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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 4 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HSAI HESAI GROUP Consumer Cyclical 115,081.0 $2.1M 0.13% +9K +8.5% $18.22 -0.3%
62 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 7,592.0 $2.1M 0.13% -3K -29.2% $271.95 -19.6%
63 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 40,985.0 $2.0M 0.12% NEW $49.86 +7.6%
64 DQ DAQO NEW ENERGY CORP Technology 152,409.0 $2.0M 0.12% +128K +522.0% $13.39 +7.4%
65 ARKG ARK ETF TR 47,698.0 $2.0M 0.12% -37K -44.0% $42.06 +13.8%
66 COHR COHERENT CORP Technology 5,082.0 $2.0M 0.12% +2K +44.3% $394.47 -30.0%
67 HIMS HIMS & HERS HEALTH INC Healthcare 54,967.0 $1.9M 0.12% -84K -60.4% $34.67 -11.1%
68 AMR ALPHA METALLURGICAL RESOUR I Energy 10,768.0 $1.8M 0.11% +5K +102.4% $164.94 +29.5%
69 EOG EOG RES INC Energy 13,689.0 $1.8M 0.11% +2K +18.6% $129.73 +15.4%
70 MRNA MODERNA INC Healthcare 25,218.0 $1.8M 0.11% -10K -28.6% $70.03 +99.0%
71 JKS JINKOSOLAR HLDG CO LTD Energy 102,636.0 $1.7M 0.11% +20K +24.7% $16.80 -3.5%
72 TER TERADYNE INC Technology 3,497.0 $1.7M 0.10% NEW $483.84 -24.9%
73 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 22,701.0 $1.7M 0.10% +6K +34.4% $74.04 +10.7%
74 VNM VANECK ETF TRUST 85,255.0 $1.6M 0.10% -12K -12.5% $18.47 -2.8%
75 TEM TEMPUS AI INC Healthcare 26,781.0 $1.6M 0.10% -21K -44.3% $57.93 +15.6%
76 MKSI MKS INC. Technology 3,406.0 $1.5M 0.09% NEW $444.80 -39.4%
77 AES AES CORP Utilities 101,962.0 $1.5M 0.09% -10K -8.9% $14.66 +0.6%
78 KEEL KEEL INFRASTRUCTURE CORP Technology 258,459.0 $1.5M 0.09% NEW $5.74 -42.2%
79 GLW CORNING INC Technology 5,792.0 $1.5M 0.09% +2K +73.1% $255.43 -43.2%
80 AMKR AMKOR TECHNOLOGY INC Technology 16,990.0 $1.5M 0.09% -23K -58.0% $86.23 -44.5%
Page 4 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%