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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 5 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FSLR FIRST SOLAR INC Energy 6,207.0 $1.5M 0.09% -5K -42.2% $235.96 -11.0%
82 LNG CHENIERE ENERGY INC Energy 6,098.0 $1.5M 0.09% +810.0 +15.3% $239.01 +17.1%
83 BHP BHP BILLITON LIMITED Basic Materials 17,224.0 $1.4M 0.09% -6K -26.5% $83.31 +16.2%
84 LMT LOCKHEED MARTIN CORP Industrials 2,741.0 $1.4M 0.09% +2K +164.6% $509.46 +10.9%
85 NUE NUCOR CORP Basic Materials 6,256.0 $1.4M 0.09% -6K -50.0% $222.75 +9.7%
86 TTMI TTM TECHNOLOGIES INC Technology 7,132.0 $1.3M 0.08% +1K +17.9% $187.02 -43.2%
87 ANET ARISTA NETWORKS INC Technology 7,764.0 $1.3M 0.08% -1K -12.5% $169.88 +10.5%
88 CEG CONSTELLATION ENERGY CORP Utilities 5,298.0 $1.3M 0.08% +2K +66.0% $248.37 +10.0%
89 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 3,394.0 $1.3M 0.08% NEW $380.37 -32.7%
90 CIEN CIENA CORP Technology 2,598.0 $1.3M 0.08% +1K +82.4% $490.56 -23.7%
91 BEAM BEAM THERAPEUTICS INC Healthcare 36,419.0 $1.2M 0.08% -26K -41.3% $34.32 -16.6%
92 NOK NOKIA CORP Technology 93,223.0 $1.2M 0.08% NEW $13.28 -25.3%
93 ETN EATON CORP PLC Industrials 2,895.0 $1.2M 0.08% -553.0 -16.0% $426.12 -4.4%
94 CLS CELESTICA INC Technology 3,231.0 $1.2M 0.07% +1K +56.5% $364.80 -18.9%
95 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 19,371.0 $1.2M 0.07% NEW $60.22 +20.4%
96 SNDK SANDISK CORP Technology 503.0 $1.1M 0.07% +435.0 +639.7% $2273.73 -35.1%
97 SMTC SEMTECH CORP Technology 6,886.0 $1.1M 0.07% NEW $161.85 -27.3%
98 HII HUNTINGTON INGALLS INDS INC Industrials 3,959.0 $1.1M 0.07% +2K +77.2% $279.89 +5.3%
99 RVMD REVOLUTION MEDICINES INC Healthcare 5,653.0 $1.1M 0.07% -5K -47.7% $187.28 +12.0%
100 HDB HDFC BANK LTD Financial Services 39,622.0 $1.0M 0.06% NEW $25.83 -8.5%
Page 5 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%