Himension Capital (singapore) Pte. LTD.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Himension Capital (singapore) Pte. LTD. reported 61 stock positions worth $1.2 billion. Its top holding was Nvidia (NVDA) at 19.5% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 19.2%) and Apple (AAPL, 12.2%). Compared with Q4 2024, it opened 21 new positions, sold out of 7, added to 21 and reduced 19. The biggest buy was Amazon.com (AMZN, shares +118%) and the biggest sale Apple (AAPL, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- SINGAPORE, U0
- CIK
- 0001817652
- Portfolio Value
- $1.2B (Q1 2025)
- SEC Filing
- 0001817652-25-000003 ↗ filed May 14, 2025
Holdings Value
Holdings 61 stocks · $1.2B
| NVDA Nvidia Corp. | 19.55% | 2,112,671 | $229.0M | Reduce -11.6% |
| TSM Taiwan Semiconductor-SP ADR | 19.16% | 1,352,182 | $224.5M | Add +21.4% |
| AAPL Apple Inc. | 12.19% | 642,562 | $142.7M | Reduce -45.7% |
| AMZN Amazon.com Inc. | 9.97% | 613,971 | $116.8M | Add +118.2% |
| TLT iShares 20+ Year Treasury BD | 5.86% | 753,851 | $68.6M | Add +7.9% |
| MSFT Microsoft Corp. | 4.39% | 136,859 | $51.4M | Reduce -29.7% |
| AVGO Broadcom Inc. | 3.44% | 240,967 | $40.3M | Add +1673.3% |
| DASH DoorDash Inc. Class A | 2.65% | 170,104 | $31.1M | Reduce -65.1% |
| TSLA Tesla Inc. | 2.49% | 112,476 | $29.1M | Reduce -23.9% |
| IBIT iShares Bitcoin Trust ETF | 1.94% | 485,299 | $22.7M | Add +121.1% |
| ALB Albemarle Corp. | 1.71% | 278,155 | $20.0M | Add +26.0% |
| KLAC KLA Corp. | 1.24% | 21,450 | $14.6M | Reduce -4.8% |
| GOOGL Alphabet Inc. Class A | 1.17% | 88,508 | $13.7M | Reduce -27.8% |
| SNPS Synopsys Inc. | 1.09% | 29,739 | $12.8M | Add +6.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.86% | 127,559 | $10.1M | New |
| PDD PDD Holdings Inc. | 0.83% | 82,476 | $9.8M | Reduce -24.2% |
| DHI D.R. Horton Inc. | 0.73% | 67,490 | $8.6M | Add +26.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.70% | 12,303 | $8.2M | Add +5.6% |
| META Meta Platforms Inc. Class A | 0.68% | 13,899 | $8.0M | Reduce -72.6% |
| LRCX Lam Research Corp. | 0.67% | 107,931 | $7.8M | Reduce -3.9% |
| AMAT Applied Materials Inc. | 0.64% | 51,316 | $7.4M | Add +3.9% |
| MU Micron Technology Inc. | 0.50% | 67,541 | $5.9M | Reduce -4.3% |
| QCOM Qualcomm Inc. | 0.48% | 36,575 | $5.6M | Add +3.9% |
| NTLA Intellia Therapeutics Inc. | 0.46% | 752,676 | $5.4M | Reduce -23.6% |
| CDNS Cadence Design SYS Inc. | 0.42% | 19,211 | $4.9M | Add +46.4% |
| FXI iShares China Large-Cap ETF | 0.40% | 131,341 | $4.7M | Reduce -44.4% |
| SMCI Super Micro Computer Inc. | 0.39% | 133,505 | $4.6M | Add +719.8% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.35% | 15,302 | $4.1M | Add +237.9% |
| IBKR Interactive Brokers Gro Class A | 0.30% | 21,563 | $3.6M | New |
| ZTO Zto Express Cayman Inc.-ADR | 0.29% | 173,039 | $3.4M | New |
| UNH Unitedhealth Group Inc. | 0.29% | 6,408 | $3.4M | Reduce -1.8% |
| NBIS Nebius Group NV | 0.29% | 158,283 | $3.3M | New |
| CRSP Crispr Therapeutics AG | 0.27% | 93,574 | $3.2M | Add +15.8% |
| SAP Sap SE-Sponsored ADR | 0.25% | 11,084 | $3.0M | New |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 0.24% | 28,026 | $2.9M | New |
| VEEV Veeva Systems Inc. Class A | 0.23% | 11,810 | $2.7M | Reduce -31.7% |
| MNDY Monday.com Ltd. | 0.23% | 11,222 | $2.7M | Reduce -86.9% |
| COIN Coinbase Global Inc. Class A | 0.20% | 13,315 | $2.3M | New |
| VRT Vertiv Holdings Co. Class A | 0.19% | 30,923 | $2.2M | New |
| JKS Jinkosolar Holding Co.-ADR | 0.17% | 107,413 | $2.0M | Add +94.7% |
| SRE Sempra | 0.17% | 27,855 | $2.0M | New |
| ROKU Roku Inc. | 0.17% | 27,992 | $2.0M | New |
| HIMS Hims & Hers Health Inc. | 0.15% | 60,124 | $1.8M | New |
| TDOC Teladoc Health Inc. | 0.15% | 216,585 | $1.7M | Add +5.2% |
| STX Seagate Technology Holdings | 0.15% | 20,057 | $1.7M | New |
| DQ Daqo New Energy Corp.-ADR | 0.14% | 91,314 | $1.7M | Add +309.3% |
| ALAB Astera Labs Inc. | 0.13% | 24,716 | $1.5M | Add +277.1% |
| ANET Arista Networks Inc. | 0.11% | 16,448 | $1.3M | New |
| NOW ServiceNow Inc. | 0.10% | 1,438 | $1.1M | New |
| INTC Intel Corp. | 0.09% | 45,757 | $1.0M | New |
| TEM Tempus AI Inc. Class A | 0.09% | 21,025 | $1.0M | New |
| MRVL Marvell Technology Inc. | 0.09% | 16,393 | $1.0M | Reduce -73.3% |
| ESTC Elastic NV | 0.09% | 11,261 | $1.0M | New |
| MRNA Moderna Inc. | 0.08% | 33,762 | $957K | Add +6.8% |
| TLK Telkom Indonesia Persero-ADR filed as P T TELEKOMUNIKASI INDONESIA | 0.08% | 63,680 | $941K | New |
| CFLT Confluent Inc. Class A | 0.08% | 38,694 | $907K | New |
| ABNB Airbnb Inc. Class A | 0.07% | 6,645 | $794K | Add +13.1% |
| USO United States Oil Fund LP | 0.06% | 8,466 | $655K | Reduce -79.0% |
| BA The Boeing Co. | 0.04% | 2,760 | $471K | Reduce -19.6% |
| NTRA Natera Inc. | 0.04% | 3,265 | $462K | New |
| ZETA Zeta Global Holdings Corp. Class A | 0.03% | 26,903 | $365K | New |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -45.7% | 12.19% | −8.34 |
| DASH DoorDash Inc. Class A | Reduce -65.1% | 2.65% | −3.01 |
| NVDA Nvidia Corp. | Reduce -11.6% | 19.55% | −2.68 |
| TSLA Tesla Inc. | Reduce -23.9% | 2.49% | −1.65 |
| META Meta Platforms Inc. Class A | Reduce -72.6% | 0.68% | −1.37 |
| MSFT Microsoft Corp. | Reduce -29.7% | 4.39% | −1.30 |
| MNDY Monday.com Ltd. | Reduce -86.9% | 0.23% | −1.16 |
| BTDR Bitdeer Technologies Group-A | Sold out | 0.00% | −0.55 |
| GOOGL Alphabet Inc. Class A | Reduce -27.8% | 1.17% | −0.44 |
| MRVL Marvell Technology Inc. | Reduce -73.3% | 0.09% | −0.38 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.35 |
| NTLA Intellia Therapeutics Inc. | Reduce -23.6% | 0.46% | −0.34 |
| USO United States Oil Fund LP | Reduce -79.0% | 0.06% | −0.16 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.15 |
| ETHA iShares Ethereum Trust ETF | Sold out | 0.00% | −0.15 |
| FXI iShares China Large-Cap ETF | Reduce -44.4% | 0.40% | −0.10 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.07 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.07 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.07 |
| VEEV Veeva Systems Inc. Class A | Reduce -31.7% | 0.23% | −0.02 |
| BA The Boeing Co. | Reduce -19.6% | 0.04% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -1.8% | 0.29% | +0.06 |
| MU Micron Technology Inc. | Reduce -4.3% | 0.50% | +0.09 |
| PDD PDD Holdings Inc. | Reduce -24.2% | 0.83% | +0.10 |
| LRCX Lam Research Corp. | Reduce -3.9% | 0.67% | +0.11 |
| KLAC KLA Corp. | Reduce -4.8% | 1.24% | +0.26 |
Portfolio Buys Q4 2024 → Q1 2025
| AMZN Amazon.com Inc. | Add +118.2% | 9.97% | +5.69 |
| TSM Taiwan Semiconductor-SP ADR | Add +21.4% | 19.16% | +3.92 |
| AVGO Broadcom Inc. | Add +1673.3% | 3.44% | +3.23 |
| TLT iShares 20+ Year Treasury BD | Add +7.9% | 5.86% | +1.63 |
| IBIT iShares Bitcoin Trust ETF | Add +121.1% | 1.94% | +1.13 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.86% | +0.86 |
| ALB Albemarle Corp. | Add +26.0% | 1.71% | +0.39 |
| SMCI Super Micro Computer Inc. | Add +719.8% | 0.39% | +0.36 |
| IBKR Interactive Brokers Gro Class A | New | 0.30% | +0.30 |
| ZTO Zto Express Cayman Inc.-ADR | New | 0.29% | +0.29 |
| NBIS Nebius Group NV | New | 0.29% | +0.29 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +237.9% | 0.35% | +0.28 |
| SAP Sap SE-Sponsored ADR | New | 0.25% | +0.25 |
| FUTU Futu Holdings Ltd.-ADR | New | 0.24% | +0.24 |
| DHI D.R. Horton Inc. | Add +26.0% | 0.73% | +0.21 |
| COIN Coinbase Global Inc. Class A | New | 0.20% | +0.20 |
| VRT Vertiv Holdings Co. Class A | New | 0.19% | +0.19 |
| SRE Sempra | New | 0.17% | +0.17 |
| ROKU Roku Inc. | New | 0.17% | +0.17 |
| HIMS Hims & Hers Health Inc. | New | 0.15% | +0.15 |
| SNPS Synopsys Inc. | Add +6.6% | 1.09% | +0.15 |
| STX Seagate Technology Holdings | New | 0.15% | +0.15 |
| CDNS Cadence Design SYS Inc. | Add +46.4% | 0.42% | +0.14 |
| ASML ASML Holding NV-NY Reg SHS | Add +5.6% | 0.70% | +0.14 |
| DQ Daqo New Energy Corp.-ADR | Add +309.3% | 0.14% | +0.11 |
| ANET Arista Networks Inc. | New | 0.11% | +0.11 |
| QCOM Qualcomm Inc. | Add +3.9% | 0.48% | +0.10 |
| NOW ServiceNow Inc. | New | 0.10% | +0.10 |
| INTC Intel Corp. | New | 0.09% | +0.09 |
| TEM Tempus AI Inc. Class A | New | 0.09% | +0.09 |
| ESTC Elastic NV | New | 0.09% | +0.09 |
| TLK Telkom Indonesia Persero-ADR | New | 0.08% | +0.08 |
| AMAT Applied Materials Inc. | Add +3.9% | 0.64% | +0.08 |
| CFLT Confluent Inc. Class A | New | 0.08% | +0.08 |
| JKS Jinkosolar Holding Co.-ADR | Add +94.7% | 0.17% | +0.08 |
| ALAB Astera Labs Inc. | Add +277.1% | 0.13% | +0.07 |
| CRSP Crispr Therapeutics AG | Add +15.8% | 0.27% | +0.05 |
| NTRA Natera Inc. | New | 0.04% | +0.04 |
| ZETA Zeta Global Holdings Corp. Class A | New | 0.03% | +0.03 |
| TDOC Teladoc Health Inc. | Add +5.2% | 0.15% | +0.02 |
| ABNB Airbnb Inc. Class A | Add +13.1% | 0.07% | +0.01 |
| MRNA Moderna Inc. | Add +6.8% | 0.08% | −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 |