Step Capital Management Pte. Ltd.
Top Portfolio Positions
26 positions ·
$246,330,714 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MU |
Micron Technology Inc
Technology
|
160,500 | $54,223,320 | 22.01% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
192,500 | $39,160,275 | 15.90% | |
| MRNA |
Moderna, Inc.
Healthcare
|
645,000 | $32,766,000 | 13.30% | |
| BILI |
Bilibili Inc.
Communication Services
|
1,000,000 | $22,560,000 | 9.16% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
90,800 | $15,854,588 | 6.44% | |
| AVGO |
Broadcom Inc.
Technology
|
50,000 | $15,475,500 | 6.28% | |
| INTC |
Intel Corp
Technology
|
350,000 | $15,445,500 | 6.27% | |
| NVDA |
Nvidia Corp
Technology
|
80,000 | $13,952,000 | 5.66% | |
| PDD |
PDD Holdings Inc.
Consumer Cyclical
|
75,000 | $7,663,500 | 3.11% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
105,000 | $4,749,150 | 1.93% |
Portfolio Trend
2 quarters · across all stocks
Holdings in BILI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,560,000 | 1,000,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $24,590,000 | 1,000,000 | Shares | Sole | 2026-01-21 | |
| No 13F history on record for this holder in this stock. | ||||||