BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 8 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MRVL MARVELL TECHNOLOGY INC Technology 1.0 $298.0 -3K -100.0% $298.00 -23.1%
142 MXL MAXLINEAR INC Technology 2.0 $256.0 NEW $128.00 -51.0%
143 TTMI TTM TECHNOLOGIES INC Technology 1.0 $187.0 $187.00 -42.7%
144 KLIC KULICKE & SOFFA INDS INC Technology 1.0 $134.0 $134.00 -37.7%
145 RMBS RAMBUS INC DEL Technology 1.0 $133.0 $133.00 -34.5%
146 ACMR ACM RESH INC Technology 1.0 $127.0 $127.00 -39.1%
147 WOLF WOLFSPEED INC Technology 2.0 $97.0 NEW $48.50 -48.9%
148 PSIX POWER SOLUTIONS INTL INC Industrials 2.0 $78.0 $39.00 -10.3%
149 AXTI AXT INC Technology 1.0 $72.0 -5K -100.0% $72.00 -9.2%
150 NVTS NAVITAS SEMICONDUCTOR CORP Technology 1.0 $18.0 $18.00 -32.1%
151 HIMX HIMAX TECHNOLOGIES INC Technology 1.0 $15.0 $15.00 -10.4%
Page 8 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%