PI
Pinnacle Investment Management Ltd
Concentrated strategySector-focusedLong-term holder
Total reported value
$28.9M
Reporting period: 2025-09-30 · Number of holdings: 8
Pinnacle Investment Management Ltd disclosed 8 holdings in its latest 13F filing for the period ending 2025-09-30, with total reported value of $28.9M and a quarterly turnover rate of 0.0%.
Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0
- Momentum/Contrarian
- 50
- Sector conviction
- 100
- Diversification
- 16
- Sizing Uniformity
- 81.35
Recent moves
No holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KO | Coca-cola Co/the | Stock-Consumer Staples | 69.56% | — | — | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 11.38% | — | -71.57% | |
| 3 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 7.02% | — | — | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.84% | — | — | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.54% | — | -66.67% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.81% | — | +9.80% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.46% | — | — | |
| 8 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.39% | — | — |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
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FAQ
What is Pinnacle Investment Management Ltd and what type of investor is it?
Pinnacle Investment Management Ltd is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-09-30), the firm manages a tracked equity portfolio valued at approximately $28.9M, spread across 8 disclosed positions.
What are Pinnacle Investment Management Ltd's largest equity positions?
Based on the latest 13F filing, Pinnacle Investment Management Ltd's top holdings by market value are:
1. Coca-cola Co/the (KO) — $20.1M (69.6%)
2. Alphabet Inc-cl C (GOOG) — $3.3M (11.4%)
3. Deckers Outdoor CORP (DECK) — $2.0M (7.0%)
4. Taiwan Semiconductor-sp Adr (TSM) — $1.4M (4.8%)
5. Meta Platforms Inc-class A (META) — $734.4K (2.5%)
What changes did Pinnacle Investment Management Ltd make in its most recent portfolio filing?
No notable portfolio changes were recorded for Pinnacle Investment Management Ltd in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Pinnacle Investment Management Ltd focus on?
Pinnacle Investment Management Ltd is concentrated in the following sectors based on its current disclosed equity portfolio:
• Consumer Staples: 77.2%
• Communication Services: 15.4%
• Information Technology: 7.4%