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 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.30亿 | 32.50% | 1,109,430 | -29,821 | -2.6% | -$1,424.16万 | 减仓 |
| INTC | INTEL CORP | $1.90亿 | 11.66% | 1,360,958 | -508,782 | -27.2% | -$7,104.12万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.31亿 | 8.01% | 652,484 | -402,699 | -38.2% | -$8,057.60万 | 减仓 |
| ASML | ASML HLDG NV | $6,907.14万 | 4.24% | 34,719 | 25,116 | 261.5% | $4,996.68万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5,609.73万 | 3.44% | 96,568 | -59,669 | -38.2% | -$3,466.23万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $4,934.47万 | 3.03% | 42,749 | -7,427 | -14.8% | -$857.29万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $4,713.70万 | 2.89% | 170,681 | -122,338 | -41.8% | -$3,378.61万 | 减仓 |
| CRWV | COREWEAVE INC | $4,272.99万 | 2.62% | 429,274 | 43,276 | 11.2% | $430.77万 | 加仓 |
| KLAC | KLA CORP | $3,947.42万 | 2.42% | 130,835 | -17,885 | -12.0% | -$539.61万 | 减仓 |
| ALB | ALBEMARLE CORP | $3,106.97万 | 1.91% | 230,095 | 18,672 | 8.8% | $252.13万 | 加仓 |
| TSLA | TESLA INC | $2,543.16万 | 1.56% | 60,465 | -96,375 | -61.4% | -$4,053.53万 | 减仓 |
| EQT | EQT CORP | $2,330.41万 | 1.43% | 438,294 | 142,618 | 48.2% | $758.30万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $2,181.24万 | 1.34% | 239,197 | 95,492 | 66.5% | $870.79万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,829.26万 | 1.12% | 42,214 | -8,644 | -17.0% | -$374.57万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $1,492.85万 | 0.92% | 17,398 | -1,036 | -5.6% | -$88.90万 | 减仓 |
| AAPL | APPLE INC | $1,484.30万 | 0.91% | 51,296 | -136,889 | -72.7% | -$3,961.02万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,326.24万 | 0.81% | 44,521 | 44,521 | — | $1,326.24万 | 新建仓 |
| VALE | VALE S A | $1,281.65万 | 0.79% | 852,163 | 47,455 | 5.9% | $71.37万 | 加仓 |
| FUTU | FUTU HLDGS LTD | $1,237.60万 | 0.76% | 132,025 | 63,144 | 91.7% | $591.91万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $1,185.57万 | 0.73% | 45,487 | 45,487 | — | $1,185.57万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $1,078.86万 | 0.66% | 14,922 | -2,530 | -14.5% | -$182.92万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $937.90万 | 0.58% | 149,752 | 82,378 | 122.3% | $515.93万 | 加仓 |
| AVGO | BROADCOM INC | $841.40万 | 0.52% | 22,274 | -14,649 | -39.7% | -$553.37万 | 减仓 |
| GOOGL | ALPHABET INC | $802.87万 | 0.49% | 22,466 | -1,257,963 | -98.2% | -$4.50亿 | 重新持有 |
| RBLX | ROBLOX CORP | $751.40万 | 0.46% | 138,175 | 6,901 | 5.3% | $37.53万 | 加仓 |
| DHI | D R HORTON INC | $720.08万 | 0.44% | 44,209 | -23,740 | -34.9% | -$386.68万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $656.41万 | 0.40% | 19,605 | 4,949 | 33.8% | $165.70万 | 加仓 |
| MP | MP MATERIALS CORP | $626.05万 | 0.38% | 111,774 | -23,242 | -17.2% | -$130.18万 | 减仓 |
| GDS | GDS HLDGS LTD | $572.23万 | 0.35% | 190,553 | 190,553 | — | $572.23万 | 新建仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $553.10万 | 0.34% | 326,893 | -102,647 | -23.9% | -$173.68万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $545.95万 | 0.33% | 18,136 | 4,967 | 37.7% | $149.52万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $530.33万 | 0.33% | 8,303 | 8,303 | — | $530.33万 | 新建仓 |
| RIO | RIO TINTO PLC | $525.86万 | 0.32% | 55,394 | -4,734 | -7.9% | -$44.94万 | 减仓 |
| CBRS | CEREBRAS SYSTEMS INC | $468.43万 | 0.29% | 21,196 | 21,196 | — | $468.43万 | 新建仓 |
| USAR | USA RARE EARTH INC | $467.34万 | 0.29% | 216,562 | 80,050 | 58.6% | $172.75万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $457.57万 | 0.28% | 83,897 | -8,584 | -9.3% | -$46.82万 | 减仓 |
| ALM | ALMONTY INDS INC | $448.60万 | 0.28% | 270,895 | 253,430 | 1,451.1% | $419.68万 | 加仓 |
| YPF | YPF SOCIEDAD ANONIMA | $415.91万 | 0.26% | 91,469 | 21,885 | 31.5% | $99.51万 | 加仓 |
| EWZ | ISHARES INC | $358.46万 | 0.22% | 103,901 | 25,390 | 32.3% | $87.60万 | 加仓 |
| CRH | CRH PLC | $327.15万 | 0.20% | 30,575 | -6,512 | -17.6% | -$69.68万 | 减仓 |
| CENX | CENTURY ALUM CO | $325.14万 | 0.20% | 70,667 | 55,391 | 362.6% | $254.85万 | 加仓 |
| EWW | ISHARES INC | $321.60万 | 0.20% | 42,726 | 2,735 | 6.8% | $20.59万 | 加仓 |
| ALAB | ASTERA LABS INC | $320.15万 | 0.20% | 6,628 | 6,628 | — | $320.15万 | 新建仓 |
| TLK | TELEKOMUNIKASI IND | $319.66万 | 0.20% | 238,016 | 118,733 | 99.5% | $159.46万 | 加仓 |
| MOD | MODINE MFG CO | $312.09万 | 0.19% | 11,688 | 3,221 | 38.0% | $86.01万 | 加仓 |
| HBM | HUDBAY MINERALS INC | $309.69万 | 0.19% | 131,167 | 131,167 | — | $309.69万 | 新建仓 |
| AA | ALCOA CORP | $283.86万 | 0.17% | 54,441 | 35,815 | 192.3% | $186.74万 | 加仓 |
| PHM | PULTE GROUP INC | $278.03万 | 0.17% | 20,263 | -22,332 | -52.4% | -$306.42万 | 减仓 |
| ERO | ERO COPPER CORP | $275.07万 | 0.17% | 102,831 | 102,831 | — | $275.07万 | 新建仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $262.14万 | 0.16% | 41,087 | 31,249 | 317.6% | $199.37万 | 加仓 |
| CCJ | CAMECO CORP | $261.84万 | 0.16% | 25,706 | 1,976 | 8.3% | $20.13万 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $258.87万 | 0.16% | 194,493 | -243,168 | -55.6% | -$323.66万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $255.39万 | 0.16% | 25,468 | -4,842 | -16.0% | -$48.56万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $248.81万 | 0.15% | 84,831 | -34,786 | -29.1% | -$102.03万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $237.97万 | 0.15% | 2,466 | -2,749 | -52.7% | -$265.28万 | 减仓 |
| EIDO | ISHARES TR | $236.21万 | 0.14% | 208,850 | 208,850 | — | $236.21万 | 新建仓 |
| KYIV | KYIVSTAR GROUP LTD | $234.47万 | 0.14% | 145,000 | 145,000 | — | $234.47万 | 新建仓 |
| RTX | RTX CORPORATION | $234.37万 | 0.14% | 12,353 | 825 | 7.2% | $15.65万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $233.69万 | 0.14% | 15,773 | 15,773 | — | $233.69万 | 新建仓 |
| SRE | SEMPRA | $213.24万 | 0.13% | 23,001 | 584 | 2.6% | $5.41万 | 加仓 |
| HSAI | HESAI GROUP | $209.68万 | 0.13% | 115,081 | 8,973 | 8.5% | $16.35万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $206.46万 | 0.13% | 7,592 | -3,129 | -29.2% | -$85.09万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $204.35万 | 0.13% | 40,985 | 40,985 | — | $204.35万 | 新建仓 |
| DQ | DAQO NEW ENERGY CORP | $204.08万 | 0.13% | 152,409 | 127,906 | 522.0% | $171.27万 | 加仓 |
| ARKG | ARK ETF TR | $200.62万 | 0.12% | 47,698 | -37,466 | -44.0% | -$157.58万 | 减仓 |
| COHR | COHERENT CORP | $200.47万 | 0.12% | 5,082 | 1,560 | 44.3% | $61.54万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $190.57万 | 0.12% | 54,967 | -83,714 | -60.4% | -$290.24万 | 减仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $177.61万 | 0.11% | 10,768 | 5,447 | 102.4% | $89.84万 | 加仓 |
| EOG | EOG RES INC | $177.59万 | 0.11% | 13,689 | 2,148 | 18.6% | $27.87万 | 加仓 |
| MRNA | MODERNA INC | $176.60万 | 0.11% | 25,218 | -10,120 | -28.6% | -$70.87万 | 减仓 |
| JKS | JINKOSOLAR HLDG CO LTD | $172.43万 | 0.11% | 102,636 | 20,317 | 24.7% | $34.13万 | 加仓 |
| TER | TERADYNE INC | $169.20万 | 0.10% | 3,497 | 3,497 | — | $169.20万 | 新建仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $168.08万 | 0.10% | 22,701 | 5,809 | 34.4% | $43.01万 | 加仓 |
| VNM | VANECK ETF TRUST | $157.47万 | 0.10% | 85,255 | -12,148 | -12.5% | -$22.44万 | 减仓 |
| TEM | TEMPUS AI INC | $155.14万 | 0.10% | 26,781 | -21,333 | -44.3% | -$123.58万 | 减仓 |
| MKSI | MKS INC. | $151.50万 | 0.09% | 3,406 | 3,406 | — | $151.50万 | 新建仓 |
| AES | AES CORP | $149.48万 | 0.09% | 101,962 | -9,971 | -8.9% | -$14.62万 | 减仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $148.36万 | 0.09% | 258,459 | 258,459 | — | $148.36万 | 新建仓 |
| GLW | CORNING INC | $147.95万 | 0.09% | 5,792 | 2,446 | 73.1% | $62.48万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $146.50万 | 0.09% | 16,990 | -23,461 | -58.0% | -$202.30万 | 减仓 |
| FSLR | FIRST SOLAR INC | $146.46万 | 0.09% | 6,207 | -4,539 | -42.2% | -$107.10万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $145.75万 | 0.09% | 6,098 | 810 | 15.3% | $19.36万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $143.49万 | 0.09% | 17,224 | -6,212 | -26.5% | -$51.75万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $139.64万 | 0.09% | 2,741 | 1,705 | 164.6% | $86.86万 | 加仓 |
| NUE | NUCOR CORP | $139.35万 | 0.09% | 6,256 | -6,259 | -50.0% | -$139.42万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $133.38万 | 0.08% | 7,132 | 1,080 | 17.8% | $20.20万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $131.89万 | 0.08% | 7,764 | -1,107 | -12.5% | -$18.81万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $131.59万 | 0.08% | 5,298 | 2,106 | 66.0% | $52.31万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $129.10万 | 0.08% | 3,394 | 3,394 | — | $129.10万 | 新建仓 |
| CIEN | CIENA CORP | $127.45万 | 0.08% | 2,598 | 1,174 | 82.4% | $57.59万 | 加仓 |
| BEAM | BEAM THERAPEUTICS INC | $124.99万 | 0.08% | 36,419 | -25,670 | -41.3% | -$88.10万 | 减仓 |
| NOK | NOKIA CORP | $123.80万 | 0.08% | 93,223 | 93,223 | — | $123.80万 | 新建仓 |
| ETN | EATON CORP PLC | $123.36万 | 0.08% | 2,895 | -553 | -16.0% | -$23.56万 | 减仓 |
| CLS | CELESTICA INC | $117.87万 | 0.07% | 3,231 | 1,167 | 56.5% | $42.57万 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $116.65万 | 0.07% | 19,371 | 19,371 | — | $116.65万 | 新建仓 |
| SNDK | SANDISK CORP | $114.37万 | 0.07% | 503 | 435 | 639.7% | $98.91万 | 加仓 |
| SMTC | SEMTECH CORP | $111.45万 | 0.07% | 6,886 | 6,886 | — | $111.45万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $110.81万 | 0.07% | 3,959 | 1,725 | 77.2% | $48.28万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $105.87万 | 0.06% | 5,653 | -5,152 | -47.7% | -$96.49万 | 减仓 |
| HDB | HDFC BANK LTD | $102.34万 | 0.06% | 39,622 | 39,622 | — | $102.34万 | 新建仓 |