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Portfolio (Quarterly) Guide ↗

HIMENSION CAPITAL (SINGAPORE) PTE. LTD.

· CIK 0001817652
13F Portfolio $1.6B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 95 New
Page 3 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VRT VERTIV HOLDINGS CO Industrials 19,841.0 $3.2M 0.20% NEW $162.01 +102.3%
42 BEKE KE HLDGS INC Real Estate 180,349.0 $2.8M 0.17% NEW $15.76 -7.6%
43 CRH PLC 22,140.0 $2.8M 0.17% NEW $124.80
44 CCJ CAMECO CORP Energy 27,289.0 $2.5M 0.15% NEW $91.49 +10.5%
45 XBI SPDR SERIES TRUST 19,825.0 $2.4M 0.15% NEW $121.93 +30.9%
46 HSAI HESAI GROUP Consumer Cyclical 107,390.0 $2.4M 0.15% NEW $22.40 -17.8%
47 LNG CHENIERE ENERGY INC Energy 11,633.0 $2.3M 0.14% NEW $194.39 +24.6%
48 HOOD ROBINHOOD MKTS INC Financial Services 19,105.0 $2.2M 0.13% NEW $113.10 -10.6%
49 SRE SEMPRA Utilities 23,842.0 $2.1M 0.13% NEW $88.29 +5.7%
50 JKS JINKOSOLAR HLDG CO LTD Energy 78,358.0 $2.0M 0.12% NEW $25.81 -35.4%
51 TEM TEMPUS AI INC Healthcare 33,731.0 $2.0M 0.12% NEW $59.05 -2.1%
52 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 7,009.0 $1.9M 0.12% NEW $275.39 +241.8%
53 MRNA MODERNA INC Healthcare 57,728.0 $1.7M 0.10% NEW $29.49 +144.9%
54 FSLR FIRST SOLAR INC Energy 6,348.0 $1.7M 0.10% NEW $261.23 -9.3%
55 AES AES CORP Utilities 114,930.0 $1.6M 0.10% NEW $14.34 +2.2%
56 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 23,870.0 $1.6M 0.10% NEW $68.80 +6.8%
57 RDDT REDDIT INC Communication Services 7,143.0 $1.6M 0.10% NEW $229.87 -24.3%
58 CMCSA COMCAST CORP NEW Communication Services 42,764.0 $1.3M 0.08% NEW $29.89 -18.1%
59 INSM INSMED INC Healthcare 7,164.0 $1.2M 0.08% NEW $174.04 -38.1%
60 TDOC TELADOC HEALTH INC Healthcare 169,064.0 $1.2M 0.07% NEW $7.00 +24.1%
Page 3 of 5  ·  95 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 57.7%
Communication Services 25.9%
Consumer Cyclical 6.0%
Basic Materials 3.9%
Financial Services 2.4%
Healthcare 1.7%
Energy 1.5%
Industrials 0.4%
Utilities 0.3%
Real Estate 0.2%