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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 2 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HDB HDFC BANK LTD Financial Services 39,622.0 $1.0M 0.06% NEW $25.83 -8.9%
22 ENTG ENTEGRIS INC Technology 5,548.0 $998K 0.06% NEW $179.86 -23.1%
23 AVAV AEROVIRONMENT INC Industrials 5,984.0 $988K 0.06% NEW $165.07 -10.2%
24 F FORD MTR CO Consumer Cyclical 69,717.0 $969K 0.06% NEW $13.90 +0.2%
25 NXE NEXGEN ENERGY LTD Energy 97,087.0 $912K 0.06% NEW $9.39 +16.4%
26 DNN DENISON MINES CORP Energy 296,395.0 $907K 0.06% NEW $3.06 +15.7%
27 CMCSA COMCAST CORP NEW Communication Services 35,528.0 $872K 0.05% NEW $24.55 +10.1%
28 BE BLOOM ENERGY CORP Industrials 2,800.0 $848K 0.05% NEW $302.70 -32.6%
29 ICICI BANK LIMITED 28,777.0 $835K 0.05% NEW $29.03
30 FIX COMFORT SYS USA INC Industrials 413.0 $819K 0.05% NEW $1981.95 -18.8%
31 ASX ASE TECHNOLOGY HLDG CO LTD Technology 18,087.0 $816K 0.05% NEW $45.12 -19.7%
32 FRVO FERVO ENERGY CO 27,125.0 $793K 0.05% NEW $29.23 -47.1%
33 PUMP PROPETRO HLDG CORP Energy 54,234.0 $778K 0.05% NEW $14.34 -24.5%
34 YMM FULL TRUCK ALLIANCE CO LTD Technology 94,443.0 $767K 0.05% NEW $8.12 +3.8%
35 POET POET TECHNOLOGIES INC Technology 69,966.0 $719K 0.04% NEW $10.28 -24.6%
36 CIFR CIPHER DIGITAL INC Financial Services 26,555.0 $651K 0.04% NEW $24.50 -37.3%
37 FORM FORMFACTOR INC Technology 3,805.0 $609K 0.04% NEW $159.93 -32.5%
38 USD PROSHARES TR 5,641.0 $588K 0.04% NEW $104.26 -23.8%
39 ARM ARM HOLDINGS PLC Technology 1,500.0 $532K 0.03% NEW $354.57 -32.7%
40 AXTI AXT INC Technology 7,364.0 $531K 0.03% NEW $72.08 -9.3%
Page 2 of 4  ·  63 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%