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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  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GLW CORNING INC Technology 1,484.0 $379K 0.08% -1K -45.4% $255.43 -43.0%
22 VALE VALE S A Basic Materials 24,445.0 $368K 0.07% -81K -76.9% $15.04 -0.0%
23 CDLR CADELER A S Industrials 14,775.0 $324K 0.07% -8K -35.1% $21.91 +9.4%
24 LITHIUM ARGENTINA AG 37,215.0 $308K 0.06% -44K -54.4% $8.27
25 QFIN QFIN HOLDINGS INC Financial Services 18,743.0 $296K 0.06% -10K -34.0% $15.81 -30.5%
26 JD JD.COM INC Consumer Cyclical 7,245.0 $185K 0.04% -21K -74.5% $25.48 +14.6%
27 MPWR MONOLITHIC PWR SYS INC Technology 31.0 $43K 0.01% -262.0 -89.4% $1382.35 -7.0%
28 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 268.0 $23K 0.01% -94.0 -26.0% $87.04 +6.9%
29 SN SHARKNINJA INC Consumer Cyclical 150.0 $23K 0.01% -4K -96.5% $152.27 +20.2%
30 FISV FISERV INC Technology 368.0 $18K 0.00% -116.0 -24.0% $49.05 +8.0%
31 IVZ INVESCO LTD Financial Services 526.0 $14K 0.00% -3K -86.8% $26.39 +23.0%
32 DHI D R HORTON INC Consumer Cyclical 72.0 $12K 0.00% -135.0 -65.2% $162.88 -8.5%
33 COF CAPITAL ONE FINL CORP Financial Services 54.0 $11K 0.00% -138.0 -71.9% $200.61 +7.8%
34 HOOD ROBINHOOD MKTS INC Financial Services 96.0 $10K 0.00% -149.0 -60.8% $100.28 +3.3%
35 LPLA LPL FINL HLDGS INC Financial Services 34.0 $10K 0.00% -175.0 -83.7% $281.68 +29.3%
36 BEKE KE HLDGS INC Real Estate 386.0 $6K 0.00% -602.0 -60.9% $14.53 +21.9%
37 MRVL MARVELL TECHNOLOGY INC Technology 1.0 $298.0 -3K -100.0% $298.00 -23.1%
38 AXTI AXT INC Technology 1.0 $72.0 -5K -100.0% $72.00 -9.2%
Page 2 of 2  ·  38 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%