691,506 67.8K2.12%
STERIS PLCSTEHealthcare993,988 65.3K2.09%
TRIMBLE INCTRMBTechnology2,888,413 56.8K1.98%
SKECHERS USA INCSKXConsumer Cyclical4,703,750 49.2K1.89%
ALIGHT INCALITTechnology20,238,297 48.3K1.88%
GLOBALFOUNDRIES INCGFSTechnology2,914,747 40.9K1.78%
MERIT MEDICAL SYSTEMS INCMMSIHealthcare2,455,418 38.8K1.75%
SALLY BEAUTY HOLDINGS INCSBHConsumer Cyclical10,996,641 38.6K1.75%
HEALTHEQUITY INCHQYHealthcare1,983,563 33.2K1.69%
MATSON INCMATXIndustrials2,080,296 28.0K1.62%
FORWARD AIR CORPFWRDIndustrials1,380,431 24.6K1.58%
ACV AUCTIONS INCACVAConsumer Cyclical17,066,705 22.7K1.55%
ZENDESK INCZENTechnology1,565,985 19.2K1.51%
ZIPRECRUITER INCZIPIndustrials7,034,732 16.1K1.47%
GENERAC HOLDINGS INCGNRCIndustrials642,695 14.5K1.45%
TRINET GROUP INCTNETIndustrials1,535,276 09.3K1.38%
PINTEREST INCPINSCommunication Services4,620,900 07.7K1.36%
TENNANT COTNCIndustrials1,764,056$99.8K1.26%
MIDDLEBY CORPMIDDIndustrials755,853$96.9K1.23%
KIRBY CORPKEXIndustrials1,534,248$93.2K1.18%