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Pinnacle Investment Management Ltd Top Holdings and 13F Report (2025)

About Pinnacle Investment Management Ltd

Investment Activity

  • Pinnacle Investment Management Ltd has $17.31 million in total holdings as of June 30, 2025.
  • Pinnacle Investment Management Ltd owns shares of 14 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 93.25% of the portfolio was purchased this quarter.
  • About 48.29% of the portfolio was sold this quarter.
  • This quarter, Pinnacle Investment Management Ltd has purchased 7 new stocks and bought additional shares in 1 stock.
  • Pinnacle Investment Management Ltd sold shares of 2 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Alphabet
$8,422,477
Meta Platforms
$2,214,270
SAILPOINT INC
$1,600,200
e.l.f. Beauty
$1,244,400

Largest New Holdings this Quarter

02079K107 - Alphabet
$8,422,477 Holding
90353T100 - Uber Technologies
$1,866,000 Holding
78781J109 - SAILPOINT INC
$1,600,200 Holding
26856L103 - e.l.f. Beauty
$1,244,400 Holding
46090E103 - Invesco QQQ
$386,148 Holding

Largest Purchases this Quarter

Alphabet
47,480 shares (about $8.42M)
Uber Technologies
20,000 shares (about $1.87M)
Meta Platforms
2,500 shares (about $1.85M)
SAILPOINT INC
70,000 shares (about $1.60M)
e.l.f. Beauty
10,000 shares (about $1.24M)

Largest Sales this Quarter

iShares 20+ Year Treasury Bond ETF
55,500 shares (about $4.90M)
NVIDIA
3,450 shares (about $545.07K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPinnacle Investment Management Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Alphabet Inc. stock logo
GOOG
Alphabet
$8,422,477$8,422,477 New Holding47,48048.7%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,214,270$1,845,225 500.0%3,00012.8%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,866,000$1,866,000 New Holding20,00010.8%Computer and Technology
SAILPOINT INC
$1,600,200$1,600,200 New Holding70,0009.2%COM
e.l.f. Beauty stock logo
ELF
e.l.f. Beauty
$1,244,400$1,244,400 New Holding10,0007.2%Consumer Staples
NVIDIA Corporation stock logo
NVDA
NVIDIA
$402,875$545,066 -57.5%2,5502.3%Computer and Technology
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$397,125$4,897,875 -92.5%4,5002.3%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$386,148$386,148 New Holding7002.2%Finance
Sweetgreen, Inc. stock logo
SG
Sweetgreen
$297,600$297,600 New Holding20,0001.7%Retail/Wholesale
International Business Machines Corporation stock logo
IBM
International Business Machines
$132,651$132,651 New Holding4500.8%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$131,178$131,178 New Holding6000.8%Computer and Technology
Innodata Inc. stock logo
INOD
Innodata
$76,830$76,830 New Holding1,5000.4%Computer and Technology
TEMPUS AI INC
$76,248$76,248 New Holding1,2000.4%CL A
Tesla, Inc. stock logo
TSLA
Tesla
$63,532$63,532 New Holding2000.4%Auto/Tires/Trucks
Trip.com Group Limited Sponsored ADR stock logo
TCOM
Trip.com Group
$0$1,271,600 -100.0%00.0%Consumer Discretionary
STAAR Surgical Company stock logo
STAA
STAAR Surgical
$0$1,154,765 -100.0%00.0%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$0$475,650 -100.0%00.0%Retail/Wholesale
IonQ, Inc. stock logo
IONQ
IonQ
$0$15,405 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data