EdgeMarket › What Dymon Asia Capital (Singapore) Pte. Ltd. reported owning

What Dymon Asia Capital (Singapore) Pte. Ltd. reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

975.7M

Positions

229

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
MBB
iShares MBS ETF
49.7M5.1%523.7K93.12-0.6%
LITE
Lumentum Holdings Inc.
25.9M2.7%36.8K866.71+647.9%
BABA
Alibaba Group Holding Ltd
24.3M2.5%193.7K119.34-0.1%
GOOGL
Alphabet Inc.
9.0M0.9%31.4K344.82+73.0%
META
Meta Platforms, Inc.
8.6M0.9%15.1K549.90-26.5%
VLO
VALERO ENERGY CORP/TX
7.4M0.8%29.8K348.86+148.3%
MPC
Marathon Petroleum Corp
7.3M0.8%30.1K360.72+117.5%
SNDK
Sandisk Corp
7.2M0.7%11.4K1,596.08+3494.8%
BZ
Kanzhun Ltd
6.7M0.7%500.0K15.95-27.8%
SGML
Sigma Lithium Corp
6.4M0.7%520.8K11.97+101.5%
MRVL
Marvell Technology, Inc.
6.3M0.7%64.1K237.04+232.8%
DK
Delek US Holdings, Inc.
5.9M0.6%131.2K71.47+188.3%
KEYS
Keysight Technologies, Inc.
5.9M0.6%20.9K316.13+99.4%
SMH
VanEck Semiconductor ETF
5.7M0.6%14.9K560.42+93.9%
GLW
CORNING INC /NY
5.7M0.6%41.7K149.84+132.0%
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
5.6M0.6%16.5K418.95+83.3%
TER
TERADYNE, INC
5.4M0.6%18.3K375.74+243.1%
FRO
Frontline plc
5.4M0.6%155.1K43.67+129.4%
ECO
Okeanis Eco Tankers Corp.
5.3M0.5%105.0K64.71+148.9%
JPM
JPMORGAN CHASE & CO
5.2M0.5%17.7K351.58+20.3%
CRS
CARPENTER TECHNOLOGY CORP
5.2M0.5%13.1K492.38+105.1%
PDD
PDD Holdings Inc.
5.1M0.5%50.4K88.38-25.1%
TCOM
Trip.com Group Ltd
5.1M0.5%102.2K46.11-27.0%
ASX
ASE Technology Holding Co., Ltd.
5.0M0.5%231.3K36.51+276.8%
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CORP
4.6M0.5%75.0K61.87-12.2%
ATAT
Atour Lifestyle Holdings Ltd
4.5M0.5%123.5K34.75+2.3%
COIN
Coinbase Global, Inc.
4.5M0.5%25.9K186.49-38.7%
AXTI
AXT INC
4.5M0.5%78.8K70.74+2718.3%
NOK
NOKIA CORP
4.5M0.5%555.9K10.21+140.8%
AXP
AMERICAN EXPRESS CO
4.2M0.4%14.0K336.00+8.9%
MTZ
MASTEC INC
4.2M0.4%13.0K266.26+54.3%
GILD
GILEAD SCIENCES, INC.
4.2M0.4%30.0K146.12+23.1%
UBER
Uber Technologies, Inc
4.0M0.4%55.3K78.80-15.9%
MS
MORGAN STANLEY
3.9M0.4%24.0K214.20+48.6%
TMO
THERMO FISHER SCIENTIFIC INC.
3.9M0.4%8.0K629.27+27.2%
PGR
PROGRESSIVE CORP/OH/
3.8M0.4%19.1K219.28-13.2%
TSEM
TOWER SEMICONDUCTOR LTD
3.6M0.4%20.8K222.59+344.7%
CIEN
CIENA CORP
3.6M0.4%9.3K395.79+356.8%
IQV
IQVIA HOLDINGS INC.
3.6M0.4%21.0K259.82+35.3%
AZN
ASTRAZENECA PLC
3.5M0.4%18.0K165.98
JNJ
JOHNSON & JOHNSON
3.5M0.4%14.4K270.24+51.1%
CGNX
COGNEX CORP
3.5M0.4%71.1K60.54+41.7%
ATI
ATI INC
3.4M0.3%23.1K207.01+190.2%
GSK
GSK plc
3.3M0.3%60.2K52.41+30.8%
CCJ
CAMECO CORP
3.3M0.3%30.5K102.51+45.5%
STNG
Scorpio Tankers Inc.
3.2M0.3%43.1K78.49+69.7%
HOOD
Robinhood Markets, Inc.
3.2M0.3%45.8K108.13+2.6%
FORM
FORMFACTOR INC
3.2M0.3%32.5K114.16+309.2%
NVS
NOVARTIS AG
3.1M0.3%20.0K158.86+24.8%
MT
ArcelorMittal
3.0M0.3%58.1K72.20+113.0%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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