account_balance
Investment manager · 13F filer · SEC CIK 2005134
Arrow Capital Pty Ltd
Reported value$113Mas of Sep 30, 2026
Positions18 9 new, 16 sold out
Top 10 weight73.6%NVDA alone is 12%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
12.1%Added +41%
MSFTMicrosoft Corp
9.0%New
CVXChevron Corp
9.0%
SWSmurfit Westrock PLC
7.8%New
AMZNAmazon.com Inc
7.1%Added +30%
TSMTaiwan Semiconductor Manufacturing Co Ltd
6.0%Added +20%
TMOThermo Fisher Scientific Inc.
5.9%Added +54%
DALDelta Air Lines, Inc.
5.6%Added +53%
CSXCSX Corp
5.5%New
RLRalph Lauren Corp
5.4%New
GDGeneral Dynamics Corp
4.6%New
CCJCameco Corp
4.6%Added +50%
NVDANVIDIA Corp
12.1%+41%
MSFTMicrosoft Corp
9.0%
CVXChevron Corp
9.0%
SWSmurfit Westrock PLC
7.8%
AMZNAmazon.com Inc
7.1%
TSMTaiwan Semiconductor Manufacturing Co Ltd
6.0%+20%
TMOThermo Fisher Scientific Inc.
5.9%+54%
DALDelta Air Lines, Inc.
5.6%
CSXCSX Corp
5.5%
RL5.4%GD4.6%CCJ4.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 12.1% Added +41%MSFT Microsoft Corp 9.0% NewCVX Chevron Corp 9.0% HeldSW Smurfit Westrock PLC 7.8% NewAMZN Amazon.com Inc 7.1% Added +30%TSM Taiwan Semiconductor Manufacturing Co Ltd 6.0% Added +20%TMO Thermo Fisher Scientific Inc. 5.9% Added +54%DAL Delta Air Lines, Inc. 5.6% Added +53%CSX CSX Corp 5.5% NewRL Ralph Lauren Corp 5.4% NewGD General Dynamics Corp 4.6% NewCCJ Cameco Corp 4.6% Added +50%
What changed
Biggest moves since Jun 30, 2026
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