Himension Capital (singapore) Pte. LTD.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Himension Capital (singapore) Pte. LTD. reported 168 stock positions worth $1.6 billion. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 32.5% of the portfolio, followed by Intel (INTC, 11.7%) and Nvidia (NVDA, 8.0%). Compared with Q1 2026, it opened 62 new positions, sold out of 29, added to 45 and reduced 60. The biggest buy was ASML Holding NV-NY Reg SHS (ASML, shares +262%) and the biggest sale Nvidia (NVDA, shares −38%).

Most Recent 13F
Q2 2026
Location
SINGAPORE, U0
CIK
0001817652
Portfolio Value
$1.6B (Q2 2026)
SEC Filing
0001817652-26-000005 ↗ filed Aug 13, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.3B Q1 2024 Q2 2024: $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 $1.6B Q2 2026

Holdings 168 stocks · $1.6B
TSM Taiwan Semiconductor-SP ADR 32.50% 1,109,430 $529.8M Reduce -2.6%
INTC Intel Corp. 11.66% 1,360,958 $190.0M Reduce -27.2%
NVDA Nvidia Corp. 8.01% 652,484 $130.6M Reduce -38.2%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 4.24% 34,719 $69.1M Add +261.5%
AMD Advanced Micro Devices 3.44% 96,568 $56.1M Reduce -38.2%
MU Micron Technology Inc. 3.03% 42,749 $49.3M Reduce -14.8%
NBIS Nebius Group NV 2.89% 170,681 $47.1M Reduce -41.8%
CRWV Coreweave Inc. Class A 2.62% 429,274 $42.7M Add +11.2%
KLAC KLA Corp. 2.42% 130,835 $39.5M Reduce -12.0%
ALB Albemarle Corp. 1.91% 230,095 $31.1M Add +8.8%
TSLA Tesla Inc. 1.56% 60,465 $25.4M Reduce -61.5%
EQT Eqt Corp. 1.43% 438,294 $23.3M Add +48.2%
EXE Expand Energy Corp. 1.34% 239,197 $21.8M Add +66.5%
LRCX Lam Research Corp. 1.12% 42,214 $18.3M Reduce -17.0%
LITE Lumentum Holdings Inc. 0.92% 17,398 $14.9M Reduce -5.6%
AAPL Apple Inc. 0.91% 51,296 $14.8M Reduce -72.7%
MRVL Marvell Technology Inc. 0.81% 44,521 $13.3M New
VALE Vale SA-SP ADR 0.79% 852,163 $12.8M Add +5.9%
FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD 0.76% 132,025 $12.4M Add +91.7%
TSEM Tower Semiconductor Ltd. 0.73% 45,487 $11.9M New
AMAT Applied Materials Inc. 0.66% 14,922 $10.8M Reduce -14.5%
CRCL Circle Internet Group Inc. 0.58% 149,752 $9.4M Add +122.3%
AVGO Broadcom Inc. 0.52% 22,274 $8.4M Reduce -39.7%
GOOGL Alphabet Inc. Class A 0.49% 22,466 $8.0M New
RBLX Roblox Corp. Class A 0.46% 138,175 $7.5M Add +5.3%
DHI D.R. Horton Inc. 0.44% 44,209 $7.2M Reduce -34.9%
VRT Vertiv Holdings Co. Class A 0.40% 19,605 $6.6M Add +33.8%
MP MP Materials Corp. 0.38% 111,774 $6.3M Reduce -17.2%
GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD 0.35% 190,553 $5.7M New
NTLA Intellia Therapeutics Inc. 0.34% 326,893 $5.5M Reduce -23.9%
ALNY Alnylam Pharmaceuticals Inc. 0.33% 18,136 $5.5M Add +37.7%
WDC Western Digital Corp. 0.33% 8,303 $5.3M New
RIO Rio Tinto PLC-Spon ADR 0.32% 55,394 $5.3M Reduce -7.9%
CBRS Cerebras Systems Inc. Class A 0.29% 21,196 $4.7M New
USAR USA Rare Earth Inc. 0.29% 216,562 $4.7M Add +58.6%
CRSP Crispr Therapeutics AG 0.28% 83,897 $4.6M Reduce -9.3%
ALM Almonty Industries Inc. 0.28% 270,895 $4.5M Add +1451.1%
YPF YPF S.A.-Sponsored ADR filed as YPF SOCIEDAD ANONIMA 0.26% 91,469 $4.2M Add +31.4%
EWZ iShares MSCI Brazil ETF 0.22% 103,901 $3.6M Add +32.3%
CRH CRH PLC 0.20% 30,575 $3.3M Reduce -17.6%
CENX Century Aluminum Company 0.20% 70,667 $3.3M Add +362.6%
EWW iShares MSCI Mexico ETF 0.20% 42,726 $3.2M Add +6.8%
ALAB Astera Labs Inc. 0.20% 6,628 $3.2M New
TLK Telkom Indonesia Persero-ADR filed as TELEKOMUNIKASI IND 0.20% 238,016 $3.2M Add +99.5%
MOD Modine Manufacturing Co. 0.19% 11,688 $3.1M Add +38.0%
HBM Hudbay Minerals Inc. 0.19% 131,167 $3.1M New
AA Alcoa Corp. 0.17% 54,441 $2.8M Add +192.3%
PHM Pultegroup Inc. 0.17% 20,263 $2.8M Reduce -52.4%
ERO Ero Copper Corp. 0.17% 102,831 $2.8M New
VIST Vista Energy Sab DE CV 0.16% 41,087 $2.6M Add +317.6%
CCJ Cameco Corp. 0.16% 25,706 $2.6M Add +8.3%
BMNR Bitmine Immersion Technologi 0.16% 194,493 $2.6M Reduce -55.6%
HOOD Robinhood Markets Inc. Class A 0.16% 25,468 $2.6M Reduce -16.0%
SMCI Super Micro Computer Inc. 0.15% 84,831 $2.5M Reduce -29.1%
STX Seagate Technology Holdings 0.15% 2,466 $2.4M Reduce -52.7%
EIDO iShares MSCI Indonesia ETF 0.14% 208,850 $2.4M New
KYIV Kyivstar Group Ltd. 0.14% 145,000 $2.3M New
RTX RTX Corp. 0.14% 12,353 $2.3M Add +7.2%
AAOI Applied Optoelectronics Inc. 0.14% 15,773 $2.3M New
SRE Sempra 0.13% 23,001 $2.1M Add +2.6%
HSAI Hesai Group 0.13% 115,081 $2.1M Add +8.5%
CRDO Credo Technology Group Holdi 0.13% 7,592 $2.1M Reduce -29.2%
KTOS Kratos Defense & Security 0.13% 40,985 $2.0M New
DQ Daqo New Energy Corp.-ADR 0.13% 152,409 $2.0M Add +522.0%
ARKG ARK Genomic Revolution ETF 0.12% 47,698 $2.0M Reduce -44.0%
COHR Coherent Corp. 0.12% 5,082 $2.0M Add +44.3%
HIMS Hims & Hers Health Inc. 0.12% 54,967 $1.9M Reduce -60.4%
AMR Alpha Metallurgical Resource 0.11% 10,768 $1.8M Add +102.4%
EOG EOG Resources Inc. 0.11% 13,689 $1.8M Add +18.6%
MRNA Moderna Inc. 0.11% 25,218 $1.8M Reduce -28.6%
JKS Jinkosolar Holding Co.-ADR 0.11% 102,636 $1.7M Add +24.7%
TER Teradyne Inc. 0.10% 3,497 $1.7M New
SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE 0.10% 22,701 $1.7M Add +34.4%
VNM Vaneck Vietnam ETF 0.10% 85,255 $1.6M Reduce -12.5%
TEM Tempus AI Inc. Class A 0.10% 26,781 $1.6M Reduce -44.3%
MKSI MKS Inc. 0.09% 3,406 $1.5M New
AES AES Corp. 0.09% 101,962 $1.5M Reduce -8.9%
KEEL Keel Infrastructure Corp. 0.09% 258,459 $1.5M No change
GLW Corning Inc. 0.09% 5,792 $1.5M Add +73.1%
AMKR Amkor Technology Inc. 0.09% 16,990 $1.5M Reduce -58.0%
FSLR First Solar Inc. 0.09% 6,207 $1.5M Reduce -42.2%
LNG Cheniere Energy Inc. 0.09% 6,098 $1.5M Add +15.3%
BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED 0.09% 17,224 $1.4M Reduce -26.5%
LMT Lockheed Martin Corp. 0.09% 2,741 $1.4M Add +164.6%
NUE Nucor Corp. 0.09% 6,256 $1.4M Reduce -50.0%
TTMI TTM Technologies 0.08% 7,132 $1.3M Add +17.9%
ANET Arista Networks Inc. 0.08% 7,764 $1.3M Reduce -12.5%
CEG Constellation Energy 0.08% 5,298 $1.3M Add +66.0%
MTSI Macom Technology Solutions H 0.08% 3,394 $1.3M New
CIEN Ciena Corp. 0.08% 2,598 $1.3M Add +82.4%
BEAM Beam Therapeutics Inc. 0.08% 36,419 $1.2M Reduce -41.3%
NOK Nokia Corp.-Spon ADR 0.08% 93,223 $1.2M New
ETN Eaton Corp. PLC 0.08% 2,895 $1.2M Reduce -16.0%
CLS Celestica Inc. 0.07% 3,231 $1.2M Add +56.5%
MT Arcelormittal-NY Registered 0.07% 19,371 $1.2M New
SNDK Sandisk Corp. 0.07% 503 $1.1M Add +639.7%
SMTC Semtech Corp. 0.07% 6,886 $1.1M New
HII Huntington Ingalls Industrie 0.07% 3,959 $1.1M Add +77.2%
RVMD Revolution Medicines Inc. 0.06% 5,653 $1.1M Reduce -47.7%
HDB HDFC Bank Ltd.-ADR 0.06% 39,622 $1.0M New
CLSK Cleanspark Inc. 0.06% 69,979 $1.0M Reduce -41.5%
ENTG Entegris Inc. 0.06% 5,548 $998K New
AVAV Aerovironment Inc. 0.06% 5,984 $988K New
F Ford Motor Co. filed as FORD MTR CO 0.06% 69,717 $969K New
SOLS Solstice Adv Materials Inc. 0.06% 10,756 $953K Reduce -19.6%
UAMY United States Antimony Corp. 0.06% 129,396 $939K Add +139.0%
RLAY Relay Therapeutics Inc. 0.06% 50,111 $938K Reduce -46.8%
NXE Nexgen Energy Ltd. 0.06% 97,087 $912K New
DNN Denison Mines Corp. 0.06% 296,395 $907K New
CMCSA Comcast Corp. Class A 0.05% 35,528 $872K New
BE Bloom Energy Corp. Class A 0.05% 2,800 $848K New
IBN Icici Bank Ltd.-Spon ADR 0.05% 28,777 $835K New
PWR Quanta Services Inc. 0.05% 1,137 $819K Add +508.0%
FIX Comfort Systems USA Inc. 0.05% 413 $819K New
ASX Ase Technology Holding -ADR 0.05% 18,087 $816K New
FRVO Fervo Energy Co. Class A 0.05% 27,125 $793K New
PUMP Propetro Holding Corp. 0.05% 54,234 $778K New
YMM Full Truck Alliance -SPN ADR 0.05% 94,443 $767K New
IBKR Interactive Brokers Gro Class A 0.05% 8,758 $762K Reduce -23.8%
POET Poet Technologies Inc. 0.04% 69,966 $719K New
SIRI Sirius XM Holdings Inc. 0.04% 24,133 $713K Reduce -40.0%
RMBS Rambus Inc. 0.04% 5,364 $712K Reduce -16.6%
APH Amphenol Corp. Class A 0.04% 3,857 $680K Reduce -56.0%
VST Vistra Corp. 0.04% 4,169 $661K Add +22.4%
CIFR Cipher Digital Inc. 0.04% 26,555 $651K New
HIMX Himax Technologies Inc.-ADR 0.04% 41,891 $643K Reduce -32.0%
NOC Northrop Grumman Corp. 0.04% 1,260 $642K Add +65.3%
IONQ Ionq Inc. 0.04% 11,998 $639K Reduce -15.0%
AEP American Electric Power 0.04% 4,486 $614K Reduce -34.4%
ABVX Abivax SA-ADR 0.04% 4,591 $612K Reduce -52.5%
FORM Formfactor Inc. 0.04% 3,805 $609K New
DASH DoorDash Inc. Class A 0.04% 3,190 $589K Reduce -44.1%
USD Proshares Ultra Semiconduct 0.04% 5,641 $588K New
ARM Arm Holdings PLC-ADR 0.03% 1,500 $532K New
AXTI Axt Inc. 0.03% 7,364 $531K New
MTZ Mastec Inc. 0.03% 1,275 $530K Reduce -47.1%
APLD Applied Digital Corp. 0.03% 14,021 $523K New
GGB Gerdau SA -Spon ADR 0.03% 128,587 $519K New
MPWR Monolithic Power Systems Inc. 0.03% 369 $510K New
AMT American Tower Corp. 0.03% 3,092 $506K New
VSH Vishay Intertechnology Inc. 0.03% 9,399 $505K New
ATI Ati Inc. 0.03% 2,502 $493K New
TDOC Teladoc Health Inc. 0.03% 57,994 $492K New
CUBE Cubesmart 0.03% 11,965 $476K New
WTRG Essential Utilities Inc. 0.03% 12,371 $474K New
VRTX Vertex Pharmaceuticals Inc. 0.03% 949 $471K New
PTGX Protagonist Therapeutics Inc. 0.03% 3,844 $471K New
XENE Xenon Pharmaceuticals Inc. 0.03% 7,666 $463K New
EXR Extra Space Storage Inc. 0.03% 3,104 $451K New
GS Goldman Sachs Group Inc. 0.03% 444 $449K Reduce -42.9%
PRAX Praxis Precision Medicines I 0.03% 1,327 $444K New
LHX L3HARRIS Technologies Inc. 0.03% 1,527 $444K Add +4.9%
SRRK Scholar Rock Holding Corp. 0.03% 7,721 $425K New
TNGX Tango Therapeutics Inc. 0.03% 13,209 $413K New
IMNM Immunome Inc. 0.03% 19,477 $413K New
DNLI Denali Therapeutics Inc. 0.03% 15,949 $410K New
ZETA Zeta Global Holdings Corp. Class A 0.02% 20,449 $402K New
CVNA Carvana Co. 0.02% 5,969 $393K New
CYTK Cytokinetics Inc. 0.02% 4,601 $392K New
TLN Talen Energy Corp. 0.02% 1,018 $391K Reduce -38.0%
BA The Boeing Co. 0.02% 1,738 $376K Reduce -20.1%
GLUE Monte Rosa Therapeutics Inc. 0.02% 14,661 $355K New
CRVS Corvus Pharmaceuticals Inc. 0.02% 21,771 $325K New
CAT Caterpillar Inc. 0.02% 255 $272K Reduce -56.2%
GLXY Galaxy Digital Inc. Class A 0.02% 9,806 $268K Reduce -56.8%
TWST Twist Bioscience Corp. 0.02% 2,581 $266K Reduce -52.9%
IREN Iren Ltd. filed as IREN LIMITED 0.02% 5,411 $247K Reduce -51.5%
OCS Oculis Holding AG 0.01% 17,276 $240K Reduce -8.7%

Portfolio Sells Q1 2026 → Q2 2026
NVDA Nvidia Corp. Reduce -38.2% 8.01% −6.13
TSLA Tesla Inc. Reduce -61.5% 1.56% −2.92
AAPL Apple Inc. Reduce -72.7% 0.91% −2.76
TLT iShares 20+ Year Treasury BD Sold out 0.00% −2.06
IBIT iShares Bitcoin Trust ETF Sold out 0.00% −1.42
GGLL Direxion Daily Googl Bull 2X Sold out 0.00% −1.16
PDD PDD Holdings Inc. Sold out 0.00% −1.15
MSTR Strategy Inc. Sold out 0.00% −0.85
BMNR Bitmine Immersion Technologi Reduce -55.6% 0.16% −0.51
COIN Coinbase Global Inc. Class A Sold out 0.00% −0.43
ETHA iShares Ethereum Trust ETF Sold out 0.00% −0.40
AVGO Broadcom Inc. Reduce -39.7% 0.52% −0.36
DHI D.R. Horton Inc. Reduce -34.9% 0.44% −0.27
PHM Pultegroup Inc. Reduce -52.4% 0.17% −0.21
MP MP Materials Corp. Reduce -17.2% 0.38% −0.12
MOS The Mosaic Co. Sold out 0.00% −0.11
RIO Rio Tinto PLC-Spon ADR Reduce -7.9% 0.32% −0.11
HIMS Hims & Hers Health Inc. Reduce -60.4% 0.12% −0.10
CRH CRH PLC Reduce -17.6% 0.20% −0.10
NTLA Intellia Therapeutics Inc. Reduce -23.9% 0.34% −0.08
LITE Lumentum Holdings Inc. Reduce -5.6% 0.92% −0.08
NUE Nucor Corp. Reduce -50.0% 0.09% −0.08
FSLR First Solar Inc. Reduce -42.2% 0.09% −0.07
TEM Tempus AI Inc. Class A Reduce -44.3% 0.10% −0.07
NTR Nutrien Ltd. Sold out 0.00% −0.07
CRSP Crispr Therapeutics AG Reduce -9.3% 0.28% −0.06
SMCI Super Micro Computer Inc. Reduce -29.1% 0.15% −0.06
AMKR Amkor Technology Inc. Reduce -58.0% 0.09% −0.05
ARKG ARK Genomic Revolution ETF Reduce -44.0% 0.12% −0.05
ABVX Abivax SA-ADR Reduce -52.5% 0.04% −0.05
APH Amphenol Corp. Class A Reduce -56.0% 0.04% −0.04
BHP BHP Group Ltd.-Spon ADR Reduce -26.5% 0.09% −0.04
OKLO Oklo Inc. Sold out 0.00% −0.04
BEAM Beam Therapeutics Inc. Reduce -41.3% 0.08% −0.04
NRG NRG Energy Inc. Sold out 0.00% −0.04
VNM Vaneck Vietnam ETF Reduce -12.5% 0.10% −0.03
AEP American Electric Power Reduce -34.4% 0.04% −0.03
DASH DoorDash Inc. Class A Reduce -44.1% 0.04% −0.03
MRNA Moderna Inc. Reduce -28.6% 0.11% −0.03
AES AES Corp. Reduce -8.9% 0.09% −0.03
PACB Pacific Biosciences of Calif Sold out 0.00% −0.03
SIRI Sirius XM Holdings Inc. Reduce -40.0% 0.04% −0.03
MTZ Mastec Inc. Reduce -47.1% 0.03% −0.03
OCS Oculis Holding AG Reduce -8.7% 0.01% −0.02
GS Goldman Sachs Group Inc. Reduce -42.9% 0.03% −0.02
RCAT Red Cat Holdings Inc. Sold out 0.00% −0.02
SOLS Solstice Adv Materials Inc. Reduce -19.6% 0.06% −0.02
ETN Eaton Corp. PLC Reduce -16.0% 0.08% −0.02
TLN Talen Energy Corp. Reduce -38.0% 0.02% −0.02
RVMD Revolution Medicines Inc. Reduce -47.7% 0.06% −0.02

Portfolio Buys Q1 2026 → Q2 2026
ASML ASML Holding NV-NY Reg SHS Add +261.5% 4.24% +3.26
MRVL Marvell Technology Inc. New 0.81% +0.81
TSEM Tower Semiconductor Ltd. New 0.73% +0.73
GOOGL Alphabet Inc. Class A New 0.49% +0.49
GDS GDS Holdings Ltd. - ADR New 0.35% +0.35
WDC Western Digital Corp. New 0.33% +0.33
CRWV Coreweave Inc. Class A Add +11.2% 2.62% +0.32
CBRS Cerebras Systems Inc. Class A New 0.29% +0.29
ALM Almonty Industries Inc. Add +1451.1% 0.28% +0.26
ALAB Astera Labs Inc. New 0.20% +0.20
HBM Hudbay Minerals Inc. New 0.19% +0.19
ERO Ero Copper Corp. New 0.17% +0.17
EIDO iShares MSCI Indonesia ETF New 0.14% +0.14
KYIV Kyivstar Group Ltd. New 0.14% +0.14
AAOI Applied Optoelectronics Inc. New 0.14% +0.14
CENX Century Aluminum Company Add +362.6% 0.20% +0.13
USAR USA Rare Earth Inc. Add +58.6% 0.29% +0.13
EXE Expand Energy Corp. Add +66.5% 1.34% +0.13
KTOS Kratos Defense & Security New 0.13% +0.13
VRT Vertiv Holdings Co. Class A Add +33.8% 0.40% +0.12
TER Teradyne Inc. New 0.10% +0.10
VIST Vista Energy Sab DE CV Add +317.6% 0.16% +0.10
MKSI MKS Inc. New 0.09% +0.09
DQ Daqo New Energy Corp.-ADR Add +522.0% 0.13% +0.09
CRCL Circle Internet Group Inc. Add +122.3% 0.58% +0.08
AA Alcoa Corp. Add +192.3% 0.17% +0.08
MTSI Macom Technology Solutions H New 0.08% +0.08
NOK Nokia Corp.-Spon ADR New 0.08% +0.08
MT Arcelormittal-NY Registered New 0.07% +0.07
SMTC Semtech Corp. New 0.07% +0.07
SNDK Sandisk Corp. Add +639.7% 0.07% +0.07
HDB HDFC Bank Ltd.-ADR New 0.06% +0.06
ENTG Entegris Inc. New 0.06% +0.06
AVAV Aerovironment Inc. New 0.06% +0.06
F Ford Motor Co. New 0.06% +0.06
COHR Coherent Corp. Add +44.3% 0.12% +0.06
NXE Nexgen Energy Ltd. New 0.06% +0.06
GLW Corning Inc. Add +73.1% 0.09% +0.06
DNN Denison Mines Corp. New 0.06% +0.06
CMCSA Comcast Corp. Class A New 0.05% +0.05
BE Bloom Energy Corp. Class A New 0.05% +0.05
IBN Icici Bank Ltd.-Spon ADR New 0.05% +0.05
MOD Modine Manufacturing Co. Add +38.0% 0.19% +0.05
FIX Comfort Systems USA Inc. New 0.05% +0.05
ASX Ase Technology Holding -ADR New 0.05% +0.05
FRVO Fervo Energy Co. Class A New 0.05% +0.05
PUMP Propetro Holding Corp. New 0.05% +0.05
YMM Full Truck Alliance -SPN ADR New 0.05% +0.05
POET Poet Technologies Inc. New 0.04% +0.04
PWR Quanta Services Inc. Add +508.0% 0.05% +0.04

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