HIMENSION CAPITAL (SINGAPORE) PTE. LTD.
SINGAPORE U0 · SEC CIK 0001817652
$16.30亿2026Q2 申报市值
168持仓数
72.7%前十大占比 · 第一大 32.5%
57 / 30新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ASML 加仓+$4,996.68万
MRVL 新建仓+$1,326.24万
TSEM 新建仓+$1,185.57万
EXE 加仓+$870.79万
EQT 加仓+$758.30万
2026Q2 卖出最多 按季末市值估算
GOOGL 重新持有-$4.50亿
NVDA 减仓-$8,057.60万
INTC 减仓-$7,104.12万
TSLA 减仓-$4,053.53万
AAPL 减仓-$3,961.02万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES TR | $0 | 0.00% | 0 | -309,510 | -100.0% | -$2,683.14万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -480,990 | -100.0% | -$1,847.96万 | 清仓 |
| GGLL | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -193,888 | -100.0% | -$1,513.30万 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -145,939 | -100.0% | -$1,491.20万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -88,522 | -100.0% | -$1,104.75万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -31,821 | -100.0% | -$555.63万 | 清仓 |
| — | ISHARES ETHEREUM TR | $0 | 0.00% | 0 | -330,654 | -100.0% | -$523.43万 | 清仓 |
| MOS | MOSAIC CO | $0 | 0.00% | 0 | -56,484 | -100.0% | -$144.03万 | 清仓 |
| NTR | NUTRIEN LTD | $0 | 0.00% | 0 | -12,162 | -100.0% | -$91.77万 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -10,570 | -100.0% | -$52.42万 | 清仓 |
| — | BITFARMS LTD | $0 | 0.00% | 0 | -258,459 | -100.0% | -$50.40万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -3,261 | -100.0% | -$47.66万 | 清仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $0 | 0.00% | 0 | -276,532 | -100.0% | -$36.50万 | 清仓 |
| RCAT | RED CAT HLDGS INC | $0 | 0.00% | 0 | -21,678 | -100.0% | -$28.38万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -987 | -100.0% | -$15.82万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -712 | -100.0% | -$12.08万 | 清仓 |
| LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | -2,683 | -100.0% | -$11.34万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -986 | -100.0% | -$11.34万 | 清仓 |
| CALM | CAL MAINE FOODS INC | $0 | 0.00% | 0 | -1,398 | -100.0% | -$11.07万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -6,993 | -100.0% | -$10.99万 | 清仓 |
| NCNO | NCINO INC | $0 | 0.00% | 0 | -7,028 | -100.0% | -$10.53万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -263 | -100.0% | -$10.27万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -1,892 | -100.0% | -$9.99万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -503 | -100.0% | -$9.95万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -400 | -100.0% | -$9.88万 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC | $0 | 0.00% | 0 | -2,366 | -100.0% | -$8.76万 | 清仓 |
| PVH | PVH CORPORATION | $0 | 0.00% | 0 | -732 | -100.0% | -$5.11万 | 清仓 |
| RH | RH | $0 | 0.00% | 0 | -325 | -100.0% | -$4.54万 | 清仓 |
| CF | CF INDUSTRIES HOLD | $0 | 0.00% | 0 | -192 | -100.0% | -$2.49万 | 清仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $0 | 0.00% | 0 | -16 | -100.0% | -$403 | 清仓 |
| OCS | OCULIS HOLDING AG | $23.96万 | 0.01% | 17,276 | -1,650 | -8.7% | -$2.29万 | 减仓 |
| IREN | IREN LIMITED | $24.74万 | 0.02% | 5,411 | -5,753 | -51.5% | -$26.31万 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $26.55万 | 0.02% | 2,581 | -2,900 | -52.9% | -$29.84万 | 减仓 |
| GLXY | GALAXY DIGITAL INC. | $26.81万 | 0.02% | 9,806 | -12,899 | -56.8% | -$35.27万 | 减仓 |
| CAT | CATERPILLAR INC | $27.16万 | 0.02% | 255 | -327 | -56.2% | -$34.82万 | 减仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $32.53万 | 0.02% | 21,771 | 21,771 | — | $32.53万 | 新建仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $35.48万 | 0.02% | 14,661 | 14,661 | — | $35.48万 | 新建仓 |
| BA | BOEING CO | $37.62万 | 0.02% | 1,738 | -436 | -20.1% | -$9.44万 | 减仓 |
| TLN | TALEN ENERGY CORP | $39.12万 | 0.02% | 1,018 | -623 | -38.0% | -$23.94万 | 减仓 |
| CYTK | CYTOKINETICS INC | $39.20万 | 0.02% | 4,601 | 4,601 | — | $39.20万 | 新建仓 |
| CVNA | CARVANA CO | $39.29万 | 0.02% | 5,969 | 5,969 | — | $39.29万 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $40.24万 | 0.02% | 20,449 | -30,697 | -60.0% | -$60.41万 | 重新持有 |
| DNLI | DENALI THERAPEUTICS INC | $41.02万 | 0.03% | 15,949 | 15,949 | — | $41.02万 | 新建仓 |
| IMNM | IMMUNOME INC | $41.27万 | 0.03% | 19,477 | 19,477 | — | $41.27万 | 新建仓 |
| TNGX | TANGO THERAPEUTICS INC | $41.29万 | 0.03% | 13,209 | 13,209 | — | $41.29万 | 新建仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $42.47万 | 0.03% | 7,721 | 7,721 | — | $42.47万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $44.37万 | 0.03% | 1,527 | 71 | 4.9% | $2.06万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $44.43万 | 0.03% | 1,327 | 1,327 | — | $44.43万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $44.90万 | 0.03% | 444 | -333 | -42.9% | -$33.68万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $45.10万 | 0.03% | 3,104 | 3,104 | — | $45.10万 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $46.27万 | 0.03% | 7,666 | -3,613 | -32.0% | -$21.81万 | 重新持有 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $47.12万 | 0.03% | 3,844 | 3,844 | — | $47.12万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $47.14万 | 0.03% | 949 | 949 | — | $47.14万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $47.39万 | 0.03% | 12,371 | 12,371 | — | $47.39万 | 新建仓 |
| CUBE | CUBESMART | $47.58万 | 0.03% | 11,965 | 11,965 | — | $47.58万 | 新建仓 |
| TDOC | TELADOC HEALTH INC | $49.18万 | 0.03% | 57,994 | -111,070 | -65.7% | -$94.19万 | 重新持有 |
| ATI | ATI INC | $49.31万 | 0.03% | 2,502 | 2,502 | — | $49.31万 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $50.55万 | 0.03% | 9,399 | 9,399 | — | $50.55万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $50.58万 | 0.03% | 3,092 | 3,092 | — | $50.58万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $51.01万 | 0.03% | 369 | 369 | — | $51.01万 | 新建仓 |
| GGB | GERDAU SA | $51.95万 | 0.03% | 128,587 | 128,587 | — | $51.95万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $52.30万 | 0.03% | 14,021 | 14,021 | — | $52.30万 | 新建仓 |
| MTZ | MASTEC INC | $53.05万 | 0.03% | 1,275 | -1,135 | -47.1% | -$47.22万 | 减仓 |
| AXTI | AXT INC | $53.08万 | 0.03% | 7,364 | 7,364 | — | $53.08万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $53.19万 | 0.03% | 1,500 | 1,500 | — | $53.19万 | 新建仓 |
| USD | PROSHARES TR | $58.81万 | 0.04% | 5,641 | 5,641 | — | $58.81万 | 新建仓 |
| DASH | DOORDASH INC | $58.87万 | 0.04% | 3,190 | -2,516 | -44.1% | -$46.43万 | 减仓 |
| FORM | FORMFACTOR INC | $60.85万 | 0.04% | 3,805 | 3,805 | — | $60.85万 | 新建仓 |
| ABVX | ABIVAX SA | $61.18万 | 0.04% | 4,591 | -5,068 | -52.5% | -$67.54万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $61.37万 | 0.04% | 4,486 | -2,347 | -34.3% | -$32.11万 | 减仓 |
| IONQ | IONQ INC | $63.90万 | 0.04% | 11,998 | -2,119 | -15.0% | -$11.29万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $64.17万 | 0.04% | 1,260 | 498 | 65.4% | $25.36万 | 加仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $64.26万 | 0.04% | 41,891 | -19,721 | -32.0% | -$30.25万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $65.06万 | 0.04% | 26,555 | 26,555 | — | $65.06万 | 新建仓 |
| VST | VISTRA CORP | $66.13万 | 0.04% | 4,169 | 762 | 22.4% | $12.09万 | 加仓 |
| APH | AMPHENOL CORP | $68.01万 | 0.04% | 3,857 | -4,898 | -55.9% | -$86.36万 | 减仓 |
| RMBS | RAMBUS INC DEL | $71.20万 | 0.04% | 5,364 | -1,068 | -16.6% | -$14.18万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $71.29万 | 0.04% | 24,133 | -16,055 | -39.9% | -$47.43万 | 减仓 |
| POET | POET TECHNOLOGIES INC | $71.92万 | 0.04% | 69,966 | 69,966 | — | $71.92万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $76.23万 | 0.05% | 8,758 | -2,738 | -23.8% | -$23.83万 | 减仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $76.69万 | 0.05% | 94,443 | 910 | 1.0% | $7,389 | 重新持有 |
| PUMP | PROPETRO HLDG CORP | $77.77万 | 0.05% | 54,234 | 54,234 | — | $77.77万 | 新建仓 |
| FRVO | FERVO ENERGY CO | $79.29万 | 0.05% | 27,125 | 27,125 | — | $79.29万 | 新建仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $81.61万 | 0.05% | 18,087 | 18,087 | — | $81.61万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $81.85万 | 0.05% | 413 | 413 | — | $81.85万 | 新建仓 |
| PWR | QUANTA SVCS INC | $81.87万 | 0.05% | 1,137 | 950 | 508.0% | $68.40万 | 加仓 |
| IBN | ICICI BANK LIMITED | $83.54万 | 0.05% | 28,777 | 28,777 | — | $83.54万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $84.76万 | 0.05% | 2,800 | 2,800 | — | $84.76万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $87.22万 | 0.05% | 35,528 | -7,236 | -16.9% | -$17.76万 | 重新持有 |
| DNN | DENISON MINES CORP | $90.70万 | 0.06% | 296,395 | 296,395 | — | $90.70万 | 新建仓 |
| NXE | NEXGEN ENERGY LTD | $91.16万 | 0.06% | 97,087 | 97,087 | — | $91.16万 | 新建仓 |
| RLAY | RELAY THERAPEUTICS INC | $93.76万 | 0.06% | 50,111 | -44,058 | -46.8% | -$82.43万 | 减仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $93.94万 | 0.06% | 129,396 | 75,257 | 139.0% | $54.64万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $95.30万 | 0.06% | 10,756 | -2,629 | -19.6% | -$23.29万 | 减仓 |
| F | FORD MTR CO | $96.91万 | 0.06% | 69,717 | 69,717 | — | $96.91万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $98.78万 | 0.06% | 5,984 | 5,984 | — | $98.78万 | 新建仓 |
| ENTG | ENTEGRIS INC | $99.79万 | 0.06% | 5,548 | 5,548 | — | $99.79万 | 新建仓 |
| CLSK | CLEANSPARK INC | $101.82万 | 0.06% | 69,979 | -49,597 | -41.5% | -$72.16万 | 减仓 |
| HDB | HDFC BANK LTD | $102.34万 | 0.06% | 39,622 | 39,622 | — | $102.34万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $105.87万 | 0.06% | 5,653 | -5,152 | -47.7% | -$96.49万 | 减仓 |