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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 4 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BHP BHP BILLITON LIMITED Basic Materials 23,436.0 $1.7M 0.13% NEW $72.74 +13.1%
62 VNM VANECK ETF TRUST 97,403.0 $1.7M 0.13% +60K +158.9% $17.31 +5.1%
63 EOG EOG RES INC Energy 11,541.0 $1.7M 0.13% NEW $144.57 -6.7%
64 AES AES CORP Utilities 111,933.0 $1.6M 0.12% -3K -2.6% $14.09 +4.3%
65 LNG CHENIERE ENERGY INC Energy 5,288.0 $1.5M 0.12% -6K -54.5% $283.76 -17.5%
66 BEAM BEAM THERAPEUTICS INC Healthcare 62,089.0 $1.5M 0.11% NEW $23.83 +39.3%
67 MOS MOSAIC CO Basic Materials 56,484.0 $1.4M 0.11% NEW $25.50 -16.7%
68 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 16,892.0 $1.4M 0.10% -7K -29.2% $80.94 -5.5%
69 AA ALCOA CORP Basic Materials 18,626.0 $1.2M 0.10% +246.0 +1.3% $66.33 -17.0%
70 ETN EATON CORP PLC Industrials 3,448.0 $1.2M 0.10% +345.0 +11.1% $357.67 +13.3%
71 APH AMPHENOL CORP Technology 8,755.0 $1.1M 0.09% NEW $126.35 +25.6%
72 AMR ALPHA METALLURGICAL RESOUR I Energy 5,321.0 $1.1M 0.08% NEW $205.27 -18.8%
73 ANET ARISTA NETWORKS INC Technology 8,871.0 $1.1M 0.08% +59.0 +0.7% $122.78 +32.1%
74 ABVX ABIVAX SA Healthcare 9,659.0 $1.1M 0.08% +2K +24.6% $111.35 -11.6%
75 RVMD REVOLUTION MEDICINES INC Healthcare 10,805.0 $1.1M 0.08% -2K -14.4% $97.25 +74.3%
76 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 13,385.0 $1.0M 0.08% NEW $76.16 +11.2%
77 CLSK CLEANSPARK INC Technology 119,576.0 $1.0M 0.08% NEW $8.51 +102.0%
78 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 10,721.0 $1.0M 0.08% NEW $93.87 +189.8%
79 RLAY RELAY THERAPEUTICS INC Healthcare 94,169.0 $937K 0.07% -11K -10.3% $9.95 +75.3%
80 SIRI SIRIUSXM HOLDINGS INC Communication Services 40,188.0 $928K 0.07% NEW $23.08 +21.7%
Page 4 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%