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Portfolio (Quarterly) Guide ↗

Pinpoint Asset Management (Singapore) Pte. Ltd.

· CIK 0002080247
13F Portfolio $493M AUM 151 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 56 New 32 Added 38 Reduced 55 Exited
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AGRO ADECOAGRO S A Consumer Defensive 58,408.0 $558K 0.11% +24K +70.7% $9.55 +17.9%
22 RERE ATRENEW INC Consumer Cyclical 130,512.0 $505K 0.10% +122K +1350.1% $3.87 +5.7%
23 TSLA TESLA INC Consumer Cyclical 937.0 $394K 0.08% +262.0 +38.8% $420.60 -17.0%
24 TIGR UP FINTECH HLDG LTD Financial Services 86,948.0 $383K 0.08% +47K +119.5% $4.40 +18.2%
25 AAOI APPLIED OPTOELECTRONICS INC Technology 1,705.0 $253K 0.05% +148.0 +9.5% $148.16 -27.4%
26 CSIQ CANADIAN SOLAR INC Energy 13,132.0 $210K 0.04% +13K +10000.0% $16.02 -10.6%
27 SPGI S&P GLOBAL INC Financial Services 279.0 $114K 0.02% +38.0 +15.8% $407.26 +6.9%
28 SCCO SOUTHERN COPPER CORP Basic Materials 424.0 $74K 0.01% +4.0 +0.9% $174.26 +22.9%
29 CRCL CIRCLE INTERNET GROUP INC Financial Services 364.0 $23K 0.01% +99.0 +37.4% $62.63 +40.1%
30 TW TRADEWEB MKTS INC Financial Services 225.0 $22K 0.01% +43.0 +23.6% $99.66 +8.7%
31 MIAMI INTL HLDGS INC 405.0 $15K 0.00% +230.0 +131.4% $37.16
32 AMD ADVANCED MICRO DEVICES INC Technology 6.0 $3K 0.00% +4.0 +200.0% $580.83 -21.4%
Page 2 of 2  ·  32 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.7%
Financial Services 20.8%
Communication Services 13.5%
Energy 6.4%
Consumer Cyclical 6.3%
Industrials 2.5%
Basic Materials 1.5%
Utilities 0.9%
Consumer Defensive 0.5%
Real Estate 0.0%