Pinpoint Asset Management (Singapore) Pte. Ltd.
SINGAPORE U0 · SEC CIK 0002080247
$4.93亿2026Q2 申报市值
151持仓数
61.8%前十大占比 · 第一大 12.1%
51 / 55新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VNET 加仓+$2,666.62万
AMZN 新建仓+$1,504.64万
FINVOLUTION GROU 新建仓+$1,319.28万
VSH 新建仓+$1,190.90万
IQ 加仓+$1,002.38万
2026Q2 卖出最多 按季末市值估算
GOOGL 减仓-$3,985.18万
SNDK 减仓-$998.85万
YMM 减仓-$770.41万
TCOM 重新持有-$762.40万
EDU 减仓-$470.78万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | TESLA INC 看涨期权 | $0 | 0.00% | 0 | -800 | -100.0% | -$662.88万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -15,133 | -100.0% | -$468.38万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -4,000,000 | -100.0% | -$457.11万 | 清仓 |
| — | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -4,500,000 | -100.0% | -$446.56万 | 清仓 |
| TAL | TAL ED GROUP | $0 | 0.00% | 0 | -359,232 | -100.0% | -$408.45万 | 清仓 |
| — | LI AUTO INC | $0 | 0.00% | 0 | -2,500,000 | -100.0% | -$249.75万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -2,370 | -100.0% | -$166.55万 | 清仓 |
| CF | CF INDUSTRIES HOLD | $0 | 0.00% | 0 | -9,946 | -100.0% | -$129.14万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -6,150 | -100.0% | -$124.83万 | 清仓 |
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | -63,826 | -100.0% | -$119.80万 | 清仓 |
| STNG | SCORPIO TANKERS INC | $0 | 0.00% | 0 | -15,684 | -100.0% | -$117.10万 | 清仓 |
| MOS | MOSAIC CO | $0 | 0.00% | 0 | -42,333 | -100.0% | -$107.95万 | 清仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $0 | 0.00% | 0 | -146,430 | -100.0% | -$85.81万 | 清仓 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $0 | 0.00% | 0 | -22,531 | -100.0% | -$82.94万 | 清仓 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | -13,379 | -100.0% | -$64.57万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -1,446 | -100.0% | -$60.26万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -14,660 | -100.0% | -$59.80万 | 清仓 |
| SGML | SIGMA LITHIUM CORPORATION | $0 | 0.00% | 0 | -43,623 | -100.0% | -$53.83万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -7,726 | -100.0% | -$51.25万 | 清仓 |
| AS | AMER SPORTS INC | $0 | 0.00% | 0 | -15,478 | -100.0% | -$50.95万 | 清仓 |
| — | FREEPORT MCMORAN INC 看涨期权 | $0 | 0.00% | 0 | -198 | -100.0% | -$43.66万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -964 | -100.0% | -$30.67万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -5,674 | -100.0% | -$29.97万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -1,087 | -100.0% | -$29.91万 | 清仓 |
| FORM | FORMFACTOR INC | $0 | 0.00% | 0 | -3,013 | -100.0% | -$29.22万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -480 | -100.0% | -$27.04万 | 清仓 |
| UAN | CVR PARTNERS LP/CVR NITROGEN | $0 | 0.00% | 0 | -1,995 | -100.0% | -$25.27万 | 清仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $0 | 0.00% | 0 | -3,098 | -100.0% | -$25.08万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -3,466 | -100.0% | -$24.88万 | 清仓 |
| MEOH | METHANEX CORP | $0 | 0.00% | 0 | -4,128 | -100.0% | -$24.58万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW | $0 | 0.00% | 0 | -745 | -100.0% | -$24.37万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -11,261 | -100.0% | -$24.35万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,956 | -100.0% | -$24.31万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -1,685 | -100.0% | -$23.78万 | 清仓 |
| MNSO | MINISO GROUP HLDG LTD | $0 | 0.00% | 0 | -12,951 | -100.0% | -$20.98万 | 清仓 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | -1,384 | -100.0% | -$15.03万 | 清仓 |
| — | OCCIDENTAL PETE CORP 看涨期权 | $0 | 0.00% | 0 | -232 | -100.0% | -$13.53万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -382 | -100.0% | -$11.87万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -978 | -100.0% | -$11.85万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -781 | -100.0% | -$9.80万 | 清仓 |
| — | FREEDOM HOLDING CORP 看跌期权 | $0 | 0.00% | 0 | -324 | -100.0% | -$9.54万 | 清仓 |
| BIDU | BAIDU INC | $0 | 0.00% | 0 | -846 | -100.0% | -$9.43万 | 清仓 |
| LI | LI AUTO INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$8.91万 | 清仓 |
| WWW | WOLVERINE WORLD WIDE INC | $0 | 0.00% | 0 | -5,461 | -100.0% | -$8.91万 | 清仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $0 | 0.00% | 0 | -14,998 | -100.0% | -$8.52万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -722 | -100.0% | -$5.59万 | 清仓 |
| — | YATSEN HLDG LTD | $0 | 0.00% | 0 | -9,813 | -100.0% | -$3.02万 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | -364 | -100.0% | -$2.87万 | 清仓 |
| — | GE VERNOVA INC 看跌期权 | $0 | 0.00% | 0 | -10 | -100.0% | -$2.49万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -236 | -100.0% | -$1.53万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -29 | -100.0% | -$8,765 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -9 | -100.0% | -$7,614 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -41 | -100.0% | -$3,181 | 清仓 |
| — | MICRON TECHNOLOGY INC 看跌期权 | $0 | 0.00% | 0 | -154 | -100.0% | -$154 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -1 | -100.0% | -$94 | 清仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $15 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $18 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AXTI | AXT INC | $72 | 0.00% | 1 | -4,988 | -100.0% | -$35.91万 | 减仓 |
| PSIX | POWER SOLUTIONS INTL INC | $78 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WOLF | WOLFSPEED INC | $97 | 0.00% | 2 | 2 | — | $97 | 新建仓 |
| ACMR | ACM RESH INC | $127 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $133 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| KLIC | KULICKE & SOFFA INDS INC | $134 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC | $187 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MXL | MAXLINEAR INC | $256 | 0.00% | 2 | 2 | — | $256 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $298 | 0.00% | 1 | -2,799 | -100.0% | -$83.41万 | 减仓 |
| CLS | CELESTICA INC | $365 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $380 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP | $506 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $667 | 0.00% | 2 | 2 | — | $667 | 新建仓 |
| ALAB | ASTERA LABS INC | $1,449 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $3,027 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $3,485 | 0.00% | 6 | 4 | 200.0% | $2,323 | 加仓 |
| MSFT | MICROSOFT CORP | $5,222 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BEKE | KE HLDGS INC | $5,609 | 0.00% | 386 | -602 | -60.9% | -$8,748 | 减仓 |
| — | THE REAL BROKERAGE INC | $6,128 | 0.00% | 3,367 | 3,367 | — | $6,128 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $9,077 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $9,577 | 0.00% | 34 | -175 | -83.7% | -$4.93万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $9,627 | 0.00% | 96 | -149 | -60.8% | -$1.49万 | 减仓 |
| C | CITIGROUP INC | $9,937 | 0.00% | 71 | 71 | — | $9,937 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $1.08万 | 0.00% | 54 | -138 | -71.9% | -$2.77万 | 减仓 |
| DHI | D R HORTON INC | $1.17万 | 0.00% | 72 | -135 | -65.2% | -$2.20万 | 减仓 |
| IVZ | INVESCO LTD | $1.39万 | 0.00% | 526 | -3,466 | -86.8% | -$9.15万 | 减仓 |
| MIAX | MIAMI INTL HLDGS INC | $1.50万 | 0.00% | 405 | 230 | 131.4% | $8,547 | 加仓 |
| BLSH | BULLISH | $1.62万 | 0.00% | 693 | 693 | — | $1.62万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $1.67万 | 0.00% | 200 | 200 | — | $1.67万 | 新建仓 |
| FISV | FISERV INC | $1.80万 | 0.00% | 368 | -116 | -24.0% | -$5,690 | 减仓 |
| CB | CHUBB LIMITED | $1.87万 | 0.00% | 55 | 55 | — | $1.87万 | 新建仓 |
| BAC | BANK OF AMER CORP | $1.91万 | 0.00% | 335 | 335 | — | $1.91万 | 新建仓 |
| XYZ | BLOCK INC | $2.14万 | 0.00% | 282 | 282 | — | $2.14万 | 新建仓 |
| TW | TRADEWEB MKTS INC | $2.24万 | 0.00% | 225 | 43 | 23.6% | $4,285 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $2.28万 | 0.00% | 364 | 99 | 37.4% | $6,200 | 加仓 |
| SN | SHARKNINJA INC | $2.28万 | 0.00% | 150 | -4,102 | -96.5% | -$62.46万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $2.33万 | 0.00% | 268 | -94 | -26.0% | -$8,182 | 减仓 |
| VST | VISTRA CORP | $3.71万 | 0.01% | 234 | 234 | — | $3.71万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $4.12万 | 0.01% | 166 | -401 | -70.7% | -$9.96万 | 重新持有 |
| ET | ENERGY TRANSFER L P | $4.19万 | 0.01% | 2,190 | 2,190 | — | $4.19万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $4.29万 | 0.01% | 31 | -262 | -89.4% | -$36.22万 | 减仓 |
| NIO | NIO INC | $4.80万 | 0.01% | 9,486 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $7.31万 | 0.01% | 900 | 900 | — | $7.31万 | 新建仓 |