PAMS
Pinpoint Asset Management (Singapore) Portfolio holdings
AUM
$561M
1 Year Est. Return
–
AUM
$572M
AUM Growth
–
Holding
102
Top Buys
| 1 | +$113M | |
| 2 | +$84.4M | |
| 3 | +$65.8M | |
| 4 |
KE Holdings
BEKE
|
+$20.4M |
| 5 |
Amer Sports
AS
|
+$19M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 24.59% |
| 2 | Consumer Discretionary | 18.8% |
| 3 | Real Estate | 3.56% |
| 4 | Consumer Staples | 1.88% |
| 5 | Communication Services | 1.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Gaotu Techedu
GOTU
$604M
| $8.62K | ﹤0.01% |
+2,388
|
|
||
77
Qorvo
QRVO
$7.85B
| $6.71K | ﹤0.01% |
+79
|
|
||
|
DQ
78
Daqo New Energy
DQ
$2.25B
| $4.55K | ﹤0.01% |
+300
|
|
||
79
Tesla
TSLA
$1.34T
| $3.18K | ﹤0.01% |
+10
|
|
||
80
Monolithic Power Systems
MPWR
$44.1B
| $731 | ﹤0.01% |
+1
|
|
||
81
Applied Materials
AMAT
$180B
| $183 | ﹤0.01% |
+1
|
|
||
82
Celestica
CLS
$35.8B
| $156 | ﹤0.01% |
+1
|
|
||
83
Rambus
RMBS
$10.3B
| $64 | ﹤0.01% |
+1
|
|
||
84
IonQ
IONQ
$16.7B
| $43 | ﹤0.01% |
+1
|
|
||
85
Kulicke & Soffa
KLIC
$1.94B
| $35 | ﹤0.01% |
+1
|
|
||
86
ACM Research
ACMR
$2.04B
| $26 | ﹤0.01% |
+1
|
|
||
|
HIMX
87
Himax Technologies
HIMX
$1.29B
| $9 | ﹤0.01% |
+1
|
|
||
88
Navitas Semiconductor
NVTS
$1.86B
| $7 | ﹤0.01% |
+1
|
|
||
89
AXT Inc
AXTI
$482M
| $2 | ﹤0.01% |
+1
|
|
||
90
Caterpillar
CAT
$260B
| – | – |
0
|
|