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Himension Capital (singapore) Pte. Ltd

CIK 1817652 · latest 13F filed 13 August 2026 · Read the filing on EDGAR

Himension Capital (singapore) Pte. Ltd reported 168 US-listed holdings worth $1.63 billion in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Taiwan Semiconductor Manufacturing Company Limited (32.5%), Intel Corp. (11.7%) and NVIDIA Corp. (8.0%). Against the quarter before, it opened 63 positions, added to 46, trimmed 59 and sold out of 30.

Reported holdings$1.63B+25.2% on Q1 2026
Positions168+33 on Q1 2026
The largest ten72.7%of its reported holdings
Latest 13FQ2 2026filed 13 August 2026
Where the money is
Added toTrimmed
TSM32.5%INTC11.7%NVDA8.0%ASML4.2%AMD3.4%MU3.0%NBIS2.9%CRWV2.6%KLAC2.4%ALB1.9%TSLA1.6%EQT1.4%EXE1.3%LRCX1.1%154 more21.8%

The 14 largest of its 168 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.28 billion in 36 positions$1.28BQ3 24Q4 2024: $1.44 billion in 47 positions$1.44BQ4 24Q1 2025: $1.17 billion in 61 positions$1.17BQ1 25Q2 2025: $1.28 billion in 61 positions$1.28BQ2 25Q3 2025: $1.63 billion in 92 positions$1.63BQ3 25Q4 2025: $1.62 billion in 95 positions$1.62BQ4 25Q1 2026: $1.30 billion in 135 positions$1.30BQ1 26Q2 2026: $1.63 billion in 168 positions$1.63BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 63Added 46Trimmed 59Sold out 30
Opened: 63Added: 46Trimmed: 59Sold out: 30

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 63

  1. Marvell Technology, Inc. MRVL$13.3 million
  2. Tower Semiconductor Ltd TSEM$11.9 million
  3. Alphabet Inc. GOOGL$8.0 million
  4. GDS Hldgs Ltd GDS$5.7 million
  5. Western Digital Corp. WDC$5.3 million
  6. Cerebras Systems Inc. Com Class A CBRS$4.7 million
  7. Astera Labs Inc. ALAB$3.2 million
  8. Hudbay Minerals Inc. HBM$3.1 million

and 55 more in the table below

Added to 46

  1. ASML Holding N.V. ASML+25,116 shares · +262%
  2. KLA Corp. KLAC+115,963 shares · +780%
  3. Expand Energy Corp. EXE+95,492 shares · +66%
  4. EQT Corp. EQT+142,618 shares · +48%
  5. Futu Hldgs Ltd FUTU+63,144 shares · +92%
  6. Circle Internet Group Inc. CRCL+82,378 shares · +122%
  7. Coreweave Inc. CRWV+43,276 shares · +11%
  8. Almonty Inds Inc. ALM+253,430 shares · +1451%

and 38 more in the table below

Trimmed 59

  1. NVIDIA Corp. NVDA-402,699 shares · -38%
  2. Intel Corp. INTC-508,782 shares · -27%
  3. Tesla, Inc. TSLA-96,375 shares · -61%
  4. Apple Inc. AAPL-136,889 shares · -73%
  5. Advanced Micro Devices Inc. AMD-59,669 shares · -38%
  6. Yandex N V NBIS-122,338 shares · -42%
  7. Taiwan Semiconductor Manufacturing Company Limited TSM-29,821 shares · -3%
  8. Micron Technology Inc. MU-7,427 shares · -15%

and 51 more in the table below

Sold out of 30

  1. iShares Trust TLT$26.8 million last quarter
  2. iShares Bitcoin Trust ETF IBIT$18.5 million last quarter
  3. Direxion Daily Googl Bull 2X Shares GGLL$15.1 million last quarter
  4. PDD Holdings Inc. PDD$14.9 million last quarter
  5. Microstrategy Inc. MSTR$11.0 million last quarter
  6. Coinbase Global, Inc. COIN$5.6 million last quarter
  7. iShares Ethereum Trust ETF ETHA$5.2 million last quarter
  8. Mosaic Co. MOS$1.4 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Taiwan Semiconductor Manufacturing Company Limited TSM1,109,430$529.8 million32.50%-29,821
Intel Corp. INTC1,360,958$190.0 million11.66%-508,782
NVIDIA Corp. NVDA652,484$130.6 million8.01%-402,699
ASML Holding N.V. ASML34,719$69.1 million4.24%+25,116
Advanced Micro Devices Inc. AMD96,568$56.1 million3.44%-59,669
Micron Technology Inc. MU42,749$49.3 million3.03%-7,427
Yandex N V NBIS170,681$47.1 million2.89%-122,338
Coreweave Inc. CRWV429,274$42.7 million2.62%+43,276
KLA Corp. KLAC130,835$39.5 million2.42%+115,963
Albemarle Corp. ALB230,095$31.1 million1.91%+18,672
Tesla, Inc. TSLA60,465$25.4 million1.56%-96,375
EQT Corp. EQT438,294$23.3 million1.43%+142,618
Expand Energy Corp. EXE239,197$21.8 million1.34%+95,492
Lam Research Corp. LRCX42,214$18.3 million1.12%-8,644
Lumentum Holdings Inc. LITE17,398$14.9 million0.92%-1,036
Apple Inc. AAPL51,296$14.8 million0.91%-136,889
Marvell Technology, Inc. MRVL44,521$13.3 million0.81%new
Vale S.A. VALE852,163$12.8 million0.79%+47,455
Futu Hldgs Ltd FUTU132,025$12.4 million0.76%+63,144
Tower Semiconductor Ltd TSEM45,487$11.9 million0.73%new
Applied Materials Inc. AMAT14,922$10.8 million0.66%-2,530
Circle Internet Group Inc. CRCL149,752$9.4 million0.58%+82,378
Broadcom Inc. AVGO22,274$8.4 million0.52%-14,649
Alphabet Inc. GOOGL22,466$8.0 million0.49%new
Roblox Corp. RBLX138,175$7.5 million0.46%+6,901
D.R. Horton, Inc. DHI44,209$7.2 million0.44%-23,740
Vertiv Holdings Co. VRT19,605$6.6 million0.40%+4,949
MP Materials Corp. MP111,774$6.3 million0.38%-23,242
GDS Hldgs Ltd GDS190,553$5.7 million0.35%new
Intellia Therapeutics Inc. NTLA326,893$5.5 million0.34%-102,647
Alnylam Pharmaceuticals Inc ALNY18,136$5.5 million0.33%+4,967
Western Digital Corp. WDC8,303$5.3 million0.33%new
Rio Tinto plc RIO55,394$5.3 million0.32%-4,734
Cerebras Systems Inc. Com Class A CBRS21,196$4.7 million0.29%new
USA Rare Earth Inc. USAR216,562$4.7 million0.29%+80,050
Crispr Therapeutics AG CRSP83,897$4.6 million0.28%-8,584
Almonty Inds Inc. ALM270,895$4.5 million0.28%+253,430
Ypf Sociedad Anonima YPF91,469$4.2 million0.26%+21,885
iShares Inc. EWZ103,901$3.6 million0.22%+25,390
CRH Public Ltd. Co. CRH30,575$3.3 million0.20%-6,512
Century Aluminum Co. CENX70,667$3.3 million0.20%+55,391
iShares Inc. EWW42,726$3.2 million0.20%+2,735
Astera Labs Inc. ALAB6,628$3.2 million0.20%new
PT Telkom Indonesia (persero) TBK TLK238,016$3.2 million0.20%+118,733
Modine Manufacturing Co MOD11,688$3.1 million0.19%+3,221
Hudbay Minerals Inc. HBM131,167$3.1 million0.19%new
Alcoa Corp. AA54,441$2.8 million0.17%+35,815
PulteGroup Inc. PHM20,263$2.8 million0.17%-22,332
Ero Copper Corp. ERO102,831$2.8 million0.17%new
Vista Energy S.a.b. De C.V. VIST41,087$2.6 million0.16%+31,249
Cameco Corp. CCJ25,706$2.6 million0.16%+1,976
Bitmine Immersion Tecnologie BMNR194,493$2.6 million0.16%-243,168
Robinhood Markets, Inc. HOOD25,468$2.6 million0.16%-4,842
Super Micro Computer, Inc. SMCI84,831$2.5 million0.15%-34,786
Seagate Technology Holdings plc STX2,466$2.4 million0.15%-2,749
iShares Trust MSCI Indonia ETF EIDO208,850$2.4 million0.14%new
Kyivstar Group Ltd KYIV145,000$2.3 million0.14%new
RTX Corp. RTX12,353$2.3 million0.14%+825
Applied Optoelectronics Inc. AAOI15,773$2.3 million0.14%new
Sempra SRE23,001$2.1 million0.13%+584
Hesai Group HSAI115,081$2.1 million0.13%+8,973
Credo Technology Group Holdi CRDO7,592$2.1 million0.13%-3,129
Kratos Defense & Security Solutions, Inc. KTOS40,985$2.0 million0.13%new
Daqo New Energy Corp. DQ152,409$2.0 million0.13%+127,906
ARK Investment Management LLC ARKG47,698$2.0 million0.12%-37,466
Coherent Corp. COHR5,082$2.0 million0.12%+1,560
Hims & Hers Health, Inc. HIMS54,967$1.9 million0.12%-83,714
Alpha Metallurgical Resources, Inc. AMR10,768$1.8 million0.11%+5,447
EOG Resources Inc. EOG13,689$1.8 million0.11%+2,148
Moderna, Inc. MRNA25,218$1.8 million0.11%-10,120
JinkoSolar Holding Co Ltd JKS102,636$1.7 million0.11%+20,317
Teradyne, Inc. TER3,497$1.7 million0.10%new
Sociedad Quimica Y Minera De SQM22,701$1.7 million0.10%+5,809
Vaneck Vectors ETF Trust Vietnam VNM85,255$1.6 million0.10%-12,148
Tempus Ai Inc. TEM26,781$1.6 million0.10%-21,333
MKS Inc. MKSI3,406$1.5 million0.09%new
AES Corp. AES101,962$1.5 million0.09%-9,971
Keel Infrastructure Corp. Com SHS KEEL258,459$1.5 million0.09%new
Corning Inc. GLW5,792$1.5 million0.09%+2,446
Amkor Technology, Inc. AMKR16,990$1.5 million0.09%-23,461
First Solar, Inc. FSLR6,207$1.5 million0.09%-4,539
Cheniere Energy Inc. LNG6,098$1.5 million0.09%+810
BHP Group Limited BHP17,224$1.4 million0.09%-6,212
Lockheed Martin Corp. LMT2,741$1.4 million0.09%+1,705
Nucor Corp. NUE6,256$1.4 million0.09%-6,259
TTM Technologies Inc. TTMI7,132$1.3 million0.08%+1,080
Arista Networks, Inc. ANET7,764$1.3 million0.08%-1,107
Constellation Energy Corp. CEG5,298$1.3 million0.08%+2,106
Macom Technology Solutions Holdings, Inc. MTSI3,394$1.3 million0.08%new
Ciena Corp. CIEN2,598$1.3 million0.08%+1,174
Beam Therapeutics Inc. BEAM36,419$1.2 million0.08%-25,670
Nokia Corporation NOK93,223$1.2 million0.08%new
Eaton Corp. plc ETN2,895$1.2 million0.08%-553
Celestica Inc. CLS3,231$1.2 million0.07%+1,167
Arcelormittal SA Luxembourg MT19,371$1.2 million0.07%new
Sandisk Corp. SNDK503$1.1 million0.07%+435
Semtech Corp. SMTC6,886$1.1 million0.07%new
Huntington Ingalls Industries, Inc. HII3,959$1.1 million0.07%+1,725
Revolution Medicines, Inc. RVMD5,653$1.1 million0.06%-5,152
HDFC Bank Limited HDB39,622$1.0 million0.06%new
Cleanspark Inc. CLSK69,979$1.0 million0.06%-49,597
Entegris Inc. ENTG5,548$997,8630.06%new
AeroVironment Inc. AVAV5,984$987,7790.06%new
Ford Motor Co. F69,717$969,0660.06%new
Solstice Advanced Materials Inc. SOLS10,756$952,9820.06%-2,629
United States Antimony Corp. UAMY129,396$939,4150.06%+75,257
Relay Therapeutics Inc. RLAY50,111$937,5770.06%-44,058
Nexgen Energy Ltd NXE97,087$911,6470.06%new
Denison Mines Corp. DNN296,395$906,9690.06%new
Comcast Corp. CMCSA35,528$872,2120.05%new
Bloom Energy Corp. BE2,800$847,5600.05%new
Icici Bank ADR IBN28,777$835,3960.05%new
Quanta Services, Inc. PWR1,137$818,6850.05%+950
Comfort Systems USA Inc. FIX413$818,5450.05%new
ASE Technology Holding Co., Ltd. ASX18,087$816,0850.05%new
Fervo Energy Co. Class A Com FRVO27,125$792,8640.05%new
Propetro Hldg Corp. PUMP54,234$777,7160.05%new
Full Truck Alliance Co. Ltd YMM94,443$766,8770.05%new
Interactive Brokers Group, Inc. IBKR8,758$762,2960.05%-2,738
Poet Technologies Inc. POET69,966$719,2500.04%new
Siriusxm Holdings Inc. SIRI24,133$712,8890.04%-16,055
Rambus Inc. RMBS5,364$712,0170.04%-1,068
Amphenol Corp. APH3,857$680,0660.04%-4,898
Vistra Corp. VST4,169$661,3280.04%+762
Cipher Mining Inc. CIFR26,555$650,5980.04%new
Himax Technologies Inc. HIMX41,891$642,6080.04%-19,721
Northrop Grumman Corp. NOC1,260$641,7310.04%+498
Ionq Inc. Com IONQ11,998$639,0130.04%-2,119
American Electric Power Co. Inc. AEP4,486$613,7300.04%-2,347
Abivax SA ABVX4,591$611,7970.04%-5,068
Formfactor Inc. FORM3,805$608,5340.04%new
DoorDash, Inc. DASH3,190$588,6510.04%-2,516
ProShares Ultra Semiconductors USD5,641$588,1310.04%new
Arm Holdings plc ARM1,500$531,8550.03%new
Axt Inc. AXTI7,364$530,7970.03%new
Mastec Inc. MTZ1,275$530,4760.03%-1,135
Applied Digital Corp. APLD14,021$522,9830.03%new
Gerdau SA GGB128,587$519,4910.03%new
Monolithic Power Systems, Inc. MPWR369$510,0910.03%new
American Tower Corp. AMT3,092$505,7580.03%new
Vishay Intertechnology Inc. VSH9,399$505,4780.03%new
ATI Inc. ATI2,502$493,1440.03%new
Teladoc Health Inc. TDOC57,994$491,7890.03%new
CubeSmart CUBE11,965$475,8480.03%new
Essential Utilities, Inc. WTRG12,371$473,9330.03%new
Vertex Pharmaceuticals Inc. VRTX949$471,3970.03%new
Protagonist Therapeutics, Inc. PTGX3,844$471,1980.03%new
Xenon Pharmaceuticals Inc. XENE7,666$462,7200.03%new
Extra Space Storage Inc. EXR3,104$451,0110.03%new
Goldman Sachs Group Inc. GS444$449,0480.03%-333
Praxis Precision Medicines I PRAX1,327$444,2660.03%new
L3Harris Technologies, Inc. LHX1,527$443,7310.03%+71
Scholar Rock Holding Corporation SRRK7,721$424,6550.03%new
Tango Therapeutics Inc. TNGX13,209$412,9130.03%new
Immunome Inc. IMNM19,477$412,7180.03%new
Denali Therapeutics Inc. DNLI15,949$410,2080.03%new
Zeta Global Holdings Corp. ZETA20,449$402,4360.02%new
Carvana Co. CVNA5,969$392,8800.02%new
Cytokinetics Inc. CYTK4,601$391,9590.02%new
Talen Energy Corp. TLN1,018$391,1770.02%-623
Boeing Co. BA1,738$376,2250.02%-436
Monte Rosa Therapeutics Inc. GLUE14,661$354,7960.02%new
Corvus Pharmaceuticals Inc. CRVS21,771$325,2590.02%new
Caterpillar Inc. CAT255$271,5500.02%-327
Galaxy Digital Inc. Class A GLXY9,806$268,0960.02%-12,899
Twist Bioscience Corp. TWST2,581$265,5330.02%-2,900
Iris Energy Ltd IREN5,411$247,4450.02%-5,753
Oculis Holding AG OCS17,276$239,6180.01%-1,650
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 30 it sold out of are in the box above.