Himension Capital (singapore) Pte. LTD.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Himension Capital (singapore) Pte. LTD. reported 168 stock positions worth $1.6 billion. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 32.5% of the portfolio, followed by Intel (INTC, 11.7%) and Nvidia (NVDA, 8.0%). Compared with Q1 2026, it opened 62 new positions, sold out of 29, added to 45 and reduced 60. The biggest buy was ASML Holding NV-NY Reg SHS (ASML, shares +262%) and the biggest sale Nvidia (NVDA, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- SINGAPORE, U0
- CIK
- 0001817652
- Portfolio Value
- $1.6B (Q2 2026)
- SEC Filing
- 0001817652-26-000005 ↗ filed Aug 13, 2026
Holdings Value
Holdings 168 stocks · $1.6B
| TSM Taiwan Semiconductor-SP ADR | 32.50% | 1,109,430 | $529.8M | Reduce -2.6% |
| INTC Intel Corp. | 11.66% | 1,360,958 | $190.0M | Reduce -27.2% |
| NVDA Nvidia Corp. | 8.01% | 652,484 | $130.6M | Reduce -38.2% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 4.24% | 34,719 | $69.1M | Add +261.5% |
| AMD Advanced Micro Devices | 3.44% | 96,568 | $56.1M | Reduce -38.2% |
| MU Micron Technology Inc. | 3.03% | 42,749 | $49.3M | Reduce -14.8% |
| NBIS Nebius Group NV | 2.89% | 170,681 | $47.1M | Reduce -41.8% |
| CRWV Coreweave Inc. Class A | 2.62% | 429,274 | $42.7M | Add +11.2% |
| KLAC KLA Corp. | 2.42% | 130,835 | $39.5M | Reduce -12.0% |
| ALB Albemarle Corp. | 1.91% | 230,095 | $31.1M | Add +8.8% |
| TSLA Tesla Inc. | 1.56% | 60,465 | $25.4M | Reduce -61.5% |
| EQT Eqt Corp. | 1.43% | 438,294 | $23.3M | Add +48.2% |
| EXE Expand Energy Corp. | 1.34% | 239,197 | $21.8M | Add +66.5% |
| LRCX Lam Research Corp. | 1.12% | 42,214 | $18.3M | Reduce -17.0% |
| LITE Lumentum Holdings Inc. | 0.92% | 17,398 | $14.9M | Reduce -5.6% |
| AAPL Apple Inc. | 0.91% | 51,296 | $14.8M | Reduce -72.7% |
| MRVL Marvell Technology Inc. | 0.81% | 44,521 | $13.3M | New |
| VALE Vale SA-SP ADR | 0.79% | 852,163 | $12.8M | Add +5.9% |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 0.76% | 132,025 | $12.4M | Add +91.7% |
| TSEM Tower Semiconductor Ltd. | 0.73% | 45,487 | $11.9M | New |
| AMAT Applied Materials Inc. | 0.66% | 14,922 | $10.8M | Reduce -14.5% |
| CRCL Circle Internet Group Inc. | 0.58% | 149,752 | $9.4M | Add +122.3% |
| AVGO Broadcom Inc. | 0.52% | 22,274 | $8.4M | Reduce -39.7% |
| GOOGL Alphabet Inc. Class A | 0.49% | 22,466 | $8.0M | New |
| RBLX Roblox Corp. Class A | 0.46% | 138,175 | $7.5M | Add +5.3% |
| DHI D.R. Horton Inc. | 0.44% | 44,209 | $7.2M | Reduce -34.9% |
| VRT Vertiv Holdings Co. Class A | 0.40% | 19,605 | $6.6M | Add +33.8% |
| MP MP Materials Corp. | 0.38% | 111,774 | $6.3M | Reduce -17.2% |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 0.35% | 190,553 | $5.7M | New |
| NTLA Intellia Therapeutics Inc. | 0.34% | 326,893 | $5.5M | Reduce -23.9% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.33% | 18,136 | $5.5M | Add +37.7% |
| WDC Western Digital Corp. | 0.33% | 8,303 | $5.3M | New |
| RIO Rio Tinto PLC-Spon ADR | 0.32% | 55,394 | $5.3M | Reduce -7.9% |
| CBRS Cerebras Systems Inc. Class A | 0.29% | 21,196 | $4.7M | New |
| USAR USA Rare Earth Inc. | 0.29% | 216,562 | $4.7M | Add +58.6% |
| CRSP Crispr Therapeutics AG | 0.28% | 83,897 | $4.6M | Reduce -9.3% |
| ALM Almonty Industries Inc. | 0.28% | 270,895 | $4.5M | Add +1451.1% |
| YPF YPF S.A.-Sponsored ADR filed as YPF SOCIEDAD ANONIMA | 0.26% | 91,469 | $4.2M | Add +31.4% |
| EWZ iShares MSCI Brazil ETF | 0.22% | 103,901 | $3.6M | Add +32.3% |
| CRH CRH PLC | 0.20% | 30,575 | $3.3M | Reduce -17.6% |
| CENX Century Aluminum Company | 0.20% | 70,667 | $3.3M | Add +362.6% |
| EWW iShares MSCI Mexico ETF | 0.20% | 42,726 | $3.2M | Add +6.8% |
| ALAB Astera Labs Inc. | 0.20% | 6,628 | $3.2M | New |
| TLK Telkom Indonesia Persero-ADR filed as TELEKOMUNIKASI IND | 0.20% | 238,016 | $3.2M | Add +99.5% |
| MOD Modine Manufacturing Co. | 0.19% | 11,688 | $3.1M | Add +38.0% |
| HBM Hudbay Minerals Inc. | 0.19% | 131,167 | $3.1M | New |
| AA Alcoa Corp. | 0.17% | 54,441 | $2.8M | Add +192.3% |
| PHM Pultegroup Inc. | 0.17% | 20,263 | $2.8M | Reduce -52.4% |
| ERO Ero Copper Corp. | 0.17% | 102,831 | $2.8M | New |
| VIST Vista Energy Sab DE CV | 0.16% | 41,087 | $2.6M | Add +317.6% |
| CCJ Cameco Corp. | 0.16% | 25,706 | $2.6M | Add +8.3% |
| BMNR Bitmine Immersion Technologi | 0.16% | 194,493 | $2.6M | Reduce -55.6% |
| HOOD Robinhood Markets Inc. Class A | 0.16% | 25,468 | $2.6M | Reduce -16.0% |
| SMCI Super Micro Computer Inc. | 0.15% | 84,831 | $2.5M | Reduce -29.1% |
| STX Seagate Technology Holdings | 0.15% | 2,466 | $2.4M | Reduce -52.7% |
| EIDO iShares MSCI Indonesia ETF | 0.14% | 208,850 | $2.4M | New |
| KYIV Kyivstar Group Ltd. | 0.14% | 145,000 | $2.3M | New |
| RTX RTX Corp. | 0.14% | 12,353 | $2.3M | Add +7.2% |
| AAOI Applied Optoelectronics Inc. | 0.14% | 15,773 | $2.3M | New |
| SRE Sempra | 0.13% | 23,001 | $2.1M | Add +2.6% |
| HSAI Hesai Group | 0.13% | 115,081 | $2.1M | Add +8.5% |
| CRDO Credo Technology Group Holdi | 0.13% | 7,592 | $2.1M | Reduce -29.2% |
| KTOS Kratos Defense & Security | 0.13% | 40,985 | $2.0M | New |
| DQ Daqo New Energy Corp.-ADR | 0.13% | 152,409 | $2.0M | Add +522.0% |
| ARKG ARK Genomic Revolution ETF | 0.12% | 47,698 | $2.0M | Reduce -44.0% |
| COHR Coherent Corp. | 0.12% | 5,082 | $2.0M | Add +44.3% |
| HIMS Hims & Hers Health Inc. | 0.12% | 54,967 | $1.9M | Reduce -60.4% |
| AMR Alpha Metallurgical Resource | 0.11% | 10,768 | $1.8M | Add +102.4% |
| EOG EOG Resources Inc. | 0.11% | 13,689 | $1.8M | Add +18.6% |
| MRNA Moderna Inc. | 0.11% | 25,218 | $1.8M | Reduce -28.6% |
| JKS Jinkosolar Holding Co.-ADR | 0.11% | 102,636 | $1.7M | Add +24.7% |
| TER Teradyne Inc. | 0.10% | 3,497 | $1.7M | New |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 0.10% | 22,701 | $1.7M | Add +34.4% |
| VNM Vaneck Vietnam ETF | 0.10% | 85,255 | $1.6M | Reduce -12.5% |
| TEM Tempus AI Inc. Class A | 0.10% | 26,781 | $1.6M | Reduce -44.3% |
| MKSI MKS Inc. | 0.09% | 3,406 | $1.5M | New |
| AES AES Corp. | 0.09% | 101,962 | $1.5M | Reduce -8.9% |
| KEEL Keel Infrastructure Corp. | 0.09% | 258,459 | $1.5M | No change |
| GLW Corning Inc. | 0.09% | 5,792 | $1.5M | Add +73.1% |
| AMKR Amkor Technology Inc. | 0.09% | 16,990 | $1.5M | Reduce -58.0% |
| FSLR First Solar Inc. | 0.09% | 6,207 | $1.5M | Reduce -42.2% |
| LNG Cheniere Energy Inc. | 0.09% | 6,098 | $1.5M | Add +15.3% |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.09% | 17,224 | $1.4M | Reduce -26.5% |
| LMT Lockheed Martin Corp. | 0.09% | 2,741 | $1.4M | Add +164.6% |
| NUE Nucor Corp. | 0.09% | 6,256 | $1.4M | Reduce -50.0% |
| TTMI TTM Technologies | 0.08% | 7,132 | $1.3M | Add +17.9% |
| ANET Arista Networks Inc. | 0.08% | 7,764 | $1.3M | Reduce -12.5% |
| CEG Constellation Energy | 0.08% | 5,298 | $1.3M | Add +66.0% |
| MTSI Macom Technology Solutions H | 0.08% | 3,394 | $1.3M | New |
| CIEN Ciena Corp. | 0.08% | 2,598 | $1.3M | Add +82.4% |
| BEAM Beam Therapeutics Inc. | 0.08% | 36,419 | $1.2M | Reduce -41.3% |
| NOK Nokia Corp.-Spon ADR | 0.08% | 93,223 | $1.2M | New |
| ETN Eaton Corp. PLC | 0.08% | 2,895 | $1.2M | Reduce -16.0% |
| CLS Celestica Inc. | 0.07% | 3,231 | $1.2M | Add +56.5% |
| MT Arcelormittal-NY Registered | 0.07% | 19,371 | $1.2M | New |
| SNDK Sandisk Corp. | 0.07% | 503 | $1.1M | Add +639.7% |
| SMTC Semtech Corp. | 0.07% | 6,886 | $1.1M | New |
| HII Huntington Ingalls Industrie | 0.07% | 3,959 | $1.1M | Add +77.2% |
| RVMD Revolution Medicines Inc. | 0.06% | 5,653 | $1.1M | Reduce -47.7% |
| HDB HDFC Bank Ltd.-ADR | 0.06% | 39,622 | $1.0M | New |
Portfolio Sells Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | Reduce -38.2% | 8.01% | −6.13 |
| TSLA Tesla Inc. | Reduce -61.5% | 1.56% | −2.92 |
| AAPL Apple Inc. | Reduce -72.7% | 0.91% | −2.76 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −2.06 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −1.42 |
| GGLL Direxion Daily Googl Bull 2X | Sold out | 0.00% | −1.16 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −1.15 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.85 |
| BMNR Bitmine Immersion Technologi | Reduce -55.6% | 0.16% | −0.51 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.43 |
| ETHA iShares Ethereum Trust ETF | Sold out | 0.00% | −0.40 |
| AVGO Broadcom Inc. | Reduce -39.7% | 0.52% | −0.36 |
| DHI D.R. Horton Inc. | Reduce -34.9% | 0.44% | −0.27 |
| PHM Pultegroup Inc. | Reduce -52.4% | 0.17% | −0.21 |
| MP MP Materials Corp. | Reduce -17.2% | 0.38% | −0.12 |
| MOS The Mosaic Co. | Sold out | 0.00% | −0.11 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -7.9% | 0.32% | −0.11 |
| HIMS Hims & Hers Health Inc. | Reduce -60.4% | 0.12% | −0.10 |
| CRH CRH PLC | Reduce -17.6% | 0.20% | −0.10 |
| NTLA Intellia Therapeutics Inc. | Reduce -23.9% | 0.34% | −0.08 |
| LITE Lumentum Holdings Inc. | Reduce -5.6% | 0.92% | −0.08 |
| NUE Nucor Corp. | Reduce -50.0% | 0.09% | −0.08 |
| FSLR First Solar Inc. | Reduce -42.2% | 0.09% | −0.07 |
| TEM Tempus AI Inc. Class A | Reduce -44.3% | 0.10% | −0.07 |
| NTR Nutrien Ltd. | Sold out | 0.00% | −0.07 |
| CRSP Crispr Therapeutics AG | Reduce -9.3% | 0.28% | −0.06 |
| SMCI Super Micro Computer Inc. | Reduce -29.1% | 0.15% | −0.06 |
| AMKR Amkor Technology Inc. | Reduce -58.0% | 0.09% | −0.05 |
| ARKG ARK Genomic Revolution ETF | Reduce -44.0% | 0.12% | −0.05 |
| ABVX Abivax SA-ADR | Reduce -52.5% | 0.04% | −0.05 |
| APH Amphenol Corp. Class A | Reduce -56.0% | 0.04% | −0.04 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -26.5% | 0.09% | −0.04 |
| OKLO Oklo Inc. | Sold out | 0.00% | −0.04 |
| BEAM Beam Therapeutics Inc. | Reduce -41.3% | 0.08% | −0.04 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −0.04 |
| VNM Vaneck Vietnam ETF | Reduce -12.5% | 0.10% | −0.03 |
| AEP American Electric Power | Reduce -34.4% | 0.04% | −0.03 |
| DASH DoorDash Inc. Class A | Reduce -44.1% | 0.04% | −0.03 |
| MRNA Moderna Inc. | Reduce -28.6% | 0.11% | −0.03 |
| AES AES Corp. | Reduce -8.9% | 0.09% | −0.03 |
| PACB Pacific Biosciences of Calif | Sold out | 0.00% | −0.03 |
| SIRI Sirius XM Holdings Inc. | Reduce -40.0% | 0.04% | −0.03 |
| MTZ Mastec Inc. | Reduce -47.1% | 0.03% | −0.03 |
| OCS Oculis Holding AG | Reduce -8.7% | 0.01% | −0.02 |
| GS Goldman Sachs Group Inc. | Reduce -42.9% | 0.03% | −0.02 |
| RCAT Red Cat Holdings Inc. | Sold out | 0.00% | −0.02 |
| SOLS Solstice Adv Materials Inc. | Reduce -19.6% | 0.06% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -16.0% | 0.08% | −0.02 |
| TLN Talen Energy Corp. | Reduce -38.0% | 0.02% | −0.02 |
| RVMD Revolution Medicines Inc. | Reduce -47.7% | 0.06% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| ASML ASML Holding NV-NY Reg SHS | Add +261.5% | 4.24% | +3.26 |
| MRVL Marvell Technology Inc. | New | 0.81% | +0.81 |
| TSEM Tower Semiconductor Ltd. | New | 0.73% | +0.73 |
| GOOGL Alphabet Inc. Class A | New | 0.49% | +0.49 |
| GDS GDS Holdings Ltd. - ADR | New | 0.35% | +0.35 |
| WDC Western Digital Corp. | New | 0.33% | +0.33 |
| CRWV Coreweave Inc. Class A | Add +11.2% | 2.62% | +0.32 |
| CBRS Cerebras Systems Inc. Class A | New | 0.29% | +0.29 |
| ALM Almonty Industries Inc. | Add +1451.1% | 0.28% | +0.26 |
| ALAB Astera Labs Inc. | New | 0.20% | +0.20 |
| HBM Hudbay Minerals Inc. | New | 0.19% | +0.19 |
| ERO Ero Copper Corp. | New | 0.17% | +0.17 |
| EIDO iShares MSCI Indonesia ETF | New | 0.14% | +0.14 |
| KYIV Kyivstar Group Ltd. | New | 0.14% | +0.14 |
| AAOI Applied Optoelectronics Inc. | New | 0.14% | +0.14 |
| CENX Century Aluminum Company | Add +362.6% | 0.20% | +0.13 |
| USAR USA Rare Earth Inc. | Add +58.6% | 0.29% | +0.13 |
| EXE Expand Energy Corp. | Add +66.5% | 1.34% | +0.13 |
| KTOS Kratos Defense & Security | New | 0.13% | +0.13 |
| VRT Vertiv Holdings Co. Class A | Add +33.8% | 0.40% | +0.12 |
| TER Teradyne Inc. | New | 0.10% | +0.10 |
| VIST Vista Energy Sab DE CV | Add +317.6% | 0.16% | +0.10 |
| MKSI MKS Inc. | New | 0.09% | +0.09 |
| DQ Daqo New Energy Corp.-ADR | Add +522.0% | 0.13% | +0.09 |
| CRCL Circle Internet Group Inc. | Add +122.3% | 0.58% | +0.08 |
| AA Alcoa Corp. | Add +192.3% | 0.17% | +0.08 |
| MTSI Macom Technology Solutions H | New | 0.08% | +0.08 |
| NOK Nokia Corp.-Spon ADR | New | 0.08% | +0.08 |
| MT Arcelormittal-NY Registered | New | 0.07% | +0.07 |
| SMTC Semtech Corp. | New | 0.07% | +0.07 |
| SNDK Sandisk Corp. | Add +639.7% | 0.07% | +0.07 |
| HDB HDFC Bank Ltd.-ADR | New | 0.06% | +0.06 |
| ENTG Entegris Inc. | New | 0.06% | +0.06 |
| AVAV Aerovironment Inc. | New | 0.06% | +0.06 |
| F Ford Motor Co. | New | 0.06% | +0.06 |
| COHR Coherent Corp. | Add +44.3% | 0.12% | +0.06 |
| NXE Nexgen Energy Ltd. | New | 0.06% | +0.06 |
| GLW Corning Inc. | Add +73.1% | 0.09% | +0.06 |
| DNN Denison Mines Corp. | New | 0.06% | +0.06 |
| CMCSA Comcast Corp. Class A | New | 0.05% | +0.05 |
| BE Bloom Energy Corp. Class A | New | 0.05% | +0.05 |
| IBN Icici Bank Ltd.-Spon ADR | New | 0.05% | +0.05 |
| MOD Modine Manufacturing Co. | Add +38.0% | 0.19% | +0.05 |
| FIX Comfort Systems USA Inc. | New | 0.05% | +0.05 |
| ASX Ase Technology Holding -ADR | New | 0.05% | +0.05 |
| FRVO Fervo Energy Co. Class A | New | 0.05% | +0.05 |
| PUMP Propetro Holding Corp. | New | 0.05% | +0.05 |
| YMM Full Truck Alliance -SPN ADR | New | 0.05% | +0.05 |
| POET Poet Technologies Inc. | New | 0.04% | +0.04 |
| PWR Quanta Services Inc. | Add +508.0% | 0.05% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 168 | $1.6B | TSM, INTC, NVDA, ASML, AMD |
| Q1 2026 | 135 | $1.3B | TSM, NVDA, INTC, TSLA, AAPL |
| Q4 2025 | 95 | $1.6B | GOOGL, TSM, NVDA, AVGO, TSLA |
| Q3 2025 | 92 | $1.6B | TSM, NVDA, GOOGL, AVGO, AAPL |
| Q2 2025 | 61 | $1.3B | TSM, NVDA, AMZN, AAPL, AVGO |
| Q1 2025 | 61 | $1.2B | NVDA, TSM, AAPL, AMZN, TLT |
| Q4 2024 | 47 | $1.4B | NVDA, AAPL, TSM, MSFT, DASH |
| Q3 2024 | 36 | $1.3B | NVDA, AAPL, TSM, DASH, MSFT |
| Q2 2024 | 51 | $1.4B | AAPL, DASH, NVDA, TSM, MSFT |
| Q1 2024 | 31 | $1.3B | DASH, NVDA, MSFT, TSM, ASML |