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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 3 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EWZ ISHARES INC 78,511.0 $3.0M 0.23% NEW $38.39 -11.0%
42 EWW ISHARES INC 39,991.0 $3.0M 0.23% NEW $75.23 -0.7%
43 HIMS HIMS & HERS HEALTH INC Healthcare 138,681.0 $2.9M 0.22% +9K +7.3% $20.76 +58.8%
44 SMCI SUPER MICRO COMPUTER INC Technology 119,617.0 $2.7M 0.21% -25K -17.5% $22.77 +46.3%
45 CCJ CAMECO CORP Energy 23,730.0 $2.6M 0.20% -4K -13.0% $108.61 +0.3%
46 ARKG ARK ETF TR 85,164.0 $2.3M 0.17% NEW $26.42 +36.4%
47 TLK TELEKOMUNIKASI IND Communication Services 119,283.0 $2.2M 0.17% +86K +262.3% $18.68 -22.8%
48 RTX RTX CORPORATION Industrials 11,528.0 $2.2M 0.17% NEW $192.90 -3.4%
49 SRE SEMPRA Utilities 22,417.0 $2.2M 0.17% -1K -6.0% $97.17 -5.0%
50 TEM TEMPUS AI INC Healthcare 48,114.0 $2.2M 0.17% +14K +42.6% $45.22 +7.5%
51 FSLR FIRST SOLAR INC Energy 10,746.0 $2.1M 0.16% +4K +69.3% $197.26 +26.4%
52 NUE NUCOR CORP Basic Materials 12,515.0 $2.1M 0.16% +9K +313.4% $169.10 +41.7%
53 HOOD ROBINHOOD MKTS INC Financial Services 30,310.0 $2.1M 0.16% +11K +58.6% $69.30 +49.0%
54 JKS JINKOSOLAR HLDG CO LTD Energy 82,319.0 $2.1M 0.16% +4K +5.1% $25.41 -31.9%
55 USAR USA RARE EARTH INC Basic Materials 136,512.0 $2.1M 0.16% NEW $15.13 +51.2%
56 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 5,215.0 $2.0M 0.16% -2K -25.6% $391.76 +165.1%
57 HSAI HESAI GROUP Consumer Cyclical 106,108.0 $2.0M 0.16% -1K -1.2% $19.12 -16.8%
58 MOD MODINE MFG CO Consumer Cyclical 8,467.0 $1.8M 0.14% NEW $216.71 +28.0%
59 AMKR AMKOR TECHNOLOGY INC Technology 40,451.0 $1.8M 0.14% NEW $45.03 +92.6%
60 MRNA MODERNA INC Healthcare 35,338.0 $1.8M 0.14% -22K -38.8% $50.80 +20.1%
Page 3 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%