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Portfolio (Quarterly) Guide ↗

HIMENSION CAPITAL (SINGAPORE) PTE. LTD.

· CIK 0001817652
13F Portfolio $1.3B AUM 135 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 60 New 44 Added 30 Reduced 20 Exited
Page 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SIRI SIRIUSXM HOLDINGS INC Communication Services 40,188.0 $928K 0.07% NEW $23.08 +21.7%
22 NTR NUTRIEN LTD Basic Materials 12,162.0 $918K 0.07% NEW $75.46 -18.4%
23 AEP AMERICAN ELEC PWR CO INC Utilities 6,833.0 $896K 0.07% NEW $131.08 +2.0%
24 CEG CONSTELLATION ENERGY CORP Utilities 3,192.0 $891K 0.07% NEW $279.25 -3.2%
25 MTZ MASTEC INC Industrials 2,410.0 $775K 0.06% NEW $321.74 +21.4%
26 VIST VISTA ENERGY S.A.B. DE C.V. Energy 9,838.0 $742K 0.06% NEW $75.47 -9.7%
27 GS GOLDMAN SACHS GROUP INC Financial Services 777.0 $657K 0.05% NEW $845.99 +29.4%
28 LMT LOCKHEED MARTIN CORP Industrials 1,036.0 $626K 0.05% NEW $604.39 -16.7%
29 TLN TALEN ENERGY CORP Utilities 1,641.0 $524K 0.04% NEW $319.23 +29.0%
30 DQ DAQO NEW ENERGY CORP Technology 24,503.0 $521K 0.04% NEW $21.27 -36.7%
31 NOC NORTHROP GRUMMAN CORP Industrials 762.0 $520K 0.04% NEW $682.24 -24.8%
32 BITFARMS LTD 258,459.0 $504K 0.04% NEW $1.95
33 OCULIS HOLDING AG 18,926.0 $503K 0.04% NEW $26.59
34 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,456.0 $503K 0.04% NEW $345.15 -14.9%
35 HIMX HIMAX TECHNOLOGIES INC Technology 61,612.0 $485K 0.04% NEW $7.87 +113.1%
36 NRG NRG ENERGY INC Utilities 3,261.0 $477K 0.04% NEW $146.14 -5.8%
37 GLW CORNING INC Technology 3,346.0 $455K 0.04% NEW $135.97 +42.7%
38 CAT CATERPILLAR INC Industrials 582.0 $412K 0.03% NEW $708.46 +38.9%
39 IREN IREN LIMITED Financial Services 11,164.0 $383K 0.03% NEW $34.28 +59.6%
40 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 276,532.0 $365K 0.03% NEW $1.32 -0.8%
Page 2 of 3  ·  60 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 74.2%
Consumer Cyclical 7.6%
Basic Materials 6.4%
Financial Services 4.8%
Energy 2.9%
Healthcare 2.2%
Industrials 1.0%
Utilities 0.6%
Communication Services 0.3%
Consumer Defensive 0.0%