StockDriftsStockDriftsTop 50 Pinpoint Asset Management (Singapore) Pte. Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IBIT | ISHARES BITCOIN TRUST ETF | 12.08% | 1.79M | $59.5M | +0.00%(+0) | $58.01(-37.39%) | 2026-06-30 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 9.78% | 50.0K | $48.2M | +4.50%(+2.15K) | $205.27(+296.84%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 8.2% | 113.1K | $40.4M | -49.64%(-111.51K) | $253.68(+38.55%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6.88% | 71.0K | $33.9M | -2.07%(-1.50K) | $226.61(+86.93%) | 2026-06-30 | |
| VNET | VNET GROUP INC | 5.5% | 3.37M | $27.1M | +6381.93%(+3.32M) | $8.01(-6.43%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 3.86% | 51.6K | $19.0M | +0.00%(+0) | $294.44(+37.06%) | 2026-06-30 | |
| FRO | FRONTLINE PLC | 3.79% | 536.4K | $18.7M | +3.74%(+19.34K) | $22.12(+70.55%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.05% | 63.1K | $15.0M | new | $219.64(+25.18%) | 2026-06-30 | |
| TER | TERADYNE INC | 2.27% | 23.1K | $11.2M | -16.13%(-4.44K) | $92.85(+310.64%) | 2026-06-30 | |
| GDS | GDS HLDGS LTD | 2.19% | 359.1K | $10.8M | +0.77%(+2.73K) | $36.70(-12.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +17.57% |
| Top 20 Holdings Unweighted | — | — | — | — | +49.13% |
Pinpoint Asset Management (Singapore) Pte. Ltd. reports $492.82M in US-listed equity holdings across 151 positions in its most recent 13F filing. Its largest disclosed positions are IBIT (12.1%), STX (9.8%) and GOOGL (8.2%). The top 20 holdings account for 67.96% of reported assets. Its disclosed equity book has returned +17.57% cumulatively over 4 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pinpoint Asset Management (Singapore) Pte. Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2080247). View Pinpoint Asset Management (Singapore) Pte. Ltd.’s 13F filings on SEC