# HIMENSION CAPITAL (SINGAPORE) PTE. LTD.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1817652. Source: https://holderbook.com/funds/1817652-himension-capital-singapore-pte-ltd/

- Reported value: $1.6B
- Positions: 168
- Weight of the ten largest: 72.7%
- Filed: 2026-08-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $529.8M | 1,109,430 | 32.5% | 12 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $190.0M | 1,360,958 | 11.7% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $130.6M | 652,484 | 8.0% | 12 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $69.1M | 34,719 | 4.2% | 12 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $56.1M | 96,568 | 3.4% | 3 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $49.3M | 42,749 | 3.0% | 9 |
| NEBIUS GROUP N.V. | [NBIS](https://holderbook.com/stocks/NBIS/) | $47.1M | 170,681 | 2.9% | 6 |
| COREWEAVE INC | [CRWV](https://holderbook.com/stocks/CRWV/) | $42.7M | 429,274 | 2.6% | 4 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $39.5M | 130,835 | 2.4% | 8 |
| ALBEMARLE CORP | [ALB](https://holderbook.com/stocks/ALB/) | $31.1M | 230,095 | 1.9% | 9 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $25.4M | 60,465 | 1.6% | 23 |
| EQT CORP | [EQT](https://holderbook.com/stocks/EQT/) | $23.3M | 438,294 | 1.4% | 4 |
| EXPAND ENERGY CORPORATION | [EXE](https://holderbook.com/stocks/EXE/) | $21.8M | 239,197 | 1.3% | 2 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $18.3M | 42,214 | 1.1% | 7 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $14.9M | 17,398 | 0.9% | 4 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $14.8M | 51,296 | 0.9% | 9 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $13.3M | 44,521 | 0.8% | 1 |
| VALE S A | [VALE](https://holderbook.com/stocks/VALE/) | $12.8M | 852,163 | 0.8% | 4 |
| FUTU HLDGS LTD | [FUTU](https://holderbook.com/stocks/FUTU/) | $12.4M | 132,025 | 0.8% | 6 |
| TOWER SEMICONDUCTOR LTD | [TSEM](https://holderbook.com/stocks/TSEM/) | $11.9M | 45,487 | 0.7% | 1 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $10.8M | 14,922 | 0.7% | 10 |
| CIRCLE INTERNET GROUP INC | [CRCL](https://holderbook.com/stocks/CRCL/) | $9.4M | 149,752 | 0.6% | 5 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $8.4M | 22,274 | 0.5% | 12 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $8.0M | 22,466 | 0.5% | 1 |
| ROBLOX CORP | [RBLX](https://holderbook.com/stocks/RBLX/) | $7.5M | 138,175 | 0.5% | 3 |
| D R HORTON INC | [DHI](https://holderbook.com/stocks/DHI/) | $7.2M | 44,209 | 0.4% | 7 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $6.6M | 19,605 | 0.4% | 6 |
| MP MATERIALS CORP | [MP](https://holderbook.com/stocks/MP/) | $6.3M | 111,774 | 0.4% | 4 |
| GDS HLDGS LTD | [GDS](https://holderbook.com/stocks/GDS/) | $5.7M | 190,553 | 0.4% | 1 |
| INTELLIA THERAPEUTICS INC | [NTLA](https://holderbook.com/stocks/NTLA/) | $5.5M | 326,893 | 0.3% | 22 |
| ALNYLAM PHARMACEUTICALS INC | [ALNY](https://holderbook.com/stocks/ALNY/) | $5.5M | 18,136 | 0.3% | 7 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $5.3M | 8,303 | 0.3% | 1 |
| RIO TINTO PLC | [RIO](https://holderbook.com/stocks/RIO/) | $5.3M | 55,394 | 0.3% | 4 |
| CEREBRAS SYSTEMS INC | [CBRS](https://holderbook.com/stocks/CBRS/) | $4.7M | 21,196 | 0.3% | 1 |
| USA RARE EARTH INC | [USAR](https://holderbook.com/stocks/USAR/) | $4.7M | 216,562 | 0.3% | 2 |
| CRISPR THERAPEUTICS AG | [CRSP](https://holderbook.com/stocks/CRSP/) | $4.6M | 83,897 | 0.3% | 11 |
| ALMONTY INDS INC | [ALM](https://holderbook.com/stocks/ALM/) | $4.5M | 270,895 | 0.3% | 4 |
| YPF SOCIEDAD ANONIMA | [YPF](https://holderbook.com/stocks/YPF/) | $4.2M | 91,469 | 0.3% | 2 |
| ISHARES INC | [EWZ](https://holderbook.com/stocks/EWZ/) | $3.6M | 103,901 | 0.2% | 2 |
| CRH PLC | [CRH](https://holderbook.com/stocks/CRH/) | $3.3M | 30,575 | 0.2% | 4 |
| CENTURY ALUM CO | [CENX](https://holderbook.com/stocks/CENX/) | $3.3M | 70,667 | 0.2% | 3 |
| ISHARES INC | [EWW](https://holderbook.com/stocks/EWW/) | $3.2M | 42,726 | 0.2% | 2 |
| ASTERA LABS INC | [ALAB](https://holderbook.com/stocks/ALAB/) | $3.2M | 6,628 | 0.2% | 1 |
| TELEKOMUNIKASI IND | [TLK](https://holderbook.com/stocks/TLK/) | $3.2M | 238,016 | 0.2% | 6 |
| MODINE MFG CO | [MOD](https://holderbook.com/stocks/MOD/) | $3.1M | 11,688 | 0.2% | 2 |
| HUDBAY MINERALS INC | [HBM](https://holderbook.com/stocks/HBM/) | $3.1M | 131,167 | 0.2% | 1 |
| ALCOA CORP | [AA](https://holderbook.com/stocks/AA/) | $2.8M | 54,441 | 0.2% | 3 |
| PULTE GROUP INC | [PHM](https://holderbook.com/stocks/PHM/) | $2.8M | 20,263 | 0.2% | 4 |
| ERO COPPER CORP | [ERO](https://holderbook.com/stocks/ERO/) | $2.8M | 102,831 | 0.2% | 1 |
| VISTA ENERGY S.A.B. DE C.V. | [VIST](https://holderbook.com/stocks/VIST/) | $2.6M | 41,087 | 0.2% | 2 |
| CAMECO CORP | [CCJ](https://holderbook.com/stocks/CCJ/) | $2.6M | 25,706 | 0.2% | 4 |
| BITMINE IMMERSION TECHS INC | [BMNR](https://holderbook.com/stocks/BMNR/) | $2.6M | 194,493 | 0.2% | 4 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $2.6M | 25,468 | 0.2% | 4 |
| SUPER MICRO COMPUTER INC | [SMCI](https://holderbook.com/stocks/SMCI/) | $2.5M | 84,831 | 0.2% | 7 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $2.4M | 2,466 | 0.1% | 6 |
| ISHARES TR | [EIDO](https://holderbook.com/stocks/EIDO/) | $2.4M | 208,850 | 0.1% | 1 |
| KYIVSTAR GROUP LTD | [KYIV](https://holderbook.com/stocks/KYIV/) | $2.3M | 145,000 | 0.1% | 1 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $2.3M | 12,353 | 0.1% | 2 |
| APPLIED OPTOELECTRONICS INC | [AAOI](https://holderbook.com/stocks/AAOI/) | $2.3M | 15,773 | 0.1% | 1 |
| SEMPRA | [SRE](https://holderbook.com/stocks/SRE/) | $2.1M | 23,001 | 0.1% | 6 |
| HESAI GROUP | [HSAI](https://holderbook.com/stocks/HSAI/) | $2.1M | 115,081 | 0.1% | 4 |
| CREDO TECHNOLOGY GROUP HOLDI | [CRDO](https://holderbook.com/stocks/CRDO/) | $2.1M | 7,592 | 0.1% | 2 |
| KRATOS DEFENSE & SEC SOLUTIO | [KTOS](https://holderbook.com/stocks/KTOS/) | $2.0M | 40,985 | 0.1% | 1 |
| DAQO NEW ENERGY CORP | [DQ](https://holderbook.com/stocks/DQ/) | $2.0M | 152,409 | 0.1% | 2 |
| ARK ETF TR | [ARKG](https://holderbook.com/stocks/ARKG/) | $2.0M | 47,698 | 0.1% | 2 |
| COHERENT CORP | [COHR](https://holderbook.com/stocks/COHR/) | $2.0M | 5,082 | 0.1% | 3 |
| HIMS & HERS HEALTH INC | [HIMS](https://holderbook.com/stocks/HIMS/) | $1.9M | 54,967 | 0.1% | 6 |
| ALPHA METALLURGICAL RESOUR I | [AMR](https://holderbook.com/stocks/AMR/) | $1.8M | 10,768 | 0.1% | 2 |
| EOG RES INC | [EOG](https://holderbook.com/stocks/EOG/) | $1.8M | 13,689 | 0.1% | 2 |
| MODERNA INC | [MRNA](https://holderbook.com/stocks/MRNA/) | $1.8M | 25,218 | 0.1% | 8 |
| JINKOSOLAR HLDG CO LTD | [JKS](https://holderbook.com/stocks/JKS/) | $1.7M | 102,636 | 0.1% | 9 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $1.7M | 3,497 | 0.1% | 1 |
| SOCIEDAD QUIMICA Y MINERA DE | [SQM](https://holderbook.com/stocks/SQM/) | $1.7M | 22,701 | 0.1% | 4 |
| VANECK ETF TRUST | [VNM](https://holderbook.com/stocks/VNM/) | $1.6M | 85,255 | 0.1% | 4 |
| TEMPUS AI INC | [TEM](https://holderbook.com/stocks/TEM/) | $1.6M | 26,781 | 0.1% | 6 |
| MKS INC. | [MKSI](https://holderbook.com/stocks/MKSI/) | $1.5M | 3,406 | 0.1% | 1 |
| AES CORP | [AES](https://holderbook.com/stocks/AES/) | $1.5M | 101,962 | 0.1% | 4 |
| KEEL INFRASTRUCTURE CORP | [KEEL](https://holderbook.com/stocks/KEEL/) | $1.5M | 258,459 | 0.1% | 1 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $1.5M | 5,792 | 0.1% | 2 |
| AMKOR TECHNOLOGY INC | [AMKR](https://holderbook.com/stocks/AMKR/) | $1.5M | 16,990 | 0.1% | 2 |
| FIRST SOLAR INC | [FSLR](https://holderbook.com/stocks/FSLR/) | $1.5M | 6,207 | 0.1% | 3 |
| CHENIERE ENERGY INC | [LNG](https://holderbook.com/stocks/LNG/) | $1.5M | 6,098 | 0.1% | 4 |
| BHP BILLITON LIMITED | [BHP](https://holderbook.com/stocks/BHP/) | $1.4M | 17,224 | 0.1% | 2 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $1.4M | 2,741 | 0.1% | 2 |
| NUCOR CORP | [NUE](https://holderbook.com/stocks/NUE/) | $1.4M | 6,256 | 0.1% | 3 |
| TTM TECHNOLOGIES INC | [TTMI](https://holderbook.com/stocks/TTMI/) | $1.3M | 7,132 | 0.1% | 3 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $1.3M | 7,764 | 0.1% | 6 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $1.3M | 5,298 | 0.1% | 2 |
| MACOM TECH SOLUTIONS HLDGS I | [MTSI](https://holderbook.com/stocks/MTSI/) | $1.3M | 3,394 | 0.1% | 1 |
| CIENA CORP | [CIEN](https://holderbook.com/stocks/CIEN/) | $1.3M | 2,598 | 0.1% | 3 |
| BEAM THERAPEUTICS INC | [BEAM](https://holderbook.com/stocks/BEAM/) | $1.2M | 36,419 | 0.1% | 2 |
| NOKIA CORP | [NOK](https://holderbook.com/stocks/NOK/) | $1.2M | 93,223 | 0.1% | 1 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $1.2M | 2,895 | 0.1% | 3 |
| CELESTICA INC | [CLS](https://holderbook.com/stocks/CLS/) | $1.2M | 3,231 | 0.1% | 4 |
| ARCELORMITTAL SA LUXEMBOURG | [MT](https://holderbook.com/stocks/MT/) | $1.2M | 19,371 | 0.1% | 1 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $1.1M | 503 | 0.1% | 2 |
| SEMTECH CORP | [SMTC](https://holderbook.com/stocks/SMTC/) | $1.1M | 6,886 | 0.1% | 1 |
| HUNTINGTON INGALLS INDS INC | [HII](https://holderbook.com/stocks/HII/) | $1.1M | 3,959 | 0.1% | 3 |
| REVOLUTION MEDICINES INC | [RVMD](https://holderbook.com/stocks/RVMD/) | $1.1M | 5,653 | 0.1% | 4 |
| HDFC BANK LTD | [HDB](https://holderbook.com/stocks/HDB/) | $1.0M | 39,622 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +45.3% | +14.8% | +30.5% | 100% |
| Q1 2026 | -0.1% | -4.6% | +4.5% | 100% |
| Q4 2025 | +7.4% | +2.4% | +5.1% | 100% |
| Q3 2025 | +18.2% | +7.8% | +10.4% | 100% |
| Q2 2025 | +25.6% | +10.5% | +15.2% | 100% |
| Q1 2025 | -12.7% | -4.6% | -8.1% | 100% |
| Q4 2024 | +9.9% | +2.1% | +7.7% | 100% |
| Q3 2024 | +8.2% | +5.4% | +2.7% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.6B | 168 |
| Q1 2026 | $1.3B | 135 |
| Q4 2025 | $1.6B | 95 |
| Q3 2025 | $1.6B | 92 |
| Q2 2025 | $1.3B | 61 |
| Q1 2025 | $1.2B | 61 |
| Q4 2024 | $1.4B | 47 |
| Q3 2024 | $1.3B | 36 |
| Q2 2024 | $1.4B | 53 |
| Q1 2024 | $1.3B | 34 |
| Q4 2023 | $1.1B | 32 |
| Q3 2023 | $973.9M | 93 |