Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. (CIK 1817652) reported $1.63B across 168 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TSM ($529.8M, 32.50%), INTC ($190.0M, 11.66%), NVDA ($130.6M, 8.01%), ASML ($69.1M, 4.24%), AMD ($56.1M, 3.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $529.8M | 32.50% | 1.1M | Trimmed |
| 2 | INTC | INTEL CORP | $190.0M | 11.66% | 1.4M | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $130.6M | 8.01% | 652,484 | Trimmed |
| 4 | ASML | ASML HLDG NV | $69.1M | 4.24% | 34,719 | Added |
| 5 | AMD | ADVANCED MICRO DEVICES INC | $56.1M | 3.44% | 96,568 | Trimmed |
| 6 | MU | MICRON TECHNOLOGY INC | $49.3M | 3.03% | 42,749 | Trimmed |
| 7 | NBIS | NEBIUS GROUP N.V. | $47.1M | 2.89% | 170,681 | Trimmed |
| 8 | CRWV | COREWEAVE INC | $42.7M | 2.62% | 429,274 | Added |
| 9 | KLAC | KLA CORP | $39.5M | 2.42% | 130,835 | Added |
| 10 | ALB | ALBEMARLE CORP | $31.1M | 1.91% | 230,095 | Added |
| 11 | TSLA | TESLA INC | $25.4M | 1.56% | 60,465 | Trimmed |
| 12 | EQT | EQT CORP | $23.3M | 1.43% | 438,294 | Added |
| 13 | EXE | EXPAND ENERGY CORPORATION | $21.8M | 1.34% | 239,197 | Added |
| 14 | LRCX | LAM RESEARCH CORP | $18.3M | 1.12% | 42,214 | Trimmed |
| 15 | LITE | LUMENTUM HLDGS INC | $14.9M | 0.92% | 17,398 | Trimmed |
| 16 | AAPL | APPLE INC | $14.8M | 0.91% | 51,296 | Trimmed |
| 17 | MRVL | MARVELL TECHNOLOGY INC | $13.3M | 0.81% | 44,521 | New |
| 18 | VALE | VALE S A | $12.8M | 0.79% | 852,163 | Added |
| 19 | FUTU | FUTU HLDGS LTD | $12.4M | 0.76% | 132,025 | Added |
| 20 | TSEM | TOWER SEMICONDUCTOR LTD | $11.9M | 0.73% | 45,487 | New |
| 21 | AMAT | APPLIED MATLS INC | $10.8M | 0.66% | 14,922 | Trimmed |
| 22 | CRCL | CIRCLE INTERNET GROUP INC | $9.4M | 0.58% | 149,752 | Added |
| 23 | AVGO | BROADCOM INC | $8.4M | 0.52% | 22,274 | Trimmed |
| 24 | GOOGL | ALPHABET INC | $8.0M | 0.49% | 22,466 | New |
| 25 | RBLX | ROBLOX CORP | $7.5M | 0.46% | 138,175 | Added |
Source: SEC Form 13F filings · as of 2026-06-30