Himension Capital (singapore) Pte. LTD.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Himension Capital (singapore) Pte. LTD. reported 51 stock positions worth $1.4 billion. Its top holding was Apple (AAPL) at 19.4% of the portfolio, followed by DoorDash Class A (DASH, 18.4%) and Nvidia (NVDA, 17.7%). Compared with Q1 2024, it opened 26 new positions, sold out of 6, added to 11 and reduced 12. The biggest buy was a new position in Apple (AAPL) and the biggest sale DoorDash Class A (DASH, shares −48%).

Most Recent 13F
Q2 2026
Location
SINGAPORE, U0
CIK
0001817652
Portfolio Value
$1.4B (Q2 2024)
SEC Filing
0001817652-24-000004 ↗ filed Aug 13, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.3B Q1 2024 Q2 2024: $1.4B $1.4B Q2 2024 Q3 2024: $1.3B Q3 2024 Q4 2024: $1.4B Q4 2024 Q1 2025: $1.2B Q1 2025 Q2 2025: $1.3B Q2 2025 Q3 2025: $1.6B Q3 2025 Q4 2025: $1.6B Q4 2025 Q1 2026: $1.3B Q1 2026 Q2 2026: $1.6B Q2 2026

Holdings 51 stocks · $1.4B

AAPL Apple Inc. 19.41% 1,301,688 $274.2M New
DASH DoorDash Inc. Class A 18.37% 2,385,514 $259.5M Reduce -48.4%
NVDA Nvidia Corp. 17.74% 2,028,408 $250.6M Add +13.7%
TSM Taiwan Semiconductor-SP ADR 9.50% 771,846 $134.2M Add +26.6%
MSFT Microsoft Corp. 4.62% 145,942 $65.2M Reduce -42.6%
GOOGL Alphabet Inc. Class A 3.67% 284,342 $51.8M Add +526.6%
AVGO Broadcom Inc. 3.64% 32,036 $51.4M Add +79.6%
QCOM Qualcomm Inc. 3.49% 247,702 $49.3M Add +17.3%
AMZN Amazon.com Inc. 2.89% 210,955 $40.8M Add +404.1%
TSLA Tesla Inc. 2.73% 194,794 $38.5M Add +969.7%
META Meta Platforms Inc. Class A 1.82% 51,130 $25.8M Add +11.8%
NTLA Intellia Therapeutics Inc. 1.63% 1,029,982 $23.1M Reduce -0.1%
ASML ASML Holding NV-NY Reg SHS 1.30% 17,950 $18.4M Reduce -69.3%
SPXL Direxion Daily S&P 500 Bull 1.20% 115,606 $16.9M Reduce -43.4%
DUOL Duolingo 1.19% 80,838 $16.9M Reduce -12.4%
UPRO Proshares Ultrapro S&P 500 0.88% 161,106 $12.4M Reduce -43.5%
ALB Albemarle Corp. 0.70% 103,716 $9.9M New
SHOP Shopify Inc. Class A 0.59% 125,159 $8.3M Add +80.3%
SNPS Synopsys Inc. 0.52% 12,365 $7.4M Add +56.2%
MNDY Monday.com Ltd. 0.42% 24,392 $5.9M Reduce -41.2%
ARM Arm Holdings PLC-ADR 0.40% 34,637 $5.7M Reduce -42.4%
CRSP Crispr Therapeutics AG 0.30% 77,542 $4.2M Add +12.4%
NOW ServiceNow Inc. 0.28% 4,939 $3.9M New
CDNS Cadence Design SYS Inc. 0.26% 12,028 $3.7M No change
VEEV Veeva Systems Inc. Class A 0.24% 18,355 $3.4M New
MRVL Marvell Technology Inc. 0.22% 44,301 $3.1M New
DHI D.R. Horton Inc. 0.21% 20,678 $2.9M New
IBIT iShares Bitcoin Trust ETF 0.20% 81,367 $2.8M New
USO United States Oil Fund LP 0.16% 28,544 $2.3M New
FXI iShares China Large-Cap ETF 0.14% 77,413 $2.0M Reduce -37.0%
UBS UBS Group AG-Reg 0.11% 51,837 $1.5M New
ABNB Airbnb Inc. Class A 0.10% 9,658 $1.5M New
PDD PDD Holdings Inc. 0.08% 8,180 $1.1M New
TDOC Teladoc Health Inc. 0.08% 108,686 $1.1M Reduce -69.0%
IQ Iqiyi Inc.-ADR 0.07% 284,647 $1.0M New
LULU Lululemon Athletica Inc. 0.07% 3,475 $1.0M New
MTSI Macom Technology Solutions H 0.07% 9,000 $1.0M New
DQ Daqo New Energy Corp.-ADR 0.07% 67,665 $988K New
MDLZ Mondelez International Inc. Class A 0.07% 14,719 $963K New
SMCI Super Micro Computer Inc. 0.07% 1,172 $960K New
BA The Boeing Co. 0.07% 5,100 $928K New
DELL Dell Technologies -C 0.06% 6,602 $910K New
AMAT Applied Materials Inc. 0.06% 3,706 $875K Reduce -86.5%
MU Micron Technology Inc. 0.06% 6,238 $820K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 4,369 $756K New
INTU Intuit Inc. 0.05% 1,115 $733K New
DDOG Datadog Inc. Class A 0.05% 5,397 $700K New
TMUS T-Mobile US Inc. 0.05% 3,614 $637K No change
ESTC Elastic NV 0.03% 4,095 $466K New
JKS Jinkosolar Holding Co.-ADR 0.03% 20,952 $434K New
BILL Bill Holdings Inc. 0.02% 5,636 $297K New

Options reported separately and not counted above: SPY puts ($35K), QQQ puts ($2K).

Portfolio Sells Q1 2024 → Q2 2024

DASH DoorDash Inc. Class A Reduce -48.4% 18.37% −29.42
MSFT Microsoft Corp. Reduce -42.6% 4.62% −3.40
ASML ASML Holding NV-NY Reg SHS Reduce -69.3% 1.30% −2.95
TQQQ Proshares Ultrapro QQQ Sold out 0.00% −1.82
SPXL Direxion Daily S&P 500 Bull Reduce -43.4% 1.20% −0.86
UPRO Proshares Ultrapro S&P 500 Reduce -43.5% 0.88% −0.63
NTLA Intellia Therapeutics Inc. Reduce -0.1% 1.63% −0.49
INTC Intel Corp. Sold out 0.00% −0.44
LRCX Lam Research Corp. Sold out 0.00% −0.42
AMAT Applied Materials Inc. Reduce -86.5% 0.06% −0.36
DUOL Duolingo Reduce -12.4% 1.19% −0.33
KLAC KLA Corp. Sold out 0.00% −0.33
TDOC Teladoc Health Inc. Reduce -69.0% 0.08% −0.32
MNDY Monday.com Ltd. Reduce -41.2% 0.42% −0.29
ARM Arm Holdings PLC-ADR Reduce -42.4% 0.40% −0.16
COST Costco Wholesale Corp. Sold out 0.00% −0.16
FXI iShares China Large-Cap ETF Reduce -37.0% 0.14% −0.08
BABA Alibaba Group Holding-SP ADR Sold out 0.00% −0.07

Portfolio Buys Q1 2024 → Q2 2024

AAPL Apple Inc. New 19.41% +19.41
NVDA Nvidia Corp. Add +13.7% 17.74% +5.65
TSM Taiwan Semiconductor-SP ADR Add +26.6% 9.50% +3.27
GOOGL Alphabet Inc. Class A Add +526.6% 3.67% +3.15
TSLA Tesla Inc. Add +969.7% 2.73% +2.49
AMZN Amazon.com Inc. Add +404.1% 2.89% +2.32
AVGO Broadcom Inc. Add +79.6% 3.64% +1.87
QCOM Qualcomm Inc. Add +17.3% 3.49% +0.81
ALB Albemarle Corp. New 0.70% +0.70
NOW ServiceNow Inc. New 0.28% +0.28
VEEV Veeva Systems Inc. Class A New 0.24% +0.24
MRVL Marvell Technology Inc. New 0.22% +0.22
DHI D.R. Horton Inc. New 0.21% +0.21
IBIT iShares Bitcoin Trust ETF New 0.20% +0.20
SHOP Shopify Inc. Class A Add +80.3% 0.59% +0.18
SNPS Synopsys Inc. Add +56.2% 0.52% +0.18
USO United States Oil Fund LP New 0.16% +0.16
META Meta Platforms Inc. Class A Add +11.8% 1.82% +0.16
UBS UBS Group AG-Reg New 0.11% +0.11
ABNB Airbnb Inc. Class A New 0.10% +0.10
PDD PDD Holdings Inc. New 0.08% +0.08
IQ Iqiyi Inc.-ADR New 0.07% +0.07
LULU Lululemon Athletica Inc. New 0.07% +0.07
MTSI Macom Technology Solutions H New 0.07% +0.07
DQ Daqo New Energy Corp.-ADR New 0.07% +0.07
MDLZ Mondelez International Inc. Class A New 0.07% +0.07
SMCI Super Micro Computer Inc. New 0.07% +0.07
BA The Boeing Co. New 0.07% +0.07
DELL Dell Technologies -C New 0.06% +0.06
MU Micron Technology Inc. New 0.06% +0.06
IBM Intl Business Machines Corp. New 0.05% +0.05
INTU Intuit Inc. New 0.05% +0.05
DDOG Datadog Inc. Class A New 0.05% +0.05
ESTC Elastic NV New 0.03% +0.03
JKS Jinkosolar Holding Co.-ADR New 0.03% +0.03
BILL Bill Holdings Inc. New 0.02% +0.02
CRSP Crispr Therapeutics AG Add +12.4% 0.30% −0.06

Options Activity Q1 2024 → Q2 2024

SOXX iShares Semiconductor ETF put Sold out 369 $62Kbefore exit
QQQ Invesco QQQ Trust Series 1 put Reduce -98.7% 22 $2K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 168$1.6BTSM, INTC, NVDA, ASML, AMD
Q1 2026 135$1.3BTSM, NVDA, INTC, TSLA, AAPL
Q4 2025 95$1.6BGOOGL, TSM, NVDA, AVGO, TSLA
Q3 2025 92$1.6BTSM, NVDA, GOOGL, AVGO, AAPL
Q2 2025 61$1.3BTSM, NVDA, AMZN, AAPL, AVGO
Q1 2025 61$1.2BNVDA, TSM, AAPL, AMZN, TLT
Q4 2024 47$1.4BNVDA, AAPL, TSM, MSFT, DASH
Q3 2024 36$1.3BNVDA, AAPL, TSM, DASH, MSFT
Q2 2024 51$1.4BAAPL, DASH, NVDA, TSM, MSFT
Q1 2024 31$1.3BDASH, NVDA, MSFT, TSM, ASML