Pinpoint Asset Management (Singapore) Pte. Ltd. 13F 持仓 · 2026年Q2
Pinpoint Asset Management (Singapore) Pte. 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 146 只证券，申报市值合计 4.93 亿美元。前几大持仓：IBIT（12.08%）、STX（9.78%）、GOOGL（8.20%）。本季前 25 大持仓中：新建仓 6 只、增持 8 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IBIT | ISHARES BITCOIN TRUST ETF | $59.5M | 12.08% | 1.8M | 持平 |
| 2 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $48.2M | 9.78% | 49,958 | 增持 |
| 3 | GOOGL | ALPHABET INC | $40.4M | 8.20% | 113,141 | 减持 |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $33.9M | 6.88% | 71,023 | 减持 |
| 5 | VNET | VNET GROUP INC | $27.1M | 5.50% | 3.4M | 增持 |
| 6 | TCOM | TRIP COM GROUP LTD | $21.2M | 4.30% | 0 | 持平 |
| 7 | GLD | SPDR GOLD TR | $19.0M | 3.86% | 51,590 | 持平 |
| 8 | FRO | FRONTLINE PLC | $18.7M | 3.79% | 536,412 | 增持 |
| 9 | QFIN | QFIN HOLDINGS INC | $18.5M | 3.76% | 0 | 增持 |
| 10 | IQ | IQIYI INC | $18.2M | 3.70% | 0 | 增持 |
| 11 | AMZN | AMAZON COM INC | $15.0M | 3.05% | 63,130 | 新建仓 |
| 12 | FINV | FINVOLUTION GROUP | $13.2M | 2.68% | 0 | 新建仓 |
| 13 | VSH | VISHAY INTERTECHNOLOGY INC | $11.9M | 2.42% | 0 | 新建仓 |
| 14 | TER | TERADYNE INC | $11.2M | 2.27% | 23,096 | 减持 |
| 15 | GDS | GDS HLDGS LTD | $10.8M | 2.19% | 359,082 | 增持 |
| 16 | AAPL | APPLE INC | $8.9M | 1.81% | 30,756 | 新建仓 |
| 17 | YMM | FULL TRUCK ALLIANCE CO LTD | $7.8M | 1.59% | 962,956 | 减持 |
| 18 | JOYY | JOYY INC | $5.9M | 1.20% | 89,467 | 增持 |
| 19 | META | META PLATFORMS INC | $5.2M | 1.06% | 9,303 | 减持 |
| 20 | WDC | WESTERN DIGITAL CORP | $5.2M | 1.06% | 8,150 | 新建仓 |
| 21 | JD | JD.COM INC | $4.9M | 1.00% | 0 | 持平 |
| 22 | NTES | NETEASE COM INC | $4.7M | 0.95% | 36,470 | 新建仓 |
| 23 | COIN | COINBASE GLOBAL INC | $4.5M | 0.91% | 0 | 持平 |
| 24 | PDD | PDD HOLDINGS INC | $4.3M | 0.86% | 55,851 | 减持 |
| 25 | ONC | BEONE MEDICINES LTD | $3.1M | 0.64% | 11,009 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR