1y return+17.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2025: $117 against $121 in the S&P 500.2
Pinpoint Asset Management (Singapore) Pte. Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IBITIshares Bitcoin Trust Etf | $59.5M | 15.0% | |
| Seagate Technology Hldngs PlCUSIP G7997R103 | $48.2M | 12.2% | +4.5% |
| GOOGLAlphabet Inc | $40.4M | 10.2% | −49.6% |
| TSMTaiwan Semiconductor Manufac | $33.9M | 8.6% | −2.1% |
| VNETVnet Group Inc | $27.1M | 6.8% | +6381.9% |
| GLDSpdr Gold Tr | $19.0M | 4.8% | |
| Frontline PLCCUSIP M46528101 | $18.7M | 4.7% | +3.7% |
| AMZNAmazon Com Inc | $15.0M | 3.8% | New |
| TERTeradyne Inc | $11.2M | 2.8% | −16.1% |
| GDSGds Hldgs Ltd | $10.8M | 2.7% | |
| AAPLApple Inc | $8.9M | 2.2% | New |
| YMMFull Truck Alliance Co Ltd | $7.8M | 2.0% | −49.6% |
| JOYYJoyy Inc | $5.9M | 1.5% | |
| METAMeta Platforms Inc | $5.2M | 1.3% | −32.8% |
| WDCWestern Digital Corp | $5.2M | 1.3% | New |
| NTESNetease Com Inc | $4.7M | 1.2% | New |
| PDDPdd Holdings Inc | $4.3M | 1.1% | −15.3% |
| ONCBeone Medicines Ltd | $3.1M | 0.8% | +14.6% |
| MKSIMks Inc. | $3.0M | 0.8% | +40.1% |
| VSHVishay Intertechnology Inc | $2.9M | 0.7% | New |
| COHRCoherent Corp | $2.9M | 0.7% | −31.4% |
| INTCIntel Corp | $2.8M | 0.7% | +65.8% |
| KLACKla Corp | $2.4M | 0.6% | New |
| China Yuchai Intl LtdCUSIP G21082105 | $2.1M | 0.5% | −12.1% |
| AMATApplied Matls Inc | $2.0M | 0.5% | +282700.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Seagate Technology Hldngs PlCUSIP G7997R103 | June 30, 2025 | +568.6% | $48.2M |
| TERTeradyne Inc | June 30, 2025 | +438.1% | $11.2M |
| COHRCoherent Corp | June 30, 2025 | +342.2% | $2.9M |
| AMATApplied Matls Inc | June 30, 2025 | +294.9% | $2.0M |
| Frontline PLCCUSIP M46528101 | June 30, 2025 | +112.0% | $18.7M |
| TSMTaiwan Semiconductor Manufac | June 30, 2025 | +110.9% | $33.9M |
| GTXGarrett Motion Inc | March 31, 2026 | +99.4% | $1.7M |
| China Yuchai Intl LtdCUSIP G21082105 | June 30, 2025 | +98.3% | $2.1M |
| MKSIMks Inc. | March 31, 2026 | +93.6% | $3.0M |
| CATCaterpillar Inc | December 31, 2025 | +85.9% | $1.9M |
Sold off last quarter
- AVGOBroadcom Inc was $4.7M
- TALTal Ed Group was $4.1M
- LITELumentum Hldgs Inc was $1.7M
- CFCf Industries Hold was $1.3M
- AEMAgnico Eagle Mines Ltd was $1.2M
- CDECoeur Mng Inc was $1.2M
- Scorpio Tankers IncCUSIP Y7542C130 was $1.2M
- MOSMosaic Co was $1.1M
- Nordic American Tankers LimiCUSIP G65773106 was $858K
- ATATAtour Lifestyle Hldgs Ltd was $829K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.3% | +14.8% |
| March 31, 2026 | −2.6% | −4.6% |
| December 31, 2025 | −4.2% | +2.4% |
| September 30, 2025 | +11.7% | +7.8% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Pinpoint Asset Management (Singapore) Pte. Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2080247&type=13F-HR&dateb=&owner=include&count=40CIK 2080247
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2080247/000208024726000003/Filed August 6, 2026 · accession 0002080247-26-000003