Himension Capital (singapore) Pte. LTD.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Himension Capital (singapore) Pte. LTD. reported 47 stock positions worth $1.4 billion. Its top holding was Nvidia (NVDA) at 22.2% of the portfolio, followed by Apple (AAPL, 20.5%) and Taiwan Semiconductor-SP ADR (TSM, 15.2%). Compared with Q3 2024, it opened 13 new positions, sold out of 2, added to 21 and reduced 13. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +8%) and the biggest sale an exit from Direxion Daily S&P 500 Bull (SPXL).
- Most Recent 13F
- Q2 2026
- Location
- SINGAPORE, U0
- CIK
- 0001817652
- Portfolio Value
- $1.4B (Q4 2024)
- SEC Filing
- 0001817652-25-000002 ↗ filed Feb 13, 2025
Holdings Value
Holdings 47 stocks · $1.4B
| NVDA Nvidia Corp. | 22.23% | 2,388,886 | $320.8M | Reduce -1.4% |
| AAPL Apple Inc. | 20.52% | 1,182,787 | $296.2M | Add +11.4% |
| TSM Taiwan Semiconductor-SP ADR | 15.24% | 1,113,593 | $219.9M | Add +8.3% |
| MSFT Microsoft Corp. | 5.69% | 194,680 | $82.1M | Add +20.9% |
| DASH DoorDash Inc. Class A | 5.66% | 487,305 | $81.7M | Reduce -38.8% |
| AMZN Amazon.com Inc. | 4.28% | 281,423 | $61.7M | Reduce -15.5% |
| TLT iShares 20+ Year Treasury BD | 4.23% | 698,719 | $61.0M | Add +62.0% |
| TSLA Tesla Inc. | 4.14% | 147,897 | $59.7M | Reduce -43.6% |
| META Meta Platforms Inc. Class A | 2.06% | 50,714 | $29.7M | Reduce -2.9% |
| GOOGL Alphabet Inc. Class A | 1.61% | 122,587 | $23.2M | Add +40.0% |
| MNDY Monday.com Ltd. | 1.40% | 85,617 | $20.2M | Add +844.8% |
| ALB Albemarle Corp. | 1.32% | 220,834 | $19.0M | Add +50.7% |
| KLAC KLA Corp. | 0.98% | 22,533 | $14.2M | Add +1717.2% |
| SNPS Synopsys Inc. | 0.94% | 27,909 | $13.5M | Add +50.7% |
| IBIT iShares Bitcoin Trust ETF | 0.81% | 219,508 | $11.6M | Add +177.1% |
| NTLA Intellia Therapeutics Inc. | 0.80% | 985,715 | $11.5M | Reduce -8.4% |
| PDD PDD Holdings Inc. | 0.73% | 108,850 | $10.6M | Add +159.0% |
| LRCX Lam Research Corp. | 0.56% | 112,345 | $8.1M | Add +977.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.56% | 11,647 | $8.1M | Reduce -7.4% |
| AMAT Applied Materials Inc. | 0.56% | 49,384 | $8.0M | Add +201.4% |
| BTDR Bitdeer Technologies Group-A | 0.55% | 364,011 | $7.9M | New |
| DHI D.R. Horton Inc. | 0.52% | 53,548 | $7.5M | New |
| FXI iShares China Large-Cap ETF | 0.50% | 236,179 | $7.2M | Add +723.6% |
| MRVL Marvell Technology Inc. | 0.47% | 61,404 | $6.8M | New |
| MU Micron Technology Inc. | 0.41% | 70,595 | $5.9M | Add +41.0% |
| QCOM Qualcomm Inc. | 0.37% | 35,199 | $5.4M | Reduce -42.8% |
| IQV Iqvia Holdings Inc. | 0.35% | 26,066 | $5.1M | New |
| CDNS Cadence Design SYS Inc. | 0.27% | 13,119 | $3.9M | Add +9.1% |
| VEEV Veeva Systems Inc. Class A | 0.25% | 17,281 | $3.6M | Add +28.8% |
| UNH Unitedhealth Group Inc. | 0.23% | 6,528 | $3.3M | New |
| CRSP Crispr Therapeutics AG | 0.22% | 80,770 | $3.2M | Reduce -0.5% |
| AVGO Broadcom Inc. | 0.22% | 13,589 | $3.2M | Reduce -71.1% |
| USO United States Oil Fund LP | 0.21% | 40,314 | $3.0M | Add +17.6% |
| XBI SS SPDR S&P Biotech ETF | 0.15% | 23,981 | $2.2M | New |
| ETHA iShares Ethereum Trust ETF | 0.15% | 82,787 | $2.1M | New |
| TDOC Teladoc Health Inc. | 0.13% | 205,941 | $1.9M | Add +244.3% |
| JKS Jinkosolar Holding Co.-ADR | 0.10% | 55,175 | $1.4M | Add +472.8% |
| MRNA Moderna Inc. | 0.09% | 31,598 | $1.3M | Add +201.1% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.07% | 4,529 | $1.1M | New |
| DDOG Datadog Inc. Class A | 0.07% | 7,311 | $1.0M | New |
| CRM Salesforce Inc. | 0.07% | 3,111 | $1.0M | New |
| INTU Intuit Inc. | 0.07% | 1,633 | $1.0M | New |
| ALAB Astera Labs Inc. | 0.06% | 6,555 | $868K | New |
| ABNB Airbnb Inc. Class A | 0.05% | 5,878 | $772K | Reduce -9.0% |
| BA The Boeing Co. | 0.04% | 3,433 | $608K | Reduce -23.0% |
| SMCI Super Micro Computer Inc. | 0.03% | 16,285 | $496K | New |
| DQ Daqo New Energy Corp.-ADR | 0.03% | 22,310 | $434K | Reduce -56.4% |
Portfolio Sells Q3 2024 → Q4 2024
| SPXL Direxion Daily S&P 500 Bull | Sold out | 0.00% | −3.64 |
| DASH DoorDash Inc. Class A | Reduce -38.8% | 5.66% | −3.22 |
| TSLA Tesla Inc. | Reduce -43.6% | 4.14% | −1.22 |
| NTLA Intellia Therapeutics Inc. | Reduce -8.4% | 0.80% | −0.93 |
| NVDA Nvidia Corp. | Reduce -1.4% | 22.23% | −0.76 |
| AMZN Amazon.com Inc. | Reduce -15.5% | 4.28% | −0.57 |
| QCOM Qualcomm Inc. | Reduce -42.8% | 0.37% | −0.44 |
| AVGO Broadcom Inc. | Reduce -71.1% | 0.22% | −0.42 |
| META Meta Platforms Inc. Class A | Reduce -2.9% | 2.06% | −0.28 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -7.4% | 0.56% | −0.26 |
| CRSP Crispr Therapeutics AG | Reduce -0.5% | 0.22% | −0.08 |
| DQ Daqo New Energy Corp.-ADR | Reduce -56.4% | 0.03% | −0.05 |
| ESTC Elastic NV | Sold out | 0.00% | −0.02 |
| BA The Boeing Co. | Reduce -23.0% | 0.04% | −0.01 |
| ABNB Airbnb Inc. Class A | Reduce -9.0% | 0.05% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| TSM Taiwan Semiconductor-SP ADR | Add +8.3% | 15.24% | +1.29 |
| AAPL Apple Inc. | Add +11.4% | 20.52% | +1.21 |
| MNDY Monday.com Ltd. | Add +844.8% | 1.40% | +1.20 |
| TLT iShares 20+ Year Treasury BD | Add +62.0% | 4.23% | +0.93 |
| KLAC KLA Corp. | Add +1717.2% | 0.98% | +0.91 |
| IBIT iShares Bitcoin Trust ETF | Add +177.1% | 0.81% | +0.58 |
| BTDR Bitdeer Technologies Group-A | New | 0.55% | +0.55 |
| DHI D.R. Horton Inc. | New | 0.52% | +0.52 |
| LRCX Lam Research Corp. | Add +977.1% | 0.56% | +0.50 |
| GOOGL Alphabet Inc. Class A | Add +40.0% | 1.61% | +0.47 |
| MRVL Marvell Technology Inc. | New | 0.47% | +0.47 |
| FXI iShares China Large-Cap ETF | Add +723.6% | 0.50% | +0.43 |
| IQV Iqvia Holdings Inc. | New | 0.35% | +0.35 |
| AMAT Applied Materials Inc. | Add +201.4% | 0.56% | +0.30 |
| PDD PDD Holdings Inc. | Add +159.0% | 0.73% | +0.29 |
| MSFT Microsoft Corp. | Add +20.9% | 5.69% | +0.28 |
| ALB Albemarle Corp. | Add +50.7% | 1.32% | +0.23 |
| UNH Unitedhealth Group Inc. | New | 0.23% | +0.23 |
| SNPS Synopsys Inc. | Add +50.7% | 0.94% | +0.21 |
| XBI SS SPDR S&P Biotech ETF | New | 0.15% | +0.15 |
| ETHA iShares Ethereum Trust ETF | New | 0.15% | +0.15 |
| TDOC Teladoc Health Inc. | Add +244.3% | 0.13% | +0.09 |
| JKS Jinkosolar Holding Co.-ADR | Add +472.8% | 0.10% | +0.07 |
| ALNY Alnylam Pharmaceuticals Inc. | New | 0.07% | +0.07 |
| DDOG Datadog Inc. Class A | New | 0.07% | +0.07 |
| CRM Salesforce Inc. | New | 0.07% | +0.07 |
| INTU Intuit Inc. | New | 0.07% | +0.07 |
| ALAB Astera Labs Inc. | New | 0.06% | +0.06 |
| MRNA Moderna Inc. | Add +201.1% | 0.09% | +0.04 |
| SMCI Super Micro Computer Inc. | New | 0.03% | +0.03 |
| VEEV Veeva Systems Inc. Class A | Add +28.8% | 0.25% | +0.03 |
| USO United States Oil Fund LP | Add +17.6% | 0.21% | +0.02 |
| CDNS Cadence Design SYS Inc. | Add +9.1% | 0.27% | +0.02 |
| MU Micron Technology Inc. | Add +41.0% | 0.41% | +0.01 |
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 |