Himension Capital (singapore) Pte. LTD.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Himension Capital (singapore) Pte. LTD. reported 36 stock positions worth $1.3 billion. Its top holding was Nvidia (NVDA) at 23.0% of the portfolio, followed by Apple (AAPL, 19.3%) and Taiwan Semiconductor-SP ADR (TSM, 14.0%). Compared with Q2 2024, it opened 4 new positions, sold out of 19, added to 15 and reduced 16. The biggest buy was Nvidia (NVDA, shares +20%) and the biggest sale DoorDash Class A (DASH, shares −67%).
- Most Recent 13F
- Q2 2026
- Location
- SINGAPORE, U0
- CIK
- 0001817652
- Portfolio Value
- $1.3B (Q3 2024)
- SEC Filing
- 0001817652-24-000006 ↗ filed Nov 13, 2024
Holdings Value
Holdings 36 stocks · $1.3B
| NVDA Nvidia Corp. | 22.99% | 2,423,994 | $294.4M | Add +19.5% |
| AAPL Apple Inc. | 19.31% | 1,061,418 | $247.3M | Reduce -18.5% |
| TSM Taiwan Semiconductor-SP ADR | 13.95% | 1,028,704 | $178.7M | Add +33.3% |
| DASH DoorDash Inc. Class A | 8.88% | 796,653 | $113.7M | Reduce -66.6% |
| MSFT Microsoft Corp. | 5.41% | 160,958 | $69.3M | Add +10.3% |
| TSLA Tesla Inc. | 5.36% | 262,303 | $68.6M | Add +34.7% |
| AMZN Amazon.com Inc. | 4.85% | 333,088 | $62.1M | Add +57.9% |
| SPXL Direxion Daily S&P 500 Bull | 3.64% | 284,109 | $46.6M | Add +145.8% |
| TLT iShares 20+ Year Treasury BD | 3.30% | 431,172 | $42.3M | New |
| META Meta Platforms Inc. Class A | 2.34% | 52,245 | $29.9M | Add +2.2% |
| NTLA Intellia Therapeutics Inc. | 1.73% | 1,075,711 | $22.1M | Add +4.4% |
| GOOGL Alphabet Inc. Class A | 1.13% | 87,587 | $14.5M | Reduce -69.2% |
| ALB Albemarle Corp. | 1.08% | 146,512 | $13.9M | Add +41.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.82% | 12,573 | $10.5M | Reduce -30.0% |
| QCOM Qualcomm Inc. | 0.82% | 61,554 | $10.5M | Reduce -75.2% |
| SNPS Synopsys Inc. | 0.73% | 18,515 | $9.4M | Add +49.7% |
| AVGO Broadcom Inc. | 0.63% | 47,072 | $8.1M | Reduce -85.3% |
| PDD PDD Holdings Inc. | 0.44% | 42,031 | $5.7M | Add +413.8% |
| MU Micron Technology Inc. | 0.41% | 50,071 | $5.2M | Add +702.7% |
| CRSP Crispr Therapeutics AG | 0.30% | 81,145 | $3.8M | Add +4.7% |
| AMAT Applied Materials Inc. | 0.26% | 16,382 | $3.3M | Add +342.0% |
| CDNS Cadence Design SYS Inc. | 0.25% | 12,028 | $3.3M | No change |
| IBIT iShares Bitcoin Trust ETF | 0.22% | 79,215 | $2.9M | Reduce -2.6% |
| VEEV Veeva Systems Inc. Class A | 0.22% | 13,417 | $2.8M | Reduce -26.9% |
| MNDY Monday.com Ltd. | 0.20% | 9,062 | $2.5M | Reduce -62.9% |
| USO United States Oil Fund LP | 0.19% | 34,270 | $2.4M | Add +20.1% |
| DQ Daqo New Energy Corp.-ADR | 0.08% | 51,109 | $1.0M | Reduce -24.5% |
| KLAC KLA Corp. | 0.07% | 1,240 | $960K | New |
| FXI iShares China Large-Cap ETF | 0.07% | 28,675 | $911K | Reduce -63.0% |
| LRCX Lam Research Corp. | 0.07% | 1,043 | $851K | New |
| ABNB Airbnb Inc. Class A | 0.06% | 6,462 | $819K | Reduce -33.1% |
| MRNA Moderna Inc. | 0.05% | 10,496 | $701K | New |
| BA The Boeing Co. | 0.05% | 4,458 | $678K | Reduce -12.6% |
| TDOC Teladoc Health Inc. | 0.04% | 59,810 | $549K | Reduce -45.0% |
| JKS Jinkosolar Holding Co.-ADR | 0.02% | 9,633 | $258K | Reduce -54.0% |
| ESTC Elastic NV | 0.02% | 3,156 | $242K | Reduce -22.9% |
Portfolio Sells Q2 2024 → Q3 2024
| DASH DoorDash Inc. Class A | Reduce -66.6% | 8.88% | −9.49 |
| AVGO Broadcom Inc. | Reduce -85.3% | 0.63% | −3.01 |
| QCOM Qualcomm Inc. | Reduce -75.2% | 0.82% | −2.67 |
| GOOGL Alphabet Inc. Class A | Reduce -69.2% | 1.13% | −2.53 |
| DUOL Duolingo | Sold out | 0.00% | −1.19 |
| UPRO Proshares Ultrapro S&P 500 | Sold out | 0.00% | −0.88 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.59 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -30.0% | 0.82% | −0.48 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −0.40 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.28 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.22 |
| MNDY Monday.com Ltd. | Reduce -62.9% | 0.20% | −0.22 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.21 |
| UBS UBS Group AG-Reg | Sold out | 0.00% | −0.11 |
| AAPL Apple Inc. | Reduce -18.5% | 19.31% | −0.09 |
| IQ Iqiyi Inc.-ADR | Sold out | 0.00% | −0.07 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.07 |
| FXI iShares China Large-Cap ETF | Reduce -63.0% | 0.07% | −0.07 |
| MTSI Macom Technology Solutions H | Sold out | 0.00% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.07 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.07 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.06 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.05 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.05 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.05 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.05 |
| ABNB Airbnb Inc. Class A | Reduce -33.1% | 0.06% | −0.04 |
| TDOC Teladoc Health Inc. | Reduce -45.0% | 0.04% | −0.03 |
| BILL Bill Holdings Inc. | Sold out | 0.00% | −0.02 |
| VEEV Veeva Systems Inc. Class A | Reduce -26.9% | 0.22% | −0.02 |
| ESTC Elastic NV | Reduce -22.9% | 0.02% | −0.01 |
| BA The Boeing Co. | Reduce -12.6% | 0.05% | −0.01 |
| JKS Jinkosolar Holding Co.-ADR | Reduce -54.0% | 0.02% | −0.01 |
| DQ Daqo New Energy Corp.-ADR | Reduce -24.5% | 0.08% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Reduce -2.6% | 0.22% | +0.03 |
Portfolio Buys Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Add +19.5% | 22.99% | +5.25 |
| TSM Taiwan Semiconductor-SP ADR | Add +33.3% | 13.95% | +4.46 |
| TLT iShares 20+ Year Treasury BD | New | 3.30% | +3.30 |
| TSLA Tesla Inc. | Add +34.7% | 5.36% | +2.63 |
| SPXL Direxion Daily S&P 500 Bull | Add +145.8% | 3.64% | +2.44 |
| AMZN Amazon.com Inc. | Add +57.9% | 4.85% | +1.96 |
| MSFT Microsoft Corp. | Add +10.3% | 5.41% | +0.79 |
| META Meta Platforms Inc. Class A | Add +2.2% | 2.34% | +0.51 |
| ALB Albemarle Corp. | Add +41.3% | 1.08% | +0.38 |
| PDD PDD Holdings Inc. | Add +413.8% | 0.44% | +0.37 |
| MU Micron Technology Inc. | Add +702.7% | 0.41% | +0.35 |
| SNPS Synopsys Inc. | Add +49.7% | 0.73% | +0.21 |
| AMAT Applied Materials Inc. | Add +342.0% | 0.26% | +0.20 |
| NTLA Intellia Therapeutics Inc. | Add +4.4% | 1.73% | +0.09 |
| KLAC KLA Corp. | New | 0.07% | +0.07 |
| LRCX Lam Research Corp. | New | 0.07% | +0.07 |
| MRNA Moderna Inc. | New | 0.05% | +0.05 |
| USO United States Oil Fund LP | Add +20.1% | 0.19% | +0.03 |
| CRSP Crispr Therapeutics AG | Add +4.7% | 0.30% | +0.00 |
Options Activity Q2 2024 → Q3 2024
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 310 | $35Kbefore exit |
| QQQ Invesco QQQ Trust Series 1 | put | Sold out | 22 | $2Kbefore exit |
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 |