According to a Nov. 13, 2025 SEC filing, Arrowpoint Investment Partners (Singapore) sold its entire 500,000-share holding in XPeng, representing an estimated $8.94 million divestment based on quarterly average prices. Prior to the sale, the XPeng position accounted for roughly 8% of the fund’s assets under management; post-trade, it stands at 0%. This exit follows a period in which XPeng deliveries surged by more than 150% year-over-year through November, driven in part by a near-doubling of export volumes to about 10% of total shipments. In the wake of the sale, Arrowpoint’s top equity allocations shifted to a $15.4 million position in an industrial conglomerate (15.4% of AUM) and smaller stakes of $3.8 million, $3.4 million, $3.4 million and $2.7 million in other diversified holdings, underscoring a broader portfolio rebalancing strategy rather than a targeted loss of confidence in XPeng’s long-term prospects.

XPeng, in collaboration with Peking University, 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 accepted just 4,167 papers (17.6% acceptance rate). The FastDriveVLA framework introduces an adversarial foreground-background reconstruction strategy that prunes visual tokens from 3,249 to 812, achieving a 7.5× reduction in computational load on the nuScenes autonomous driving benchmark while preserving planning accuracy. This marks XPeng’s second top-tier AI recognition this year, following its CVPR WAD presentation in June and the unveiling of its VLA 2.0 architecture in November. The breakthrough highlights XPeng’s full-stack AI capabilities and advances its goal of scalable Level 4 autonomous driving deployment, reinforcing the company’s integration of proprietary models into vehicle platforms to enhance real-time performance and user experience.