HIMENSION CAPITAL (SINGAPORE) PTE. LTD.
SINGAPORE U0 · SEC CIK 0001817652
$13.02亿2026Q1 申报市值
135持仓数
70.3%前十大占比 · 第一大 29.6%
57 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
INTC 加仓+$3,311.64万
AAPL 加仓+$3,069.49万
TSM 加仓+$2,779.67万
CRWV 加仓+$1,848.04万
EXE 新建仓+$1,577.59万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$8,007.47万
AVGO 减仓-$4,840.93万
MSTR 减仓-$1,608.42万
SNPS 清仓-$1,056.45万
LITE 减仓-$707.68万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -22,491 | -100.0% | -$1,056.45万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -44,056 | -100.0% | -$645.77万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -26,230 | -100.0% | -$448.66万 | 清仓 |
| BEKE | KE HLDGS INC | $0 | 0.00% | 0 | -180,349 | -100.0% | -$284.23万 | 清仓 |
| XBI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -19,825 | -100.0% | -$241.73万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -7,143 | -100.0% | -$164.20万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -7,164 | -100.0% | -$124.68万 | 清仓 |
| TDOC | TELADOC HEALTH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -25,082 | -100.0% | -$107.08万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -6,571 | -100.0% | -$105.77万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -8,172 | -100.0% | -$104.25万 | 清仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -5,162 | -100.0% | -$100.61万 | 清仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TME | TENCENT MUSIC ENTMT GROUP | $0 | 0.00% | 0 | -34,797 | -100.0% | -$61.00万 | 清仓 |
| TNA | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -11,190 | -100.0% | -$50.96万 | 清仓 |
| XENE | XENON PHARMACEUTICALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SERV | SERVE ROBOTICS INC | $0 | 0.00% | 0 | -39,619 | -100.0% | -$41.12万 | 清仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $403 | 0.00% | 16 | -37,100 | -100.0% | -$93.45万 | 重新持有 |
| CF | CF INDUSTRIES HOLD | $2.49万 | 0.00% | 192 | 192 | — | $2.49万 | 新建仓 |
| SNDK | SANDISK CORP | $4.32万 | 0.00% | 68 | -3,000 | -97.8% | -$190.60万 | 重新持有 |
| RH | RH | $4.54万 | 0.00% | 325 | 325 | — | $4.54万 | 新建仓 |
| PVH | PVH CORPORATION | $5.11万 | 0.00% | 732 | 732 | — | $5.11万 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $8.76万 | 0.01% | 2,366 | 2,366 | — | $8.76万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $9.88万 | 0.01% | 400 | 400 | — | $9.88万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $9.95万 | 0.01% | 503 | 503 | — | $9.95万 | 新建仓 |
| NKE | NIKE INC | $9.99万 | 0.01% | 1,892 | 1,892 | — | $9.99万 | 新建仓 |
| PWR | QUANTA SVCS INC | $10.27万 | 0.01% | 187 | 187 | — | $10.27万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $10.27万 | 0.01% | 263 | 263 | — | $10.27万 | 新建仓 |
| NCNO | NCINO INC | $10.53万 | 0.01% | 7,028 | 7,028 | — | $10.53万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $10.99万 | 0.01% | 6,993 | 6,993 | — | $10.99万 | 新建仓 |
| CALM | CAL MAINE FOODS INC | $11.07万 | 0.01% | 1,398 | 1,398 | — | $11.07万 | 新建仓 |
| BX | BLACKSTONE INC | $11.34万 | 0.01% | 986 | 986 | — | $11.34万 | 新建仓 |
| LW | LAMB WESTON HLDGS INC | $11.34万 | 0.01% | 2,683 | 2,683 | — | $11.34万 | 新建仓 |
| — | EXXON MOBIL CORP | $12.08万 | 0.01% | 712 | 712 | — | $12.08万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $15.82万 | 0.01% | 987 | 987 | — | $15.82万 | 新建仓 |
| ALM | ALMONTY INDS INC | $25.29万 | 0.02% | 17,465 | -28,614 | -62.1% | -$41.43万 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $26.05万 | 0.02% | 5,481 | 5,481 | — | $26.05万 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $28.38万 | 0.02% | 21,678 | 21,678 | — | $28.38万 | 新建仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $36.50万 | 0.03% | 276,532 | 276,532 | — | $36.50万 | 新建仓 |
| IREN | IREN LIMITED | $38.27万 | 0.03% | 11,164 | 11,164 | — | $38.27万 | 新建仓 |
| IONQ | IONQ INC | $40.70万 | 0.03% | 14,117 | 3,260 | 30.0% | $9.40万 | 加仓 |
| CAT | CATERPILLAR INC | $41.23万 | 0.03% | 582 | 582 | — | $41.23万 | 新建仓 |
| GLXY | GALAXY DIGITAL INC. | $41.89万 | 0.03% | 22,705 | 2,376 | 11.7% | $4.38万 | 加仓 |
| BA | BOEING CO | $43.27万 | 0.03% | 2,174 | -290 | -11.8% | -$5.77万 | 减仓 |
| GLW | CORNING INC | $45.50万 | 0.03% | 3,346 | 3,346 | — | $45.50万 | 新建仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $47.26万 | 0.04% | 54,139 | 16,587 | 44.2% | $14.48万 | 加仓 |
| NRG | NRG ENERGY INC | $47.66万 | 0.04% | 3,261 | 3,261 | — | $47.66万 | 新建仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $48.49万 | 0.04% | 61,612 | 61,612 | — | $48.49万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $50.25万 | 0.04% | 1,456 | 1,456 | — | $50.25万 | 新建仓 |
| OCS | OCULIS HOLDING AG | $50.32万 | 0.04% | 18,926 | 18,926 | — | $50.32万 | 新建仓 |
| — | BITFARMS LTD | $50.40万 | 0.04% | 258,459 | 258,459 | — | $50.40万 | 新建仓 |
| VST | VISTRA CORP | $51.22万 | 0.04% | 3,407 | 315 | 10.2% | $4.74万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $51.99万 | 0.04% | 762 | 762 | — | $51.99万 | 新建仓 |
| DQ | DAQO NEW ENERGY CORP | $52.12万 | 0.04% | 24,503 | 24,503 | — | $52.12万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $52.39万 | 0.04% | 1,641 | 1,641 | — | $52.39万 | 新建仓 |
| OKLO | OKLO INC | $52.42万 | 0.04% | 10,570 | 577 | 5.8% | $2.86万 | 加仓 |
| CIEN | CIENA CORP | $55.28万 | 0.04% | 1,424 | -2,760 | -66.0% | -$107.15万 | 减仓 |
| RMBS | RAMBUS INC DEL | $55.33万 | 0.04% | 6,432 | -28 | -0.4% | -$2,409 | 减仓 |
| CLS | CELESTICA INC | $58.14万 | 0.04% | 2,064 | 634 | 44.3% | $17.86万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $58.96万 | 0.05% | 6,052 | -7,991 | -56.9% | -$77.85万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $62.61万 | 0.05% | 1,036 | 1,036 | — | $62.61万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $65.73万 | 0.05% | 777 | 777 | — | $65.73万 | 新建仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $74.25万 | 0.06% | 9,838 | 9,838 | — | $74.25万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $77.10万 | 0.06% | 11,496 | -4,302 | -27.2% | -$28.85万 | 减仓 |
| MTZ | MASTEC INC | $77.54万 | 0.06% | 2,410 | 2,410 | — | $77.54万 | 新建仓 |
| COHR | COHERENT CORP | $83.90万 | 0.06% | 3,522 | 806 | 29.7% | $19.20万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $84.87万 | 0.07% | 2,234 | -658 | -22.8% | -$25.00万 | 减仓 |
| DASH | DOORDASH INC | $85.68万 | 0.07% | 5,706 | 1,591 | 38.7% | $23.89万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $89.14万 | 0.07% | 3,192 | 3,192 | — | $89.14万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $89.57万 | 0.07% | 6,833 | 6,833 | — | $89.57万 | 新建仓 |
| CENX | CENTURY ALUM CO | $89.65万 | 0.07% | 15,276 | -9,974 | -39.5% | -$58.54万 | 减仓 |
| NTR | NUTRIEN LTD | $91.77万 | 0.07% | 12,162 | 12,162 | — | $91.77万 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $92.75万 | 0.07% | 40,188 | 40,188 | — | $92.75万 | 新建仓 |
| RLAY | RELAY THERAPEUTICS INC | $93.70万 | 0.07% | 94,169 | -10,784 | -10.3% | -$10.73万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $100.64万 | 0.08% | 10,721 | 10,721 | — | $100.64万 | 新建仓 |
| CLSK | CLEANSPARK INC | $101.76万 | 0.08% | 119,576 | 119,576 | — | $101.76万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $101.94万 | 0.08% | 13,385 | 13,385 | — | $101.94万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $105.08万 | 0.08% | 10,805 | -1,819 | -14.4% | -$17.69万 | 减仓 |
| ABVX | ABIVAX SA | $107.55万 | 0.08% | 9,659 | 1,909 | 24.6% | $21.26万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $108.92万 | 0.08% | 8,871 | 59 | 0.7% | $7,244 | 加仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $109.22万 | 0.08% | 5,321 | 5,321 | — | $109.22万 | 新建仓 |
| APH | AMPHENOL CORP | $110.62万 | 0.08% | 8,755 | 8,755 | — | $110.62万 | 新建仓 |
| ETN | EATON CORP PLC | $123.32万 | 0.09% | 3,448 | 345 | 11.1% | $12.34万 | 加仓 |
| AA | ALCOA CORP | $123.55万 | 0.09% | 18,626 | 246 | 1.3% | $1.63万 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $136.72万 | 0.11% | 16,892 | -6,978 | -29.2% | -$56.48万 | 减仓 |
| MOS | MOSAIC CO | $144.03万 | 0.11% | 56,484 | 56,484 | — | $144.03万 | 新建仓 |
| BEAM | BEAM THERAPEUTICS INC | $147.96万 | 0.11% | 62,089 | 62,089 | — | $147.96万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $150.05万 | 0.12% | 5,288 | -6,345 | -54.5% | -$180.05万 | 减仓 |
| AES | AES CORP | $157.71万 | 0.12% | 111,933 | -2,997 | -2.6% | -$4.22万 | 减仓 |
| EOG | EOG RES INC | $166.85万 | 0.13% | 11,541 | 11,541 | — | $166.85万 | 新建仓 |
| VNM | VANECK ETF TRUST | $168.60万 | 0.13% | 97,403 | 59,777 | 158.9% | $103.47万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $170.47万 | 0.13% | 23,436 | 23,436 | — | $170.47万 | 新建仓 |
| MRNA | MODERNA INC | $179.52万 | 0.14% | 35,338 | -22,390 | -38.8% | -$113.74万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $182.15万 | 0.14% | 40,451 | 40,451 | — | $182.15万 | 新建仓 |
| MOD | MODINE MFG CO | $183.49万 | 0.14% | 8,467 | 8,467 | — | $183.49万 | 新建仓 |
| HSAI | HESAI GROUP | $202.88万 | 0.16% | 106,108 | -1,282 | -1.2% | -$2.45万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $204.30万 | 0.16% | 5,215 | -1,794 | -25.6% | -$70.28万 | 减仓 |