Arrow Capital Pty Ltd

Est. AUM

$100.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Chevron Corp	Common Stock	$8.4M	40000	8.43%	SOLE
2	Entergy Corp	Common Stock	$8.3M	75000	8.33%	SOLE
3	Amazon.com Inc	Common Stock	$8.0M	40000	8.04%	SOLE
4	Kinder Morgan Inc	Common Stock	$7.0M	209044	7.04%	SOLE
5	Taiwan Semiconductor Manufacturing Co Ltd	Common Stock	$6.6M	21000	6.65%	SOLE
6	Delta Air Lines Inc	Common Stock	$6.3M	100000	6.32%	SOLE
7	AstraZeneca PLC	Common Stock	$5.8M	30000	5.82%	SOLE
8	Deere & Co	Common Stock	$5.6M	10000	5.56%	SOLE
9	Sea Ltd	Common Stock	$5.5M	70000	5.48%	SOLE
10	Baker Hughes Co	Common Stock	$5.5M	90000	5.46%	SOLE
11	Archer-Daniels-Midland Co	Common Stock	$5.0M	70000	5.02%	SOLE
12	Marathon Petroleum Corp	Common Stock	$4.9M	20000	4.90%	SOLE
13	Robinhood Markets Inc	Common Stock	$4.9M	75000	4.89%	SOLE
14	Cloudflare Inc	Common Stock	$4.9M	25000	4.87%	SOLE
15	Wheaton Precious Metals Corp	Common Stock	$4.6M	37500	4.64%	SOLE
16	Alcoa Corp	Common Stock	$4.4M	70000	4.43%	SOLE
17	Intel Corp	Common Stock	$4.1M	100000	4.12%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.