Filed: 5/14/2025ACC: 0001817652-25-000003
๐ What this filing means
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. filed this quarterly 13FโHR report disclosing 61 equity positions with a total reported market value of $1.17B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$1.17B
Total AUM (reported)
10.09M
Total Shares
Allocation by class
COM$697.68M59.6%
SPONSORED ADS$234.22M20.0%
20 YR TR BD ETF$68.62M5.9%
CL A$40.48M3.5%
COM NEW$27.00M2.3%
SHS BEN INT$22.72M1.9%
CAP STK CL A$13.69M1.2%
Portfolio Concentration
Top 3$596.17M50.9%
4โ10$360.11M30.7%
11โ25$142.64M12.2%
Rest$72.46M6.2%
Top 3 weight
50.9%
Top 10 weight
81.6%
Voting Authority Distribution
Total shares with voting rights: 10.09M
Sole
Full voting authority
10.09M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole61
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings61
Rows:
NVIDIA CORPORATION
SOLEShares2.11M
TypeSH
Market value$228.97M
19.55%
Sole
2.11M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.35M
TypeSH
Market value$224.46M
19.16%
Sole
1.35M
Shared
0.00
None
0.00
APPLE INC
SOLEShares642.56K
TypeSH
Market value$142.73M
12.19%
Sole
642.56K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares613.97K
TypeSH
Market value$116.81M
9.97%
Sole
613.97K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares753.85K
TypeSH
Market value$68.62M
5.86%
Sole
753.85K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares136.86K
TypeSH
Market value$51.38M
4.39%
Sole
136.86K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares240.97K
TypeSH
Market value$40.35M
3.44%
Sole
240.97K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares170.10K
TypeSH
Market value$31.09M
2.65%
Sole
170.10K
Shared
0.00
None
0.00
TESLA INC
SOLEShares112.48K
TypeSH
Market value$29.15M
2.49%
Sole
112.48K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares485.30K
TypeSH
Market value$22.72M
1.94%
Sole
485.30K
Shared
0.00
None
0.00
ALBEMARLE CORP
SOLEShares278.15K
TypeSH
Market value$20.03M
1.71%
Sole
278.15K
Shared
0.00
None
0.00
KLA CORP
SOLEShares21.45K
TypeSH
Market value$14.58M
1.24%
Sole
21.45K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares88.51K
TypeSH
Market value$13.69M
1.17%
Sole
88.51K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares29.74K
TypeSH
Market value$12.75M
1.09%
Sole
29.74K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares127.56K
TypeSH
Market value$10.06M
0.86%
Sole
127.56K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares82.48K
TypeSH
Market value$9.76M
0.83%
Sole
82.48K
Shared
0.00
None
0.00
D R HORTON INC
SOLEShares67.49K
TypeSH
Market value$8.58M
0.73%
Sole
67.49K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares12.30K
TypeSH
Market value$8.15M
0.70%
Sole
12.30K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares13.90K
TypeSH
Market value$8.01M
0.68%
Sole
13.90K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares107.93K
TypeSH
Market value$7.85M
0.67%
Sole
107.93K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares51.32K
TypeSH
Market value$7.45M
0.64%
Sole
51.32K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares67.54K
TypeSH
Market value$5.87M
0.50%
Sole
67.54K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares36.58K
TypeSH
Market value$5.62M
0.48%
Sole
36.58K
Shared
0.00
None
0.00
INTELLIA THERAPEUTICS INC
SOLEShares752.68K
TypeSH
Market value$5.35M
0.46%
Sole
752.68K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares19.21K
TypeSH
Market value$4.89M
0.42%
Sole
19.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 2.11M | SH | $228.97M 19.55% | 2.11M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.35M | SH | $224.46M 19.16% | 1.35M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 642.56K | SH | $142.73M 12.19% | 642.56K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 613.97K | SH | $116.81M 9.97% | 613.97K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 753.85K | SH | $68.62M 5.86% | 753.85K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 136.86K | SH | $51.38M 4.39% | 136.86K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 240.97K | SH | $40.35M 3.44% | 240.97K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 170.10K | SH | $31.09M 2.65% | 170.10K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 112.48K | SH | $29.15M 2.49% | 112.48K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 485.30K | SH | $22.72M 1.94% | 485.30K | 0.00 | 0.00 |
ALBEMARLE CORPSOLE | COM | 278.15K | SH | $20.03M 1.71% | 278.15K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 21.45K | SH | $14.58M 1.24% | 21.45K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 88.51K | SH | $13.69M 1.17% | 88.51K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 29.74K | SH | $12.75M 1.09% | 29.74K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 127.56K | SH | $10.06M 0.86% | 127.56K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 82.48K | SH | $9.76M 0.83% | 82.48K | 0.00 | 0.00 |
D R HORTON INCSOLE | COM | 67.49K | SH | $8.58M 0.73% | 67.49K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 12.30K | SH | $8.15M 0.70% | 12.30K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 13.90K | SH | $8.01M 0.68% | 13.90K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 107.93K | SH | $7.85M 0.67% | 107.93K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 51.32K | SH | $7.45M 0.64% | 51.32K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 67.54K | SH | $5.87M 0.50% | 67.54K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 36.58K | SH | $5.62M 0.48% | 36.58K | 0.00 | 0.00 |
INTELLIA THERAPEUTICS INCSOLE | COM | 752.68K | SH | $5.35M 0.46% | 752.68K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 19.21K | SH | $4.89M 0.42% | 19.21K | 0.00 | 0.00 |
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