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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 7 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BHP BHP BILLITON LIMITED Basic Materials 200.0 $17K 0.00% NEW $83.31 +16.6%
122 BLSH BULLISH Technology 693.0 $16K 0.00% NEW $23.43 +30.6%
123 MIAMI INTL HLDGS INC 405.0 $15K 0.00% +230.0 +131.4% $37.16
124 IVZ INVESCO LTD Financial Services 526.0 $14K 0.00% -3K -86.8% $26.39 +23.0%
125 DHI D R HORTON INC Consumer Cyclical 72.0 $12K 0.00% -135.0 -65.2% $162.88 -8.5%
126 COF CAPITAL ONE FINL CORP Financial Services 54.0 $11K 0.00% -138.0 -71.9% $200.61 +7.8%
127 C CITIGROUP INC Financial Services 71.0 $10K 0.00% NEW $139.96 -5.9%
128 HOOD ROBINHOOD MKTS INC Financial Services 96.0 $10K 0.00% -149.0 -60.8% $100.28 +3.3%
129 LPLA LPL FINL HLDGS INC Financial Services 34.0 $10K 0.00% -175.0 -83.7% $281.68 +29.3%
130 GNRC GENERAC HLDGS INC Industrials 31.0 $9K 0.00% $292.81 -30.5%
131 REAX THE REAL BROKERAGE INC Real Estate 3,367.0 $6K 0.00% NEW $1.82 +31.9%
132 BEKE KE HLDGS INC Real Estate 386.0 $6K 0.00% -602.0 -60.9% $14.53 +21.9%
133 MSFT MICROSOFT CORP Technology 14.0 $5K 0.00% $373.00 +30.6%
134 AMD ADVANCED MICRO DEVICES INC Technology 6.0 $3K 0.00% +4.0 +200.0% $580.83 -21.4%
135 BE BLOOM ENERGY CORP Industrials 10.0 $3K 0.00% $302.70 -32.6%
136 ALAB ASTERA LABS INC Technology 3.0 $1K $483.00 -42.5%
137 SIMO SILICON MOTION TECHNOLOGY CO Technology 2.0 $667.0 NEW $333.50 -27.1%
138 SANM SANMINA CORP Technology 2.0 $506.0 $253.00 -26.7%
139 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 1.0 $380.0 $380.00 -32.3%
140 CLS CELESTICA INC Technology 1.0 $365.0 $365.00 -19.3%
Page 7 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%