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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 8 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CSIQ CANADIAN SOLAR INC Energy 13.0 $180.0 -54K -100.0% $13.85 +48.6%
142 PUT MICRON TECHNOLOGY INC 154.0 $154.0 NEW $1.00
143 PSIX POWER SOLUTIONS INTL INC Industrials 2.0 $122.0 $61.00 -31.5%
144 TTMI TTM TECHNOLOGIES INC Technology 1.0 $97.0 $97.00 +93.1%
145 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1.0 $94.0 $94.00 +139.4%
146 RMBS RAMBUS INC DEL Technology 1.0 $86.0 $86.00 +76.1%
147 KLIC KULICKE & SOFFA INDS INC Technology 1.0 $66.0 $66.00 +60.2%
148 ACMR ACM RESH INC Technology 1.0 $39.0 -478.0 -99.8% $39.00 +138.5%
149 NVTS NAVITAS SEMICONDUCTOR CORP Technology 1.0 $9.0 $9.00 +216.1%
150 HIMX HIMAX TECHNOLOGIES INC Technology 1.0 $8.0 $8.00 +159.4%
Page 8 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%