Pinpoint Asset Management (Singapore) Pte. Ltd.
SINGAPORE U0 · SEC CIK 0002080247
$4.33亿2026Q1 申报市值
150持仓数
65.9%前十大占比 · 第一大 15.9%
50 / 39新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GOOGL 加仓+$1,747.04万
QFIN HOLDINGS IN 新建仓+$1,557.00万
GDS 加仓+$995.30万
FRO 加仓+$852.73万
IQ 新建仓+$823.50万
2026Q1 卖出最多 按季末市值估算
PDD 减仓-$5,720.66万
IQIYI INC 清仓-$2,271.30万
LITE 清仓-$1,419.58万
LITE 减仓-$1,035.38万
H WORLD GROUP LT 清仓-$638.01万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ESLT | ELBIT SYS LTD | $15.79万 | 0.04% | 186 | -6,239 | -97.1% | -$529.75万 | 减仓 |
| MNSO | MINISO GROUP HLDG LTD | $20.98万 | 0.05% | 12,951 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $23.78万 | 0.05% | 1,685 | 1,395 | 481.0% | $19.68万 | 重新持有 |
| WMT | WALMART INC | $24.31万 | 0.06% | 1,956 | -2,712 | -58.1% | -$33.70万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $24.35万 | 0.06% | 11,261 | -16,837 | -59.9% | -$36.40万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $24.37万 | 0.06% | 745 | 745 | — | $24.37万 | 新建仓 |
| MEOH | METHANEX CORP | $24.58万 | 0.06% | 4,128 | 4,128 | — | $24.58万 | 新建仓 |
| EL | LAUDER ESTEE COS INC | $24.88万 | 0.06% | 3,466 | -5,849 | -62.8% | -$41.98万 | 减仓 |
| TIGR | UP FINTECH HLDG LTD | $24.95万 | 0.06% | 39,604 | 39,604 | — | $24.95万 | 新建仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $25.08万 | 0.06% | 3,098 | 3,098 | — | $25.08万 | 新建仓 |
| TSLA | TESLA INC | $25.09万 | 0.06% | 675 | 497 | 279.2% | $18.48万 | 加仓 |
| UAN | CVR PARTNERS LP/CVR NITROGEN | $25.27万 | 0.06% | 1,995 | 1,995 | — | $25.27万 | 新建仓 |
| DE | DEERE & CO | $27.04万 | 0.06% | 480 | 105 | 28.0% | $5.91万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $27.73万 | 0.06% | 2,800 | 2,800 | — | $27.73万 | 新建仓 |
| AXTI | AXT INC | $28.43万 | 0.07% | 4,989 | -29,078 | -85.4% | -$165.69万 | 减仓 |
| FORM | FORMFACTOR INC | $29.22万 | 0.07% | 3,013 | 3,013 | — | $29.22万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $29.91万 | 0.07% | 1,087 | -595 | -35.4% | -$16.37万 | 减仓 |
| NKE | NIKE INC | $29.97万 | 0.07% | 5,674 | 5,674 | — | $29.97万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $30.67万 | 0.07% | 964 | 964 | — | $30.67万 | 新建仓 |
| — | HUYA INC | $31.28万 | 0.07% | 94,781 | -72,015 | -43.2% | -$23.76万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $32.04万 | 0.07% | 293 | 292 | 29,200.0% | $31.93万 | 加仓 |
| QFIN | QFIN HOLDINGS INC | $36.63万 | 0.08% | 28,375 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $36.97万 | 0.09% | 2,719 | 2,285 | 526.5% | $31.07万 | 加仓 |
| VNET | VNET GROUP INC | $43.60万 | 0.10% | 51,970 | -712,086 | -93.2% | -$597.44万 | 减仓 |
| — | FREEPORT MCMORAN INC 看涨期权 | $43.66万 | 0.10% | 198 | 198 | — | $43.66万 | 新建仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $44.21万 | 0.10% | 17,563 | 6,700 | 61.7% | $16.86万 | 加仓 |
| SN | SHARKNINJA INC | $45.03万 | 0.10% | 4,252 | -4,709 | -52.5% | -$49.87万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $45.15万 | 0.10% | 5,928 | -6,872 | -53.7% | -$52.34万 | 减仓 |
| AS | AMER SPORTS INC | $50.95万 | 0.12% | 15,478 | -4,583 | -22.8% | -$15.09万 | 减仓 |
| AA | ALCOA CORP | $51.25万 | 0.12% | 7,726 | 3,568 | 85.8% | $23.67万 | 加仓 |
| AGRO | ADECOAGRO S A | $51.40万 | 0.12% | 34,222 | 34,222 | — | $51.40万 | 新建仓 |
| INTC | INTEL CORP | $52.96万 | 0.12% | 12,000 | -2,800 | -18.9% | -$12.36万 | 减仓 |
| GTX | GARRETT MOTION INC | $53.35万 | 0.12% | 29,364 | 29,364 | — | $53.35万 | 新建仓 |
| — | CADELER A S | $53.56万 | 0.12% | 22,762 | 10,069 | 79.3% | $23.69万 | 加仓 |
| SGML | SIGMA LITHIUM CORPORATION | $53.83万 | 0.12% | 43,623 | 21,125 | 93.9% | $26.07万 | 加仓 |
| LAR | LITHIUM ARGENTINA AG | $54.49万 | 0.13% | 81,567 | 78,401 | 2,476.3% | $52.37万 | 加仓 |
| SNPS | SYNOPSYS INC | $57.33万 | 0.13% | 1,446 | 1,446 | — | $57.33万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $59.31万 | 0.14% | 2,892 | -19,087 | -86.8% | -$391.42万 | 重新持有 |
| B | BARRICK MNG CORP | $59.80万 | 0.14% | 14,660 | 14,660 | — | $59.80万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $60.26万 | 0.14% | 1,446 | 1,446 | — | $60.26万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $60.27万 | 0.14% | 2,169 | 2,169 | — | $60.27万 | 新建仓 |
| MP | MP MATERIALS CORP | $64.57万 | 0.15% | 13,379 | -1,997 | -13.0% | -$9.64万 | 减仓 |
| CAT | CATERPILLAR INC | $65.67万 | 0.15% | 927 | 318 | 52.2% | $22.53万 | 加仓 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $82.94万 | 0.19% | 22,531 | 16,525 | 275.1% | $60.83万 | 加仓 |
| JD | JD.COM INC | $83.99万 | 0.19% | 28,404 | 21,159 | 292.0% | $62.57万 | 加仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $85.81万 | 0.20% | 146,430 | 146,430 | — | $85.81万 | 新建仓 |
| MOS | MOSAIC CO | $107.95万 | 0.25% | 42,333 | 42,333 | — | $107.95万 | 新建仓 |
| HTHT | H WORLD GROUP LTD | $108.03万 | 0.25% | 21,481 | -7,721 | -26.4% | -$38.83万 | 减仓 |
| MKSI | MKS INC. | $110.91万 | 0.26% | 4,826 | 4,826 | — | $110.91万 | 新建仓 |
| STNG | SCORPIO TANKERS INC | $117.10万 | 0.27% | 15,684 | 15,684 | — | $117.10万 | 新建仓 |
| CDE | COEUR MNG INC | $119.80万 | 0.28% | 63,826 | 41,415 | 184.8% | $77.74万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $124.83万 | 0.29% | 6,150 | 2,933 | 91.2% | $59.53万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $129.14万 | 0.30% | 9,946 | 9,946 | — | $129.14万 | 新建仓 |
| MOD | MODINE MFG CO | $130.57万 | 0.30% | 6,025 | 6,025 | — | $130.57万 | 新建仓 |
| FUTU | FUTU HLDGS LTD | $132.66万 | 0.31% | 9,700 | -14 | -0.1% | -$1,915 | 减仓 |
| RDDT | REDDIT INC | $138.55万 | 0.32% | 10,290 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $165.37万 | 0.38% | 9,482 | 3,399 | 55.9% | $59.28万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $166.55万 | 0.39% | 2,370 | -14,733 | -86.1% | -$1,035.38万 | 减仓 |
| VALE | VALE S A | $168.09万 | 0.39% | 105,648 | 87,561 | 484.1% | $139.31万 | 加仓 |
| MARA | MARA HOLDINGS INC | $176.86万 | 0.41% | 2,000,000 | 0 | 0.0% | — | 不变 |
| CYD | CHINA YUCHAI INTL LTD | $190.05万 | 0.44% | 49,364 | 3,168 | 6.9% | $12.20万 | 加仓 |
| DHT | DHT HOLDINGS INC | $190.20万 | 0.44% | 104,103 | 104,103 | — | $190.20万 | 新建仓 |
| — | MARA HOLDINGS INC | $216.50万 | 0.50% | 2,250,000 | 1,250,000 | 125.0% | $120.28万 | 加仓 |
| GOOG | ALPHABET INC | $229.34万 | 0.53% | 7,995 | 7,995 | — | $229.34万 | 新建仓 |
| — | LI AUTO INC | $249.75万 | 0.58% | 2,500,000 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC | $250.21万 | 0.58% | 50,990 | 46,560 | 1,051.0% | $228.47万 | 加仓 |
| COHR | COHERENT CORP | $251.38万 | 0.58% | 10,553 | 8,192 | 347.0% | $195.14万 | 加仓 |
| ONC | BEONE MEDICINES LTD | $285.39万 | 0.66% | 9,610 | 5,236 | 119.7% | $155.49万 | 加仓 |
| SNDK | SANDISK CORP | $313.41万 | 0.72% | 4,933 | 4,661 | 1,713.6% | $296.13万 | 加仓 |
| RIG | TRANSOCEAN LTD | $321.29万 | 0.74% | 484,600 | 363,544 | 300.3% | $241.03万 | 加仓 |
| TAL | TAL ED GROUP | $408.45万 | 0.94% | 359,232 | 284,886 | 383.2% | $323.92万 | 加仓 |
| SDRL | SEADRILL LTD | $444.98万 | 1.03% | 97,797 | 68,909 | 238.5% | $313.54万 | 加仓 |
| — | COINBASE GLOBAL INC | $446.56万 | 1.03% | 4,500,000 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $457.11万 | 1.06% | 4,000,000 | 4,000,000 | — | $457.11万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $465.61万 | 1.08% | 5,000,000 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $468.38万 | 1.08% | 15,133 | -1,089 | -6.7% | -$33.71万 | 减仓 |
| — | JD.COM INC | $499.49万 | 1.15% | 5,000,000 | -5,000,000 | -50.0% | -$499.49万 | 减仓 |
| JOYY | JOYY INC | $521.84万 | 1.21% | 89,372 | 81,642 | 1,056.2% | $476.71万 | 加仓 |
| — | TESLA INC 看涨期权 | $662.88万 | 1.53% | 800 | 800 | — | $662.88万 | 新建仓 |
| PDD | PDD HOLDINGS INC | $673.84万 | 1.56% | 65,946 | -559,861 | -89.5% | -$5,720.66万 | 减仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $727.94万 | 1.68% | 128,543 | 128,543 | — | $727.94万 | 新建仓 |
| META | META PLATFORMS INC | $791.71万 | 1.83% | 13,838 | 2,252 | 19.4% | $128.84万 | 加仓 |
| TER | TERADYNE INC | $816.42万 | 1.89% | 27,539 | -821 | -2.9% | -$24.34万 | 减仓 |
| IQ | IQIYI INC | $823.50万 | 1.90% | 9,000,000 | 9,000,000 | — | $823.50万 | 新建仓 |
| GDS | GDS HLDGS LTD | $1,435.75万 | 3.32% | 356,355 | 247,034 | 226.0% | $995.30万 | 加仓 |
| — | QFIN HOLDINGS INC | $1,557.00万 | 3.60% | 18,000,000 | 18,000,000 | — | $1,557.00万 | 新建仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $1,586.74万 | 3.67% | 1,911,741 | -218,710 | -10.3% | -$181.53万 | 减仓 |
| FRO | FRONTLINE PLC | $1,802.51万 | 4.17% | 517,070 | 244,615 | 89.8% | $852.73万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,872.85万 | 4.33% | 47,806 | 15,203 | 46.6% | $595.59万 | 加仓 |
| GLD | SPDR GOLD TR | $2,219.87万 | 5.13% | 51,590 | 0 | 0.0% | — | 不变 |
| — | TRIP COM GROUP LTD | $2,230.32万 | 5.16% | 21,500,000 | 2,000,000 | 10.3% | $207.47万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,450.88万 | 5.67% | 72,522 | 15,484 | 27.1% | $523.28万 | 加仓 |
| GOOGL | ALPHABET INC | $6,460.18万 | 14.94% | 224,655 | 60,754 | 37.1% | $1,747.04万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $6,867.85万 | 15.88% | 1,787,571 | 0 | 0.0% | — | 不变 |