Pinpoint Asset Management (Singapore) Pte. Ltd. 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Pinpoint Asset Management (Singapore) Pte. Ltd. disclosed 141 US equity positions worth $479.9m in its Q4 2025 13F filing. The largest position was IBIT at 18.5% of the reported book, followed by PDD and GOOGL. Against the Q3 2025 filing, it opened 15 new positions, added to 18 and reduced 9 among the top 50 holdings.
What did Pinpoint Asset Management (Singapore) Pte. Ltd. own in Q4 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | IBIT ISHARES BITCOIN TRUST ETF | 18.5% | $88.8m | 1,787,571 | 0% | held | |
| 2 | PDD PDD HOLDINGS INC | Consumer Cyclical | 14.8% | $71.0m | 625,807 | 1% | added |
| 3 | GOOGL ALPHABET INC | Communication Services | 10.7% | $51.3m | 163,901 | 64% | added |
| 4 | TRIP COM GROUP LTD | 5.0% | $24.1m | 19,500,000 | 5% | added | |
| 5 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 4.8% | $22.9m | 2,130,451 | -48% | reduced |
| 6 | IQIYI INC | 4.7% | $22.7m | 22,600,000 | – | new | |
| 7 | GLD SPDR GOLD TR | 4.3% | $20.4m | 51,590 | – | new | |
| 8 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 3.6% | $17.3m | 57,038 | 6% | added |
| 9 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 3.1% | $14.8m | 206,366 | – | new |
| 10 | LITE LUMENTUM HLDGS INC | 3.0% | $14.2m | 5,000,000 | 0% | held | |
| 11 | JD.COM INC | 2.1% | $10.0m | 10,000,000 | 0% | held | |
| 12 | STX SEAGATE TECHNOLOGY HLDNGS PL | Technology | 1.9% | $9.0m | 32,603 | -8% | reduced |
| 13 | META META PLATFORMS INC | Communication Services | 1.6% | $7.6m | 11,586 | 472% | added |
| 14 | VNET VNET GROUP INC | Technology | 1.3% | $6.5m | 764,056 | 1850% | added |
| 15 | H WORLD GROUP LTD | 1.3% | $6.4m | 5,000,000 | 0% | held | |
| 16 | LITE LUMENTUM HLDGS INC | Technology | 1.3% | $6.3m | 17,103 | -31% | reduced |
| 17 | FRO FRONTLINE PLC | Energy | 1.2% | $5.9m | 272,455 | -13% | reduced |
| 18 | AVGO BROADCOM INC | Technology | 1.2% | $5.6m | 16,222 | 30% | added |
| 19 | TER TERADYNE INC | Technology | 1.1% | $5.5m | 28,360 | 9% | added |
| 20 | COINBASE GLOBAL INC | 1.1% | $5.1m | 5,000,000 | 0% | held | |
| 21 | COIN COINBASE GLOBAL INC | 0.9% | $4.5m | 4,500,000 | 0% | held | |
| 22 | GDS GDS HLDGS LTD | Technology | 0.8% | $3.8m | 109,321 | 5% | added |
| 23 | ELBIT SYS LTD | 0.8% | $3.7m | 6,425 | -8% | reduced | |
| 24 | LI AUTO INC | 0.5% | $2.5m | 2,500,000 | – | new | |
| 25 | RDDT REDDIT INC | Communication Services | 0.5% | $2.4m | 10,290 | -43% | reduced |
| 26 | CHINA YUCHAI INTL LTD | 0.3% | $1.6m | 46,196 | 352% | added | |
| 27 | FUTU FUTU HLDGS LTD | Financial Services | 0.3% | $1.6m | 9,714 | 1% | added |
| 28 | MARA MARA HOLDINGS INC | 0.3% | $1.6m | 2,000,000 | – | new | |
| 29 | MU MICRON TECHNOLOGY INC | Technology | 0.3% | $1.5m | 5,211 | – | new |
| 30 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 0.3% | $1.4m | 29,202 | – | new |
| 31 | ONC BEONE MEDICINES LTD | Healthcare | 0.3% | $1.3m | 4,374 | 0% | held |
| 32 | CSIQ CANADIAN SOLAR INC | Technology | 0.3% | $1.3m | 54,005 | 620% | added |
| 33 | BIDU BAIDU INC | Communication Services | 0.2% | $1.2m | 8,983 | – | new |
| 34 | NVDA NVIDIA CORPORATION | Technology | 0.2% | $1.1m | 6,083 | -14% | reduced |
| 35 | TKOEUR TASEKO MINES LTD | 0.2% | $1.0m | 181,064 | 214% | added | |
| 36 | SN SHARKNINJA INC | Consumer Cyclical | 0.2% | $1.0m | 8,961 | 109% | added |
| 37 | SEADRILL LTD | 0.2% | $999.5k | 28,888 | – | new | |
| 38 | EL LAUDER ESTEE COS INC | Consumer Defensive | 0.2% | $975.5k | 9,315 | 186% | added |
| 39 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 0.2% | $968.3k | 28,098 | 796% | added |
| 40 | BROS DUTCH BROS INC | Consumer Cyclical | 0.2% | $962.1k | 15,716 | 76% | added |
| 41 | MARA MARA HOLDINGS INC | 0.2% | $929.5k | 1,000,000 | 0% | held | |
| 42 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 0.2% | $919.4k | 6,272 | -54% | reduced |
| 43 | ASML ASML HOLDING N V | Technology | 0.2% | $883.7k | 826 | – | new |
| 44 | RIOT RIOT PLATFORMS INC | Financial Services | 0.2% | $881.6k | 69,579 | – | new |
| 45 | TAL TAL EDUCATION GROUP | Consumer Defensive | 0.2% | $811.1k | 74,346 | 110% | added |
| 46 | MP MP MATERIALS CORP | Basic Materials | 0.2% | $776.8k | 15,376 | – | new |
| 47 | DLTR DOLLAR TREE INC | Consumer Defensive | 0.2% | $769.9k | 6,259 | – | new |
| 48 | SCCO SOUTHERN COPPER CORP | Basic Materials | 0.2% | $758.1k | 5,284 | -40% | reduced |
| 49 | AS AMER SPORTS INC | Consumer Cyclical | 0.2% | $749.3k | 20,061 | – | new |
| 50 | NIO NIO INC | Consumer Cyclical | 0.1% | $709.8k | 139,176 | – | 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.