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Portfolio (Quarterly) Guide ↗

Pinpoint Asset Management (Singapore) Pte. Ltd.

· CIK 0002080247
13F Portfolio $480M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 141 New
Page 6 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 6,940.0 $147K 0.03% NEW $21.23 +10.7%
102 SPGI S&P GLOBAL INC Financial Services 250.0 $131K 0.03% NEW $522.59 -19.5%
103 TSEM TOWER SEMICONDUCTOR LTD Technology 1,066.0 $125K 0.03% NEW $117.42 +122.1%
104 NE NOBLE CORP PLC Energy 4,430.0 $125K 0.03% NEW $28.24 +65.7%
105 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 14,998.0 $114K 0.02% NEW $7.57 -26.4%
106 YATSEN HLDG LTD 26,826.0 $104K 0.02% NEW $3.89
107 CCJ CAMECO CORP Energy 1,000.0 $91K 0.02% NEW $91.49 +19.1%
108 HERE HERE GROUP LTD Consumer Cyclical 17,200.0 $88K 0.02% NEW $5.11 -59.2%
109 TSLA TESLA INC Consumer Cyclical 178.0 $80K 0.02% NEW $449.72 -4.4%
110 RERE ATRENEW INC Consumer Cyclical 15,000.0 $80K 0.02% NEW $5.30 -11.4%
111 SANDISK CORP 272.0 $65K 0.01% NEW $237.38
112 ALAB ASTERA LABS INC Technology 349.0 $58K 0.01% NEW $166.36 +101.8%
113 LPLA LPL FINL HLDGS INC Financial Services 139.0 $50K 0.01% NEW $357.17 -24.7%
114 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 768.0 $49K 0.01% NEW $64.31 +32.0%
115 DG DOLLAR GEN CORP NEW Consumer Defensive 300.0 $40K 0.01% NEW $132.77 -18.2%
116 GLW CORNING INC Technology 434.0 $38K 0.01% NEW $87.56 +100.8%
117 UUUU ENERGY FUELS INC Energy 2,599.0 $38K 0.01% NEW $14.54 +21.2%
118 HMY HARMONY GOLD MINING CO LTD Basic Materials 1,800.0 $36K 0.01% NEW $19.90 -8.7%
119 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 600.0 $33K 0.01% NEW $54.17 +3.9%
120 CRITICAL METALS CORP 4,522.0 $31K 0.01% NEW $6.94
Page 6 of 8  ·  141 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
Financial Services 29.3%
Consumer Cyclical 25.3%
Technology 22.3%
Communication Services 16.6%
Energy 2.3%
Industrials 1.8%
Basic Materials 1.6%
Consumer Defensive 0.8%
Utilities 0.1%