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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 5 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 INNIO NV 10,464.0 $414K 0.08% NEW $39.55
82 VRT VERTIV HOLDINGS CO Industrials 1,230.0 $412K 0.08% NEW $334.82 -23.8%
83 TSLA TESLA INC Consumer Cyclical 937.0 $394K 0.08% +262.0 +38.8% $420.60 -17.0%
84 ZTO ZTO EXPRESS CAYMAN INC Industrials 17,563.0 $393K 0.08% $22.38 -4.9%
85 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 4,320.0 $383K 0.08% -2K -27.1% $88.60 -37.5%
86 TIGR UP FINTECH HLDG LTD Financial Services 86,948.0 $383K 0.08% +47K +119.5% $4.40 +18.2%
87 GLW CORNING INC Technology 1,484.0 $379K 0.08% -1K -45.4% $255.43 -43.0%
88 VALE VALE S A Basic Materials 24,445.0 $368K 0.07% -81K -76.9% $15.04 -0.0%
89 CDLR CADELER A S Industrials 14,775.0 $324K 0.07% -8K -35.1% $21.91 +9.4%
90 LITHIUM ARGENTINA AG 37,215.0 $308K 0.06% -44K -54.4% $8.27
91 VOYG VOYAGER TECHNOLOGIES INC Industrials 9,342.0 $301K 0.06% NEW $32.25 +10.1%
92 QFIN QFIN HOLDINGS INC Financial Services 18,743.0 $296K 0.06% -10K -34.0% $15.81 -30.5%
93 AAOI APPLIED OPTOELECTRONICS INC Technology 1,705.0 $253K 0.05% +148.0 +9.5% $148.16 -27.4%
94 DTM DT MIDSTREAM INC Energy 1,647.0 $242K 0.05% NEW $146.74 -14.3%
95 WMB WILLIAMS COS INC Energy 3,244.0 $241K 0.05% NEW $74.34 -4.5%
96 BTI BRITISH AMERN TOB PLC Consumer Defensive 3,900.0 $241K 0.05% NEW $61.76 -8.2%
97 AYA GOLD & SILVER INC 12,418.0 $235K 0.05% NEW $18.94
98 HUYA HUYA INC Communication Services 94,781.0 $218K 0.04% $2.30 -6.5%
99 CSIQ CANADIAN SOLAR INC Energy 13,132.0 $210K 0.04% +13K +10000.0% $16.02 -10.6%
100 JD JD.COM INC Consumer Cyclical 7,245.0 $185K 0.04% -21K -74.5% $25.48 +14.6%
Page 5 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%