HIMENSION CAPITAL (SINGAPORE) PTE. LTD. — 13F holdings

HIMENSION CAPITAL (SINGAPORE) PTE. LTD. reported 168 holdings worth $1.63B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $530M (32.5%)
  2. INTC Intel Corp — $190M (11.7%)
  3. NVDA NVIDIA CORPORATION — $131M (8.0%)
  4. ASML ASML Holding N V — $69.1M (4.2%)
  5. AMD ADVANCED MICRO DEVICES INC — $56.1M (3.4%)
  6. MU MICRON TECHNOLOGY INC — $49.3M (3.0%)
  7. NBIS NEBIUS GROUP N.V. — $47.1M (2.9%)
  8. CRWV COREWEAVE INC — $42.7M (2.6%)
  9. KLAC KLA CORP — $39.5M (2.4%)
  10. ALB ALBEMARLE CORP — $31.1M (1.9%)