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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 7 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BX BLACKSTONE INC Financial Services 986.0 $113K 0.01% NEW $114.99 +4.4%
122 CALM CAL MAINE FOODS INC Consumer Defensive 1,398.0 $111K 0.01% NEW $79.15 +0.5%
123 CAG CONAGRA BRANDS INC Consumer Defensive 6,993.0 $110K 0.01% NEW $15.72 -14.6%
124 NCNO NCINO INC Technology 7,028.0 $105K 0.01% NEW $14.98 -2.5%
125 CRWD CROWDSTRIKE HLDGS INC Technology 263.0 $103K 0.01% NEW $390.41 +74.4%
126 PWR QUANTA SVCS INC Industrials 187.0 $103K 0.01% NEW $549.02 +27.9%
127 NKE NIKE INC Consumer Cyclical 1,892.0 $100K 0.01% NEW $52.82 -19.8%
128 FANG DIAMONDBACK ENERGY INC Energy 503.0 $99K 0.01% NEW $197.79 -5.0%
129 VLO VALERO ENERGY CORP Energy 400.0 $99K 0.01% NEW $247.08 -1.3%
130 VSNT VERSANT MEDIA GROUP INC Industrials 2,366.0 $88K 0.01% NEW $37.02 +4.1%
131 PVH PVH CORPORATION Consumer Cyclical 732.0 $51K 0.00% NEW $69.76 +5.2%
132 RH RH Consumer Cyclical 325.0 $45K 0.00% NEW $139.82 +1.4%
133 SANDISK CORP 68.0 $43K 0.00% NEW $635.34
134 CF CF INDUSTRIES HOLD Basic Materials 192.0 $25K 0.00% NEW $129.84 -21.3%
135 ZTO ZTO EXPRESS CAYMAN INC Industrials 16.0 $403.0 NEW $25.19 -11.7%
Page 7 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%