Portfolio (Quarterly) Guide ↗

Pinpoint Asset Management (Singapore) Pte. Ltd.

· CIK 0002080247

13F Portfolio $433M AUM 150 positions Filed May 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 53 New 37 Added 38 Reduced 44 Exited

Page 3 of 3 · 44 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	AREC	AMERICAN RES CORP	Energy	11,902	$30K	0.01%	SOLD
42	VIOT	VIOMI TECHNOLOGY CO LTD	Consumer Cyclical	14,988	$28K	0.01%	SOLD
43	KLAC	KLA CORP	Technology	19	$23K	0.01%	SOLD
44	WDC	WESTERN DIGITAL CORP	Technology	1	$172.0	—	SOLD

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Sector Allocation

Technology 29.3%

Financial Services 27.0%

Communication Services 23.7%

Energy 7.8%

Consumer Cyclical 4.1%

Consumer Defensive 3.6%

Basic Materials 2.8%

Industrials 1.6%

Utilities 0.0%

Real Estate 0.0%