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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 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMAT APPLIED MATLS INC Technology 14,922.0 $10.8M 0.66% -3K -14.5% $723.00 -33.2%
22 CRCL CIRCLE INTERNET GROUP INC Financial Services 149,752.0 $9.4M 0.57% +82K +122.3% $62.63 +43.1%
23 AVGO BROADCOM INC Technology 22,274.0 $8.4M 0.52% -15K -39.7% $377.75 -4.3%
24 GOOGL ALPHABET INC Communication Services 22,466.0 $8.0M 0.49% NEW $357.37 -1.8%
25 RBLX ROBLOX CORP Technology 138,175.0 $7.5M 0.46% +7K +5.3% $54.38 -28.0%
26 DHI D R HORTON INC Consumer Cyclical 44,209.0 $7.2M 0.44% -24K -34.9% $162.88 -8.7%
27 VRT VERTIV HOLDINGS CO Industrials 19,605.0 $6.6M 0.40% +5K +33.8% $334.82 -24.0%
28 MP MP MATERIALS CORP Basic Materials 111,774.0 $6.3M 0.38% -23K -17.2% $56.01 +2.6%
29 GDS GDS HLDGS LTD Technology 190,553.0 $5.7M 0.35% NEW $30.03 +4.8%
30 NTLA INTELLIA THERAPEUTICS INC Healthcare 326,893.0 $5.5M 0.34% -103K -23.9% $16.92 -26.3%
31 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 18,136.0 $5.5M 0.34% +5K +37.7% $301.03 -22.8%
32 WDC WESTERN DIGITAL CORP Technology 8,303.0 $5.3M 0.33% NEW $638.72 -31.7%
33 RIO RIO TINTO PLC Basic Materials 55,394.0 $5.3M 0.32% -5K -7.9% $94.93 +10.2%
34 CEREBRAS SYSTEMS INC 21,196.0 $4.7M 0.29% NEW $221.00
35 USAR USA RARE EARTH INC Basic Materials 216,562.0 $4.7M 0.29% +80K +58.6% $21.58 -16.2%
36 CRSP CRISPR THERAPEUTICS AG Healthcare 83,897.0 $4.6M 0.28% -9K -9.3% $54.54 +4.8%
37 ALMONTY INDS INC 270,895.0 $4.5M 0.28% +253K +1451.1% $16.56
38 YPF YPF SOCIEDAD ANONIMA Energy 91,469.0 $4.2M 0.26% +22K +31.4% $45.47 +13.6%
39 EWZ ISHARES INC 103,901.0 $3.6M 0.22% +25K +32.3% $34.50 +2.4%
40 CRH PLC 30,575.0 $3.3M 0.20% -7K -17.6% $107.00
Page 2 of 9  ·  168 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%