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 |
|---|---|---|---|---|---|---|---|---|
| — | IQIYI INC | $0 | 0.00% | 0 | -22,600,000 | -100.0% | -$2,271.30万 | 清仓 |
| TCOM | TRIP COM GROUP LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -5,000,000 | -100.0% | -$1,419.58万 | 清仓 |
| — | H WORLD GROUP LTD | $0 | 0.00% | 0 | -5,000,000 | -100.0% | -$638.01万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -5,211 | -100.0% | -$148.73万 | 清仓 |
| — | TASEKO MINES LTD | $0 | 0.00% | 0 | -181,064 | -100.0% | -$102.48万 | 清仓 |
| BROS | DUTCH BROS INC | $0 | 0.00% | 0 | -15,716 | -100.0% | -$96.21万 | 清仓 |
| RIOT | RIOT PLATFORMS INC | $0 | 0.00% | 0 | -69,579 | -100.0% | -$88.16万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -6,259 | -100.0% | -$76.99万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -3,856 | -100.0% | -$66.01万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -3,404 | -100.0% | -$64.12万 | 清仓 |
| VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | -7,542 | -100.0% | -$53.86万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -17,053 | -100.0% | -$52.08万 | 清仓 |
| HSHP | HIMALAYA SHIPPING LTD | $0 | 0.00% | 0 | -53,407 | -100.0% | -$48.60万 | 清仓 |
| GFS | GLOBALFOUNDRIES INC | $0 | 0.00% | 0 | -12,588 | -100.0% | -$43.96万 | 清仓 |
| UEC | URANIUM ENERGY CORP | $0 | 0.00% | 0 | -35,242 | -100.0% | -$41.16万 | 清仓 |
| LEVI | LEVI STRAUSS & CO NEW | $0 | 0.00% | 0 | -18,139 | -100.0% | -$37.62万 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -1,062 | -100.0% | -$37.55万 | 清仓 |
| — | BITFARMS LTD | $0 | 0.00% | 0 | -145,018 | -100.0% | -$34.08万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -1,270 | -100.0% | -$33.18万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JBL | JABIL INC | $0 | 0.00% | 0 | -1,446 | -100.0% | -$32.97万 | 清仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $0 | 0.00% | 0 | -12,050 | -100.0% | -$31.79万 | 清仓 |
| RIO | RIO TINTO PLC | $0 | 0.00% | 0 | -3,548 | -100.0% | -$28.39万 | 清仓 |
| CENX | CENTURY ALUM CO | $0 | 0.00% | 0 | -7,032 | -100.0% | -$27.55万 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -9,561 | -100.0% | -$24.48万 | 清仓 |
| MLI | MUELLER INDS INC | $0 | 0.00% | 0 | -2,121 | -100.0% | -$24.35万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -5,093 | -100.0% | -$24.31万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -1,143 | -100.0% | -$23.75万 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -2,204 | -100.0% | -$22.85万 | 清仓 |
| BTG | B2GOLD CORP | $0 | 0.00% | 0 | -50,000 | -100.0% | -$22.55万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $0 | 0.00% | 0 | -6,940 | -100.0% | -$14.73万 | 清仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $0 | 0.00% | 0 | -1,066 | -100.0% | -$12.52万 | 清仓 |
| — | HERE GROUP LTD | $0 | 0.00% | 0 | -17,200 | -100.0% | -$8.79万 | 清仓 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | -300 | -100.0% | -$3.98万 | 清仓 |
| UUUU | ENERGY FUELS INC | $0 | 0.00% | 0 | -2,599 | -100.0% | -$3.78万 | 清仓 |
| HMY | HARMONY GOLD MINING CO LTD | $0 | 0.00% | 0 | -1,800 | -100.0% | -$3.58万 | 清仓 |
| VSXY | VICTORIAS SECRET AND CO | $0 | 0.00% | 0 | -600 | -100.0% | -$3.25万 | 清仓 |
| CRML | CRITICAL METALS CORP | $0 | 0.00% | 0 | -4,522 | -100.0% | -$3.14万 | 清仓 |
| — | AMERICAN RES CORP | $0 | 0.00% | 0 | -11,902 | -100.0% | -$2.95万 | 清仓 |
| — | VIOMI TECHNOLOGY CO LTD | $0 | 0.00% | 0 | -14,988 | -100.0% | -$2.76万 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HIMX | HIMAX TECHNOLOGIES INC | $8 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $9 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ACMR | ACM RESH INC | $39 | 0.00% | 1 | -478 | -99.8% | -$1.86万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $66 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $86 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $94 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC | $97 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PSIX | POWER SOLUTIONS INTL INC | $122 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | MICRON TECHNOLOGY INC 看跌期权 | $154 | 0.00% | 154 | 154 | — | $154 | 新建仓 |
| CSIQ | CANADIAN SOLAR INC | $180 | 0.00% | 13 | -53,992 | -100.0% | -$74.76万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $222 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP | $259 | 0.00% | 2 | -4,528 | -100.0% | -$58.64万 | 减仓 |
| CLS | CELESTICA INC | $282 | 0.00% | 1 | -99 | -99.0% | -$2.79万 | 减仓 |
| ALAB | ASTERA LABS INC | $329 | 0.00% | 3 | -346 | -99.1% | -$3.79万 | 减仓 |
| AMAT | APPLIED MATLS INC | $342 | 0.00% | 1 | -2,410 | -100.0% | -$82.42万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $407 | 0.00% | 2 | 2 | — | $407 | 新建仓 |
| BE | BLOOM ENERGY CORP | $1,355 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $3,181 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $5,182 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $5,283 | 0.00% | 4 | -822 | -99.5% | -$108.57万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $6,055 | 0.00% | 31 | 31 | — | $6,055 | 新建仓 |
| MIAX | MIAMI INTL HLDGS INC | $6,811 | 0.00% | 175 | 175 | — | $6,811 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $7,614 | 0.00% | 9 | 9 | — | $7,614 | 新建仓 |
| V | VISA INC | $8,765 | 0.00% | 29 | 29 | — | $8,765 | 新建仓 |
| BEKE | KE HLDGS INC | $1.48万 | 0.00% | 988 | -367,126 | -99.7% | -$549.57万 | 重新持有 |
| — | AIR LEASE CORP | $1.53万 | 0.00% | 236 | 236 | — | $1.53万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $1.70万 | 0.00% | 245 | 245 | — | $1.70万 | 新建仓 |
| TW | TRADEWEB MKTS INC | $2.14万 | 0.00% | 182 | 182 | — | $2.14万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $2.43万 | 0.01% | 362 | -406 | -52.9% | -$2.72万 | 减仓 |
| — | GE VERNOVA INC 看跌期权 | $2.49万 | 0.01% | 10 | 10 | — | $2.49万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $2.53万 | 0.01% | 265 | 194 | 273.2% | $1.85万 | 加仓 |
| FISV | FISERV INC | $2.70万 | 0.01% | 484 | 484 | — | $2.70万 | 新建仓 |
| DHI | D R HORTON INC | $2.84万 | 0.01% | 207 | 207 | — | $2.84万 | 新建仓 |
| OKTA | OKTA INC | $2.87万 | 0.01% | 364 | 86 | 30.9% | $6,769 | 加仓 |
| — | YATSEN HLDG LTD | $3.02万 | 0.01% | 9,813 | -17,013 | -63.4% | -$5.24万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $3.50万 | 0.01% | 192 | 192 | — | $3.50万 | 新建仓 |
| RERE | ATRENEW INC | $4.22万 | 0.01% | 9,000 | -6,000 | -40.0% | -$2.81万 | 减仓 |
| CRWV | COREWEAVE INC | $5.59万 | 0.01% | 722 | 722 | — | $5.59万 | 新建仓 |
| NIO | NIO INC | $5.72万 | 0.01% | 9,486 | -129,690 | -93.2% | -$78.20万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $6.29万 | 0.01% | 209 | 70 | 50.4% | $2.11万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $7.23万 | 0.02% | 420 | -4,864 | -92.1% | -$83.69万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $7.49万 | 0.02% | 264 | 264 | — | $7.49万 | 新建仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $8.52万 | 0.02% | 14,998 | 0 | 0.0% | — | 不变 |
| WWW | WOLVERINE WORLD WIDE INC | $8.91万 | 0.02% | 5,461 | -29,223 | -84.3% | -$47.69万 | 减仓 |
| LI | LI AUTO INC | $8.91万 | 0.02% | 5,000 | -6,400 | -56.1% | -$11.41万 | 减仓 |
| BIDU | BAIDU INC | $9.43万 | 0.02% | 846 | -8,137 | -90.6% | -$90.66万 | 减仓 |
| — | FREEDOM HOLDING CORP 看跌期权 | $9.54万 | 0.02% | 324 | 324 | — | $9.54万 | 新建仓 |
| IVZ | INVESCO LTD | $9.70万 | 0.02% | 3,992 | 3,992 | — | $9.70万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $9.80万 | 0.02% | 781 | -5,491 | -87.5% | -$68.89万 | 减仓 |
| SPGI | S&P GLOBAL INC | $10.25万 | 0.02% | 241 | -9 | -3.6% | -$3,828 | 减仓 |
| GEV | GE VERNOVA INC | $11.00万 | 0.03% | 126 | 126 | — | $11.00万 | 新建仓 |
| TGT | TARGET CORP | $11.85万 | 0.03% | 978 | 978 | — | $11.85万 | 新建仓 |
| MCD | MCDONALDS CORP | $11.87万 | 0.03% | 382 | 382 | — | $11.87万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $13.17万 | 0.03% | 1,557 | -2,716 | -63.6% | -$22.97万 | 减仓 |
| — | OCCIDENTAL PETE CORP 看涨期权 | $13.53万 | 0.03% | 232 | 232 | — | $13.53万 | 新建仓 |
| CCJ | CAMECO CORP | $15.03万 | 0.03% | 1,384 | 384 | 38.4% | $4.17万 | 加仓 |