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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 5 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NTR NUTRIEN LTD Basic Materials 12,162.0 $918K 0.07% NEW $75.46 -18.4%
82 CENX CENTURY ALUM CO Basic Materials 15,276.0 $897K 0.07% -10K -39.5% $58.69 -19.4%
83 AEP AMERICAN ELEC PWR CO INC Utilities 6,833.0 $896K 0.07% NEW $131.08 +2.0%
84 CEG CONSTELLATION ENERGY CORP Utilities 3,192.0 $891K 0.07% NEW $279.25 -3.2%
85 DASH DOORDASH INC Communication Services 5,706.0 $857K 0.07% +2K +38.7% $150.15 +14.2%
86 HII HUNTINGTON INGALLS INDS INC Industrials 2,234.0 $849K 0.07% -658.0 -22.8% $379.90 -25.4%
87 COHR COHERENT CORP Technology 3,522.0 $839K 0.06% +806.0 +29.7% $238.21 +60.0%
88 MTZ MASTEC INC Industrials 2,410.0 $775K 0.06% NEW $321.74 +21.4%
89 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 11,496.0 $771K 0.06% -4K -27.2% $67.07 +41.2%
90 VIST VISTA ENERGY S.A.B. DE C.V. Energy 9,838.0 $742K 0.06% NEW $75.47 -9.7%
91 GS GOLDMAN SACHS GROUP INC Financial Services 777.0 $657K 0.05% NEW $845.99 +29.4%
92 LMT LOCKHEED MARTIN CORP Industrials 1,036.0 $626K 0.05% NEW $604.39 -16.7%
93 TTMI TTM TECHNOLOGIES INC Technology 6,052.0 $590K 0.04% -8K -56.9% $97.42 +118.8%
94 CLS CELESTICA INC Technology 2,064.0 $581K 0.04% +634.0 +44.3% $281.68 +24.7%
95 RMBS RAMBUS INC DEL Technology 6,432.0 $553K 0.04% $86.03 +49.0%
96 CIEN CIENA CORP Technology 1,424.0 $553K 0.04% -3K -66.0% $388.23 +18.4%
97 OKLO OKLO INC Utilities 10,570.0 $524K 0.04% +577.0 +5.8% $49.59 +15.3%
98 TLN TALEN ENERGY CORP Utilities 1,641.0 $524K 0.04% NEW $319.23 +29.0%
99 DQ DAQO NEW ENERGY CORP Technology 24,503.0 $521K 0.04% NEW $21.27 -36.7%
100 NOC NORTHROP GRUMMAN CORP Industrials 762.0 $520K 0.04% NEW $682.24 -24.8%
Page 5 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%