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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 7 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SIRI SIRIUSXM HOLDINGS INC Communication Services 24,133.0 $713K 0.04% -16K -40.0% $29.54 -3.7%
122 RMBS RAMBUS INC DEL Technology 5,364.0 $712K 0.04% -1K -16.6% $132.74 -34.4%
123 APH AMPHENOL CORP Technology 3,857.0 $680K 0.04% -5K -56.0% $176.32 -11.8%
124 VST VISTRA CORP Utilities 4,169.0 $661K 0.04% +762.0 +22.4% $158.63 -14.5%
125 CIFR CIPHER DIGITAL INC Financial Services 26,555.0 $651K 0.04% NEW $24.50 -37.3%
126 HIMX HIMAX TECHNOLOGIES INC Technology 41,891.0 $643K 0.04% -20K -32.0% $15.34 -12.4%
127 NOC NORTHROP GRUMMAN CORP Industrials 1,260.0 $642K 0.04% +498.0 +65.3% $509.31 +7.8%
128 IONQ IONQ INC Technology 11,998.0 $639K 0.04% -2K -15.0% $53.26 -22.9%
129 AEP AMERICAN ELEC PWR CO INC Utilities 4,486.0 $614K 0.04% -2K -34.4% $136.81 -10.8%
130 ABVX ABIVAX SA Healthcare 4,591.0 $612K 0.04% -5K -52.5% $133.26 -12.8%
131 FORM FORMFACTOR INC Technology 3,805.0 $609K 0.04% NEW $159.93 -32.5%
132 DASH DOORDASH INC Communication Services 3,190.0 $589K 0.04% -3K -44.1% $184.53 +24.1%
133 USD PROSHARES TR 5,641.0 $588K 0.04% NEW $104.26 -23.8%
134 ARM ARM HOLDINGS PLC Technology 1,500.0 $532K 0.03% NEW $354.57 -32.7%
135 AXTI AXT INC Technology 7,364.0 $531K 0.03% NEW $72.08 -9.3%
136 MTZ MASTEC INC Industrials 1,275.0 $530K 0.03% -1K -47.1% $416.06 -38.6%
137 APLD APPLIED DIGITAL CORP Technology 14,021.0 $523K 0.03% NEW $37.30 -27.9%
138 GGB GERDAU SA Basic Materials 128,587.0 $519K 0.03% NEW $4.04 +7.2%
139 MPWR MONOLITHIC PWR SYS INC Technology 369.0 $510K 0.03% NEW $1382.36 -7.0%
140 AMT AMERICAN TOWER CORP Real Estate 3,092.0 $506K 0.03% NEW $163.57 +9.1%
Page 7 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%