Pinpoint Asset Management Ltd 13F Holdings

CIK 0001803237 · HONG KONG, K3

As of Mar 31, 2025, Pinpoint Asset Management Ltd reported 88 positions worth $576.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
FULL TRUCK ALLIANCE CO LTDYMMTechnology7,735,913$98.8M17.14%
PDD HOLDINGS INCPDDConsumer Cyclical610,585$76.1M13.20%
ISHARES BITCOIN TRUST ETFIBIT—1,483,578$69.4M12.05%
TESLA INCTSLAConsumer Cyclical183,110$47.5M8.24%
KE HOLDINGS INCBEKEReal Estate2,055,195$41.3M7.17%
TAL EDUCATION GROUPTALConsumer Defensive2,491,129$32.9M5.71%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical213,115$28.2M4.89%
CANADIAN SOLAR INC——20,000,000 9.5M3.39%
SPDR GOLD TRUSTGQ9—51,590 4.9M2.58%
ZTO EXPRESS CAYMAN INC——11,830,000 1.9M2.07%
ICICI BANK LTDIBNFinancial Services357,350 1.3M1.95%
HDFC BANK LTDHDBFinancial Services168,667 1.2M1.94%
H WORLD GROUP LTD——10,000,000 1.2M1.94%
PDD HOLDINGS INC——9,500,000$9.5M1.64%
WEIBO CORP——8,400,000$9.2M1.60%
VNET GROUP INCVNETTechnology724,348$5.9M1.03%
LUMENTUM HLDGS INC——5,750,000$5.3M0.92%
DR REDDYS LABORATORIES LTDRDYHealthcare380,625$5.0M0.87%
DOCUSIGN INCDOCUTechnology56,985$4.6M0.80%
COINBASE GLOBAL INC——5,000,000$4.6M0.80%
COINBASE GLOBAL INC——4,500,000$4.4M0.76%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology1,647$4.3M0.74%
LI AUTO INCLIConsumer Cyclical98,418$3.6M0.62%
CHINA YUCHAI INTL LTDCYDIndustrials199,056$3.4M0.59%
BOSTON SCIENTIFIC CORPBSXHealthcare33,170$3.3M0.58%