Arrowpoint Exits XPeng Stake, Sells 500,000 Shares Worth $8.94 Million

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Arrowpoint Investment Partners sold its entire 500,000-share XPeng stake via an SEC filing dated Nov. 13, 2025, representing roughly $8.94 million based on quarterly average prices. The divestment reduced the fund's XPeng exposure from 8% of assets under management to zero.

1. Arrowpoint Fully Divests XPeng Position

On November 13, 2025, Arrowpoint Investment Partners (Singapore) filed with the SEC to sell its entire stake of 500,000 XPeng shares, reflecting an $8.94 million change in value based on quarterly average prices. That position had represented approximately 8% of the fund’s assets under management in the prior quarter; post-sale, XPeng exposure stands at 0%. This move follows XPeng’s stock having rallied over 100% year to date by Q3, suggesting Arrowpoint opted to lock in gains ahead of intensifying competition and moderating global EV growth. Top holdings shifting into place include a 15.4% allocation to AEG, with other significant positions in SATS, VCSH, ALAB, and ATAT.

2. XPeng–Peking University AI Research Earns AAAI 2026 Acceptance

XPeng’s joint research with Peking University, titled “FastDriveVLA: Efficient End-to-End Driving via Plug-and-Play Reconstruction-based Token Pruning,” was accepted by AAAI 2026 out of 23,680 submissions (17.6% acceptance rate). The framework introduces an adversarial foreground–background reconstruction strategy that prunes visual tokens from 3,249 to 812, achieving a 7.5× reduction in onboard computational load on the nuScenes benchmark while maintaining high planning accuracy. This marks XPeng’s second recognition at a top-tier AI conference this year—after its CVPR WAD presentation—and underscores its end-to-end in-house capabilities in machine learning model design, distillation, and vehicle deployment as it pushes toward Level 4 autonomy.

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