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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 5 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MRVL MARVELL TECHNOLOGY INC Technology 2,800.0 $277K 0.06% NEW $99.05 +106.8%
82 DE DEERE & CO Industrials 480.0 $270K 0.06% +105.0 +28.0% $563.30 -4.3%
83 CVR PARTNERS LP/CVR NITROGEN 1,995.0 $253K 0.06% NEW $126.67
84 TSLA TESLA INC Consumer Cyclical 675.0 $251K 0.06% +497.0 +279.2% $371.75 +18.9%
85 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 3,098.0 $251K 0.06% NEW $80.94 +3.8%
86 TIGR UP FINTECH HLDG LTD Financial Services 39,604.0 $250K 0.06% NEW $6.30 -20.5%
87 EL LAUDER ESTEE COS INC Consumer Defensive 3,466.0 $249K 0.06% -6K -62.8% $71.77 +26.6%
88 MEOH METHANEX CORP Basic Materials 4,128.0 $246K 0.06% NEW $59.54 +0.5%
89 MAR MARRIOTT INTL INC NEW Consumer Cyclical 745.0 $244K 0.06% NEW $327.07 +17.9%
90 DKNG DRAFTKINGS INC NEW Consumer Cyclical 11,261.0 $243K 0.06% -17K -59.9% $21.62 +13.5%
91 WMT WALMART INC Consumer Defensive 1,956.0 $243K 0.06% -3K -58.1% $124.28 -4.6%
92 TPR TAPESTRY INC Consumer Cyclical 1,685.0 $238K 0.06% NEW $141.11 +3.0%
93 MNSO MINISO GROUP HLDG LTD Consumer Cyclical 12,951.0 $210K 0.05% $16.20 -22.4%
94 ESLT ELBIT SYS LTD Industrials 186.0 $158K 0.04% -6K -97.1% $849.09 +5.1%
95 CCJ CAMECO CORP Energy 1,384.0 $150K 0.04% +384.0 +38.4% $108.61 +1.9%
96 CALL OCCIDENTAL PETE CORP 232.0 $135K 0.03% NEW $583.00
97 AAOI APPLIED OPTOELECTRONICS INC Technology 1,557.0 $132K 0.03% -3K -63.6% $84.59 +99.8%
98 MCD MCDONALDS CORP Consumer Cyclical 382.0 $119K 0.03% NEW $310.79 -10.6%
99 TGT TARGET CORP Consumer Defensive 978.0 $119K 0.03% NEW $121.20 +6.1%
100 GEV GE VERNOVA INC Utilities 126.0 $110K 0.03% NEW $872.90 +14.1%
Page 5 of 8  ·  150 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 28.7%
Financial Services 27.2%
Communication Services 23.9%
Energy 7.9%
Consumer Cyclical 4.1%
Consumer Defensive 3.6%
Basic Materials 2.9%
Industrials 1.6%
Utilities 0.0%
Real Estate 0.0%