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Portfolio (Quarterly) Guide ↗

HIMENSION CAPITAL (SINGAPORE) PTE. LTD.

· CIK 0001817652
13F Portfolio $1.6B AUM 168 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 63 New 46 Added 59 Reduced 30 Exited
Page 1 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ASML ASML HLDG NV Technology 34,719.0 $69.1M 4.24% +25K +261.5% $1989.44 -12.2%
2 CRWV COREWEAVE INC Technology 429,274.0 $42.7M 2.62% +43K +11.2% $99.54 -13.5%
3 KLAC KLA CORP Technology 130,835.0 $39.5M 2.42% +116K +779.7% $301.71 -40.3%
4 ALB ALBEMARLE CORP Basic Materials 230,095.0 $31.1M 1.91% +19K +8.8% $135.03 +5.1%
5 EQT EQT CORP Energy 438,294.0 $23.3M 1.43% +143K +48.2% $53.17 +1.1%
6 EXPAND ENERGY CORPORATION 239,197.0 $21.8M 1.34% +95K +66.5% $91.19
7 VALE VALE S A Basic Materials 852,163.0 $12.8M 0.79% +47K +5.9% $15.04 +0.4%
8 FUTU FUTU HLDGS LTD Financial Services 132,025.0 $12.4M 0.76% +63K +91.7% $93.74 +24.1%
9 CRCL CIRCLE INTERNET GROUP INC Financial Services 149,752.0 $9.4M 0.57% +82K +122.3% $62.63 +43.1%
10 RBLX ROBLOX CORP Technology 138,175.0 $7.5M 0.46% +7K +5.3% $54.38 -28.0%
11 VRT VERTIV HOLDINGS CO Industrials 19,605.0 $6.6M 0.40% +5K +33.8% $334.82 -24.0%
12 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 18,136.0 $5.5M 0.34% +5K +37.7% $301.03 -22.8%
13 USAR USA RARE EARTH INC Basic Materials 216,562.0 $4.7M 0.29% +80K +58.6% $21.58 -16.2%
14 ALMONTY INDS INC 270,895.0 $4.5M 0.28% +253K +1451.1% $16.56
15 YPF YPF SOCIEDAD ANONIMA Energy 91,469.0 $4.2M 0.26% +22K +31.4% $45.47 +13.6%
16 EWZ ISHARES INC 103,901.0 $3.6M 0.22% +25K +32.3% $34.50 +2.4%
17 CENX CENTURY ALUM CO Basic Materials 70,667.0 $3.3M 0.20% +55K +362.6% $46.01 -2.2%
18 EWW ISHARES INC 42,726.0 $3.2M 0.20% +3K +6.8% $75.27 +2.2%
19 TLK TELEKOMUNIKASI IND Communication Services 238,016.0 $3.2M 0.20% +119K +99.5% $13.43 +11.7%
20 MOD MODINE MFG CO Consumer Cyclical 11,688.0 $3.1M 0.19% +3K +38.0% $267.02 -29.7%
Page 1 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 82.4%
Basic Materials 5.2%
Energy 2.8%
Consumer Cyclical 2.7%
Financial Services 2.0%
Healthcare 1.9%
Industrials 1.4%
Communication Services 1.0%
Utilities 0.5%
Real Estate 0.1%