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 |
|---|---|---|---|---|---|---|---|---|
| IBIT | ISHARES BITCOIN TRUST ETF | $5,950.82万 | 12.08% | 1,787,571 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $4,820.95万 | 9.78% | 49,958 | 2,152 | 4.5% | $207.67万 | 加仓 |
| GOOGL | ALPHABET INC | $4,043.32万 | 8.20% | 113,141 | -111,514 | -49.6% | -$3,985.18万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,391.85万 | 6.88% | 71,023 | -1,499 | -2.1% | -$71.59万 | 减仓 |
| VNET | VNET GROUP INC | $2,708.40万 | 5.50% | 3,368,659 | 3,316,689 | 6,381.9% | $2,666.62万 | 加仓 |
| — | TRIP COM GROUP LTD | $2,121.15万 | 4.30% | 21,500,000 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $1,900.47万 | 3.86% | 51,590 | 0 | 0.0% | — | 不变 |
| FRO | FRONTLINE PLC | $1,866.18万 | 3.79% | 536,412 | 19,342 | 3.7% | $67.29万 | 加仓 |
| — | QFIN HOLDINGS INC | $1,853.25万 | 3.76% | 21,000,000 | 3,000,000 | 16.7% | $264.75万 | 加仓 |
| IQ | IQIYI INC | $1,822.50万 | 3.70% | 20,000,000 | 11,000,000 | 122.2% | $1,002.38万 | 加仓 |
| AMZN | AMAZON COM INC | $1,504.64万 | 3.05% | 63,130 | 63,130 | — | $1,504.64万 | 新建仓 |
| — | FINVOLUTION GROUP | $1,319.28万 | 2.68% | 15,000,000 | 15,000,000 | — | $1,319.28万 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $1,190.90万 | 2.42% | 6,000,000 | 6,000,000 | — | $1,190.90万 | 新建仓 |
| TER | TERADYNE INC | $1,117.48万 | 2.27% | 23,096 | -4,443 | -16.1% | -$214.97万 | 减仓 |
| GDS | GDS HLDGS LTD | $1,078.32万 | 2.19% | 359,082 | 2,727 | 0.8% | $8.19万 | 加仓 |
| AAPL | APPLE INC | $889.96万 | 1.81% | 30,756 | 30,756 | — | $889.96万 | 新建仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $781.92万 | 1.59% | 962,956 | -948,785 | -49.6% | -$770.41万 | 减仓 |
| JOYY | JOYY INC | $590.39万 | 1.20% | 89,467 | 95 | 0.1% | $6,269 | 加仓 |
| META | META PLATFORMS INC | $524.03万 | 1.06% | 9,303 | -4,535 | -32.8% | -$255.45万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $520.56万 | 1.06% | 8,150 | 8,149 | 814,900.0% | $520.49万 | 重新持有 |
| — | JD.COM INC | $492.74万 | 1.00% | 5,000,000 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC | $467.33万 | 0.95% | 36,470 | 36,470 | — | $467.33万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $449.75万 | 0.91% | 5,000,000 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $426.03万 | 0.86% | 55,851 | -10,095 | -15.3% | -$77.00万 | 减仓 |
| ONC | BEONE MEDICINES LTD | $313.72万 | 0.64% | 11,009 | 1,399 | 14.6% | $39.87万 | 加仓 |
| MKSI | MKS INC. | $300.73万 | 0.61% | 6,761 | 1,935 | 40.1% | $86.07万 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $285.84万 | 0.58% | 53,149 | 53,149 | — | $285.84万 | 新建仓 |
| COHR | COHERENT CORP | $285.40万 | 0.58% | 7,235 | -3,318 | -31.4% | -$130.89万 | 减仓 |
| INTC | INTEL CORP | $277.88万 | 0.56% | 19,901 | 7,901 | 65.8% | $110.32万 | 加仓 |
| KLAC | KLA CORP | $238.71万 | 0.48% | 7,912 | 7,893 | 41,542.1% | $238.14万 | 重新持有 |
| — | MARA HOLDINGS INC | $210.97万 | 0.43% | 2,250,000 | 0 | 0.0% | — | 不变 |
| CYD | CHINA YUCHAI INTL LTD | $205.70万 | 0.42% | 43,387 | -5,977 | -12.1% | -$28.34万 | 减仓 |
| AMAT | APPLIED MATLS INC | $204.46万 | 0.41% | 2,828 | 2,827 | 282,700.0% | $204.39万 | 加仓 |
| SDRL | SEADRILL LTD | $202.82万 | 0.41% | 53,627 | -44,170 | -45.2% | -$167.05万 | 减仓 |
| MARA | MARA HOLDINGS INC | $200.93万 | 0.41% | 2,000,000 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $191.26万 | 0.39% | 1,796 | 869 | 93.7% | $92.54万 | 加仓 |
| GEV | GE VERNOVA INC | $189.74万 | 0.39% | 1,615 | 1,489 | 1,181.7% | $174.94万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $185.82万 | 0.38% | 4,910 | 2,018 | 69.8% | $76.37万 | 加仓 |
| GOOG | ALPHABET INC | $182.04万 | 0.37% | 5,152 | -2,843 | -35.6% | -$100.45万 | 减仓 |
| GTX | GARRETT MOTION INC | $170.43万 | 0.35% | 47,040 | 17,676 | 60.2% | $64.04万 | 加仓 |
| VICR | VICOR CORP | $141.05万 | 0.29% | 3,714 | 3,714 | — | $141.05万 | 新建仓 |
| SNPS | SYNOPSYS INC | $129.00万 | 0.26% | 2,892 | 1,446 | 100.0% | $64.50万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $126.63万 | 0.26% | 3,374 | 1,205 | 55.6% | $45.23万 | 加仓 |
| SNDK | SANDISK CORP | $122.78万 | 0.25% | 540 | -4,393 | -89.1% | -$998.85万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $119.52万 | 0.24% | 19,005 | 19,005 | — | $119.52万 | 新建仓 |
| NEM | NEWMONT CORP | $119.49万 | 0.24% | 12,793 | 9,480 | 286.1% | $88.54万 | 重新持有 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $119.36万 | 0.24% | 25,998 | -102,545 | -79.8% | -$470.78万 | 减仓 |
| QCOM | QUALCOMM INC | $119.12万 | 0.24% | 6,446 | 6,446 | — | $119.12万 | 新建仓 |
| ESLT | ELBIT SYS LTD | $113.96万 | 0.23% | 1,502 | 1,316 | 707.5% | $99.85万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $104.98万 | 0.21% | 18,915 | 18,915 | — | $104.98万 | 新建仓 |
| FUTU | FUTU HLDGS LTD | $100.91万 | 0.20% | 10,765 | 1,065 | 11.0% | $9.98万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $96.22万 | 0.20% | 3,282 | 3,282 | — | $96.22万 | 新建仓 |
| VECO | VEECO INSTRS INC DEL | $93.58万 | 0.19% | 12,346 | 12,346 | — | $93.58万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $83.51万 | 0.17% | 3,024 | 3,024 | — | $83.51万 | 新建仓 |
| NE | NOBLE CORP PLC | $77.02万 | 0.16% | 20,648 | -30,342 | -59.5% | -$113.18万 | 减仓 |
| WWD | WOODWARD INC | $76.45万 | 0.16% | 1,797 | 1,797 | — | $76.45万 | 新建仓 |
| RIG | TRANSOCEAN LTD | $74.75万 | 0.15% | 152,868 | -331,732 | -68.5% | -$162.22万 | 减仓 |
| ASML | ASML HLDG NV | $72.02万 | 0.15% | 362 | 358 | 8,950.0% | $71.22万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $70.63万 | 0.14% | 2,955 | 2,691 | 1,019.3% | $64.32万 | 加仓 |
| MPC | MARATHON PETE CORP | $69.52万 | 0.14% | 2,719 | 2,719 | — | $69.52万 | 新建仓 |
| CBT | CABOT CORP | $68.48万 | 0.14% | 7,540 | 7,540 | — | $68.48万 | 新建仓 |
| MTRN | MATERION CORP | $67.98万 | 0.14% | 2,286 | 2,286 | — | $67.98万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $67.59万 | 0.14% | 1,759 | 1,759 | — | $67.59万 | 新建仓 |
| DHT | DHT HOLDINGS INC | $63.76万 | 0.13% | 38,574 | -65,529 | -62.9% | -$108.32万 | 减仓 |
| TCOM | TRIP COM GROUP LTD | $59.76万 | 0.12% | 15,000 | -191,366 | -92.7% | -$762.40万 | 重新持有 |
| AGRO | ADECOAGRO S A | $55.78万 | 0.11% | 58,408 | 24,186 | 70.7% | $23.10万 | 加仓 |
| VLO | VALERO ENERGY CORP | $50.73万 | 0.10% | 1,948 | 1,948 | — | $50.73万 | 新建仓 |
| RERE | ATRENEW INC | $50.51万 | 0.10% | 130,512 | 121,512 | 1,350.1% | $47.03万 | 加仓 |
| HTHT | H WORLD GROUP LTD | $48.89万 | 0.10% | 11,719 | -9,762 | -45.4% | -$40.73万 | 减仓 |
| GM | GENERAL MTRS CO | $48.15万 | 0.10% | 6,247 | 6,247 | — | $48.15万 | 新建仓 |
| MOD | MODINE MFG CO | $47.69万 | 0.10% | 1,786 | -4,239 | -70.4% | -$113.19万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $47.59万 | 0.10% | 1,998 | 1,998 | — | $47.59万 | 新建仓 |
| FE | FIRSTENERGY CORP | $46.52万 | 0.09% | 9,786 | 9,786 | — | $46.52万 | 新建仓 |
| SRE | SEMPRA | $46.34万 | 0.09% | 4,998 | 4,998 | — | $46.34万 | 新建仓 |
| PWR | QUANTA SVCS INC | $45.87万 | 0.09% | 637 | 637 | — | $45.87万 | 新建仓 |
| CMI | CUMMINS INC | $45.86万 | 0.09% | 643 | 643 | — | $45.86万 | 新建仓 |
| RDDT | REDDIT INC | $45.55万 | 0.09% | 2,624 | -7,666 | -74.5% | -$133.07万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $44.87万 | 0.09% | 1,669 | 1,669 | — | $44.87万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $42.38万 | 0.09% | 2,118 | -7,364 | -77.7% | -$147.35万 | 减仓 |
| AAON | AAON INC | $42.10万 | 0.09% | 3,319 | 3,319 | — | $42.10万 | 新建仓 |
| INIO | INNIO NV | $41.39万 | 0.08% | 10,464 | 10,464 | — | $41.39万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $41.18万 | 0.08% | 1,230 | 1,230 | — | $41.18万 | 新建仓 |
| TSLA | TESLA INC | $39.41万 | 0.08% | 937 | 262 | 38.8% | $11.02万 | 加仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $39.31万 | 0.08% | 17,563 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $38.28万 | 0.08% | 4,320 | -1,608 | -27.1% | -$14.25万 | 减仓 |
| TIGR | UP FINTECH HLDG LTD | $38.26万 | 0.08% | 86,948 | 47,344 | 119.5% | $20.83万 | 加仓 |
| GLW | CORNING INC | $37.91万 | 0.08% | 1,484 | -1,235 | -45.4% | -$31.55万 | 减仓 |
| VALE | VALE S A | $36.77万 | 0.07% | 24,445 | -81,203 | -76.9% | -$122.13万 | 减仓 |
| — | CADELER A S | $32.37万 | 0.07% | 14,775 | -7,987 | -35.1% | -$17.50万 | 减仓 |
| LAR | LITHIUM ARGENTINA AG | $30.78万 | 0.06% | 37,215 | -44,352 | -54.4% | -$36.68万 | 减仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $30.13万 | 0.06% | 9,342 | 9,342 | — | $30.13万 | 新建仓 |
| QFIN | QFIN HOLDINGS INC | $29.63万 | 0.06% | 18,743 | -9,632 | -33.9% | -$15.23万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $25.26万 | 0.05% | 1,705 | 148 | 9.5% | $2.19万 | 加仓 |
| DTM | DT MIDSTREAM INC | $24.17万 | 0.05% | 1,647 | 1,647 | — | $24.17万 | 新建仓 |
| WMB | WILLIAMS COS INC | $24.12万 | 0.05% | 3,244 | 3,244 | — | $24.12万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $24.09万 | 0.05% | 3,900 | 3,900 | — | $24.09万 | 新建仓 |
| AYA | AYA GOLD & SILVER INC | $23.52万 | 0.05% | 12,418 | 12,418 | — | $23.52万 | 新建仓 |
| — | HUYA INC | $21.80万 | 0.04% | 94,781 | 0 | 0.0% | — | 不变 |
| CSIQ | CANADIAN SOLAR INC | $21.04万 | 0.04% | 13,132 | 13,119 | 100,915.4% | $21.02万 | 加仓 |
| JD | JD.COM INC | $18.46万 | 0.04% | 7,245 | -21,159 | -74.5% | -$53.91万 | 减仓 |