Pinpoint Asset Management (Singapore) Pte. Ltd. Portfolio Stock Holdings

Pinpoint Asset Management (Singapore) Pte. Ltd. disclosed 144 stock positions valued at approximately $425.2 million in its latest SEC 13F filing. The largest holdings include ISHARES BITCOIN TRUST ETF, ALPHABET INC, and TAIWAN SEMICONDUCTOR MANUFAC. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.

Report Period
March 31, 2026
No. of Stocks
144
Portfolio Value
$425.2M
Holdings by Sector
Pinpoint Asset Management (Singapore) Pte. Ltd. Portfolio Holdings in Q1 2026

127 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES BITCOIN TRUST ETF IBITOther16.15%1,787,571--$68,678,478
ALPHABET INC GOOGLCommunication Services15.19%224,655+60,754+37.07%$64,601,792
TAIWAN SEMICONDUCTOR MANUFAC TSMTechnology5.76%72,522+15,484+27.15%$24,508,810
SPDR GOLD TR GLDOther5.22%51,590--$22,198,661
SEAGATE TECHNOLOGY HLDNGS PL STXOther4.40%47,806+15,203+46.63%$18,728,479
FULL TRUCK ALLIANCE CO LTD YMMTechnology3.73%1,911,741-218,710-10.27%$15,867,450
GDS HLDGS LTD GDSTechnology3.38%356,355+247,034+225.97%$14,357,543
TERADYNE INC TERTechnology1.92%27,539-821-2.89%$8,164,212
META PLATFORMS INC METACommunication Services1.86%13,838+2,252+19.44%$7,917,135
NEW ORIENTAL ED & TECHNOLOGY EDUConsumer Defensive1.71%128,543+128,543+100.00%$7,279,390
PDD HOLDINGS INC PDDConsumer Cyclical1.58%65,946-559,861-89.46%$6,738,362
JOYY INC YYCommunication Services1.23%89,372+81,642+1056.17%$5,218,431
BROADCOM INC AVGOTechnology1.10%15,133-1,089-6.71%$4,683,815
SEADRILL LTD G7997W102Other1.05%97,797+68,909+238.54%$4,449,764
TAL ED GROUP TALConsumer Defensive0.96%359,232+284,886+383.19%$4,084,468
TRANSOCEAN LTD H8817H100Other0.76%484,600+363,544+300.31%$3,212,898
SANDISK CORP SNDKOther0.74%4,933+4,661+1713.60%$3,134,132
BEONE MEDICINES LTD BGNEHealthcare0.67%9,610+5,236+119.71%$2,853,882
COHERENT CORP COHRTechnology0.59%10,553+8,192+346.97%$2,513,830
NOBLE CORP PLC NEEnergy and Utilities0.59%50,990+46,560+1051.02%$2,502,079
ALPHABET INC GOOGCommunication Services0.54%7,995+7,995+100.00%$2,293,446
DHT HOLDINGS INC Y2065G121Other0.45%104,103+104,103+100.00%$1,901,962
CHINA YUCHAI INTL LTD CYDOther0.45%49,364+3,168+6.86%$1,900,514
VALE S A VALEBasic Materials0.40%105,648+87,561+484.11%$1,680,860
LUMENTUM HLDGS INC LITETechnology0.39%2,370-14,733-86.14%$1,665,541
NVIDIA CORPORATION NVDATechnology0.39%9,482+3,399+55.88%$1,653,661
REDDIT INC RDDTCommunication Services0.33%10,290--$1,385,549
FUTU HLDGS LTD FUTUFinancial Services0.31%9,700-14-0.14%$1,326,572
MODINE MFG CO MODConsumer Cyclical0.31%6,025+6,025+100.00%$1,305,678
CF INDUSTRIES HOLD CFBasic Materials0.30%9,946+9,946+100.00%$1,291,389
AGNICO EAGLE MINES LTD AEMBasic Materials0.29%6,150+2,933+91.17%$1,248,327
COEUR MNG INC CDEBasic Materials0.28%63,826+41,415+184.80%$1,198,014
SCORPIO TANKERS INC Y7542C130Other0.28%15,684+15,684+100.00%$1,170,967
MKS INC. MKSITechnology0.26%4,826+4,826+100.00%$1,109,063
H WORLD GROUP LTD HTHTConsumer Cyclical0.25%21,481-7,721-26.44%$1,080,279
MOSAIC CO MOSBasic Materials0.25%42,333+42,333+100.00%$1,079,492
NORDIC AMERICAN TANKERS LIMI G65773106Other0.20%146,430+146,430+100.00%$858,080
JD.COM INC JDConsumer Cyclical0.20%28,404+21,159+292.05%$839,906
ATOUR LIFESTYLE HLDGS LTD ATATConsumer Cyclical0.20%22,531+16,525+275.14%$829,366
CATERPILLAR INC CATIndustrials0.15%927+318+52.22%$656,742
MP MATERIALS CORP MPBasic Materials0.15%13,379-1,997-12.99%$645,671
CADENCE DESIGN SYSTEM INC CDNSTechnology0.14%2,169+2,169+100.00%$602,700
TRANE TECHNOLOGIES PLC TTOther0.14%1,446+1,446+100.00%$602,606
BARRICK MNG CORP BOther0.14%14,660+14,660+100.00%$597,981
ONTO INNOVATION INC ONTOTechnology0.14%2,892+2,892+100.00%$593,062
SYNOPSYS INC SNPSTechnology0.13%1,446+1,446+100.00%$573,310
SIGMA LITHIUM CORPORATION SGMLBasic Materials0.13%43,623+21,125+93.90%$538,308
CADELER A S CDLRIndustrials0.13%22,762+10,069+79.33%$535,590
GARRETT MOTION INC GTXConsumer Cyclical0.13%29,364+29,364+100.00%$533,544
INTEL CORP INTCTechnology0.12%12,000-2,800-18.92%$529,560
ALCOA CORP AABasic Materials0.12%7,726+3,568+85.81%$512,466
AMER SPORTS INC ASOther0.12%15,478-4,583-22.85%$509,536
SHARKNINJA INC SNOther0.11%4,252-4,709-52.55%$450,287
ZTO EXPRESS CAYMAN INC ZTOIndustrials0.10%17,563+6,700+61.68%$442,061
VNET GROUP INC VNETTechnology0.10%51,970-712,086-93.20%$436,028
CORNING INC GLWTechnology0.09%2,719+2,285+526.50%$369,702
QFIN HOLDINGS INC QFINFinancial Services0.09%28,375--$366,321
MONOLITHIC PWR SYS INC MPWRTechnology0.08%293+292+29200.00%$320,352
HUYA INC HUYACommunication Services0.07%94,781-72,015-43.18%$312,777
ANALOG DEVICES INC ADITechnology0.07%964+964+100.00%$306,687
NIKE INC NKEConsumer Cyclical0.07%5,674+5,674+100.00%$299,701
ROYAL CARIBBEAN GROUP RCLOther0.07%1,087-595-35.37%$299,121
FORMFACTOR INC FORMTechnology0.07%3,013+3,013+100.00%$292,231
AXT INC AXTITechnology0.07%4,989-29,078-85.36%$284,273
MARVELL TECHNOLOGY INC MRVLTechnology0.07%2,800+2,800+100.00%$277,340
DEERE & CO DEIndustrials0.06%480+105+28.00%$270,384
CVR PARTNERS LP/CVR NITROGEN UANBasic Materials0.06%1,995+1,995+100.00%$252,707
TESLA INC TSLAConsumer Cyclical0.06%675+497+279.21%$250,931
SOCIEDAD QUIMICA Y MINERA DE SQMBasic Materials0.06%3,098+3,098+100.00%$250,752
UP FINTECH HLDG LTD TIGRFinancial Services0.06%39,604+39,604+100.00%$249,505
LAUDER ESTEE COS INC ELConsumer Defensive0.06%3,466-5,849-62.79%$248,755
METHANEX CORP MEOHBasic Materials0.06%4,128+4,128+100.00%$245,781
MARRIOTT INTL INC NEW MARConsumer Cyclical0.06%745+745+100.00%$243,667
DRAFTKINGS INC NEW DKNGConsumer Cyclical0.06%11,261-16,837-59.92%$243,463
WALMART INC WMTConsumer Defensive0.06%1,956-2,712-58.10%$243,092
TAPESTRY INC TPRConsumer Cyclical0.06%1,685+1,685+100.00%$237,770
MINISO GROUP HLDG LTD MNSOConsumer Cyclical0.05%12,951--$209,806
ELBIT SYS LTD M3760D101Other0.04%186-6,239-97.11%$157,931
CAMECO CORP CCJEnergy0.04%1,384+384+38.40%$150,316
APPLIED OPTOELECTRONICS INC AAOITechnology0.03%1,557-2,716-63.56%$131,707
MCDONALDS CORP MCDConsumer Cyclical0.03%382+382+100.00%$118,722
TARGET CORP TGTConsumer Defensive0.03%978+978+100.00%$118,534
GE VERNOVA INC GEVUtilities0.03%126+126+100.00%$109,985
S&P GLOBAL INC SPGIFinancial Services0.02%241-9-3.60%$102,507
ALIBABA GROUP HLDG LTD BABAConsumer Cyclical0.02%781-5,491-87.55%$97,984
INVESCO LTD IVZOther0.02%3,992+3,992+100.00%$96,966
BAIDU INC BIDUCommunication Services0.02%846-8,137-90.58%$94,261
LI AUTO INC LIConsumer Cyclical0.02%5,000-6,400-56.14%$89,150
WOLVERINE WORLD WIDE INC WWWConsumer Cyclical0.02%5,461-29,223-84.25%$89,124
MELCO RESORTS AND ENTMNT LTD MLCOConsumer Cyclical0.02%14,998--$85,189
CHENIERE ENERGY INC LNGEnergy0.02%264+264+100.00%$74,913
SOUTHERN COPPER CORP SCCOBasic Materials0.02%420-4,864-92.05%$72,265
LPL FINL HLDGS INC LPLAFinancial Services0.01%209+70+50.36%$62,873
NIO INC NIOConsumer Cyclical0.01%9,486-129,690-93.18%$57,201
ATRENEW INC REREConsumer Cyclical0.01%9,000-6,000-40.00%$42,210
CAPITAL ONE FINL CORP COFFinancial Services0.01%192+192+100.00%$35,027
YATSEN HLDG LTD YSGConsumer Defensive0.01%9,813-17,013-63.42%$30,224
OKTA INC OKTATechnology0.01%364+86+30.94%$28,650
D R HORTON INC DHIConsumer Cyclical0.01%207+207+100.00%$28,405
FISERV INC FITechnology0.01%484+484+100.00%$27,007