AnglePoint Asset Management Ltd
- SEC CIK
- 0001869683
- Latest filing
- Aug 5, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 4, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 20
- +3 vs. Q4 2025
- Portfolio value
- $141.5M
- +$6.58M (+4.9%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| INTCIntel Corp | Stock | 505,800 | $22.3M | 15.8% | +177,206+53.9% | Added | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 193,600 | $19.8M | 14.0% | −319,512−62.3% | Reduced | History |
| SNDKSandisk Corp | COM | 30,564 | $19.4M | 13.7% | +30,564 | New | History |
| LITELumentum Holdings Inc. | COM | 21,681 | $15.2M | 10.8% | +15,531+252.5% | Added | History |
| COHRCoherent Corp. | COM | 52,963 | $12.6M | 8.9% | +52,963 | New | History |
| UUnity Software Inc. | COM | 520,270 | $11.4M | 8.1% | +398,892+328.6% | Added | History |
| ECHOEchoStar CORP | CL A | 71,300 | $8.35M | 5.9% | +71,300 | New | History |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 28,681 | $6.37M | 4.5% | +28,681 | New | History |
| AXTIAxt Inc | COM | 94,822 | $5.40M | 3.8% | −587,477−86.1% | Reduced | History |
| SLViShares Silver Trust | ETF | 78,814 | $5.37M | 3.8% | +78,814 | New | History |
| IBITiShares Bitcoin Trust ETF | ETF | 133,689 | $5.14M | 3.6% | +14,194+11.9% | Added | History |
| TTMITTM Technologies Inc | COM | 32,367 | $3.15M | 2.2% | +32,367 | New | History |
| AMKRAmkor Technology, Inc. | COM | 61,600 | $2.77M | 2.0% | +61,600 | New | History |
| TCOMTrip.com Group Ltd | ADS | 31,999 | $1.59M | 1.1% | 00.0% | Unchanged | History |
| POETPoet Technologies Inc. | COM NEW | 234,030 | $1.39M | 1.0% | +234,030 | New | History |
| ALMUAeluma, Inc. | COM | 73,473 | $961.8K | 0.7% | +73,473 | New | History |
| MAXNQMaxeon Solar Technologies, Ltd. | Stock | 88,082 | $133.0K | 0.1% | 00.0% | Unchanged | History |
| Amplify ETF Tr032108649 | AMPLIFY JUNIOR S | 640 | $19.0K | <0.1% | +640 | New | – |
| Global X FDS37954Y848 | GLOBAL X SILVER | 168 | $15.1K | <0.1% | −11,422−98.6% | Reduced | – |
| VIXYProShares Trust II | ETF | 48 | $1.65K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (7)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 62,608 | $11.7M | 8.7% | History |
| SNPSSynopsys Inc | COM | 20,915 | $9.82M | 7.3% | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 18,053 | $5.49M | 4.1% | History |
| GOOGLAlphabet Inc. | Stock | 16,850 | $5.27M | 3.9% | History |
| SPDR Series Trust78464A755 | ST STR SP METAL | 19,600 | $2.03M | 1.5% | – |
| APPAppLovin Corp | COM CL A | 2,980 | $2.01M | 1.5% | History |
| RBOTVicarious Surgical Inc. | COM CL A NEW | 17,828 | $38.7K | <0.1% | History |