Pinpoint Asset Management (Singapore) Pte. Ltd. 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Pinpoint Asset Management (Singapore) Pte. Ltd. disclosed 117 US equity positions worth $560.6m in its Q3 2025 13F filing. The largest position was IBIT at 20.7% of the reported book, followed by PDD and YMM. Against the Q2 2025 filing, it opened 17 new positions, added to 13 and reduced 11 among the top 50 holdings.
What did Pinpoint Asset Management (Singapore) Pte. Ltd. own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | IBIT ISHARES BITCOIN TRUST ETF | 20.7% | $116.2m | 1,787,571 | -4% | reduced | |
| 2 | PDD PDD HOLDINGS INC | Consumer Cyclical | 14.6% | $81.8m | 619,113 | 1% | added |
| 3 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 9.4% | $52.7m | 4,066,939 | -43% | reduced |
| 4 | GOOGL ALPHABET INC | Communication Services | 4.3% | $24.3m | 99,810 | – | new |
| 5 | TRIP COM GROUP LTD | 4.2% | $23.7m | 18,500,000 | 68% | added | |
| 6 | PDD HOLDINGS INC | 3.8% | $21.1m | 21,327,000 | 0% | held | |
| 7 | CANADIAN SOLAR INC | 3.6% | $20.2m | 20,000,000 | 0% | held | |
| 8 | HDB HDFC BANK LTD | Financial Services | 3.6% | $20.1m | 589,247 | – | new |
| 9 | INFY INFOSYS LTD | Technology | 2.7% | $15.2m | 935,797 | 47% | added |
| 10 | VNET VNET GROUP INC | Technology | 2.7% | $15.2m | 39,191 | 39% | added |
| 11 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 2.7% | $15.1m | 54,048 | 0% | held |
| 12 | JD.COM INC | 1.9% | $10.8m | 10,000,000 | 33% | added | |
| 13 | STX SEAGATE TECHNOLOGY HLDNGS PL | Technology | 1.5% | $8.4m | 35,614 | 1% | added |
| 14 | IBN ICICI BANK LIMITED | Financial Services | 1.3% | $7.5m | 249,550 | 33% | added |
| 15 | FRO FRONTLINE PLC | Energy | 1.3% | $7.1m | 312,128 | -13% | reduced |
| 16 | BEKE KE HLDGS INC | Real Estate | 1.2% | $7.0m | 368,114 | -46% | reduced |
| 17 | LITE LUMENTUM HLDGS INC | 1.2% | $7.0m | 5,000,000 | – | new | |
| 18 | COINBASE GLOBAL INC | 1.1% | $6.3m | 5,000,000 | 0% | held | |
| 19 | H WORLD GROUP LTD | 1.0% | $5.6m | 5,000,000 | 0% | held | |
| 20 | COIN COINBASE GLOBAL INC | 0.9% | $5.0m | 4,500,000 | 0% | held | |
| 21 | VIPS VIPSHOP HLDGS LTD | Consumer Cyclical | 0.9% | $5.0m | 253,118 | – | new |
| 22 | RDY DR REDDYS LABS LTD | Healthcare | 0.8% | $4.8m | 340,497 | – | new |
| 23 | WEIBO CORP | 0.8% | $4.4m | 3,400,000 | -60% | reduced | |
| 24 | AVGO BROADCOM INC | Technology | 0.7% | $4.1m | 12,506 | 14% | added |
| 25 | XYZ BLOCK INC | Technology | 0.7% | $4.1m | 12,506 | – | new |
| 26 | RDDT REDDIT INC | Communication Services | 0.7% | $4.1m | 17,922 | – | new |
| 27 | LITE LUMENTUM HLDGS INC | Technology | 0.7% | $4.1m | 24,945 | -43% | reduced |
| 28 | GDS GDS HLDGS LTD | Technology | 0.7% | $4.0m | 104,174 | – | new |
| 29 | TER TERADYNE INC | Technology | 0.6% | $3.6m | 26,035 | -3% | reduced |
| 30 | ELBIT SYS LTD | 0.6% | $3.6m | 6,970 | 296% | added | |
| 31 | LNWO LIGHT & WONDER INC | Consumer Cyclical | 0.5% | $3.0m | 36,067 | 1861% | added |
| 32 | ONTO ONTO INNOVATION INC | Technology | 0.5% | $2.8m | 21,979 | -24% | reduced |
| 33 | NVS NOVARTIS AG | Healthcare | 0.5% | $2.6m | 20,000 | 0% | held |
| 34 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 0.4% | $2.4m | 13,677 | – | new |
| 35 | TTEN TOTALENERGIES SE | 0.3% | $1.9m | 30,885 | 0% | held | |
| 36 | WDC WESTERN DIGITAL CORP | Technology | 0.3% | $1.8m | 15,107 | – | new |
| 37 | SMFG SUMITOMO MITSUI FINL GROUP I | Financial Services | 0.3% | $1.7m | 100,000 | – | new |
| 38 | FUTU FUTU HLDGS LTD | Financial Services | 0.3% | $1.7m | 9,612 | -46% | reduced |
| 39 | NEM NEWMONT CORP | Basic Materials | 0.3% | $1.6m | 18,573 | – | new |
| 40 | ONC BEONE MEDICINES LTD | Healthcare | 0.3% | $1.5m | 4,374 | -73% | reduced |
| 41 | META META PLATFORMS INC | Communication Services | 0.3% | $1.5m | 2,026 | 10% | added |
| 42 | FCX FREEPORT-MCMORAN INC | Basic Materials | 0.3% | $1.4m | 36,863 | 1016% | added |
| 43 | ASX ASE TECHNOLOGY HLDG CO LTD | Technology | 0.3% | $1.4m | 128,247 | – | new |
| 44 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 0.2% | $1.4m | 36,513 | -47% | reduced |
| 45 | NVDA NVIDIA CORPORATION | Technology | 0.2% | $1.3m | 7,055 | – | new |
| 46 | PAAS PAN AMERN SILVER CORP | Basic Materials | 0.2% | $1.1m | 27,741 | – | new |
| 47 | SCCO SOUTHERN COPPER CORP | Basic Materials | 0.2% | $1.1m | 8,823 | 8812% | added |
| 48 | MSFT MICROSOFT CORP | Technology | 0.2% | $1.1m | 2,030 | – | new |
| 49 | KT KT CORP | Communication Services | 0.2% | $1.0m | 51,420 | 0% | held |
| 50 | MARA MARA HOLDINGS INC | 0.2% | $941.2k | 1,000,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.