Pinpoint Asset Management (Singapore) Pte. Ltd.
•CIK: 2080247•Filing: Q4 2025
**Pinpoint Asset Management (Singapore) Pte. Ltd.** manages $480M across a diversified portfolio of 141 positions. The firm exhibits significant conviction in technology and financial infrastructure, highlighted by top holdings including IBIT at $88.8M and PDD at $71.0M. Further substantial allocations are directed toward GOOGL ($51.3M) and BACRP ($24.1M). This concentrated approach suggests a tactical focus on high-growth digital assets and established financial market leaders.
Total AUM
$479.9M
QoQ Performance
-14.4%
Positions
134
Top 10 Concentration
72.4%
Latest Filing
Q4 2025
Top Holdings Allocation
IBIT
PDD
GOOGL
TRIP
IBIT18.5%
PDD14.8%
GOOGL10.7%
TRIP5.0%
YMM4.8%
IQIYI4.7%
GQ94.3%
TSM3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other85.7%
Technology13.9%
Consumer0.2%
Industrial0.1%
🚪 Exited Positionssold since Q3 2025
—
CANADIAN SOLAR INC
SOLD
$20.3M
+34 more exited positions
Changes from Q3 2025
NEW62 new positions
↑35 increased
↓30 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025