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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 3 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VICR VICOR CORP Technology 3,714.0 $1.4M 0.29% NEW $379.78 -50.0%
42 SNPS SYNOPSYS INC Technology 2,892.0 $1.3M 0.26% +1K +100.0% $446.07 -11.6%
43 CDNS CADENCE DESIGN SYSTEM INC Technology 3,374.0 $1.3M 0.26% +1K +55.6% $375.32 -15.8%
44 SNDK SANDISK CORP Technology 540.0 $1.2M 0.25% -4K -89.0% $2273.73 -34.3%
45 FCX FREEPORT MCMORAN INC Basic Materials 19,005.0 $1.2M 0.24% NEW $62.89 +23.7%
46 NEM NEWMONT CORP Basic Materials 12,793.0 $1.2M 0.24% NEW $93.40 +41.2%
47 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 25,998.0 $1.2M 0.24% -103K -79.8% $45.91 +22.8%
48 QCOM QUALCOMM INC Technology 6,446.0 $1.2M 0.24% NEW $184.79 -14.2%
49 ESLT ELBIT SYS LTD Industrials 1,502.0 $1.1M 0.23% +1K +707.5% $758.72 -3.7%
50 BKR BAKER HUGHES COMPANY Energy 18,915.0 $1.0M 0.21% NEW $55.50 +11.7%
51 FUTU FUTU HLDGS LTD Financial Services 10,765.0 $1.0M 0.20% +1K +11.0% $93.74 +23.5%
52 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 3,282.0 $962K 0.20% NEW $293.18 +4.5%
53 VECO VEECO INSTRS INC DEL Technology 12,346.0 $936K 0.19% NEW $75.80 -38.3%
54 NEBIUS GROUP N.V. 3,024.0 $835K 0.17% NEW $276.17
55 NE NOBLE CORP PLC Energy 20,648.0 $770K 0.16% -30K -59.5% $37.30 +23.3%
56 WWD WOODWARD INC Industrials 1,797.0 $765K 0.15% NEW $425.44 -21.7%
57 RIG TRANSOCEAN LTD Energy 152,868.0 $748K 0.15% -332K -68.5% $4.89 +18.0%
58 ASML ASML HLDG NV Technology 362.0 $720K 0.15% +358.0 +8950.0% $1989.44 -12.5%
59 LNG CHENIERE ENERGY INC Energy 2,955.0 $706K 0.14% +3K +1019.3% $239.01 +17.5%
60 MPC MARATHON PETE CORP Energy 2,719.0 $695K 0.14% NEW $255.67 +41.8%
Page 3 of 8  ·  151 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%