Arrow Capital Pty Ltd

data from 30/09/2025

Capitalization

$ 186.519 M -9.74 %

Average holding period

2 ans

Performance

$ 18.604 M 15.41 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Arrow Capital Pty Ltd

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 JPM JPMorgan Chase & Co 5.75% 10.726 M $ 22500 2025/06/30 624.193 K $ 5.77 %
2025/09/30 PFE Pfizer Inc 5.16% 9.627 M $ 250000 2024/12/31 238.487 K $ 3.35 %
2025/09/30 DAL Delta Air Lines Inc 5.06% 9.435 M $ 110000 2024/12/31 1.142 M $ 10.09 %
2025/09/30 MSFT Microsoft Corp 5.04% 9.394 M $ 12000 2025/03/31 306.600 K $ 2.71 %
2025/09/30 WPM Wheaton Precious Metals Corp 4.98% 9.297 M $ 55000 2025/09/30 0.000 $ 0.00 %
2025/09/30 UBER Uber Technologies Inc 4.76% 8.884 M $ 60000 2025/03/31 269.104 K $ 3.28 %
2025/09/30 ETR Entergy Corp 4.53% 8.451 M $ 60000 2024/12/31 830.039 K $ 7.94 %
2025/09/30 BAESY BAE Systems PLC 4.48% 8.359 M $ 49507 2025/09/30 0.000 $ 0.00 %
2025/09/30 RTX RTX Corp 4.07% 7.587 M $ 30000 2025/06/30 585.513 K $ 9.56 %
2025/09/30 MPC Marathon Petroleum Corp 3.90% 7.283 M $ 25000 2025/03/31 1.171 M $ 10.50 %
2025/09/30 FUTU Futu Holdings Ltd 3.88% 7.228 M $ 27500 2025/09/30 0.000 $ 0.00 %
2025/09/30 CRH CRH PLC 3.64% 6.796 M $ 37500 2025/09/30 0.000 $ 0.00 %
2025/09/30 SHOP Shopify Inc 3.61% 6.738 M $ 30000 2025/06/30 1.330 M $ 18.89 %
2025/09/30 ALLE Allegion plc 3.59% 6.701 M $ 25000 2025/09/30 0.000 $ 0.00 %
2025/09/30 HUBB Hubbell Inc 3.49% 6.504 M $ 10000 2025/09/30 0.000 $ 0.00 %
2025/09/30 DOW Dow Inc 3.44% 6.411 M $ 185000 2025/09/30 0.000 $ 0.00 %
2025/09/30 TSM TSMC 3.39% 6.332 M $ 15000 2025/09/30 0.000 $ 0.00 %
2025/09/30 LEN Lennar Corp 3.32% 6.191 M $ 32500 2025/06/30 562.948 K $ 9.14 %
2025/09/30 HOOD Robinhood Markets Inc 3.19% 5.951 M $ 27500 2025/03/31 2.725 M $ 34.67 %
2025/09/30 NVO Novo Nordisk A/S 3.15% 5.871 M $ 70000 2025/09/30 0.000 $ 0.00 %
2025/09/30 CCJ Cameco Corp 3.06% 5.703 M $ 45000 2025/06/30 466.544 K $ 8.50 %
2025/09/30 MT ArcelorMittal SA 2.93% 5.464 M $ 100000 2025/06/30 753.387 K $ 9.48 %
2025/09/30 NXE NexGen Energy Ltd 2.90% 5.411 M $ 400000 2025/09/30 0.000 $ 0.00 %
2025/09/30 MRK Merck & Co Inc 2.72% 5.074 M $ 40000 2025/09/30 0.000 $ 0.00 %
2025/09/30 EADSY Airbus SE 2.36% 4.400 M $ 50000 2025/09/30 0.000 $ 0.00 %
2025/09/30 FCX Freeport-McMoRan Inc 1.87% 3.497 M $ 58989 2025/03/31 -467.103 K $ -6.24 %
2025/09/30 CRCL Circle Internet Group Inc 1.72% 3.206 M $ 16000 2025/09/30 0.000 $ 0.00 %
2025/09/30 MCO MOODYS CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 AMZN AMAZON COM INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 AA ALCOA CORP 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 COIN COINBASE GLOBAL INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 OKLO OKLO INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 KMI KINDER MORGAN INC DEL 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 PCG PG&E CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 DHI D R HORTON INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 AVGO BROADCOM INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 PTON PELOTON INTERACTIVE INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 WFC WELLS FARGO CO NEW 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 SO SOUTHERN CO 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 LLY ELI LILLY & CO 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %