AnglePoint Asset Management Ltd
- SEC CIK
- 0001869683
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 5, 2026.SEC
- Positions
- 44
- +24 vs. Q1 2026
- Total value
- $153.95M
- +$12.5M (+8.8%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| INTCINTEL CORP COM | Stock | 107,539 | $15.02M | 9.75% | −398,261−78.7% | Reduced | View |
| ARMARM HOLDINGS PLC SPONSORED ADS | ADR | 36,364 | $12.89M | 8.38% | +36,364 | New | View |
| MRVLMARVELL TECHNOLOGY INC | COM | 39,579 | $11.79M | 7.66% | +39,579 | New | View |
| SNDKSANDISK CORP | COM | 5,057 | $11.5M | 7.47% | −25,507−83.5% | Reduced | View |
| NBISNEBIUS GROUP N.V. SHS CLASS A | Stock | 39,785 | $10.99M | 7.14% | +39,785 | New | View |
| COHRCOHERENT CORP | COM | 23,539 | $9.29M | 6.03% | −29,424−55.6% | Reduced | View |
| MTSIMACOM TECH SOLUTIONS HLDGS I | COM | 19,544 | $7.43M | 4.83% | −9,137−31.9% | Reduced | View |
| GOOGLALPHABET INC CAP STK CL A | Stock | 20,258 | $7.24M | 4.70% | +20,258 | New | View |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 11,527 | $6.7M | 4.35% | +11,527 | New | View |
| UUNITY SOFTWARE INC | COM | 209,163 | $5.98M | 3.88% | −311,107−59.8% | Reduced | View |
| WOLFWOLFSPEED INC | COMMON STOCK | 115,083 | $5.55M | 3.61% | +115,083 | New | View |
| AXTIAXT INC | COM | 74,377 | $5.36M | 3.48% | −20,445−21.6% | Reduced | View |
| ALABASTERA LABS INC COM | Stock | 9,666 | $4.67M | 3.03% | +9,666 | New | View |
| MXLMAXLINEAR INC | COM | 36,382 | $4.66M | 3.03% | +36,382 | New | View |
| AMKRAMKOR TECHNOLOGY INC | COM | 47,007 | $4.05M | 2.63% | −14,593−23.7% | Reduced | View |
| WDCWESTERN DIGITAL CORP | COM | 4,536 | $2.9M | 1.88% | +4,536 | New | View |
| HSAIHESAI GROUP | SPONSORED ADS | 158,400 | $2.89M | 1.87% | +158,400 | New | View |
| POETPOET TECHNOLOGIES INC | COM NEW | 271,237 | $2.79M | 1.81% | +37,207+15.9% | Added | View |
| RIGTRANSOCEAN LTD | REGISTERED SHS | 545,750 | $2.67M | 1.73% | +545,750 | New | View |
| AAOIAPPLIED OPTOELECTRONICS INC | COM | 17,598 | $2.61M | 1.69% | +17,598 | New | View |
| LITELUMENTUM HLDGS INC | COM | 2,775 | $2.38M | 1.55% | −18,906−87.2% | Reduced | View |
| UMCUNITED MICROELECTRONICS CORP | SPON ADR NEW | 86,267 | $2.35M | 1.52% | +86,267 | New | View |
| CBRSCEREBRAS SYSTEMS INC | COM CL A | 7,271 | $1.61M | 1.04% | +7,271 | New | View |
| TCOMTRIP COM GROUP LTD | ADS | 31,999 | $1.27M | 0.83% | 00.0% | Unchanged | View |
| MUMICRON TECHNOLOGY INC COM | Stock | 912 | $1.05M | 0.68% | +912 | New | View |
| ACLSAXCELIS TECHNOLOGIES INC COM NEW | Stock | 5,012 | $949.52K | 0.62% | +5,012 | New | View |
| AVGOBROADCOM INC COM | Stock | 2,368 | $894.51K | 0.58% | +2,368 | New | View |
| HUTHUT 8 CORP | COM | 6,684 | $771.63K | 0.50% | +6,684 | New | View |
| CIENCIENA CORP | COM NEW | 1,441 | $706.9K | 0.46% | +1,441 | New | View |
| NVTSNAVITAS SEMICONDUCTOR CORP | COM | 38,260 | $685.62K | 0.45% | +38,260 | New | View |
| RMBSRAMBUS INC DEL | COM | 5,012 | $665.29K | 0.43% | +5,012 | New | View |
| TSEMTOWER SEMICONDUCTOR LTD | SHS NEW | 2,497 | $650.82K | 0.42% | +2,497 | New | View |
| QCOMQUALCOMM INC COM | Stock | 3,480 | $643.07K | 0.42% | +3,480 | New | View |
| TTMITTM TECHNOLOGIES INC | COM | 2,848 | $532.63K | 0.35% | −29,519−91.2% | Reduced | View |
| ONON SEMICONDUCTOR CORP COM | Stock | 4,920 | $465.14K | 0.30% | +4,920 | New | View |
| VICRVICOR CORP | COM | 1,199 | $455.36K | 0.30% | +1,199 | New | View |
| CRDOCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | Stock | 1,013 | $275.49K | 0.18% | +1,013 | New | View |
| CCCHEMOURS CO COM | Stock | 11,093 | $227.63K | 0.15% | +11,093 | New | View |
| VRTVERTIV HOLDINGS CO | COM CL A | 578 | $193.53K | 0.13% | +578 | New | View |
| FORMFORMFACTOR INC | COM | 911 | $145.7K | 0.09% | +911 | New | View |
| ALMUAELUMA INC | COM | 1,633 | $36.06K | 0.02% | −71,840−97.8% | Reduced | View |
| AMPLIFY ETF TR032108649 | AMPLIFY JUNIOR S | 640 | $16.59K | 0.01% | 00.0% | Unchanged | – |
| GLOBAL X FDS37954Y848 | GLOBAL X SILVER | 168 | $13.01K | 0.01% | 00.0% | Unchanged | – |
| VIXYPROSHARES TR II VIX SHT TERM FUT | ETF | 48 | $1.02K | 0.00% | 00.0% | Unchanged | View |
Sold out since Q1 2026 (5)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| PDDPDD HOLDINGS INC | SPONSORED ADS | 193,600 | $19.78M | 13.98% |
| ECHOECHOSTAR CORP | CL A | 71,300 | $8.35M | 5.90% |
| SLVISHARES SILVER TRUST | ETF | 78,814 | $5.37M | 3.80% |
| IBITISHARES BITCOIN TRUST ETF | ETF | 133,689 | $5.14M | 3.63% |
| MAXNQMAXEON SOLAR TECHNOLOGIES LTD SHS NEW | Stock | 88,082 | $133K | 0.09% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 5, 2026 | 44 | $153.95M | vs. Q1 2026 | SEC |
| Q1 2026 | May 4, 2026 | 20 | $141.46M | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 3, 2026 | 17 | $134.87M | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 31, 2025 | 11 | $111.13M | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 1, 2025 | 12 | $59.8M | vs. Q1 2025 | SEC |
| Q1 2025 | May 6, 2025 | 16 | $55.57M | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 3, 2025 | 14 | $44.23M | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 4, 2024 | 9 | $51.18M | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 12, 2024 | 26 | $95.09M | vs. Q1 2024 | SEC |
| Q1 2024 | May 14, 2024 | 18 | $53.24M | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 15, 2024 | 35 | $79.02M | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 14, 2023 | 11 | $78.21M | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 14, 2023 | 15 | $98.97M | vs. Q1 2023 | SEC |
| Q1 2023 | May 15, 2023 | 14 | $93.31M | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 9, 2023 | 8 | $51.95M | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 14, 2022 | 20 | $134.92M | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 12, 2022 | 16 | $85.85M | vs. Q1 2022 | SEC |
| Q1 2022 | May 13, 2022 | 14 | $90.57M | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 14, 2022 | 17 | $76.32M | – | SEC |