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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 6 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MTZ MASTEC INC Industrials 288.0 $120K 0.02% NEW $416.06 -38.6%
102 SPGI S&P GLOBAL INC Financial Services 279.0 $114K 0.02% +38.0 +15.8% $407.26 +6.9%
103 AR ANTERO RESOURCES CORP Energy 2,997.0 $105K 0.02% NEW $35.14 +7.9%
104 NUE NUCOR CORP Basic Materials 392.0 $87K 0.02% NEW $222.75 +9.8%
105 F FORD MTR CO Consumer Cyclical 5,904.0 $82K 0.02% NEW $13.90 +0.2%
106 SCCO SOUTHERN COPPER CORP Basic Materials 424.0 $74K 0.01% +4.0 +0.9% $174.26 +22.9%
107 KO COCA COLA CO Consumer Defensive 900.0 $73K 0.01% NEW $81.27 +13.2%
108 NIO NIO INC Consumer Cyclical 9,486.0 $48K 0.01% $5.06 -13.8%
109 MPWR MONOLITHIC PWR SYS INC Technology 31.0 $43K 0.01% -262.0 -89.4% $1382.35 -7.0%
110 ET ENERGY TRANSFER L P Energy 2,190.0 $42K 0.01% NEW $19.12 +10.3%
111 CEG CONSTELLATION ENERGY CORP Utilities 166.0 $41K 0.01% NEW $248.37 +10.1%
112 VST VISTRA CORP Utilities 234.0 $37K 0.01% NEW $158.63 -14.5%
113 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 268.0 $23K 0.01% -94.0 -26.0% $87.04 +6.9%
114 SN SHARKNINJA INC Consumer Cyclical 150.0 $23K 0.01% -4K -96.5% $152.27 +20.2%
115 CRCL CIRCLE INTERNET GROUP INC Financial Services 364.0 $23K 0.01% +99.0 +37.4% $62.63 +40.1%
116 TW TRADEWEB MKTS INC Financial Services 225.0 $22K 0.01% +43.0 +23.6% $99.66 +8.7%
117 BLOCK INC 282.0 $21K 0.00% NEW $76.00
118 BAC BANK OF AMER CORP Financial Services 335.0 $19K 0.00% NEW $56.98 +9.4%
119 CB CHUBB LIMITED Financial Services 55.0 $19K 0.00% NEW $340.75 +1.5%
120 FISV FISERV INC Technology 368.0 $18K 0.00% -116.0 -24.0% $49.05 +8.0%
Page 6 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%