HIMENSION CAPITAL (SINGAPORE) PTE. LTD.

Est. AUM

$1.30B

13F long equity, this entity only

Positions

135

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$385.0M	1139251	29.58%	SOLE
2	NVIDIA CORPORATION	COM	$184.0M	1055183	14.14%	SOLE
3	INTEL CORP	COM	$82.5M	1869740	6.34%	SOLE
4	TESLA INC	COM	$58.3M	156840	4.48%	SOLE
5	APPLE INC	COM	$47.8M	188185	3.67%	SOLE
6	ALBEMARLE CORP	COM	$38.0M	211423	2.92%	SOLE
7	ADVANCED MICRO DEVICES INC	COM	$31.8M	156237	2.44%	SOLE
8	NEBIUS GROUP N.V.	SHS CLASS A	$30.4M	293019	2.34%	SOLE
9	COREWEAVE INC	COM CL A	$29.9M	385998	2.30%	SOLE
10	ISHARES TR	20 YR TR BD ETF	$26.8M	309510	2.06%	SOLE
11	KLA CORP	COM NEW	$21.9M	14872	1.68%	SOLE
12	EQT CORP	COM	$18.8M	295676	1.45%	SOLE
13	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$18.5M	480990	1.42%	SOLE
14	MICRON TECHNOLOGY INC	COM	$17.0M	50176	1.30%	SOLE
15	EXPAND ENERGY CORPORATION	COM	$15.8M	143705	1.21%	SOLE
16	DIREXION SHARES ETF TRUST	DLY GOOGL BUL 2X	$15.1M	193888	1.16%	SOLE
17	PDD HOLDINGS INC	SPONSORED ADS	$14.9M	145939	1.15%	SOLE
18	LUMENTUM HLDGS INC	COM	$13.0M	18434	1.00%	SOLE
19	VALE S A	SPONSORED ADS	$12.8M	804708	0.98%	SOLE
20	ASML HLDG NV	N Y REGISTRY SHS	$12.7M	9603	0.97%	SOLE
21	BROADCOM INC	COM	$11.4M	36923	0.88%	SOLE
22	STRATEGY INC	CL A NEW	$11.0M	88522	0.85%	SOLE
23	LAM RESEARCH CORP	COM NEW	$10.9M	50858	0.83%	SOLE
24	FUTU HLDGS LTD	SPON ADS CL A	$9.4M	68881	0.72%	SOLE
25	D R HORTON INC	COM	$9.3M	67949	0.72%	SOLE
26	BITMINE IMMERSION TECNOLOGIE	COM NEW	$8.7M	437661	0.67%	SOLE
27	ROBLOX CORP	CL A	$7.4M	131274	0.57%	SOLE
28	MP MATERIALS CORP	COM CL A	$6.5M	135016	0.50%	SOLE
29	CIRCLE INTERNET GROUP INC	COM CL A	$6.4M	67374	0.49%	SOLE
30	APPLIED MATLS INC	COM	$6.0M	17452	0.46%	SOLE
31	RIO TINTO PLC	SPONSORED ADR	$5.6M	60128	0.43%	SOLE
32	COINBASE GLOBAL INC	COM CL A	$5.6M	31821	0.43%	SOLE
33	INTELLIA THERAPEUTICS INC	COM	$5.5M	429540	0.42%	SOLE
34	ISHARES ETHEREUM TR	SHS	$5.2M	330654	0.40%	SOLE
35	PULTE GROUP INC	COM	$5.0M	42595	0.38%	SOLE
36	CRISPR THERAPEUTICS AG	NAMEN AKT	$4.4M	92481	0.34%	SOLE
37	ALNYLAM PHARMACEUTICALS INC	COM	$4.4M	13169	0.33%	SOLE
38	CRH PLC	ORD	$3.9M	37087	0.30%	SOLE
39	VERTIV HOLDINGS CO	COM CL A	$3.7M	14656	0.28%	SOLE
40	YPF SOCIEDAD ANONIMA	SPON ADR CL D	$3.2M	69584	0.25%	SOLE
41	ISHARES INC	MSCI BRAZIL ETF	$3.0M	78511	0.23%	SOLE
42	ISHARES INC	MSCI MEXICO ETF	$3.0M	39991	0.23%	SOLE
43	HIMS & HERS HEALTH INC	COM CL A	$2.9M	138681	0.22%	SOLE
44	SUPER MICRO COMPUTER INC	COM NEW	$2.7M	119617	0.21%	SOLE
45	CAMECO CORP	COM	$2.6M	23730	0.20%	SOLE
46	ARK ETF TR	GENOMIC REV ETF	$2.3M	85164	0.17%	SOLE
47	TELEKOMUNIKASI IND	SPONSORED ADR	$2.2M	119283	0.17%	SOLE
48	RTX CORPORATION	COM	$2.2M	11528	0.17%	SOLE
49	SEMPRA	COM	$2.2M	22417	0.17%	SOLE
50	TEMPUS AI INC	CL A	$2.2M	48114	0.17%	SOLE

1–50 of 135

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.