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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 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC Technology 36,923.0 $11.4M 0.88% -156K -80.9% $309.52 +22.8%
22 MSTR STRATEGY INC Technology 88,522.0 $11.0M 0.85% -129K -59.3% $124.80 -16.8%
23 LRCX LAM RESEARCH CORP Technology 50,858.0 $10.9M 0.83% +2K +5.1% $213.66 +73.8%
24 FUTU FUTU HLDGS LTD Financial Services 68,881.0 $9.4M 0.72% +12K +21.5% $136.76 -28.4%
25 DHI D R HORTON INC Consumer Cyclical 67,949.0 $9.3M 0.72% +9K +15.4% $137.22 +13.7%
26 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 437,661.0 $8.7M 0.67% +96K +28.3% $19.78 -23.5%
27 RBLX ROBLOX CORP Technology 131,274.0 $7.4M 0.57% +87K +195.5% $56.56 -16.7%
28 MP MP MATERIALS CORP Basic Materials 135,016.0 $6.5M 0.50% +30K +28.6% $48.26 +22.0%
29 CRCL CIRCLE INTERNET GROUP INC Financial Services 67,374.0 $6.4M 0.49% -590.0 -0.9% $95.41 -20.7%
30 AMAT APPLIED MATLS INC Technology 17,452.0 $6.0M 0.46% -9K -32.9% $341.79 +71.4%
31 RIO RIO TINTO PLC Basic Materials 60,128.0 $5.6M 0.43% -27K -30.8% $93.29 +2.5%
32 COIN COINBASE GLOBAL INC Financial Services 31,821.0 $5.6M 0.43% -433.0 -1.3% $174.61 -9.4%
33 NTLA INTELLIA THERAPEUTICS INC Healthcare 429,540.0 $5.5M 0.42% -149K -25.8% $12.82 +19.0%
34 ETHA ISHARES ETHEREUM TR Financial Services 330,654.0 $5.2M 0.40% +153K +85.7% $15.83 -20.9%
35 PHM PULTE GROUP INC Consumer Cyclical 42,595.0 $5.0M 0.39% +2K +4.8% $117.61 +7.6%
36 CRSP CRISPR THERAPEUTICS AG Healthcare 92,481.0 $4.4M 0.34% +8K +9.6% $47.57 +13.5%
37 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 13,169.0 $4.4M 0.34% +3K +29.3% $330.87 -12.9%
38 CRH PLC 37,087.0 $3.9M 0.30% +15K +67.5% $105.12
39 VRT VERTIV HOLDINGS CO Industrials 14,656.0 $3.7M 0.28% -5K -26.1% $250.58 +42.9%
40 YPF YPF SOCIEDAD ANONIMA Energy 69,584.0 $3.2M 0.25% NEW $46.22 +7.0%
Page 2 of 7  ·  135 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%