What happened
A filing, dry as dust, reveals Arrowpoint Investment Partners (Singapore) has shed its entire holding in XPeng Inc. (XPEV 1.80%). The fund parted with 500,000 shares, a transaction valued at $8.94 million using quarterly average prices. The trade left not a single share behind, as if the earth had swallowed the lot whole.
What else to know
The fund’s XPeng stake, once a proud 8% of its assets under management, now rests at zero. A hollow victory, perhaps, for a market where numbers outlive sentiment. The fund’s top holdings now read like a ledger of lesser gods: AEG, SATS, VCSH-each a name etched in the cold script of spreadsheets.
Company Overview
| Metric | Value |
|---|---|
| Price (as of market close 2025-12-29) | $20.5 |
| Market Capitalization | $19.6 billion |
| Revenue (TTM) | $10.04 billion |
Company Snapshot
- XPeng builds electric vehicles-SUVs, sedans, and the like-while offering maintenance, charging, and subscriptions. A modern Prometheus, selling fire to the masses.
- Its revenue flows from wheels and wires, a dance of innovation and ecosystem. Yet the market, a fickle beast, demands more than clever code.
- Targeting China’s tech-savvy, eco-conscious, the company’s promise is a future forged in silicon and steel. But futures are written by the few, not the many.
XPeng’s differentiation-proprietary tech, integrated services-is a shield against the storm. Yet the storm grows fiercer. In the electric vehicle sector, where dreams of sustainability clash with the cold calculus of profit, even the boldest visions tremble.
Foolish take
XPeng’s year has been one of soaring deliveries, a 156% leap. Exports, once a trickle, now surge like a river. But the global EV race is a marathon run in sprints. Chinese rivals, hungry and relentless, flood borders with steel and ambition.
Form 13F filings, those ghostly records of quarterly trades, say little of timing. Yet XPeng’s stock peaked at $25 in Q3-a 100% gain. Arrowpoint’s exit, then, reads less like a retreat and more like a harvest. Profits booked, but not without cost.
Booking gains is a prudent act, a nod to the market’s teeth. Yet in this world, even prudence is a performance. With EV growth slowing and competition sharpening its knives, the line between winner and loser blurs. For investors, the dust settles in different places.
Arrowpoint’s portfolio, a mosaic of bets, shifts as seasons turn. Exiting XPeng may be strategy, not surrender. But in the grand theater of capital, every exit is a curtain call for someone’s dream.
Glossary
13F reportable assets: The SEC’s ledger of institutional holdings, a parchment scroll in the digital age.
Assets under management (AUM): The weight of wealth, measured in digits and dollars.
Complete exit: When an investor’s faith, however profitable, meets its end.
Stake: A claim on a company’s soul, however small.
Quarterly average prices: The arithmetic of hope and fear.
Filing: A confession to regulators, sealed in PDF.
Integrated service ecosystem: A web of convenience, woven to keep customers tethered.
Proprietary technology: A fortress built from code and secrecy.
Premium and mid-market segments: Two sides of the same coin, polished for different pockets.
Outperforming: A word that tastes sweet until the next quarter.
TTM: Twelve months, a heartbeat in the market’s pulse.
And so it goes, the wheel turning, the dust rising. 🐍
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2025-12-29 20:53