DOSSIER · 13F-HR · Q4 2025

Pureheart Capital Pte Ltd.

$1.3B in tracked AUM across 6 positions as of Q4 2025.

PC
CIK 0002087977 · last filed Dec 31, 2025
Total AUM
$1.3B
as of Q4 2025
Holdings
6
positions
Whale Score
70
70
strong
Activity
no data
changes this Q
AI Analysis · Q4 2025

Portfolio Overview

Pureheart Capital Pte Ltd. presents a highly concentrated, high-conviction portfolio with a total value of $609.11 million as of September 30, 2025. The portfolio is exceptionally compact, comprising only 11 holdings, which indicates a strategy focused on specific themes rather than broad market diversification. The turnover for the quarter was drastic, with the manager executing a major strategic pivot: 10 new positions were initiated, 8 positions were completely sold of...

The portfolio's stability in value—increasing only 0.6% from $605.35 million in the previous quarter—suggests that the capital reallocation was a disciplined rotation rather than a net influx or reduction of capital. The firm operates with a "barbell" approach, allocating the vast majority of assets to two primary drivers (Gold and Tesla) while using a small "satellite" portion of the portfolio to target specific sector exposure.

Key Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q4 2025. Methodology

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$467M760K36.3%
02
TSLA
TESLA INC
$303M673K23.5%
03
TLT
ISHARES TR
$293M3.4M22.7%
04
NVDA
NVIDIA CORPORATION
$224M1.2M17.4%
05
DOW
DOW INC
$1M50K0.1%

Filing history

2025Q4Dec 31
$1.3B 111.3%
6 positionsView →
2025Q3Sep 30
$609M 0.6%
11 positionsView →
2025Q2Jun 30
$605M 10.1%
9 positionsLocked
2025Q1Mar 31
$673M 9.0%
7 positionsLocked
2024Q4Dec 31
$740M
7 positionsLocked