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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 6 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPGI S&P GLOBAL INC Financial Services 241.0 $103K 0.02% -9.0 -3.6% $425.34 +7.5%
102 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 781.0 $98K 0.02% -5K -87.5% $125.46 -6.3%
103 IVZ INVESCO LTD Financial Services 3,992.0 $97K 0.02% NEW $24.29 +24.7%
104 PUT FREEDOM HOLDING CORP 324.0 $95K 0.02% NEW $294.36
105 BIDU BAIDU INC Communication Services 846.0 $94K 0.02% -8K -90.6% $111.42 +1.3%
106 LI LI AUTO INC Consumer Cyclical 5,000.0 $89K 0.02% -6K -56.1% $17.83 -27.9%
107 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 5,461.0 $89K 0.02% -29K -84.2% $16.32 +14.8%
108 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 14,998.0 $85K 0.02% $5.68 -4.6%
109 LNG CHENIERE ENERGY INC Energy 264.0 $75K 0.02% NEW $283.76 -8.7%
110 SCCO SOUTHERN COPPER CORP Basic Materials 420.0 $72K 0.02% -5K -92.0% $172.06 +2.1%
111 LPLA LPL FINL HLDGS INC Financial Services 209.0 $63K 0.01% +70.0 +50.4% $300.83 +10.0%
112 NIO NIO INC Consumer Cyclical 9,486.0 $57K 0.01% -130K -93.2% $6.03 -17.2%
113 CRWV COREWEAVE INC Technology 722.0 $56K 0.01% NEW $77.47 -5.9%
114 RERE ATRENEW INC Consumer Cyclical 9,000.0 $42K 0.01% -6K -40.0% $4.69 -12.4%
115 COF CAPITAL ONE FINL CORP Financial Services 192.0 $35K 0.01% NEW $182.43 +16.2%
116 YATSEN HLDG LTD 9,813.0 $30K 0.01% -17K -63.4% $3.08
117 OKTA OKTA INC Technology 364.0 $29K 0.01% +86.0 +30.9% $78.71 +87.7%
118 DHI D R HORTON INC Consumer Cyclical 207.0 $28K 0.01% NEW $137.22 +12.5%
119 FISV FISERV INC Technology 484.0 $27K 0.01% NEW $55.80 -7.3%
120 CRCL CIRCLE INTERNET GROUP INC Financial Services 265.0 $25K 0.01% +194.0 +273.2% $95.41 -36.4%
Page 6 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 29.3%
Financial Services 27.0%
Communication Services 23.7%
Energy 7.8%
Consumer Cyclical 4.1%
Consumer Defensive 3.6%
Basic Materials 2.8%
Industrials 1.6%
Utilities 0.0%
Real Estate 0.0%