HIMENSION CAPITAL (SINGAPORE) PTE. LTD.
Q2 2026 13F filing
Updated 28 days ago168 disclosed positions worth $1.6B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $529.8M | 1.11M | 32.50% | — |
| 2 | I INTC INTEL CORP | $190M | 1.36M | 11.66% | — |
| 3 | N NVDA NVIDIA CORPORATION | $130.6M | 652.5K | 8.01% | — |
| 4 | A ASMLF ASML HLDG NV | $69.1M | 34.7K | 4.24% | — |
| 5 | A AMD ADVANCED MICRO DEVICES INC | $56.1M | 96.6K | 3.44% | — |
| 6 | M MU MICRON TECHNOLOGY INC | $49.3M | 42.7K | 3.03% | — |
| 7 | N NBIS NEBIUS GROUP N.V. | $47.1M | 170.7K | 2.89% | — |
| 8 | C CRWV COREWEAVE INC | $42.7M | 429.3K | 2.62% | — |
| 9 | K KLAC KLA CORP | $39.5M | 130.8K | 2.42% | — |
| 10 | A ALB-PA ALBEMARLE CORP | $31.1M | 230.1K | 1.91% | — |
| 11 | T TSLA TESLA INC | $25.4M | 60.5K | 1.56% | — |
| 12 | E EQT EQT CORP | $23.3M | 438.3K | 1.43% | — |
| 13 | E EXE EXPAND ENERGY CORPORATION | $21.8M | 239.2K | 1.34% | — |
| 14 | L LRCX LAM RESEARCH CORP | $18.3M | 42.2K | 1.12% | — |
| 15 | L LITE LUMENTUM HLDGS INC | $14.9M | 17.4K | 0.92% | — |
| 16 | A AAPL APPLE INC | $14.8M | 51.3K | 0.91% | — |
| 17 | M MRVL MARVELL TECHNOLOGY INC | $13.3M | 44.5K | 0.81% | — |
| 18 | V VALE VALE S A | $12.8M | 852.2K | 0.79% | — |
| 19 | F FUTU FUTU HLDGS LTD | $12.4M | 132.0K | 0.76% | — |
| 20 | T TSEM TOWER SEMICONDUCTOR LTD | $11.9M | 45.5K | 0.73% | — |
| 21 | A AMAT APPLIED MATLS INC | $10.8M | 14.9K | 0.66% | — |
| 22 | C CRCL CIRCLE INTERNET GROUP INC | $9.4M | 149.8K | 0.58% | — |
| 23 | A AVGO BROADCOM INC | $8.4M | 22.3K | 0.52% | — |
| 24 | G GOOGN ALPHABET INC | $8M | 22.5K | 0.49% | — |
| 25 | R RBLX ROBLOX CORP | $7.5M | 138.2K | 0.46% | — |
| 26 | D DNP D R HORTON INC | $7.2M | 44.2K | 0.44% | — |
| 27 | V VRT VERTIV HOLDINGS CO | $6.6M | 19.6K | 0.40% | — |
| 28 | M MP MP MATERIALS CORP | $6.3M | 111.8K | 0.38% | — |
| 29 | G GDHLF GDS HLDGS LTD | $5.7M | 190.6K | 0.35% | — |
| 30 | N NTLA INTELLIA THERAPEUTICS INC | $5.5M | 326.9K | 0.34% | — |
| 31 | A ALNY ALNYLAM PHARMACEUTICALS INC | $5.5M | 18.1K | 0.33% | — |
| 32 | W WDC WESTERN DIGITAL CORP | $5.3M | 8.3K | 0.33% | — |
| 33 | R RTPPF RIO TINTO PLC | $5.3M | 55.4K | 0.32% | — |
| 34 | C CBRS CEREBRAS SYSTEMS INC | $4.7M | 21.2K | 0.29% | — |
| 35 | U USAR USA RARE EARTH INC | $4.7M | 216.6K | 0.29% | — |
| 36 | C CRSP CRISPR THERAPEUTICS AG | $4.6M | 83.9K | 0.28% | — |
| 37 | A ALM ALMONTY INDS INC | $4.5M | 270.9K | 0.28% | — |
| 38 | Y YPF YPF SOCIEDAD ANONIMA | $4.2M | 91.5K | 0.26% | — |
| 39 | E ETHA ISHARES INC | $3.6M | 103.9K | 0.22% | — |
| 40 | R RH CRH PLC | $3.3M | 30.6K | 0.20% | — |
| 41 | C CENX CENTURY ALUM CO | $3.3M | 70.7K | 0.20% | — |
| 42 | E ETHA ISHARES INC | $3.2M | 42.7K | 0.20% | — |
| 43 | A ALAB ASTERA LABS INC | $3.2M | 6.6K | 0.20% | — |
| 44 | P PHIN TELEKOMUNIKASI IND | $3.2M | 238.0K | 0.20% | — |
| 45 | M MOD MODINE MFG CO | $3.1M | 11.7K | 0.19% | — |
| 46 | H HBM HUDBAY MINERALS INC | $3.1M | 131.2K | 0.19% | — |
| 47 | A AA ALCOA CORP | $2.8M | 54.4K | 0.17% | — |
| 48 | P PHM PULTE GROUP INC | $2.8M | 20.3K | 0.17% | — |
| 49 | E ERO ERO COPPER CORP | $2.8M | 102.8K | 0.17% | — |
| 50 | ? N/A VISTA ENERGY S.A.B. DE C.V. | $2.6M | 41.1K | 0.16% | — |