Arrow Capital Management, LLC — 13F holdings

Arrow Capital Management, LLC reported 21 holdings worth $181M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. GOOG ALPHABET INC — $32.6M (18.1%)
2. AMZN AMAZON COM INC — $22.2M (12.3%)
3. GEV GE VERNOVA INC — $16.3M (9.0%)
4. TLN TALEN ENERGY CORP — $12.4M (6.9%)
5. CR CRANE COMPANY — $11.5M (6.4%)
6. PM PHILIP MORRIS INTL INC — $10.9M (6.1%)
7. META META PLATFORMS INC — $9.29M (5.1%)
8. MA MASTERCARD INCORPORATED — $7.71M (4.3%)
9. DPC DPC HOLDINGS PLC — $7.51M (4.2%)
10. ULS UL SOLUTIONS INC — $7.46M (4.1%)