Titelia

Holdings of Pinpoint Asset Management (Singapore) Pte. Ltd.

109 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 81.4 % of the equity sleeve

Sector breakdown

  • Communication 25.3 %
  • Technology 16.0 %
  • Consumer discretionary 2.8 %
  • Materials 1.4 %
  • Industrials 0.4 %
  • Health care 0.1 %
  • Financials 0.1 %
  • Consumer staples 0.1 %
  • Unattributed 53.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 79.4 %
  • KY 10.4 %
  • TW 8.3 %
  • CN 0.6 %
  • BR 0.6 %
  • HK 0.4 %
  • DK 0.2 %
  • CL 0.1 %
  • NL 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US87234.4M $79.38 %
2KY1230.7M $10.40 %
3TW124.5M $8.30 %
4CN41.9M $0.63 %
5BR11.7M $0.57 %
6HK11.3M $0.45 %
7DK1535.6K $0.18 %
8CL1250.8K $0.08 %
9NL15.3K $0.00 %

Positions

RankCompanySharesValueWeight
1iShares Bitcoin Trust ETF 1,787,57168.7M $
2Alphabet Inc 224,65564.6M $
3Taiwan Semiconductor Manufacturing Co Ltd 72,52224.5M $
4SPDR Gold Shares 51,59022.2M $
5Full Truck Alliance Co Ltd 1,911,74115.9M $
6GDS Holdings Ltd 356,35514.4M $
7Teradyne Inc 27,5398.2M $
8Meta Platforms Inc 13,8387.9M $
9New Oriental Education & Technology Group Inc 128,5437.3M $
10PDD Holdings Inc 65,9466.7M $
11JOYY Inc 89,3725.2M $
12Broadcom Inc 15,1334.7M $
13TAL Education Group 359,2324.1M $
14Sandisk Corp/DE 4,9333.1M $
15BEONE MEDICINES LTD 9,6102.9M $
16Coherent Corp 10,5532.5M $
17Alphabet Inc 7,9952.3M $
18Vale SA 105,6481.7M $
19Lumentum Holdings Inc 2,3701.7M $
20NVIDIA Corp 9,4821.7M $
21Reddit Inc 10,2901.4M $
22Futu Holdings Ltd 9,7001.3M $
23Modine Manufacturing Co 6,0251.3M $
24CF Industries Holdings Inc 9,9461.3M $
25Coeur Mining Inc 63,8261.2M $
26MKS Inc 4,8261.1M $
27H World Group Ltd 21,4811.1M $
28Mosaic Co/The 42,3331.1M $
29JD.COM INC 28,404839.9K $
30Atour Lifestyle Holdings Ltd 22,531829.4K $
31Caterpillar Inc 927656.7K $
32MP Materials Corp 13,379645.7K $
33Cadence Design Systems Inc 2,169602.7K $
34Onto Innovation Inc 2,892593.1K $
35Synopsys Inc 1,446573.3K $
36Cadeler A/S 22,762535.6K $
37Garrett Motion Inc 29,364533.5K $
38Intel Corp 12,000529.6K $
39Alcoa Corp 7,726512.5K $
40Solstice Advanced Materials Inc 5,928451.5K $
41ZTO Express Cayman Inc 17,563442.1K $
42Vnet Group Inc 51,970436K $
43Corning Inc 2,719369.7K $
44Qfin Holdings Inc 28,375366.3K $
45Monolithic Power Systems Inc 293320.4K $
46HUYA Inc 94,781312.8K $
47Analog Devices Inc 964306.7K $
48NIKE Inc 5,674299.7K $
49FormFactor Inc 3,013292.2K $
50AXT Inc 4,989284.3K $
51Marvell Technology Inc 2,800277.3K $
52Deere & Co 480270.4K $
53CVR Partners LP 1,995252.7K $
54Tesla Inc 675250.9K $
55Sociedad Quimica y Minera de Chile SA 3,098250.8K $
56Up Fintech Holding Ltd 39,604249.5K $
57Estee Lauder Cos Inc/The 3,466248.8K $
58Marriott International Inc/MD 745243.7K $
59DraftKings Inc 11,261243.5K $
60Walmart Inc 1,956243.1K $
61Tapestry Inc 1,685237.8K $
62MINISO Group Holding Ltd 12,951209.8K $
63Applied Optoelectronics Inc 1,557131.7K $
64McDonald's Corp. 382118.7K $
65Target Corp 978118.5K $
66GE Vernova Inc 126110K $
67S&P Global Inc 241102.5K $
68Alibaba Group Holding Ltd 78198K $
69Baidu Inc 84694.3K $
70Li Auto Inc 5,00089.2K $
71Wolverine World Wide Inc 5,46189.1K $
72Melco Resorts & Entertainment Ltd 14,99885.2K $
73Cheniere Energy Inc 26474.9K $
74Southern Copper Corp 42072.3K $
75LPL Financial Holdings Inc 20962.9K $
76NIO Inc 9,48657.2K $
77CoreWeave Inc 72255.9K $
78ATRenew Inc 9,00042.2K $
79Capital One Financial Corp 19235K $
80Yatsen Holding Ltd 9,81330.2K $
81Okta Inc 36428.7K $
82DR Horton Inc 20728.4K $
83Fiserv Inc 48427K $
84Circle Internet Group Inc 26525.3K $
85Interactive Brokers Group Inc 36224.3K $
86Tradeweb Markets Inc 18221.4K $
87Robinhood Markets Inc 24517K $
88Air Lease Corp 23615.3K $
89KE Holdings Inc 98814.8K $
90Visa Inc 298.8K $
91Goldman Sachs Group Inc/The 97.6K $
92Miami International Holdings Inc 1756.8K $
93Generac Holdings Inc 316.1K $
94ASML Holding NV 45.3K $
95Microsoft Corp 145.2K $
96Cisco Systems, Inc. 413.2K $
97Bloom Energy Corp 101.4K $
98Advanced Micro Devices Inc 2407 $
99Applied Materials Inc 1342 $
100Astera Labs Inc 3329 $