AnglePoint Asset Management Ltd
- SEC CIK
- 0001869683
- Latest filing
- Aug 5, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 5, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 44
- +24 vs. Q1 2026
- Portfolio value
- $154.0M
- +$12.5M (+8.8%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| INTCIntel Corp | Stock | 107,539 | $15.0M | 9.8% | −398,261−78.7% | Reduced | History |
| ARMArm Holdings PLC | ADR | 36,364 | $12.9M | 8.4% | +36,364 | New | History |
| MRVLMarvell Technology, Inc. | COM | 39,579 | $11.8M | 7.7% | +39,579 | New | History |
| SNDKSandisk Corp | COM | 5,057 | $11.5M | 7.5% | −25,507−83.5% | Reduced | History |
| NBISNebius Group N.V. | Stock | 39,785 | $11.0M | 7.1% | +39,785 | New | History |
| COHRCoherent Corp. | COM | 23,539 | $9.29M | 6.0% | −29,424−55.6% | Reduced | History |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 19,544 | $7.43M | 4.8% | −9,137−31.9% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 20,258 | $7.24M | 4.7% | +20,258 | New | History |
| AMDAdvanced Micro Devices Inc | Stock | 11,527 | $6.70M | 4.3% | +11,527 | New | History |
| UUnity Software Inc. | COM | 209,163 | $5.98M | 3.9% | −311,107−59.8% | Reduced | History |
| WOLFWolfspeed, Inc. | COMMON STOCK | 115,083 | $5.55M | 3.6% | +115,083 | New | History |
| AXTIAxt Inc | COM | 74,377 | $5.36M | 3.5% | −20,445−21.6% | Reduced | History |
| ALABAstera Labs, Inc. | Stock | 9,666 | $4.67M | 3.0% | +9,666 | New | History |
| MXLMaxlinear, Inc | COM | 36,382 | $4.66M | 3.0% | +36,382 | New | History |
| AMKRAmkor Technology, Inc. | COM | 47,007 | $4.05M | 2.6% | −14,593−23.7% | Reduced | History |
| WDCWestern Digital Corp | COM | 4,536 | $2.90M | 1.9% | +4,536 | New | History |
| HSAIHesai Group | SPONSORED ADS | 158,400 | $2.89M | 1.9% | +158,400 | New | History |
| POETPoet Technologies Inc. | COM NEW | 271,237 | $2.79M | 1.8% | +37,207+15.9% | Added | History |
| RIGTransocean Ltd. | REGISTERED SHS | 545,750 | $2.67M | 1.7% | +545,750 | New | History |
| AAOIApplied Optoelectronics, Inc. | COM | 17,598 | $2.61M | 1.7% | +17,598 | New | History |
| LITELumentum Holdings Inc. | COM | 2,775 | $2.38M | 1.5% | −18,906−87.2% | Reduced | History |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 86,267 | $2.35M | 1.5% | +86,267 | New | History |
| CBRSCerebras Systems Inc. | COM CL A | 7,271 | $1.61M | 1.0% | +7,271 | New | History |
| TCOMTrip.com Group Ltd | ADS | 31,999 | $1.27M | 0.8% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 912 | $1.05M | 0.7% | +912 | New | History |
| ACLSAxcelis Technologies Inc | Stock | 5,012 | $949.5K | 0.6% | +5,012 | New | History |
| AVGOBroadcom Inc. | Stock | 2,368 | $894.5K | 0.6% | +2,368 | New | History |
| HUTHut 8 Corp. | COM | 6,684 | $771.6K | 0.5% | +6,684 | New | History |
| CIENCiena Corp | COM NEW | 1,441 | $706.9K | 0.5% | +1,441 | New | History |
| NVTSNavitas Semiconductor Corp | COM | 38,260 | $685.6K | 0.4% | +38,260 | New | History |
| RMBSRambus Inc | COM | 5,012 | $665.3K | 0.4% | +5,012 | New | History |
| TSEMTower Semiconductor Ltd | SHS NEW | 2,497 | $650.8K | 0.4% | +2,497 | New | History |
| QCOMQualcomm Inc | Stock | 3,480 | $643.1K | 0.4% | +3,480 | New | History |
| TTMITTM Technologies Inc | COM | 2,848 | $532.6K | 0.3% | −29,519−91.2% | Reduced | History |
| ONOn Semiconductor Corp | Stock | 4,920 | $465.1K | 0.3% | +4,920 | New | History |
| VICRVicor Corp | COM | 1,199 | $455.4K | 0.3% | +1,199 | New | History |
| CRDOCredo Technology Group Holding Ltd | Stock | 1,013 | $275.5K | 0.2% | +1,013 | New | History |
| CCChemours Co | Stock | 11,093 | $227.6K | 0.1% | +11,093 | New | History |
| VRTVertiv Holdings Co | COM CL A | 578 | $193.5K | 0.1% | +578 | New | History |
| FORMFormfactor Inc | COM | 911 | $145.7K | 0.1% | +911 | New | History |
| ALMUAeluma, Inc. | COM | 1,633 | $36.1K | <0.1% | −71,840−97.8% | Reduced | History |
| Amplify ETF Tr032108649 | AMPLIFY JUNIOR S | 640 | $16.6K | <0.1% | 00.0% | Unchanged | – |
| Global X FDS37954Y848 | GLOBAL X SILVER | 168 | $13.0K | <0.1% | 00.0% | Unchanged | – |
| VIXYProShares Trust II | ETF | 48 | $1.02K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (5)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| PDDPDD Holdings Inc. | SPONSORED ADS | 193,600 | $19.8M | 14.0% | History |
| ECHOEchoStar CORP | CL A | 71,300 | $8.35M | 5.9% | History |
| SLViShares Silver Trust | ETF | 78,814 | $5.37M | 3.8% | History |
| IBITiShares Bitcoin Trust ETF | ETF | 133,689 | $5.14M | 3.6% | History |
| MAXNQMaxeon Solar Technologies, Ltd. | Stock | 88,082 | $133.0K | 0.1% | History |