PAMS
Pinpoint Asset Management (Singapore) Portfolio holdings
AUM
$561M
1 Year Est. Return
–
AUM
$561M
AUM Growth
-$11.6M
(-2%)
Holding
157
Top Buys
| 1 | +$24.3M | |
| 2 | +$20.1M | |
| 3 | +$4.97M | |
| 4 |
Infosys
INFY
|
+$4.88M |
| 5 |
Dr. Reddy's Laboratories
RDY
|
+$4.76M |
Top Sells
| 1 | +$40M | |
| 2 | +$19M | |
| 3 | +$15.7M | |
| 4 |
China Yuchai International
CYD
|
+$7.81M |
| 5 |
Bilibili
BILI
|
+$6.82M |
Sector Composition
| 1 | Technology | 24.83% |
| 2 | Consumer Discretionary | 17.78% |
| 3 | Financials | 5.55% |
| 4 | Communication Services | 5.51% |
| 5 | Energy | 1.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
iShares Bitcoin Trust
IBIT
$70.9B
| $116M | 20.71% |
1,787,571
-65,135
|
|
||
2
Pinduoduo
PDD
$159B
| $81.8M | 14.59% |
619,113
+3,977
|
|
||
3
Full Truck Alliance
YMM
$12.3B
| $52.7M | 9.4% |
4,066,939
-3,081,920
|
|
||
4
Alphabet (Google) Class A
GOOGL
$3.77T
| $24.3M | 4.32% |
+99,810
|
|
||
5
HDFC Bank
HDB
$184B
| $20.1M | 3.59% |
+589,247
|
|
||
|
6
Infosys
INFY
$72.3B
| $15.2M | 2.71% |
935,797
+300,197
|
|
||
|
VNET
7
VNET Group
VNET
$2.49B
| $15.2M | 2.71% |
39,191
+11,036
|
|
||
8
TSMC
TSM
$1.58T
| $15.1M | 2.7% |
54,048
+125
|
|
||
9
Seagate
STX
$67B
| $8.42M | 1.5% |
35,614
+260
|
|
||
10
ICICI Bank
IBN
$108B
| $7.54M | 1.34% |
249,550
+62,051
|
|
||
11
Frontline
FRO
$5.06B
| $7.11M | 1.27% |
312,128
-45,073
|
|
||
12
KE Holdings
BEKE
$20.5B
| $6.99M | 1.25% |
368,114
-316,803
|
|
||
13
Vipshop
VIPS
$9.96B
| $4.97M | 0.89% |
+253,118
|
|
||
|
14
Dr. Reddy's Laboratories
RDY
$11.7B
| $4.76M | 0.85% |
+340,497
|
|
||
15
Broadcom
AVGO
$1.92T
| $4.13M | 0.74% |
12,506
+1,517
|
|
||
|
XYZ
16
Block Inc
XYZ
$38.6B
| $4.13M | 0.74% |
+12,506
|
|
||
17
Reddit
RDDT
$44.9B
| $4.12M | 0.73% |
+17,922
|
|
||
18
Lumentum
LITE
$26.2B
| $4.06M | 0.72% |
24,945
-18,730
|
|
||
19
GDS Holdings
GDS
$6.96B
| $4.03M | 0.72% |
+104,174
|
|
||
20
Teradyne
TER
$31.9B
| $3.58M | 0.64% |
26,035
-932
|
|
||
21
Elbit Systems
ESLT
$23.9B
| $3.55M | 0.63% |
6,970
+5,210
|
|
||
|
LNW
22
DELISTED
Light & Wonder
LNW
| $3.03M | 0.54% |
36,067
+34,228
|
|
||
23
Onto Innovation
ONTO
$7.94B
| $2.84M | 0.51% |
21,979
-6,864
|
|
||
24
Novartis
NVS
$254B
| $2.56M | 0.46% |
20,000
|
|
||
25
Alibaba
BABA
$373B
| $2.44M | 0.44% |
+13,677
|
|