HIMENSION CAPITAL (SINGAPORE) PTE. LTD.
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALPHABET INC | 1,140,749 | 1,280,429 | +139,680 | 277,316,082 | 400,774,277 | +123,458,195 |
| INTEL CORP | 0 | 1,119,312 | +1,119,312 | 0 | 41,302,613 | +41,302,613 |
| STRATEGY INC | 0 | 217,402 | +217,402 | 0 | 33,034,234 | +33,034,234 |
| ADVANCED MICRO DEVICES INC | 0 | 144,698 | +144,698 | 0 | 30,988,524 | +30,988,524 |
| EQT CORP | 31,419 | 276,521 | +245,102 | 1,710,136 | 14,821,526 | +13,111,390 |
| NEBIUS GROUP N.V. | 63,343 | 210,189 | +146,846 | 7,111,519 | 17,593,870 | +10,482,351 |
| VALE S A | 162,929 | 918,117 | +755,188 | 1,769,409 | 11,963,065 | +10,193,656 |
| LUMENTUM HLDGS INC | 5,315 | 28,504 | +23,189 | 864,804 | 10,506,289 | +9,641,485 |
| RIO TINTO PLC | 19,951 | 86,827 | +66,876 | 1,316,966 | 6,948,765 | +5,631,799 |
| ISHARES ETHEREUM TR | 0 | 178,039 | +178,039 | 0 | 3,993,415 | +3,993,415 |
| ROBLOX CORP | 0 | 44,420 | +44,420 | 0 | 3,599,353 | +3,599,353 |
| MP MATERIALS CORP | 32,598 | 104,962 | +72,364 | 2,186,348 | 5,302,680 | +3,116,332 |
| MICRON TECHNOLOGY INC | 64,314 | 48,479 | -15,835 | 10,761,018 | 13,836,391 | +3,075,373 |
| HIMS & HERS HEALTH INC | 29,342 | 129,254 | +99,912 | 1,664,278 | 4,196,877 | +2,532,599 |
| FUTU HLDGS LTD | 38,959 | 56,676 | +17,717 | 6,775,360 | 9,306,766 | +2,531,406 |
| SPDR SERIES TRUST | 0 | 19,825 | +19,825 | 0 | 2,417,262 | +2,417,262 |
| ALIBABA GROUP HLDG LTD | 24,397 | 44,056 | +19,659 | 4,360,476 | 6,457,728 | +2,097,252 |
| CIRCLE INTERNET GROUP INC | 25,270 | 67,964 | +42,694 | 3,350,297 | 5,389,545 | +2,039,248 |
| FIRST SOLAR INC | 0 | 6,348 | +6,348 | 0 | 1,658,288 | +1,658,288 |
| ASML HOLDING N V | 6,916 | 7,686 | +770 | 6,695,310 | 8,222,944 | +1,527,634 |
| ROBINHOOD MKTS INC | 5,284 | 19,105 | +13,821 | 756,563 | 2,160,776 | +1,404,213 |
| SELECT SECTOR SPDR TR | 0 | 25,082 | +25,082 | 0 | 1,070,751 | +1,070,751 |
| SEA LTD | 0 | 8,172 | +8,172 | 0 | 1,042,502 | +1,042,502 |
| ORACLE CORP | 0 | 5,162 | +5,162 | 0 | 1,006,125 | +1,006,125 |
| CENTURY ALUM CO | 0 | 25,250 | +25,250 | 0 | 989,295 | +989,295 |
| EATON CORP PLC | 0 | 3,103 | +3,103 | 0 | 988,337 | +988,337 |
| HUNTINGTON INGALLS INDS INC | 0 | 2,892 | +2,892 | 0 | 983,482 | +983,482 |
| CIENA CORP | 0 | 4,184 | +4,184 | 0 | 978,512 | +978,512 |
| ALCOA CORP | 0 | 18,380 | +18,380 | 0 | 976,713 | +976,713 |
| TTM TECHNOLOGIES INC | 0 | 14,043 | +14,043 | 0 | 968,967 | +968,967 |
| CHENIERE ENERGY INC | 5,773 | 11,633 | +5,860 | 1,356,540 | 2,261,339 | +904,799 |
| RELAY THERAPEUTICS INC | 0 | 104,953 | +104,953 | 0 | 887,902 | +887,902 |
| PULTE GROUP INC | 31,098 | 40,664 | +9,566 | 4,108,979 | 4,768,261 | +659,282 |
| DIREXION SHS ETF TR | 0 | 11,190 | +11,190 | 0 | 509,593 | +509,593 |
| XENON PHARMACEUTICALS INC | 0 | 11,279 | +11,279 | 0 | 505,525 | +505,525 |
| COHERENT CORP | 0 | 2,716 | +2,716 | 0 | 501,292 | +501,292 |
| VISTRA CORP | 0 | 3,092 | +3,092 | 0 | 498,832 | +498,832 |
| NUCOR CORP | 0 | 3,027 | +3,027 | 0 | 493,734 | +493,734 |
| CAMECO CORP | 23,905 | 27,289 | +3,384 | 2,004,673 | 2,496,671 | +491,998 |
| IONQ INC | 0 | 10,857 | +10,857 | 0 | 487,154 | +487,154 |
| ARISTA NETWORKS INC | 5,089 | 8,812 | +3,723 | 741,518 | 1,154,636 | +413,118 |
| OKLO INC | 2,997 | 9,993 | +6,996 | 334,555 | 717,098 | +382,543 |
| HESAI GROUP | 72,374 | 107,390 | +35,016 | 2,033,709 | 2,405,536 | +371,827 |
| ZETA GLOBAL HOLDINGS CORP | 34,440 | 51,146 | +16,706 | 684,323 | 1,040,821 | +356,498 |
| JINKOSOLAR HLDG CO LTD | 69,354 | 78,358 | +9,004 | 1,666,577 | 2,022,420 | +355,843 |
| RAMBUS INC DEL | 2,470 | 6,460 | +3,990 | 257,374 | 593,609 | +336,235 |
| ALMONTY INDS INC | 12,572 | 46,079 | +33,507 | 75,809 | 405,956 | +330,147 |
| SHOPIFY INC | 5,573 | 6,571 | +998 | 828,204 | 1,057,734 | +229,530 |
| UNITED STATES ANTIMONY CORP | 0 | 37,552 | +37,552 | 0 | 188,511 | +188,511 |
| VANECK ETF TRUST | 32,007 | 37,626 | +5,619 | 571,005 | 717,904 | +146,899 |
| BOEING CO | 1,993 | 2,464 | +471 | 430,149 | 534,984 | +104,835 |
| GALAXY DIGITAL INC. | 10,363 | 20,329 | +9,966 | 350,373 | 454,556 | +104,183 |
| REDDIT INC | 6,760 | 7,143 | +383 | 1,554,732 | 1,641,961 | +87,229 |
| SEMPRA | 22,618 | 23,842 | +1,224 | 2,035,168 | 2,105,010 | +69,842 |
| TEMPUS AI INC | 24,106 | 33,731 | +9,625 | 1,945,595 | 1,991,816 | +46,221 |
| VERTIV HOLDINGS CO | 21,039 | 19,841 | -1,198 | 3,173,944 | 3,214,440 | +40,496 |
| ABIVAX SA | 11,962 | 7,750 | -4,212 | 1,015,574 | 1,045,126 | +29,552 |
| INSMED INC | 8,587 | 7,164 | -1,423 | 1,236,614 | 1,246,823 | +10,209 |
| REVOLUTION MEDICINES INC | 21,421 | 12,624 | -8,797 | 1,000,361 | 1,005,502 | +5,141 |
| AES CORP | 124,856 | 114,930 | -9,926 | 1,643,105 | 1,648,096 | +4,991 |
| P T TELEKOMUNIKASI INDONESIA | 37,550 | 32,920 | -4,630 | 706,691 | 692,966 | -13,725 |
| MODERNA INC | 66,665 | 57,728 | -8,937 | 1,721,957 | 1,702,399 | -19,558 |
| SERVE ROBOTICS INC | 39,734 | 39,619 | -115 | 462,106 | 411,245 | -50,861 |
| CRH PLC | 23,638 | 22,140 | -1,498 | 2,834,196 | 2,763,072 | -71,124 |
| FULL TRUCK ALLIANCE CO LTD | 84,109 | 93,533 | +9,424 | 1,090,894 | 1,003,609 | -87,285 |
| SEAGATE TECHNOLOGY HLDNGS PL | 8,560 | 7,009 | -1,551 | 2,020,674 | 1,930,209 | -90,465 |
| COINBASE GLOBAL INC | 22,058 | 32,254 | +10,196 | 7,444,354 | 7,293,920 | -150,434 |
| KE HLDGS INC | 157,976 | 180,349 | +22,373 | 3,001,544 | 2,842,300 | -159,244 |
| PDD HOLDINGS INC | 110,953 | 127,812 | +16,859 | 14,664,658 | 14,492,603 | -172,055 |
| SYNOPSYS INC | 21,774 | 22,491 | +717 | 10,743,074 | 10,564,473 | -178,601 |
| TELADOC HEALTH INC | 183,817 | 169,064 | -14,753 | 1,420,905 | 1,183,448 | -237,457 |
| CRISPR THERAPEUTICS AG | 72,339 | 84,390 | +12,051 | 4,688,291 | 4,425,412 | -262,879 |
| ROKU INC | 2,786 | 0 | -2,786 | 278,962 | 0 | -278,962 |
| SUPER MICRO COMPUTER INC | 94,655 | 144,936 | +50,281 | 4,537,761 | 4,242,277 | -295,484 |
| SANDISK CORP | 3,068 | 0 | -3,068 | 344,230 | 0 | -344,230 |
| CHAGEE HLDGS LTD | 21,786 | 0 | -21,786 | 360,558 | 0 | -360,558 |
| COMCAST CORP NEW | 53,042 | 42,764 | -10,278 | 1,666,580 | 1,278,216 | -388,364 |
| CELESTICA INC | 3,420 | 1,430 | -1,990 | 842,620 | 422,722 | -419,898 |
| KINGSOFT CLOUD HLDGS LTD | 32,728 | 0 | -32,728 | 488,302 | 0 | -488,302 |
| ALNYLAM PHARMACEUTICALS INC | 10,094 | 10,185 | +91 | 4,602,864 | 4,050,065 | -552,799 |
| BAIDU INC | 4,631 | 0 | -4,631 | 610,227 | 0 | -610,227 |
| ISHARES TR | 295,030 | 295,030 | 0 | 26,366,831 | 25,714,815 | -652,016 |
| ZTO EXPRESS CAYMAN INC | 37,116 | 0 | -37,116 | 712,627 | 0 | -712,627 |
| AIRBNB INC | 6,965 | 0 | -6,965 | 845,690 | 0 | -845,690 |
| XPENG INC | 36,850 | 0 | -36,850 | 863,027 | 0 | -863,027 |
| SOCIEDAD QUIMICA Y MINERA DE | 60,086 | 23,870 | -36,216 | 2,582,496 | 1,642,256 | -940,240 |
| QUALCOMM INC | 32,904 | 26,230 | -6,674 | 5,473,909 | 4,486,642 | -987,267 |
| APPLIED MATLS INC | 38,513 | 26,014 | -12,499 | 7,885,152 | 6,685,338 | -1,199,814 |
| QUANTUMSCAPE CORP | 99,816 | 0 | -99,816 | 1,229,733 | 0 | -1,229,733 |
| D R HORTON INC | 57,947 | 58,885 | +938 | 9,820,278 | 8,481,207 | -1,339,071 |
| TENCENT MUSIC ENTMT GROUP | 86,885 | 34,797 | -52,088 | 2,027,896 | 609,991 | -1,417,905 |
| SELECT SECTOR SPDR TR | 18,007 | 0 | -18,007 | 1,570,390 | 0 | -1,570,390 |
| LAM RESEARCH CORP | 76,718 | 48,389 | -28,329 | 10,272,540 | 8,283,229 | -1,989,311 |
| BLOCK INC | 28,096 | 0 | -28,096 | 2,030,498 | 0 | -2,030,498 |
| COREWEAVE INC | 92,718 | 147,449 | +54,731 | 12,688,458 | 10,558,823 | -2,129,635 |
| BITMINE IMMERSION TECNOLOGIE | 222,686 | 341,201 | +118,515 | 11,564,084 | 9,263,607 | -2,300,477 |
| TESLA INC | 132,948 | 126,029 | -6,919 | 59,124,635 | 56,677,762 | -2,446,873 |
| ISHARES ETHEREUM TR | 78,975 | 0 | -78,975 | 2,488,502 | 0 | -2,488,502 |
| NATERA INC | 17,283 | 0 | -17,283 | 2,782,045 | 0 | -2,782,045 |
| SELECT SECTOR SPDR TR | 22,122 | 0 | -22,122 | 3,078,719 | 0 | -3,078,719 |