According to the Nov. 13 SEC filing, Arrowpoint Investment Partners (Singapore) sold its entire 500,000-share position in XPeng, representing an $8.94 million change in value based on the quarterly average price. That stake had accounted for roughly 8% of the fund’s assets under management in the prior quarter; post-trade the exposure to XPeng is zero. Following this sale, Arrowpoint’s top equity holdings include American Equity Investment Life (15.4% of AUM), EchoStar Satellite Services (3.8%), Vanguard Short-Term Corporate Bond (3.4%), Alabama Power (3.4%) and ATA Digital Defense (2.7%). The complete exit suggests a tactical rebalancing after XPeng’s shares peaked, rather than a loss of confidence in the company’s long-term prospects, given the broader EV market headwinds and intensifying competition among Chinese automakers.

XPeng, in collaboration with Peking University, has had its paper “FastDriveVLA: Efficient End-to-End Driving via Plug-and-Play Reconstruction-based Token Pruning” accepted by AAAI 2026, which received 23,680 submissions and admitted just 17.6%. The research introduces a novel visual token pruning framework that mimics human drivers’ focus on critical visual cues, reducing token count from 3,249 to 812 and cutting computational load by 7.5× on the nuScenes benchmark, while preserving high planning accuracy. This marks XPeng’s second top-tier AI recognition of the year, following its presentation at CVPR WAD and its unveiling of VLA 2.0 architecture, underscoring the company’s full-stack, in-house capabilities and commitment to advancing Level 4 autonomous driving deployment.