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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 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HOOD ROBINHOOD MKTS INC Financial Services 25,468.0 $2.6M 0.16% -5K -16.0% $100.28 +3.3%
22 SMCI SUPER MICRO COMPUTER INC Technology 84,831.0 $2.5M 0.15% -35K -29.1% $29.33 +19.9%
23 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,466.0 $2.4M 0.15% -3K -52.7% $965.00 -17.7%
24 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 7,592.0 $2.1M 0.13% -3K -29.2% $271.95 -18.1%
25 ARKG ARK ETF TR 47,698.0 $2.0M 0.12% -37K -44.0% $42.06 +14.1%
26 HIMS HIMS & HERS HEALTH INC Healthcare 54,967.0 $1.9M 0.12% -84K -60.4% $34.67 -10.4%
27 MRNA MODERNA INC Healthcare 25,218.0 $1.8M 0.11% -10K -28.6% $70.03 +98.3%
28 VNM VANECK ETF TRUST 85,255.0 $1.6M 0.10% -12K -12.5% $18.47 -3.1%
29 TEM TEMPUS AI INC Healthcare 26,781.0 $1.6M 0.10% -21K -44.3% $57.93 +14.2%
30 AES AES CORP Utilities 101,962.0 $1.5M 0.09% -10K -8.9% $14.66 +0.6%
31 AMKR AMKOR TECHNOLOGY INC Technology 16,990.0 $1.5M 0.09% -23K -58.0% $86.23 -44.5%
32 FSLR FIRST SOLAR INC Energy 6,207.0 $1.5M 0.09% -5K -42.2% $235.96 -11.7%
33 BHP BHP BILLITON LIMITED Basic Materials 17,224.0 $1.4M 0.09% -6K -26.5% $83.31 +16.6%
34 NUE NUCOR CORP Basic Materials 6,256.0 $1.4M 0.09% -6K -50.0% $222.75 +9.8%
35 ANET ARISTA NETWORKS INC Technology 7,764.0 $1.3M 0.08% -1K -12.5% $169.88 +10.8%
36 BEAM BEAM THERAPEUTICS INC Healthcare 36,419.0 $1.2M 0.08% -26K -41.3% $34.32 -17.5%
37 ETN EATON CORP PLC Industrials 2,895.0 $1.2M 0.08% -553.0 -16.0% $426.12 -4.1%
38 RVMD REVOLUTION MEDICINES INC Healthcare 5,653.0 $1.1M 0.07% -5K -47.7% $187.28 +13.0%
39 CLSK CLEANSPARK INC Technology 69,979.0 $1.0M 0.06% -50K -41.5% $14.55 -18.0%
40 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 10,756.0 $953K 0.06% -3K -19.6% $88.60 -37.5%
Page 2 of 3  ·  59 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%