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 | |
|---|---|---|---|---|---|---|
126
Centrus Energy
LEU
$4.97B
| – | – |
-2,266
|
|
||
127
Melco Resorts & Entertainment
MLCO
$3.25B
| – | – |
-465,704
|
|
||
128
Monolithic Power Systems
MPWR
$47B
| – | – |
-1
|
|
||
129
Novo Nordisk
NVO
$223B
| – | – |
-9,238
|
|
||
130
Oracle
ORCL
$567B
| – | – |
-6,600
|
|
||
131
Pinterest
PINS
$18.2B
| – | – |
-24,675
|
|
||
132
Phillips 66
PSX
$57.8B
| – | – |
-266
|
|
||
133
Qorvo
QRVO
$8.26B
| – | – |
-79
|
|
||
134
RLX Technology
RLX
$2.86B
| – | – |
-49,850
|
|
||
135
Starbucks
SBUX
$96.4B
| – | – |
-6,470
|
|
||
136
STMicroelectronics
STM
$23.3B
| – | – |
-13,339
|
|
||
137
Skyworks Solutions
SWKS
$10.2B
| – | – |
-9,749
|
|
||
138
TJX Companies
TJX
$173B
| – | – |
-2,380
|
|
||
139
Woodside Energy
WDS
$31.1B
| – | – |
-49,671
|
|
||
140
Wipro
WIT
$29.6B
| – | – |
-238,148
|
|
||
141
Amer Sports
AS
$21.8B
| – | – |
-489,240
|
|
||
142
GE Vernova
GEV
$191B
| – | – |
-39
|
|
||
|
HDL
143
Super Hi International Holding
HDL
$1.02B
| – | – |
-8,030
|
|