Filed: 8/13/2025ACC: 0001817652-25-000005
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 $1.28B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$1.28B
Total AUM (reported)
8.71M
Total Shares
Allocation by class
COM$753.43M58.9%
SPONSORED ADS$294.49M23.0%
20 YR TR BD ETF$51.37M4.0%
SHS BEN INT$31.53M2.5%
COM NEW$27.89M2.2%
CL A$26.44M2.1%
CAP STK CL A$19.94M1.6%
Portfolio Concentration
Top 3$673.25M52.6%
4โ10$373.19M29.2%
11โ25$162.45M12.7%
Rest$71.09M5.6%
Top 3 weight
52.6%
Top 10 weight
81.8%
Voting Authority Distribution
Total shares with voting rights: 8.71M
Sole
Full voting authority
8.71M
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:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.24M
TypeSH
Market value$281.55M
22.00%
Sole
1.24M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.61M
TypeSH
Market value$254.65M
19.89%
Sole
1.61M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares624.72K
TypeSH
Market value$137.06M
10.71%
Sole
624.72K
Shared
0.00
None
0.00
APPLE INC
SOLEShares573.52K
TypeSH
Market value$117.67M
9.19%
Sole
573.52K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares235.75K
TypeSH
Market value$64.98M
5.08%
Sole
235.75K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares582.15K
TypeSH
Market value$51.37M
4.01%
Sole
582.15K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares100.92K
TypeSH
Market value$50.20M
3.92%
Sole
100.92K
Shared
0.00
None
0.00
TESLA INC
SOLEShares107.03K
TypeSH
Market value$34.00M
2.66%
Sole
107.03K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares515.06K
TypeSH
Market value$31.53M
2.46%
Sole
515.06K
Shared
0.00
None
0.00
ALBEMARLE CORP
SOLEShares374K
TypeSH
Market value$23.44M
1.83%
Sole
374K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares113.13K
TypeSH
Market value$19.94M
1.56%
Sole
113.13K
Shared
0.00
None
0.00
KLA CORP
SOLEShares19.76K
TypeSH
Market value$17.70M
1.38%
Sole
19.76K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares62.32K
TypeSH
Market value$15.36M
1.20%
Sole
62.32K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares151.46K
TypeSH
Market value$12.56M
0.98%
Sole
151.46K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares24.47K
TypeSH
Market value$12.55M
0.98%
Sole
24.47K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares103.95K
TypeSH
Market value$10.88M
0.85%
Sole
103.95K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares31.04K
TypeSH
Market value$9.68M
0.76%
Sole
31.04K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares12.46K
TypeSH
Market value$9.19M
0.72%
Sole
12.46K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares47.69K
TypeSH
Market value$8.73M
0.68%
Sole
47.69K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares10.54K
TypeSH
Market value$8.45M
0.66%
Sole
10.54K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares86.05K
TypeSH
Market value$8.38M
0.65%
Sole
86.05K
Shared
0.00
None
0.00
D R HORTON INC
SOLEShares64.79K
TypeSH
Market value$8.35M
0.65%
Sole
64.79K
Shared
0.00
None
0.00
NEBIUS GROUP N.V.
SOLEShares130.06K
TypeSH
Market value$7.20M
0.56%
Sole
130.06K
Shared
0.00
None
0.00
INTELLIA THERAPEUTICS INC
SOLEShares729.42K
TypeSH
Market value$6.84M
0.53%
Sole
729.42K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares53.97K
TypeSH
Market value$6.65M
0.52%
Sole
53.97K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.24M | SH | $281.55M 22.00% | 1.24M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.61M | SH | $254.65M 19.89% | 1.61M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 624.72K | SH | $137.06M 10.71% | 624.72K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 573.52K | SH | $117.67M 9.19% | 573.52K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 235.75K | SH | $64.98M 5.08% | 235.75K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 582.15K | SH | $51.37M 4.01% | 582.15K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 100.92K | SH | $50.20M 3.92% | 100.92K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 107.03K | SH | $34.00M 2.66% | 107.03K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 515.06K | SH | $31.53M 2.46% | 515.06K | 0.00 | 0.00 |
ALBEMARLE CORPSOLE | COM | 374K | SH | $23.44M 1.83% | 374K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 113.13K | SH | $19.94M 1.56% | 113.13K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 19.76K | SH | $17.70M 1.38% | 19.76K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 62.32K | SH | $15.36M 1.20% | 62.32K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | S&P BIOTECH | 151.46K | SH | $12.56M 0.98% | 151.46K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 24.47K | SH | $12.55M 0.98% | 24.47K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 103.95K | SH | $10.88M 0.85% | 103.95K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 31.04K | SH | $9.68M 0.76% | 31.04K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 12.46K | SH | $9.19M 0.72% | 12.46K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 47.69K | SH | $8.73M 0.68% | 47.69K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 10.54K | SH | $8.45M 0.66% | 10.54K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 86.05K | SH | $8.38M 0.65% | 86.05K | 0.00 | 0.00 |
D R HORTON INCSOLE | COM | 64.79K | SH | $8.35M 0.65% | 64.79K | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 130.06K | SH | $7.20M 0.56% | 130.06K | 0.00 | 0.00 |
INTELLIA THERAPEUTICS INCSOLE | COM | 729.42K | SH | $6.84M 0.53% | 729.42K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 53.97K | SH | $6.65M 0.52% | 53.97K | 0.00 | 0.00 |
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