According to an SEC filing dated November 13, 2025, Arrowpoint Investment Partners (Singapore) completed a full divestment of its XPeng Inc. stake, selling all 500,000 shares for an estimated $8.94 million based on quarterly average prices. This position had represented roughly 8% of the fund’s assets under management in the prior quarter and now stands at zero. The move shifts Arrowpoint’s top equity allocation to AEG at $15.4 million (15.4% of AUM), followed by SATS, VCSH, ALAB and ATAT, underscoring a strategic reallocation away from China-based EV names despite XPeng’s strong operational momentum this year.

XPeng has reported a year-to-date increase in electric vehicle deliveries of 156% through November, driven by a near doubling of export volumes to account for 10% of total shipments. The company’s latest trailing-twelve-month revenue stands at $10.04 billion, with a market capitalization of $19.6 billion as of December 29, 2025. XPeng’s product lineup—spanning SUVs (G3/G3i), sports sedans (P7) and family sedans (P5)—continued to benefit from its integrated service ecosystem of maintenance, super-charging, leasing, insurance and digital subscriptions, helping sustain demand in China’s premium and mid-market segments.

In collaboration with Peking University, XPeng’s FastDriveVLA visual token pruning framework was accepted by AAAI 2026—one of the world’s premier AI conferences with a 17.6% acceptance rate. The approach achieves a 7.5x reduction in onboard computational load by cutting visual tokens from 3,249 to 812 on the nuScenes benchmark while maintaining high planning accuracy. This marks XPeng’s second global AI recognition this year, reinforcing its full-stack in-house capabilities from model design through vehicle deployment and strengthening its differentiation in next-generation autonomous driving technology.