According to a Nov. 13, 2025 SEC filing, Arrowpoint Investment Partners (Singapore) sold its entire holding of 500,000 XPeng shares, representing an estimated $8.94 million based on quarterly average prices. That position had accounted for roughly 8% of the fund’s assets under management in the prior quarter. Following the sale, XPeng no longer appears in Arrowpoint’s reported equity roster, which is now led by a $15.4 million stake in AEG and includes holdings in SATS, VCSH, ALAB and ATAT. The exit comes after XPeng shares peaked above prior quarter highs and follows a year in which the company increased EV deliveries by more than 150% year-over-year through November, suggesting Arrowpoint captured substantial gains while reallocating capital to other high-conviction ideas.

XPeng, in collaboration with Peking University, had its paper on FastDriveVLA—an end-to-end visual token pruning framework for autonomous driving—accepted by AAAI 2026, one of AI’s most selective conferences. Of 23,680 submissions, only 4,167 papers were accepted, a 17.6% rate. FastDriveVLA reduces onboard computational load by nearly 7.5×, pruning visual tokens from 3,249 to 812 while maintaining high planning accuracy on the nuScenes benchmark. This recognition underscores XPeng’s deep in-house AI capabilities and advances its strategy to scale Level 4 autonomy, potentially accelerating deployment of cost-efficient, high-performance self-driving systems and reinforcing its technological leadership in the global EV sector.