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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 3 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CENX CENTURY ALUM CO Basic Materials 70,667.0 $3.3M 0.20% +55K +362.6% $46.01 -2.2%
42 EWW ISHARES INC 42,726.0 $3.2M 0.20% +3K +6.8% $75.27 +2.2%
43 ALAB ASTERA LABS INC Technology 6,628.0 $3.2M 0.20% NEW $483.02 -42.8%
44 TLK TELEKOMUNIKASI IND Communication Services 238,016.0 $3.2M 0.20% +119K +99.5% $13.43 +11.7%
45 MOD MODINE MFG CO Consumer Cyclical 11,688.0 $3.1M 0.19% +3K +38.0% $267.02 -29.7%
46 HBM HUDBAY MINERALS INC Basic Materials 131,167.0 $3.1M 0.19% NEW $23.61 +24.4%
47 AA ALCOA CORP Basic Materials 54,441.0 $2.8M 0.17% +36K +192.3% $52.14 -3.9%
48 PHM PULTE GROUP INC Consumer Cyclical 20,263.0 $2.8M 0.17% -22K -52.4% $137.21 -5.3%
49 ERO ERO COPPER CORP Basic Materials 102,831.0 $2.8M 0.17% NEW $26.75 +42.6%
50 VIST VISTA ENERGY S.A.B. DE C.V. Energy 41,087.0 $2.6M 0.16% +31K +317.6% $63.80 +10.0%
51 CCJ CAMECO CORP Energy 25,706.0 $2.6M 0.16% +2K +8.3% $101.86 +0.1%
52 BMNR BITMINE IMMERSION TECHS INC Financial Services 194,493.0 $2.6M 0.16% -243K -55.6% $13.31 +85.1%
53 HOOD ROBINHOOD MKTS INC Financial Services 25,468.0 $2.6M 0.16% -5K -16.0% $100.28 +7.4%
54 SMCI SUPER MICRO COMPUTER INC Technology 84,831.0 $2.5M 0.15% -35K -29.1% $29.33 +20.7%
55 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,466.0 $2.4M 0.15% -3K -52.7% $965.00 -17.2%
56 EIDO ISHARES TR 208,850.0 $2.4M 0.14% NEW $11.31 +12.1%
57 KYIV KYIVSTAR GROUP LTD Communication Services 145,000.0 $2.3M 0.14% NEW $16.17 -16.8%
58 RTX RTX CORPORATION Industrials 12,353.0 $2.3M 0.14% +825.0 +7.2% $189.73 +10.2%
59 AAOI APPLIED OPTOELECTRONICS INC Technology 15,773.0 $2.3M 0.14% NEW $148.16 -25.5%
60 SRE SEMPRA Utilities 23,001.0 $2.1M 0.13% +584.0 +2.6% $92.71 -9.7%
Page 3 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%