Pinpoint Asset Management (Singapore) Pte. Ltd. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Pinpoint Asset Management (Singapore) Pte. Ltd. disclosed 144 US equity positions worth $425.2m in its Q1 2026 13F filing. The largest position was IBIT at 16.2% of the reported book, followed by GOOGL and TSM.
What did Pinpoint Asset Management (Singapore) Pte. Ltd. own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | IBIT ISHARES BITCOIN TRUST ETF | 16.2% | $68.7m | 1,787,571 | – | ||
| 2 | GOOGL ALPHABET INC | Communication Services | 15.2% | $64.6m | 224,655 | – | |
| 3 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 5.8% | $24.5m | 72,522 | – | |
| 4 | TRIP COM GROUP LTD | 5.2% | $22.3m | 21,500,000 | – | ||
| 5 | GLD SPDR GOLD TR | 5.2% | $22.2m | 51,590 | – | ||
| 6 | STX SEAGATE TECHNOLOGY HLDNGS PL | Technology | 4.4% | $18.7m | 47,806 | – | |
| 7 | FRO FRONTLINE PLC | Energy | 4.2% | $18.0m | 517,070 | – | |
| 8 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 3.7% | $15.9m | 1,911,741 | – | |
| 9 | QFIN HOLDINGS INC | 3.7% | $15.6m | 18,000,000 | – | ||
| 10 | GDS GDS HLDGS LTD | Technology | 3.4% | $14.4m | 356,355 | – | |
| 11 | IQIYI INC | 1.9% | $8.2m | 9,000,000 | – | ||
| 12 | TER TERADYNE INC | Technology | 1.9% | $8.2m | 27,539 | – | |
| 13 | META META PLATFORMS INC | Communication Services | 1.9% | $7.9m | 13,838 | – | |
| 14 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 1.7% | $7.3m | 128,543 | – | |
| 15 | PDD PDD HOLDINGS INC | Consumer Cyclical | 1.6% | $6.7m | 65,946 | – | |
| 16 | JOYY JOYY INC | Communication Services | 1.2% | $5.2m | 89,372 | – | |
| 17 | JD.COM INC | 1.2% | $5.0m | 5,000,000 | – | ||
| 18 | AVGO BROADCOM INC | Technology | 1.1% | $4.7m | 15,133 | – | |
| 19 | COINBASE GLOBAL INC | 1.1% | $4.7m | 5,000,000 | – | ||
| 20 | AKAM AKAMAI TECHNOLOGIES INC | Technology | 1.1% | $4.6m | 4,000,000 | – | |
| 21 | COIN COINBASE GLOBAL INC | Financial Services | 1.1% | $4.5m | 4,500,000 | – | |
| 22 | SEADRILL LTD | 1.0% | $4.4m | 97,797 | – | ||
| 23 | TAL TAL ED GROUP | Consumer Defensive | 1.0% | $4.1m | 359,232 | – | |
| 24 | RIG TRANSOCEAN LTD | Energy | 0.8% | $3.2m | 484,600 | – | |
| 25 | SNDK SANDISK CORP | Technology | 0.7% | $3.1m | 4,933 | – | |
| 26 | ONC BEONE MEDICINES LTD | Healthcare | 0.7% | $2.9m | 9,610 | – | |
| 27 | COHR COHERENT CORP | Technology | 0.6% | $2.5m | 10,553 | – | |
| 28 | NOBLE CORP PLC | 0.6% | $2.5m | 50,990 | – | ||
| 29 | LI AUTO INC | 0.6% | $2.5m | 2,500,000 | – | ||
| 30 | GOOG ALPHABET INC | Communication Services | 0.5% | $2.3m | 7,995 | – | |
| 31 | MARA MARA HOLDINGS INC | 0.5% | $2.2m | 2,250,000 | – | ||
| 32 | DHT DHT HOLDINGS INC | Energy | 0.4% | $1.9m | 104,103 | – | |
| 33 | CHINA YUCHAI INTL LTD | 0.4% | $1.9m | 49,364 | – | ||
| 34 | MARA MARA HOLDINGS INC | Financial Services | 0.4% | $1.8m | 2,000,000 | – | |
| 35 | VALE VALE S A | Basic Materials | 0.4% | $1.7m | 105,648 | – | |
| 36 | LITE LUMENTUM HLDGS INC | Technology | 0.4% | $1.7m | 2,370 | – | |
| 37 | NVDA NVIDIA CORPORATION | Technology | 0.4% | $1.7m | 9,482 | – | |
| 38 | RDDT REDDIT INC | Communication Services | 0.3% | $1.4m | 10,290 | – | |
| 39 | FUTU FUTU HLDGS LTD | Financial Services | 0.3% | $1.3m | 9,700 | – | |
| 40 | MOD MODINE MFG CO | Consumer Cyclical | 0.3% | $1.3m | 6,025 | – | |
| 41 | CF CF INDUSTRIES HOLD | Basic Materials | 0.3% | $1.3m | 9,946 | – | |
| 42 | AEM AGNICO EAGLE MINES LTD | Basic Materials | 0.3% | $1.2m | 6,150 | – | |
| 43 | CDE COEUR MNG INC | Basic Materials | 0.3% | $1.2m | 63,826 | – | |
| 44 | STNG SCORPIO TANKERS INC | Energy | 0.3% | $1.2m | 15,684 | – | |
| 45 | MKSI MKS INC. | Technology | 0.3% | $1.1m | 4,826 | – | |
| 46 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 0.3% | $1.1m | 21,481 | – | |
| 47 | MOS MOSAIC CO | Basic Materials | 0.3% | $1.1m | 42,333 | – | |
| 48 | NORDIC AMERICAN TANKERS LIMI | 0.2% | $858.1k | 146,430 | – | ||
| 49 | JD JD.COM INC | Consumer Cyclical | 0.2% | $839.9k | 28,404 | – | |
| 50 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 0.2% | $829.4k | 22,531 | – |
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.