Pinnacle Investment Management Ltd
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Sep 30, 2025, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2025-09-30, active share 89.7%; sector active share 71.5% against the combined 13F book's sector weights.
Over time 4 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
8 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025Portfolio Trend
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Defensive | 69.6% | $20,088,659 |
| Communication Services | 13.9% | $4,022,305 |
| Consumer Cyclical | 7.0% | $2,027,400 |
| Technology | 6.6% | $1,918,874 |
| Unclassified | 2.8% | $822,424 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +250 | 2,800 | $522,424 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| UBER | Uber Technologies, Inc | 20,000 | $1,866,000 | |
| SAIL | SailPoint, Inc. | 70,000 | $1,600,200 | |
| ELF | e.l.f. Beauty, Inc. | 10,000 | $1,244,400 | |
| SG | Sweetgreen, Inc. | 20,000 | $297,600 | |
| IBM | International Business Machines Corp | 450 | $132,651 | |
| ORCL | Oracle Corp | 600 | $131,178 | |
| INOD | Innodata Inc | 1,500 | $76,830 | |
| TEM | Tempus AI, Inc. | 1,200 | $76,248 | |
| TSLA | Tesla, Inc. | 200 | $63,532 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| KO |
Coca Cola Co
Consumer Defensive
|
NEW | 302,905 | $20,088,659 | 69.56% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 13,500 | $3,287,925 | 11.38% | |
| DECK |
Deckers Outdoor Corp
Consumer Cyclical
|
NEW | 20,000 | $2,027,400 | 7.02% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 5,000 | $1,396,450 | 4.84% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,000 | $734,380 | 2.54% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 2,800 | $522,424 | 1.81% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 700 | $420,259 | 1.46% | |
| TLT |
iShares 20+ Year Treasury Bond ETF
|
Held | 4,500 | $402,165 | 1.39% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.