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Holders — by stockHoldings — by fund

HIMENSION CAPITAL (SINGAPORE) PTE. LTD.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001817652

$1.63B

disclosed book value

168

positions

32.5%

largest position share

Positions, as of 2026-06-30

top 100 of 168 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1TSMTAIWAN SEMICONDUCTOR MANUFAC1.1M$529.8M32.5%
2INTCINTEL CORP1.4M$190.0M11.7%
3NVDANVIDIA CORPORATION652,484$130.6M8%
4ASMLASML HLDG NV34,719$69.1M4.2%
5AMDADVANCED MICRO DEVICES INC96,568$56.1M3.4%
6MUMICRON TECHNOLOGY INC42,749$49.3M3%
7NBISNEBIUS GROUP N.V.170,681$47.1M2.9%
8CRWVCOREWEAVE INC429,274$42.7M2.6%
9KLACKLA CORP130,835$39.5M2.4%
10ALBALBEMARLE CORP230,095$31.1M1.9%
11TSLATESLA INC60,465$25.4M1.6%
12EQTEQT CORP438,294$23.3M1.4%
13EXEEXPAND ENERGY CORPORATION239,197$21.8M1.3%
14LRCXLAM RESEARCH CORP42,214$18.3M1.1%
15LITELUMENTUM HLDGS INC17,398$14.9M0.9%
16AAPLAPPLE INC51,296$14.8M0.9%
17MRVLMARVELL TECHNOLOGY INC44,521$13.3M0.8%
18VALEVALE S A852,163$12.8M0.8%
19FUTUFUTU HLDGS LTD132,025$12.4M0.8%
20TSEMTOWER SEMICONDUCTOR LTD45,487$11.9M0.7%
21AMATAPPLIED MATLS INC14,922$10.8M0.7%
22CRCLCIRCLE INTERNET GROUP INC149,752$9.4M0.6%
23AVGOBROADCOM INC22,274$8.4M0.5%
24GOOGLALPHABET INC22,466$8.0M0.5%
25RBLXROBLOX CORP138,175$7.5M0.5%
26DHID R HORTON INC44,209$7.2M0.4%
27VRTVERTIV HOLDINGS CO19,605$6.6M0.4%
28MPMP MATERIALS CORP111,774$6.3M0.4%
29GDSGDS HLDGS LTD190,553$5.7M0.4%
30NTLAINTELLIA THERAPEUTICS INC326,893$5.5M0.3%
31ALNYALNYLAM PHARMACEUTICALS INC18,136$5.5M0.3%
32WDCWESTERN DIGITAL CORP8,303$5.3M0.3%
33RIORIO TINTO PLC55,394$5.3M0.3%
34CBRSCEREBRAS SYSTEMS INC21,196$4.7M0.3%
35USARUSA RARE EARTH INC216,562$4.7M0.3%
36CRSPCRISPR THERAPEUTICS AG83,897$4.6M0.3%
37ALMALMONTY INDS INC270,895$4.5M0.3%
38YPFYPF SOCIEDAD ANONIMA91,469$4.2M0.3%
39EWZISHARES INC103,901$3.6M0.2%
40CRHCRH PLC30,575$3.3M0.2%
41CENXCENTURY ALUM CO70,667$3.3M0.2%
42EWWISHARES INC42,726$3.2M0.2%
43ALABASTERA LABS INC6,628$3.2M0.2%
44TLKTELEKOMUNIKASI IND238,016$3.2M0.2%
45MODMODINE MFG CO11,688$3.1M0.2%
46HBMHUDBAY MINERALS INC131,167$3.1M0.2%
47AAALCOA CORP54,441$2.8M0.2%
48PHMPULTE GROUP INC20,263$2.8M0.2%
49EROERO COPPER CORP102,831$2.8M0.2%
50VISTVISTA ENERGY S.A.B. DE C.V.41,087$2.6M0.2%
51CCJCAMECO CORP25,706$2.6M0.2%
52BMNRBITMINE IMMERSION TECHS INC194,493$2.6M0.2%
53HOODROBINHOOD MKTS INC25,468$2.6M0.2%
54SMCISUPER MICRO COMPUTER INC84,831$2.5M0.2%
55STXSEAGATE TECHNOLOGY HLDNGS PL2,466$2.4M0.1%
56EIDOISHARES TR208,850$2.4M0.1%
57KYIVKYIVSTAR GROUP LTD145,000$2.3M0.1%
58RTXRTX CORPORATION12,353$2.3M0.1%
59AAOIAPPLIED OPTOELECTRONICS INC15,773$2.3M0.1%
60SRESEMPRA23,001$2.1M0.1%
61HSAIHESAI GROUP115,081$2.1M0.1%
62CRDOCREDO TECHNOLOGY GROUP HOLDI7,592$2.1M0.1%
63KTOSKRATOS DEFENSE & SEC SOLUTIO40,985$2.0M0.1%
64DQDAQO NEW ENERGY CORP152,409$2.0M0.1%
65ARKGARK ETF TR47,698$2.0M0.1%
66COHRCOHERENT CORP5,082$2.0M0.1%
67HIMSHIMS & HERS HEALTH INC54,967$1.9M0.1%
68AMRALPHA METALLURGICAL RESOUR I10,768$1.8M0.1%
69EOGEOG RES INC13,689$1.8M0.1%
70MRNAMODERNA INC25,218$1.8M0.1%
71JKSJINKOSOLAR HLDG CO LTD102,636$1.7M0.1%
72TERTERADYNE INC3,497$1.7M0.1%
73SQMSOCIEDAD QUIMICA Y MINERA DE22,701$1.7M0.1%
74VNMVANECK ETF TRUST85,255$1.6M0.1%
75TEMTEMPUS AI INC26,781$1.6M0.1%
76MKSIMKS INC.3,406$1.5M0.1%
77AESAES CORP101,962$1.5M0.1%
78KEELKEEL INFRASTRUCTURE CORP258,459$1.5M0.1%
79GLWCORNING INC5,792$1.5M0.1%
80AMKRAMKOR TECHNOLOGY INC16,990$1.5M0.1%
81FSLRFIRST SOLAR INC6,207$1.5M0.1%
82LNGCHENIERE ENERGY INC6,098$1.5M0.1%
83BHPBHP BILLITON LIMITED17,224$1.4M0.1%
84LMTLOCKHEED MARTIN CORP2,741$1.4M0.1%
85NUENUCOR CORP6,256$1.4M0.1%
86TTMITTM TECHNOLOGIES INC7,132$1.3M0.1%
87ANETARISTA NETWORKS INC7,764$1.3M0.1%
88CEGCONSTELLATION ENERGY CORP5,298$1.3M0.1%
89MTSIMACOM TECH SOLUTIONS HLDGS I3,394$1.3M0.1%
90CIENCIENA CORP2,598$1.3M0.1%
91BEAMBEAM THERAPEUTICS INC36,419$1.2M0.1%
92NOKNOKIA CORP93,223$1.2M0.1%
93ETNEATON CORP PLC2,895$1.2M0.1%
94CLSCELESTICA INC3,231$1.2M0.1%
95MTARCELORMITTAL SA LUXEMBOURG19,371$1.2M0.1%
96SNDKSANDISK CORP503$1.1M0.1%
97SMTCSEMTECH CORP6,886$1.1M0.1%
98HIIHUNTINGTON INGALLS INDS INC3,959$1.1M0.1%
99RVMDREVOLUTION MEDICINES INC5,653$1.1M0.1%
100HDBHDFC BANK LTD39,622$1.0M0.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.