Himension Capital (singapore) Pte. LTD.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Himension Capital (singapore) Pte. LTD. reported 92 stock positions worth $1.6 billion. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 20.1% of the portfolio, followed by Nvidia (NVDA, 18.1%) and Alphabet Class A (GOOGL, 17.0%). Compared with Q2 2025, it opened 36 new positions, sold out of 5, added to 22 and reduced 34. The biggest buy was Alphabet Class A (GOOGL, shares +908%) and the biggest sale Amazon.com (AMZN, shares −84%).
- Most Recent 13F
- Q2 2026
- Location
- SINGAPORE, U0
- CIK
- 0001817652
- Portfolio Value
- $1.6B (Q3 2025)
- SEC Filing
- 0001817652-25-000006 ↗ filed Nov 13, 2025
Holdings Value
Holdings 92 stocks · $1.6B
| TSM Taiwan Semiconductor-SP ADR | 20.12% | 1,174,427 | $328.0M | Reduce -5.5% |
| NVDA Nvidia Corp. | 18.07% | 1,579,210 | $294.6M | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 17.01% | 1,140,749 | $277.3M | Add +908.4% |
| AVGO Broadcom Inc. | 4.92% | 243,345 | $80.3M | Add +3.2% |
| AAPL Apple Inc. | 4.87% | 312,161 | $79.5M | Reduce -45.6% |
| TSLA Tesla Inc. | 3.63% | 132,948 | $59.1M | Add +24.2% |
| MSFT Microsoft Corp. | 3.22% | 101,273 | $52.5M | Add +0.3% |
| ALB Albemarle Corp. | 2.30% | 463,376 | $37.6M | Add +23.9% |
| META Meta Platforms Inc. Class A | 2.07% | 46,048 | $33.8M | Add +269.7% |
| IBIT iShares Bitcoin Trust ETF | 2.04% | 510,642 | $33.2M | Reduce -0.9% |
| TLT iShares 20+ Year Treasury BD | 1.62% | 295,030 | $26.4M | Reduce -49.3% |
| AMZN Amazon.com Inc. | 1.36% | 100,644 | $22.1M | Reduce -83.9% |
| KLAC KLA Corp. | 1.29% | 19,518 | $21.1M | Reduce -1.2% |
| DASH DoorDash Inc. Class A | 0.99% | 59,492 | $16.2M | Reduce -4.5% |
| PDD PDD Holdings Inc. | 0.90% | 110,953 | $14.7M | Add +6.7% |
| XBI SS SPDR S&P Biotech ETF | 0.81% | 132,559 | $13.3M | Reduce -12.5% |
| CRWV Coreweave Inc. Class A | 0.78% | 92,718 | $12.7M | New |
| UNH Unitedhealth Group Inc. | 0.75% | 35,464 | $12.2M | Add +14.3% |
| BMNR Bitmine Immersion Technologi | 0.71% | 222,686 | $11.6M | New |
| MU Micron Technology Inc. | 0.66% | 64,314 | $10.8M | Add +19.2% |
| SNPS Synopsys Inc. | 0.66% | 21,774 | $10.7M | Reduce -11.0% |
| LRCX Lam Research Corp. | 0.63% | 76,718 | $10.3M | Reduce -10.8% |
| DHI D.R. Horton Inc. | 0.60% | 57,947 | $9.8M | Reduce -10.6% |
| NTLA Intellia Therapeutics Inc. | 0.60% | 565,130 | $9.8M | Reduce -22.5% |
| CNC Centene Corp. | 0.51% | 234,410 | $8.4M | New |
| AMAT Applied Materials Inc. | 0.48% | 38,513 | $7.9M | Reduce -19.2% |
| COIN Coinbase Global Inc. Class A | 0.46% | 22,058 | $7.4M | Add +194.4% |
| NBIS Nebius Group NV | 0.44% | 63,343 | $7.1M | Reduce -51.3% |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 0.42% | 38,959 | $6.8M | Reduce -20.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.41% | 6,916 | $6.7M | Reduce -34.4% |
| QCOM Qualcomm Inc. | 0.34% | 32,904 | $5.5M | Reduce -13.3% |
| CRSP Crispr Therapeutics AG | 0.29% | 72,339 | $4.7M | Reduce -13.0% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.28% | 10,094 | $4.6M | Reduce -25.1% |
| IBKR Interactive Brokers Gro Class A | 0.28% | 66,113 | $4.5M | Reduce -6.5% |
| SMCI Super Micro Computer Inc. | 0.28% | 94,655 | $4.5M | Add +155.2% |
| BABA Alibaba Group Holding-SP ADR | 0.27% | 24,397 | $4.4M | Add +34.0% |
| PHM Pultegroup Inc. | 0.25% | 31,098 | $4.1M | New |
| CRCL Circle Internet Group Inc. | 0.21% | 25,270 | $3.4M | Add +359.7% |
| VRT Vertiv Holdings Co. Class A | 0.19% | 21,039 | $3.2M | Reduce -13.9% |
| XLV SS Health Care Select Sector | 0.19% | 22,122 | $3.1M | Add +0.9% |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 0.18% | 157,976 | $3.0M | New |
| CRH CRH PLC | 0.17% | 23,638 | $2.8M | New |
| NTRA Natera Inc. | 0.17% | 17,283 | $2.8M | Add +1091.9% |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 0.16% | 60,086 | $2.6M | New |
| FXI iShares China Large-Cap ETF | 0.15% | 78,975 | $2.5M | Add +5.1% |
| MP MP Materials Corp. | 0.13% | 32,598 | $2.2M | New |
| SRE Sempra | 0.12% | 22,618 | $2.0M | Reduce -16.3% |
| HSAI Hesai Group | 0.12% | 72,374 | $2.0M | New |
| XYZ Block Inc. | 0.12% | 28,096 | $2.0M | New |
| TME Tencent Music Entertainm-ADR | 0.12% | 86,885 | $2.0M | New |
| STX Seagate Technology Holdings | 0.12% | 8,560 | $2.0M | Reduce -33.8% |
| CCJ Cameco Corp. | 0.12% | 23,905 | $2.0M | New |
| TEM Tempus AI Inc. Class A | 0.12% | 24,106 | $1.9M | Reduce -18.6% |
| VALE Vale SA-SP ADR | 0.11% | 162,929 | $1.8M | New |
| MRNA Moderna Inc. | 0.11% | 66,665 | $1.7M | Add +111.8% |
| EQT Eqt Corp. | 0.10% | 31,419 | $1.7M | New |
| CMCSA Comcast Corp. Class A | 0.10% | 53,042 | $1.7M | New |
| JKS Jinkosolar Holding Co.-ADR | 0.10% | 69,354 | $1.7M | Reduce -7.6% |
| HIMS Hims & Hers Health Inc. | 0.10% | 29,342 | $1.7M | Add +96.0% |
| AES AES Corp. | 0.10% | 124,856 | $1.6M | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.10% | 18,007 | $1.6M | Reduce -26.2% |
| RDDT Reddit Inc. Class A | 0.10% | 6,760 | $1.6M | New |
| TDOC Teladoc Health Inc. | 0.09% | 183,817 | $1.4M | Add +11.5% |
| LNG Cheniere Energy Inc. | 0.08% | 5,773 | $1.4M | New |
| RIO Rio Tinto PLC-Spon ADR | 0.08% | 19,951 | $1.3M | New |
| INSM Insmed Inc. | 0.08% | 8,587 | $1.2M | New |
| QS Quantumscape Corp. | 0.08% | 99,816 | $1.2M | Add +31.6% |
| YMM Full Truck Alliance -SPN ADR | 0.07% | 84,109 | $1.1M | New |
| ABVX Abivax SA-ADR | 0.06% | 11,962 | $1.0M | New |
| RVMD Revolution Medicines Inc. | 0.06% | 21,421 | $1.0M | New |
| LITE Lumentum Holdings Inc. | 0.05% | 5,315 | $865K | New |
| XPEV Xpeng Inc. - ADR | 0.05% | 36,850 | $863K | Add +67.5% |
| ABNB Airbnb Inc. Class A | 0.05% | 6,965 | $846K | Add +9.0% |
| CLS Celestica Inc. | 0.05% | 3,420 | $843K | New |
| SHOP Shopify Inc. Class A | 0.05% | 5,573 | $828K | Reduce -36.8% |
| HOOD Robinhood Markets Inc. Class A | 0.05% | 5,284 | $757K | New |
| ANET Arista Networks Inc. | 0.05% | 5,089 | $742K | Reduce -50.6% |
| ZTO Zto Express Cayman Inc.-ADR | 0.04% | 37,116 | $713K | Reduce -15.5% |
| TLK Telkom Indonesia Persero-ADR filed as P T TELEKOMUNIKASI INDONESIA | 0.04% | 37,550 | $707K | Reduce -16.6% |
| ZETA Zeta Global Holdings Corp. Class A | 0.04% | 34,440 | $684K | New |
| BIDU Baidu Inc. - Spon ADR | 0.04% | 4,631 | $610K | New |
| VNM Vaneck Vietnam ETF | 0.04% | 32,007 | $571K | New |
| KC Kingsoft Cloud Holdings-ADR | 0.03% | 32,728 | $488K | New |
| SERV Serve Robotics Inc. | 0.03% | 39,734 | $462K | New |
| BA The Boeing Co. | 0.03% | 1,993 | $430K | Reduce -5.0% |
| CHA Chagee Holdings Ltd.-ADR | 0.02% | 21,786 | $361K | New |
| GLXY Galaxy Digital Inc. Class A | 0.02% | 10,363 | $350K | New |
| SNDK Sandisk Corp. | 0.02% | 3,068 | $344K | Reduce -70.7% |
| OKLO Oklo Inc. | 0.02% | 2,997 | $335K | New |
| ROKU Roku Inc. | 0.02% | 2,786 | $279K | Reduce -70.9% |
| RMBS Rambus Inc. | 0.02% | 2,470 | $257K | New |
| ALM Almonty Industries Inc. | 0.00% | 12,572 | $76K | New |
Portfolio Sells Q2 2025 → Q3 2025
| AMZN Amazon.com Inc. | Reduce -83.9% | 1.36% | −9.35 |
| AAPL Apple Inc. | Reduce -45.6% | 4.87% | −4.32 |
| TLT iShares 20+ Year Treasury BD | Reduce -49.3% | 1.62% | −2.40 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -5.5% | 20.12% | −1.88 |
| NVDA Nvidia Corp. | Reduce -2.0% | 18.07% | −1.82 |
| IBIT iShares Bitcoin Trust ETF | Reduce -0.9% | 2.04% | −0.43 |
| SNPS Synopsys Inc. | Reduce -11.0% | 0.66% | −0.32 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.25 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -34.4% | 0.41% | −0.25 |
| DASH DoorDash Inc. Class A | Reduce -4.5% | 0.99% | −0.21 |
| AMAT Applied Materials Inc. | Reduce -19.2% | 0.48% | −0.20 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.19 |
| MNDY Monday.com Ltd. | Sold out | 0.00% | −0.17 |
| XBI SS SPDR S&P Biotech ETF | Reduce -12.5% | 0.81% | −0.17 |
| QCOM Qualcomm Inc. | Reduce -13.3% | 0.34% | −0.14 |
| NBIS Nebius Group NV | Reduce -51.3% | 0.44% | −0.13 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.11 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.10 |
| KLAC KLA Corp. | Reduce -1.2% | 1.29% | −0.09 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -25.1% | 0.28% | −0.06 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -26.2% | 0.10% | −0.06 |
| FUTU Futu Holdings Ltd.-ADR | Reduce -20.0% | 0.42% | −0.05 |
| VRT Vertiv Holdings Co. Class A | Reduce -13.9% | 0.19% | −0.05 |
| DHI D.R. Horton Inc. | Reduce -10.6% | 0.60% | −0.05 |
| ROKU Roku Inc. | Reduce -70.9% | 0.02% | −0.05 |
| ANET Arista Networks Inc. | Reduce -50.6% | 0.05% | −0.04 |
| SRE Sempra | Reduce -16.3% | 0.12% | −0.04 |
| SHOP Shopify Inc. Class A | Reduce -36.8% | 0.05% | −0.03 |
| CRSP Crispr Therapeutics AG | Reduce -13.0% | 0.29% | −0.03 |
| TEM Tempus AI Inc. Class A | Reduce -18.6% | 0.12% | −0.03 |
| IBKR Interactive Brokers Gro Class A | Reduce -6.5% | 0.28% | −0.03 |
| LRCX Lam Research Corp. | Reduce -10.8% | 0.63% | −0.02 |
| JKS Jinkosolar Holding Co.-ADR | Reduce -7.6% | 0.10% | −0.02 |
| STX Seagate Technology Holdings | Reduce -33.8% | 0.12% | −0.02 |
| ZTO Zto Express Cayman Inc.-ADR | Reduce -15.5% | 0.04% | −0.02 |
| TLK Telkom Indonesia Persero-ADR | Reduce -16.6% | 0.04% | −0.02 |
| SNDK Sandisk Corp. | Reduce -70.7% | 0.02% | −0.02 |
| BA The Boeing Co. | Reduce -5.0% | 0.03% | −0.01 |
| NTLA Intellia Therapeutics Inc. | Reduce -22.5% | 0.60% | +0.06 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | Add +908.4% | 17.01% | +15.45 |
| META Meta Platforms Inc. Class A | Add +269.7% | 2.07% | +1.36 |
| TSLA Tesla Inc. | Add +24.2% | 3.63% | +0.97 |
| CRWV Coreweave Inc. Class A | New | 0.78% | +0.78 |
| BMNR Bitmine Immersion Technologi | New | 0.71% | +0.71 |
| CNC Centene Corp. | New | 0.51% | +0.51 |
| ALB Albemarle Corp. | Add +23.9% | 2.30% | +0.47 |
| PHM Pultegroup Inc. | New | 0.25% | +0.25 |
| COIN Coinbase Global Inc. Class A | Add +194.4% | 0.46% | +0.25 |
| BEKE Ke Holdings Inc.-ADR | New | 0.18% | +0.18 |
| CRH CRH PLC | New | 0.17% | +0.17 |
| SQM Quimica Y Minera Chil-SP ADR | New | 0.16% | +0.16 |
| NTRA Natera Inc. | Add +1091.9% | 0.17% | +0.15 |
| MU Micron Technology Inc. | Add +19.2% | 0.66% | +0.14 |
| SMCI Super Micro Computer Inc. | Add +155.2% | 0.28% | +0.14 |
| MP MP Materials Corp. | New | 0.13% | +0.13 |
| CRCL Circle Internet Group Inc. | Add +359.7% | 0.21% | +0.13 |
| HSAI Hesai Group | New | 0.12% | +0.12 |
| XYZ Block Inc. | New | 0.12% | +0.12 |
| TME Tencent Music Entertainm-ADR | New | 0.12% | +0.12 |
| CCJ Cameco Corp. | New | 0.12% | +0.12 |
| VALE Vale SA-SP ADR | New | 0.11% | +0.11 |
| BABA Alibaba Group Holding-SP ADR | Add +34.0% | 0.27% | +0.11 |
| EQT Eqt Corp. | New | 0.10% | +0.10 |
| CMCSA Comcast Corp. Class A | New | 0.10% | +0.10 |
| AES AES Corp. | New | 0.10% | +0.10 |
| RDDT Reddit Inc. Class A | New | 0.10% | +0.10 |
| LNG Cheniere Energy Inc. | New | 0.08% | +0.08 |
| RIO Rio Tinto PLC-Spon ADR | New | 0.08% | +0.08 |
| INSM Insmed Inc. | New | 0.08% | +0.08 |
| YMM Full Truck Alliance -SPN ADR | New | 0.07% | +0.07 |
| ABVX Abivax SA-ADR | New | 0.06% | +0.06 |
| RVMD Revolution Medicines Inc. | New | 0.06% | +0.06 |
| LITE Lumentum Holdings Inc. | New | 0.05% | +0.05 |
| CLS Celestica Inc. | New | 0.05% | +0.05 |
| PDD PDD Holdings Inc. | Add +6.7% | 0.90% | +0.05 |
| HOOD Robinhood Markets Inc. Class A | New | 0.05% | +0.05 |
| HIMS Hims & Hers Health Inc. | Add +96.0% | 0.10% | +0.04 |
| ZETA Zeta Global Holdings Corp. Class A | New | 0.04% | +0.04 |
| MRNA Moderna Inc. | Add +111.8% | 0.11% | +0.04 |
| BIDU Baidu Inc. - Spon ADR | New | 0.04% | +0.04 |
| QS Quantumscape Corp. | Add +31.6% | 0.08% | +0.04 |
| VNM Vaneck Vietnam ETF | New | 0.04% | +0.04 |
| KC Kingsoft Cloud Holdings-ADR | New | 0.03% | +0.03 |
| SERV Serve Robotics Inc. | New | 0.03% | +0.03 |
| XPEV Xpeng Inc. - ADR | Add +67.5% | 0.05% | +0.02 |
| CHA Chagee Holdings Ltd.-ADR | New | 0.02% | +0.02 |
| GLXY Galaxy Digital Inc. Class A | New | 0.02% | +0.02 |
| OKLO Oklo Inc. | New | 0.02% | +0.02 |
| RMBS Rambus Inc. | New | 0.02% | +0.02 |
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 |