Pinpoint Asset Management (Singapore) Pte.
Pinpoint Asset Management (Singapore) Pte. reported 142 stocks worth $396M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are IBIT (15.0%), STX (12.2%) and GOOGL (10.2%). Compared with Q1 2026, the fund opened new positions in AMZN, AAPL and WDC, added to STX, VNET and FRO, trimmed GOOGL, TSM and TER and sold out of AVGO, TAL and LITE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 5 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IBIT Ishares Bitcoin Trust ETF | $59.5M | 15.0% | 1.8M | No change | 5 of 5 | |
| 2 |  STX Seagate Technology Hldngs PL | $48.2M | 12.2% | 50K | +2,152 (+5%) | 5 of 5 | |
| 3 |  GOOGL Alphabet Inc | $40.4M | 10.2% | 113K | −112K (−50%) | 4 of 5 | |
| 4 |  TSM Taiwan Semiconductor Mfg Ltd | $33.9M | 8.6% | 71K | −1,499 (−2%) | 5 of 5 | |
| 5 |  VNET Vnet Group Inc | $27.1M | 6.8% | 3.4M | +3.3M (+6382%) | 5 of 5 | |
| 6 |  GLD Spdr Gold TR | $19M | 4.8% | 52K | No change | 4 of 5 | |
| 7 |  FRO Frontline PLC | $18.7M | 4.7% | 536K | +19K (+4%) | 5 of 5 | |
| 8 |  AMZN Amazon Com Inc | $15M | 3.8% | 63K | New position | 1 of 5 | |
| 9 |  TER Teradyne Inc | $11.2M | 2.8% | 23K | −4,443 (−16%) | 5 of 5 | |
| 10 |  GDS Gds Hldgs Ltd | $10.8M | 2.7% | 359K | +2,727 (+1%) | 4 of 5 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AVGO Broadcom Inc | $4.7M | 15K |
 TAL Tal Education Group | $4.1M | 359K |
 LITE Lumentum Hldgs Inc | $1.7M | 2,370 |
 CF CF Inds Hldgs Inc | $1.3M | 9,946 |
 AEM Agnico Eagle Mines Ltd F | $1.2M | 6,150 |
🔒 Free account: see all 30.
Reported value
last 5 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Pinpoint Asset Management (Singapore) Pte. 13F FAQ
What does Pinpoint Asset Management (Singapore) Pte. own?
Pinpoint Asset Management (Singapore) Pte. reported 142 stocks worth $396M in its 13F filing for Q2 2026, filed Aug 6, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Pinpoint Asset Management (Singapore) Pte. buy and sell in Q2 2026?
Compared with Q1 2026: 54 new positions, 31 added to, 38 trimmed and 46 sold out. New positions include AMZN, AAPL and WDC. It sold all of AVGO, TAL and LITE.
When will Pinpoint Asset Management (Singapore) Pte. file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Pinpoint Asset Management (Singapore) Pte.'s portfolio worth?
The Q2 2026 filing reports $396M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.