Himension Capital (singapore) Pte. LTD. In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Himension Capital (singapore) Pte. LTD. reported 31 stock positions worth $1.3 billion . Its top holding was DoorDash Class A (DASH) at 47.8% of the portfolio, followed by Nvidia (NVDA, 12.1% ) and Microsoft (MSFT, 8.0% ). Compared with Q4 2023, it opened 9 new positions, sold out of 9, added to 9 and reduced 10. The biggest buy was Nvidia (NVDA, shares +153% ) and the biggest sale an exit from Vaneck Semiconductor ETF (SMH).
Location SINGAPORE, U0
CIK 0001817652
Portfolio Value $1.3B (Q1 2024) Holdings 31 stocks · $1.3B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2023 DASH DoorDash Inc. Class A 4,626,514 $637.2M Reduce -16.1% NVDA Nvidia Corp. 178,358 $161.2M Add +152.9% MSFT Microsoft Corp. 254,189 $106.9M Reduce -10.8% TSM Taiwan Semiconductor-SP ADR 609,767 $83.0M Add +747.8% ASML ASML Holding NV-NY Reg SHS 58,442 $56.7M Add +100.0% QCOM Qualcomm Inc. 211,171 $35.8M Add +43620.7% NTLA Intellia Therapeutics Inc. 1,030,621 $28.4M No change SPXL Direxion Daily S&P 500 Bull 204,211 $27.4M New TQQQ Proshares Ultrapro QQQ 394,085 $24.3M New AVGO Broadcom Inc. 17,834 $23.6M Add +43.6% META Meta Platforms Inc. Class A 45,750 $22.2M Reduce -37.1% DUOL Duolingo 92,284 $20.4M Add +45.6% UPRO Proshares Ultrapro S&P 500 285,363 $20.1M New MNDY Monday.com Ltd. 41,514 $9.4M Reduce -79.1% AMZN Amazon.com Inc. 41,849 $7.5M Reduce -17.0% ARM Arm Holdings PLC-ADR 60,140 $7.5M New GOOGL Alphabet Inc. Class A 45,381 $6.8M Reduce -62.8% INTC Intel Corp. 134,020 $5.9M Add +1040.6% AMAT Applied Materials Inc. 27,360 $5.6M New LRCX Lam Research Corp. 5,769 $5.6M New SHOP Shopify Inc. Class A 69,406 $5.4M Reduce -86.4% TDOC Teladoc Health Inc. 350,080 $5.3M Reduce -69.0% CRSP Crispr Therapeutics AG 69,015 $4.7M No change SNPS Synopsys Inc. 7,918 $4.5M Add +695.8% KLAC KLA Corp. 6,223 $4.3M New CDNS Cadence Design SYS Inc. 12,028 $3.7M Add +569.7% TSLA Tesla Inc. 18,210 $3.2M Reduce -88.4% FXI iShares China Large-Cap ETF 122,894 $3.0M New COST Costco Wholesale Corp. 2,908 $2.1M No change BABA Alibaba Group Holding-SP ADR 13,085 $947K New TMUS T-Mobile US Inc. 3,614 $590K Reduce -55.0%
Options reported separately and not counted above: QQQ puts ($262K), SPY puts ($139K), SOXX puts ($62K).
Portfolio Sells Q4 2023 → Q1 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ SMH Vaneck Semiconductor ETF Sold out 0.00% −5.06 AAPL Apple Inc. Sold out 0.00% −3.80 TSLA Tesla Inc. Reduce -88.4% 0.24% −3.30 SHOP Shopify Inc. Class A Reduce -86.4% 0.40% −3.21 MNDY Monday.com Ltd. Reduce -79.1% 0.70% −2.69 TDOC Teladoc Health Inc. Reduce -69.0% 0.40% −1.81 DASH DoorDash Inc. Class A Reduce -16.1% 47.79% −1.74 MSFT Microsoft Corp. Reduce -10.8% 8.02% −1.72 AMD Advanced Micro Devices Sold out 0.00% −1.12 GOOGL Alphabet Inc. Class A Reduce -62.8% 0.51% −1.03 META Meta Platforms Inc. Class A Reduce -37.1% 1.67% −0.67 GOOG Alphabet Inc. Class C Sold out 0.00% −0.39 YINN Direxion DLY Ftse CH BL3X-Ui Sold out 0.00% −0.31 SOXX iShares Semiconductor ETF Sold out 0.00% −0.27 AMZN Amazon.com Inc. Reduce -17.0% 0.57% −0.13 CSCO Cisco Systems Inc. Sold out 0.00% −0.12 CMCSA Comcast Corp. Class A Sold out 0.00% −0.11 INTU Intuit Inc. Sold out 0.00% −0.10 TMUS T-Mobile US Inc. Reduce -55.0% 0.04% −0.07
Portfolio Buys Q4 2023 → Q1 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▼ NVDA Nvidia Corp. Add +152.9% 12.09% +8.91 TSM Taiwan Semiconductor-SP ADR Add +747.8% 6.22% +5.54 QCOM Qualcomm Inc. Add +43620.7% 2.68% +2.68 ASML ASML Holding NV-NY Reg SHS Add +100.0% 4.25% +2.24 SPXL Direxion Daily S&P 500 Bull New 2.05% +2.05 TQQQ Proshares Ultrapro QQQ New 1.82% +1.82 UPRO Proshares Ultrapro S&P 500 New 1.51% +1.51 ARM Arm Holdings PLC-ADR New 0.56% +0.56 AVGO Broadcom Inc. Add +43.6% 1.77% +0.51 AMAT Applied Materials Inc. New 0.42% +0.42 LRCX Lam Research Corp. New 0.42% +0.42 INTC Intel Corp. Add +1040.6% 0.44% +0.39 KLAC KLA Corp. New 0.33% +0.33 SNPS Synopsys Inc. Add +695.8% 0.34% +0.29 CDNS Cadence Design SYS Inc. Add +569.7% 0.28% +0.24 FXI iShares China Large-Cap ETF New 0.22% +0.22 DUOL Duolingo Add +45.6% 1.53% +0.22 BABA Alibaba Group Holding-SP ADR New 0.07% +0.07
Options Activity Q4 2023 → Q1 2024 Security Type Change vs Q4 2023 Underlying Shares Value ▼ QQQ Invesco QQQ Trust Series 1 put Add +73.9% 1,718 $262K SPY SS SPDR S&P 500 ETF Trust-US put New 310 $139K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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