Filed: 8/13/2026ACC: 0001817652-26-000005
📋 What this filing means
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. filed this quarterly 13F‑HR report disclosing 168 equity positions with a total reported market value of $1.63B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
168
Positions
$1.63B
Total AUM (reported)
12.61M
Total Shares
Allocation by class
COM$703.04M43.1%
SPONSORED ADS$558.27M34.2%
COM CL A$75.69M4.6%
COM NEW$75.20M4.6%
N Y REGISTRY SHS$69.07M4.2%
SHS CLASS A$47.14M2.9%
SPON ADS CL A$12.38M0.8%
Portfolio Concentration
Top 3$850.42M52.2%
4–10$334.92M20.5%
11–25$213.05M13.1%
Rest$231.97M14.2%
Top 3 weight
52.2%
Top 10 weight
72.7%
Voting Authority Distribution
Total shares with voting rights: 12.61M
Sole
Full voting authority
12.61M
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)
Sole168
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings168
Rows:
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares1.11M
TypeSH
Market value$529.83M
32.50%
Sole
1.11M
Shared
0.00
None
0.00
INTEL CORP
SOLEShares1.36M
TypeSH
Market value$190.03M
11.66%
Sole
1.36M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares652.48K
TypeSH
Market value$130.56M
8.01%
Sole
652.48K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares34.72K
TypeSH
Market value$69.07M
4.24%
Sole
34.72K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares96.57K
TypeSH
Market value$56.10M
3.44%
Sole
96.57K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares42.75K
TypeSH
Market value$49.34M
3.03%
Sole
42.75K
Shared
0.00
None
0.00
NEBIUS GROUP N.V.
SOLEShares170.68K
TypeSH
Market value$47.14M
2.89%
Sole
170.68K
Shared
0.00
None
0.00
COREWEAVE INC
SOLEShares429.27K
TypeSH
Market value$42.73M
2.62%
Sole
429.27K
Shared
0.00
None
0.00
KLA CORP
SOLEShares130.84K
TypeSH
Market value$39.47M
2.42%
Sole
130.84K
Shared
0.00
None
0.00
ALBEMARLE CORP
SOLEShares230.09K
TypeSH
Market value$31.07M
1.91%
Sole
230.09K
Shared
0.00
None
0.00
TESLA INC
SOLEShares60.47K
TypeSH
Market value$25.43M
1.56%
Sole
60.47K
Shared
0.00
None
0.00
EQT CORP
SOLEShares438.29K
TypeSH
Market value$23.30M
1.43%
Sole
438.29K
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares239.20K
TypeSH
Market value$21.81M
1.34%
Sole
239.20K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares42.21K
TypeSH
Market value$18.29M
1.12%
Sole
42.21K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares17.40K
TypeSH
Market value$14.93M
0.92%
Sole
17.40K
Shared
0.00
None
0.00
APPLE INC
SOLEShares51.30K
TypeSH
Market value$14.84M
0.91%
Sole
51.30K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares44.52K
TypeSH
Market value$13.26M
0.81%
Sole
44.52K
Shared
0.00
None
0.00
VALE S A
SOLEShares852.16K
TypeSH
Market value$12.82M
0.79%
Sole
852.16K
Shared
0.00
None
0.00
FUTU HLDGS LTD
SOLEShares132.03K
TypeSH
Market value$12.38M
0.76%
Sole
132.03K
Shared
0.00
None
0.00
TOWER SEMICONDUCTOR LTD
SOLEShares45.49K
TypeSH
Market value$11.86M
0.73%
Sole
45.49K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares14.92K
TypeSH
Market value$10.79M
0.66%
Sole
14.92K
Shared
0.00
None
0.00
CIRCLE INTERNET GROUP INC
SOLEShares149.75K
TypeSH
Market value$9.38M
0.58%
Sole
149.75K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares22.27K
TypeSH
Market value$8.41M
0.52%
Sole
22.27K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares22.47K
TypeSH
Market value$8.03M
0.49%
Sole
22.47K
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares138.18K
TypeSH
Market value$7.51M
0.46%
Sole
138.18K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 1.11M | SH | $529.83M 32.50% | 1.11M | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 1.36M | SH | $190.03M 11.66% | 1.36M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 652.48K | SH | $130.56M 8.01% | 652.48K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 34.72K | SH | $69.07M 4.24% | 34.72K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 96.57K | SH | $56.10M 3.44% | 96.57K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 42.75K | SH | $49.34M 3.03% | 42.75K | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 170.68K | SH | $47.14M 2.89% | 170.68K | 0.00 | 0.00 |
COREWEAVE INCSOLE | COM CL A | 429.27K | SH | $42.73M 2.62% | 429.27K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 130.84K | SH | $39.47M 2.42% | 130.84K | 0.00 | 0.00 |
ALBEMARLE CORPSOLE | COM | 230.09K | SH | $31.07M 1.91% | 230.09K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 60.47K | SH | $25.43M 1.56% | 60.47K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 438.29K | SH | $23.30M 1.43% | 438.29K | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 239.20K | SH | $21.81M 1.34% | 239.20K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 42.21K | SH | $18.29M 1.12% | 42.21K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 17.40K | SH | $14.93M 0.92% | 17.40K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 51.30K | SH | $14.84M 0.91% | 51.30K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 44.52K | SH | $13.26M 0.81% | 44.52K | 0.00 | 0.00 |
VALE S ASOLE | SPONSORED ADS | 852.16K | SH | $12.82M 0.79% | 852.16K | 0.00 | 0.00 |
FUTU HLDGS LTDSOLE | SPON ADS CL A | 132.03K | SH | $12.38M 0.76% | 132.03K | 0.00 | 0.00 |
TOWER SEMICONDUCTOR LTDSOLE | SHS NEW | 45.49K | SH | $11.86M 0.73% | 45.49K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 14.92K | SH | $10.79M 0.66% | 14.92K | 0.00 | 0.00 |
CIRCLE INTERNET GROUP INCSOLE | COM CL A | 149.75K | SH | $9.38M 0.58% | 149.75K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 22.27K | SH | $8.41M 0.52% | 22.27K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 22.47K | SH | $8.03M 0.49% | 22.47K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 138.18K | SH | $7.51M 0.46% | 138.18K | 0.00 | 0.00 |
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