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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 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CALL FREEPORT MCMORAN INC 198.0 $437K 0.10% NEW $2205.00
22 ADI ANALOG DEVICES INC Technology 964.0 $307K 0.07% NEW $318.14 +31.6%
23 NKE NIKE INC Consumer Cyclical 5,674.0 $300K 0.07% NEW $52.82 -10.0%
24 FORM FORMFACTOR INC Technology 3,013.0 $292K 0.07% NEW $96.99 +34.2%
25 MRVL MARVELL TECHNOLOGY INC Technology 2,800.0 $277K 0.06% NEW $99.05 +107.3%
26 CVR PARTNERS LP/CVR NITROGEN 1,995.0 $253K 0.06% NEW $126.67
27 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 3,098.0 $251K 0.06% NEW $80.94 +3.6%
28 TIGR UP FINTECH HLDG LTD Financial Services 39,604.0 $250K 0.06% NEW $6.30 -20.7%
29 MEOH METHANEX CORP Basic Materials 4,128.0 $246K 0.06% NEW $59.54 +1.0%
30 MAR MARRIOTT INTL INC NEW Consumer Cyclical 745.0 $244K 0.06% NEW $327.07 +17.9%
31 TPR TAPESTRY INC Consumer Cyclical 1,685.0 $238K 0.06% NEW $141.11 +1.7%
32 CALL OCCIDENTAL PETE CORP 232.0 $135K 0.03% NEW $583.00
33 MCD MCDONALDS CORP Consumer Cyclical 382.0 $119K 0.03% NEW $310.79 -10.6%
34 TGT TARGET CORP Consumer Defensive 978.0 $119K 0.03% NEW $121.20 +6.7%
35 GEV GE VERNOVA INC Utilities 126.0 $110K 0.03% NEW $872.90 +14.9%
36 IVZ INVESCO LTD Financial Services 3,992.0 $97K 0.02% NEW $24.29 +14.5%
37 PUT FREEDOM HOLDING CORP 324.0 $95K 0.02% NEW $294.36
38 LNG CHENIERE ENERGY INC Energy 264.0 $75K 0.02% NEW $283.76 -18.6%
39 CRWV COREWEAVE INC Technology 722.0 $56K 0.01% NEW $77.47 +38.4%
40 COF CAPITAL ONE FINL CORP Financial Services 192.0 $35K 0.01% NEW $182.43 +1.6%
Page 2 of 3  ·  53 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%