Q3 2025 · 13F-HR
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.holdings as filed
Filed 2025-11-13 · accession 0001817652-25-000006
$1.63B
Reported value
92
Positions
2025-09-30
Period end
The Brief · HIMENSION CAPITAL (SINGAPORE) PTE. LTD. · Q3 2025
AI · grounded in 13F
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. established a new position in TSM valued at $328M. The fund also initiated new stakes in NVDA for $294.6M and GOOGL for $277.3M. Additional new positions include AVGO at $80.3M and AAPL at $79.5M. Total AUM for the fund stands at $1.63B across 92 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $328.0M | 20.1% | 1,174,427 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $294.6M | 18.1% | 1,579,210 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $277.3M | 17.0% | 1,140,749 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $80.3M | 4.92% | 243,345 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $79.5M | 4.87% | 312,161 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $59.1M | 3.63% | 132,948 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $52.5M | 3.22% | 101,273 | Common | SOLE |
| 012653101 | ALB | ALBEMARLE CORP | $37.6M | 2.30% | 463,376 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $33.8M | 2.07% | 46,048 | Common | SOLE |
| 46438F101 | IBIT | ISHARES BITCOIN TRUST ETF | $33.2M | 2.04% | 510,642 | Common | SOLE |
| 464287432 | TLT | ISHARES TR | $26.4M | 1.62% | 295,030 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $22.1M | 1.36% | 100,644 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $21.1M | 1.29% | 19,518 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $16.2M | 0.99% | 59,492 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $14.7M | 0.90% | 110,953 | Common | SOLE |
| 78464A870 | XBI | SPDR SERIES TRUST | $13.3M | 0.81% | 132,559 | Common | SOLE |
| 21873S108 | CRWV | COREWEAVE INC | $12.7M | 0.78% | 92,718 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $12.2M | 0.75% | 35,464 | Common | SOLE |
| 09175A206 | BMNR | BITMINE IMMERSION TECNOLOGIE | $11.6M | 0.71% | 222,686 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $10.8M | 0.66% | 64,314 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $10.7M | 0.66% | 21,774 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $10.3M | 0.63% | 76,718 | Common | SOLE |
| 23331A109 | DHI | D R HORTON INC | $9.8M | 0.60% | 57,947 | Common | SOLE |
| 45826J105 | NTLA | INTELLIA THERAPEUTICS INC | $9.8M | 0.60% | 565,130 | Common | SOLE |
| 15135B101 | CNC | CENTENE CORP DEL | $8.4M | 0.51% | 234,410 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $7.9M | 0.48% | 38,513 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $7.4M | 0.46% | 22,058 | Common | SOLE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $7.1M | 0.44% | 63,343 | Common | SOLE |
| 36118L106 | FUTU | FUTU HLDGS LTD | $6.8M | 0.42% | 38,959 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $6.7M | 0.41% | 6,916 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $5.5M | 0.34% | 32,904 | Common | SOLE |
| H17182108 | CRSP | CRISPR THERAPEUTICS AG | $4.7M | 0.29% | 72,339 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $4.6M | 0.28% | 10,094 | Common | SOLE |
| 45841N107 | IBKR | INTERACTIVE BROKERS GROUP IN | $4.5M | 0.28% | 66,113 | Common | SOLE |
| 86800U302 | SMCI | SUPER MICRO COMPUTER INC | $4.5M | 0.28% | 94,655 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $4.4M | 0.27% | 24,397 | Common | SOLE |
| 745867101 | PHM | PULTE GROUP INC | $4.1M | 0.25% | 31,098 | Common | SOLE |
| 172573107 | CRCL | CIRCLE INTERNET GROUP INC | $3.4M | 0.21% | 25,270 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $3.2M | 0.19% | 21,039 | Common | SOLE |
| 81369Y209 | XLV | SELECT SECTOR SPDR TR | $3.1M | 0.19% | 22,122 | Common | SOLE |
| 482497104 | BEKE | KE HLDGS INC | $3.0M | 0.18% | 157,976 | Common | SOLE |
| G25508105 | CRH | CRH PLC | $2.8M | 0.17% | 23,638 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $2.8M | 0.17% | 17,283 | Common | SOLE |
| 833635105 | SQM | SOCIEDAD QUIMICA Y MINERA DE | $2.6M | 0.16% | 60,086 | Common | SOLE |
| 464287184 | FXI | ISHARES ETHEREUM TR | $2.5M | 0.15% | 78,975 | Common | SOLE |
| 553368101 | MP | MP MATERIALS CORP | $2.2M | 0.13% | 32,598 | Common | SOLE |
| 816851109 | SRE | SEMPRA | $2.0M | 0.12% | 22,618 | Common | SOLE |
| 428050108 | HSAI | HESAI GROUP | $2.0M | 0.12% | 72,374 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $2.0M | 0.12% | 28,096 | Common | SOLE |
| 88034P109 | TME | TENCENT MUSIC ENTMT GROUP | $2.0M | 0.12% | 86,885 | Common | SOLE |
| G7997R103 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $2.0M | 0.12% | 8,560 | Common | SOLE |
| 13321L108 | CCJ | CAMECO CORP | $2.0M | 0.12% | 23,905 | Common | SOLE |
| 88023B103 | TEM | TEMPUS AI INC | $1.9M | 0.12% | 24,106 | Common | SOLE |
| 91912E105 | VALE | VALE S A | $1.8M | 0.11% | 162,929 | Common | SOLE |
| 60770K107 | MRNA | MODERNA INC | $1.7M | 0.11% | 66,665 | Common | SOLE |
| 26884L109 | EQT | EQT CORP | $1.7M | 0.10% | 31,419 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $1.7M | 0.10% | 53,042 | Common | SOLE |
| 47759T100 | JKS | JINKOSOLAR HLDG CO LTD | $1.7M | 0.10% | 69,354 | Common | SOLE |
| 433000106 | HIMS | HIMS & HERS HEALTH INC | $1.7M | 0.10% | 29,342 | Common | SOLE |
| 00130H105 | AES | AES CORP | $1.6M | 0.10% | 124,856 | Common | SOLE |
| 81369Y886 | XLU | SELECT SECTOR SPDR TR | $1.6M | 0.10% | 18,007 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $1.6M | 0.10% | 6,760 | Common | SOLE |
| 87918A105 | TDOC | TELADOC HEALTH INC | $1.4M | 0.09% | 183,817 | Common | SOLE |
| 16411R208 | LNG | CHENIERE ENERGY INC | $1.4M | 0.08% | 5,773 | Common | SOLE |
| 767204100 | RIO | RIO TINTO PLC | $1.3M | 0.08% | 19,951 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $1.2M | 0.08% | 8,587 | Common | SOLE |
| 74767V109 | QS | QUANTUMSCAPE CORP | $1.2M | 0.08% | 99,816 | Common | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $1.1M | 0.07% | 84,109 | Common | SOLE |
| 00370M103 | ABVX | ABIVAX SA | $1.0M | 0.06% | 11,962 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $1.0M | 0.06% | 21,421 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $864,804 | 0.05% | 5,315 | Common | SOLE |
| 98422D105 | XPEV | XPENG INC | $863,027 | 0.05% | 36,850 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $845,690 | 0.05% | 6,965 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $842,620 | 0.05% | 3,420 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $828,204 | 0.05% | 5,573 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $756,563 | 0.05% | 5,284 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $741,518 | 0.05% | 5,089 | Common | SOLE |
| 98980A105 | ZTO | ZTO EXPRESS CAYMAN INC | $712,627 | 0.04% | 37,116 | Common | SOLE |
| 715684106 | TLK | P T TELEKOMUNIKASI INDONESIA | $706,691 | 0.04% | 37,550 | Common | SOLE |
| 98956A105 | ZETA | ZETA GLOBAL HOLDINGS CORP | $684,323 | 0.04% | 34,440 | Common | SOLE |
| 056752108 | BIDU | BAIDU INC | $610,227 | 0.04% | 4,631 | Common | SOLE |
| 92189F817 | VNM | VANECK ETF TRUST | $571,005 | 0.04% | 32,007 | Common | SOLE |
| 49639K101 | KC | KINGSOFT CLOUD HLDGS LTD | $488,302 | 0.03% | 32,728 | Common | SOLE |
| 81758H106 | SERV | SERVE ROBOTICS INC | $462,106 | 0.03% | 39,734 | Common | SOLE |
| 097023105 | BA | BOEING CO | $430,149 | 0.03% | 1,993 | Common | SOLE |
| 15743P104 | CHA | CHAGEE HLDGS LTD | $360,558 | 0.02% | 21,786 | Common | SOLE |
| 36317J209 | GLXY | GALAXY DIGITAL INC. | $350,373 | 0.02% | 10,363 | Common | SOLE |
| 80004C200 | SNDK | SANDISK CORP | $344,230 | 0.02% | 3,068 | Common | SOLE |
| 02156V109 | OKLO | OKLO INC | $334,555 | 0.02% | 2,997 | Common | SOLE |
| 77543R102 | ROKU | ROKU INC | $278,962 | 0.02% | 2,786 | Common | SOLE |
| 750917106 | RMBS | RAMBUS INC DEL | $257,374 | 0.02% | 2,470 | Common | SOLE |
| 020398707 | ALM | ALMONTY INDS INC | $75,809 | 0.00% | 12,572 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.