Dymon Asia Capital (Singapore) Pte. Ltd. Portfolio Stock Holdings

Dymon Asia Capital (Singapore) Pte. Ltd. disclosed 157 stock positions valued at approximately $621.4 million in its latest SEC 13F filing. The largest holdings include NOKIA CORP, SEAGATE TECHNOLOGY HLDNGS PL, and INTEL CORP. The filing reflects positions held as of June 30, 2026 and was filed on July 23, 2026.

Report Period
June 30, 2026
No. of Stocks
157
Portfolio Value
$621.4M
Holdings by Sector
Dymon Asia Capital (Singapore) Pte. Ltd. Portfolio Holdings in Q2 2026

142 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NOKIA CORPNOKTechnology5.50%2,574,840+2,018,940+363.18%$34,193,875
SEAGATE TECHNOLOGY HLDNGS PLSTXOther5.47%35,240+35,240+100.00%$34,006,600
INTEL CORPINTCTechnology5.39%240,100+240,100+100.00%$33,525,163
DELEK US HLDGS INC NEWDKEnergy4.56%557,100+425,900+324.62%$28,306,251
VALERO ENERGY CORPVLOEnergy3.41%81,400+51,600+173.15%$21,199,816
ADVANCED MICRO DEVICES INCAMDTechnology3.39%36,231+36,231+100.00%$21,046,951
MARATHON PETE CORPMPCEnergy2.87%69,829+39,729+131.99%$17,853,180
KEYSIGHT TECHNOLOGIES INCKEYSTechnology2.43%43,140+22,240+106.41%$15,102,020
FULL TRUCK ALLIANCE CO LTDYMMTechnology2.26%1,732,410+1,696,010+4659.37%$14,067,169
CARPENTER TECHNOLOGY CORPCRSIndustrials1.85%18,676+5,580+42.61%$11,520,104
COMFORT SYS USA INCFIXIndustrials1.71%5,357+3,480+185.40%$10,617,306
ATOUR LIFESTYLE HLDGS LTDATATConsumer Cyclical1.67%326,774+203,274+164.59%$10,391,413
STAR BULK CARRIERS CORP.Y8162K204Other1.65%410,700+328,700+400.85%$10,255,179
VANECK ETF TRUSTSMHOther1.65%15,603+687+4.61%$10,233,852
GILEAD SCIENCES INCGILDHealthcare1.63%80,000+50,000+166.67%$10,107,200
KLA CORPKLACTechnology1.46%30,000+30,000+100.00%$9,051,300
MICRON TECHNOLOGY INCMUTechnology1.45%7,820+1,996+34.27%$9,026,548
KANZHUN LIMITEDBZCommunication Services1.45%700,784+200,784+40.16%$9,019,090
COGNEX CORPCGNXTechnology1.44%123,227+52,100+73.25%$8,924,099
LAM RESEARCH CORPLRCXOther1.39%20,000+20,000+100.00%$8,666,600
SEADRILL LTDG7997W102Other1.35%222,300+156,000+235.29%$8,407,386
PDD HOLDINGS INCPDDConsumer Cyclical1.35%110,000+59,610+118.30%$8,390,800
ATI INCATIIndustrials1.33%41,920+18,800+81.31%$8,262,432
MARVELL TECHNOLOGY INCMRVLTechnology1.32%27,600-36,461-56.92%$8,221,764
AMETEK INCAMEIndustrials1.14%29,400+18,990+182.42%$7,113,036
PARKER-HANNIFIN CORPPHIndustrials1.13%7,200+6,690+1311.76%$7,042,464
MASTEC INCMTZIndustrials1.11%16,631+3,600+27.63%$6,919,494
APPLOVIN CORPAPPTechnology1.10%13,320+11,539+647.89%$6,862,864
ALIBABA GROUP HLDG LTDBABAConsumer Cyclical0.99%63,879-129,808-67.02%$6,131,106
COMPASS INCCOMPReal Estate0.96%481,800+481,800+100.00%$5,940,594
TERADYNE INCTERTechnology0.94%12,100-6,200-33.88%$5,854,464
MKS INC.MKSITechnology0.94%13,100+5,000+61.73%$5,826,880
TRIP COM GROUP LTDTCOMConsumer Cyclical0.90%140,429+38,259+37.45%$5,594,691
AMAZON COM INCAMZNConsumer Cyclical0.85%22,186+19,294+667.15%$5,287,811
MORGAN STANLEYMSFinancial Services0.81%24,000--$5,016,960
AMERICAN EXPRESS COAXPFinancial Services0.81%14,820+820+5.86%$5,012,865
MEDTRONIC PLCMDTOther0.79%63,130+38,130+152.52%$4,938,660
JOHNSON & JOHNSONJNJHealthcare0.75%18,300+3,900+27.08%$4,647,651
PROGRESSIVE CORPPGRFinancial Services0.74%21,100+1,975+10.33%$4,609,295
ARCH CAP GROUP LTDG0450A105Other0.69%44,000+44,000+100.00%$4,270,640
TAPESTRY INCTPRConsumer Cyclical0.65%27,780+27,780+100.00%$4,066,436
UBER TECHNOLOGIES INCUBERTechnology0.65%55,853+600+1.09%$4,030,352
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.65%8,000--$4,010,880
MERCK & CO INCMRKHealthcare0.64%31,173+21,173+211.73%$4,005,731
SANDISK CORPSNDKOther0.59%1,613-9,760-85.82%$3,667,526
CAMECO CORPCCJEnergy0.53%32,400+1,900+6.23%$3,300,264
BLOOM ENERGY CORPBEIndustrials0.51%10,406+3,306+46.56%$3,149,896
PTC INCPTCTechnology0.49%27,000+27,000+100.00%$3,067,470
FUTU HLDGS LTDFUTUFinancial Services0.48%31,870+15,070+89.70%$2,987,494
CORNING INCGLWTechnology0.44%10,800-30,900-74.10%$2,758,644
VERTEX PHARMACEUTICALS INCVRTXHealthcare0.44%5,546+1,346+32.05%$2,754,865
NOVARTIS AGNVSHealthcare0.42%16,800-3,200-16.00%$2,632,896
VISHAY INTERTECHNOLOGY INCVSHTechnology0.41%47,900+47,900+100.00%$2,576,062
ALPHABET INCGOOGLCommunication Services0.41%7,183-24,260-77.16%$2,566,989
SNOWFLAKE INCSNOWTechnology0.41%10,000+10,000+100.00%$2,545,000
AMPHENOL CORPAPHTechnology0.40%14,000+3,152+29.06%$2,468,480
AFFIRM HLDGS INCAFRMTechnology0.39%30,000+30,000+100.00%$2,446,500
ROCKET COS INCRKTFinancial Services0.38%150,000+29,000+23.97%$2,362,500
DECKERS OUTDOOR CORPDECKConsumer Cyclical0.38%23,650+23,650+100.00%$2,348,209
COINBASE GLOBAL INCCOINFinancial Services0.37%15,700-10,244-39.49%$2,295,183
PALANTIR TECHNOLOGIES INCPLTRTechnology0.37%19,607+19,607+100.00%$2,287,549
INVESCO QQQ TRQQQOther0.36%3,037+1,478+94.80%$2,236,447
BRITISH AMERN TOB PLCBTIConsumer Defensive0.33%33,700+17,700+110.63%$2,081,312
TEVA PHARMACEUTICAL INDS LTDTEVAHealthcare0.33%60,000-40,000-40.00%$2,032,800
DELL TECHNOLOGIES INCDELLTechnology0.33%4,700+4,700+100.00%$2,027,862
INTERNATIONAL FLAVORS&FRAGRAIFFBasic Materials0.32%25,000+25,000+100.00%$1,980,500
JOHNSON CONTROLS INTERNATIONJCIIndustrials0.32%13,400-4,700-25.97%$1,957,874
IMMUNOVANT INCIMVTHealthcare0.31%49,805+26,000+109.22%$1,918,987
SYNOPSYS INCSNPSTechnology0.31%4,282+4,282+100.00%$1,910,072
YUM CHINA HLDGS INCYUMCConsumer Cyclical0.30%46,024+46,024+100.00%$1,881,001
BIONTECH SEBNTXHealthcare0.30%20,000-1,000-4.76%$1,861,000
EMERSON ELEC COEMRIndustrials0.29%12,800-4,600-26.44%$1,832,320
WALMART INCWMTConsumer Defensive0.29%16,000+8,000+100.00%$1,812,160
ELI LILLY & COLLYHealthcare0.29%1,500--$1,799,145
INVESCO EXCHANGE TRADED FD TRSPOther0.28%8,228+8,228+100.00%$1,750,672
ATRENEW INCREREConsumer Cyclical0.26%425,456+334+0.08%$1,646,515
SEMTECH CORPSMTCTechnology0.25%9,600-29,339-75.35%$1,553,760
BLOCK INCSQTechnology0.24%20,000+20,000+100.00%$1,520,000
FIVE BELOW INCFIVEConsumer Cyclical0.24%8,233+8,233+100.00%$1,480,211
SANOFI SASNYHealthcare0.23%33,400+33,400+100.00%$1,424,844
ARM HOLDINGS PLCARMTechnology0.22%3,832-102,168-96.38%$1,358,712
IQVIA HLDGS INCIQVHealthcare0.22%7,000-14,000-66.67%$1,352,540
REVOLUTION MEDICINES INCRVMDHealthcare0.20%6,500+6,500+100.00%$1,217,320
BAKER HUGHES COMPANYBKREnergy0.19%21,000-17,100-44.88%$1,165,500
CROWDSTRIKE HLDGS INCCRWDTechnology0.18%1,434+1,434+100.00%$1,094,343
AERCAP HOLDINGS NVAEROther0.18%7,500+4,000+114.29%$1,093,350
INTUITINTUTechnology0.17%4,000+4,000+100.00%$1,044,000
AXSOME THERAPEUTICS INC.AXSMHealthcare0.16%4,000+4,000+100.00%$979,080
STRYKER CORPORATIONSYKHealthcare0.16%3,100+3,100+100.00%$976,004
ERASCA INCERASHealthcare0.15%52,300+52,300+100.00%$958,136
GILDAN ACTIVEWEAR INCGILConsumer Cyclical0.15%18,200+18,200+100.00%$939,120
NIO INCNIOConsumer Cyclical0.15%183,400+183,400+100.00%$928,004
INTERNATIONAL BUSINESS MACHSIBMTechnology0.15%3,300+3,300+100.00%$927,993
COGENT BIOSCIENCES INCCOGTHealthcare0.14%22,700--$878,490
INVESCO EXCH TRADED FD TR IIKBWBOther0.14%9,218+9,218+100.00%$857,090
QUANTA SVCS INCPWRIndustrials0.13%1,128-2,192-66.02%$812,205
COGNIZANT TECHNOLOGY SOLUTIOCTSHTechnology0.12%20,000-55,000-73.33%$774,600
BUNGE GLOBAL SABGOther0.12%6,971+6,971+100.00%$744,015
APPLE INCAAPLTechnology0.12%2,570+895+53.43%$743,655
ISHARES TRTLTOther0.12%8,434-4,692-35.75%$728,866
Dymon Asia Capital (Singapore) Pte. Ltd. Options Holdings in Q2 2026

60 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026SMHVanEck Semiconductor ETFPUT1,393,500$913,982,715
Q2 2026EWYiShares Inc iShares MSCI South PUT988,000$199,477,200
Q2 2026SPYSPDR S&P 500PUT80,000$59,741,600
Q2 2026MUMicron Technology, Inc.PUT32,000$36,937,280
Q2 2026QQQInvesco QQQ Trust, Series 1PUT48,000$35,347,200
Q2 2026SPYSPDR S&P 500CALL40,000$29,870,800
Q2 2026NVDANVIDIA CorporationPUT105,000$21,009,450
Q2 2026UNHUnitedHealth Group IncorporatedPUT41,000$17,040,830
Q2 2026EZAiShares MSCI South Africa IndexCALL240,000$15,165,600
Q2 2026TSMTaiwan Semiconductor ManufacturPUT30,000$14,327,100
Q2 2026URAGlobal X Uranium ETFCALL320,000$13,984,000
Q2 2026SMHVanEck Semiconductor ETFCALL20,000$13,117,800
Q2 2026GOOGLAlphabet Inc.PUT35,000$12,507,950
Q2 2026IWMiShares Russell 2000 ETFPUT40,000$12,018,000
Q2 2026METAMeta Platforms, Inc.PUT20,000$11,265,800
Q2 2026QQQInvesco QQQ Trust, Series 1CALL15,000$11,046,000
Q2 2026MSFTMicrosoft CorporationCALL26,000$9,698,520
Q2 2026AAPLApple Inc.PUT30,000$8,680,800
Q2 2026TLTiShares 20+ Year Treasury Bond PUT100,000$8,642,000
Q2 2026AVGOBroadcom Inc.PUT20,000$7,555,000
Q2 2026SLViShares Silver TrustCALL139,500$7,459,065
Q2 2026PLTRPalantir Technologies Inc.PUT55,000$6,416,850
Q2 2026AMZNAmazon.com, Inc.PUT26,100$6,220,674
Q2 2026METAMeta Platforms, Inc.CALL10,000$5,632,900
Q2 2026MSFTMicrosoft CorporationPUT15,000$5,595,300
Q2 2026URIUnited Rentals, Inc.PUT4,100$4,644,849
Q2 2026UNHUnitedHealth Group IncorporatedCALL11,000$4,571,930
Q2 2026SNDKSanDiskPUT2,000$4,547,460
Q2 2026HOODRobinhood Markets, Inc.CALL45,000$4,512,600
Q2 2026BACBank of America CorporationPUT71,400$4,068,372
Q2 2026GLDSPDR Gold TrustCALL11,000$4,052,180
Q2 2026CARAvis Budget Group, Inc.PUT25,000$3,695,750
Q2 2026GOOGLAlphabet Inc.CALL10,000$3,573,700
Q2 2026JPMJP Morgan Chase & Co.PUT10,000$3,273,300
Q2 2026FDXFedEx CorporationPUT10,000$3,131,300
Q2 2026ADIAnalog Devices, Inc.PUT7,500$2,978,775
Q2 2026ORCLOracle CorporationPUT20,000$2,931,000
Q2 2026AMDAdvanced Micro Devices, Inc.PUT5,000$2,904,550
Q2 2026INTCIntel CorporationPUT20,000$2,792,600
Q2 2026BACBank of America CorporationCALL46,400$2,643,872
Q2 2026ELEstee Lauder Companies, Inc. (TCALL30,000$2,368,500
Q2 2026COFCapital One Financial CorporatiPUT10,000$2,006,200
Q2 2026NVDANVIDIA CorporationCALL10,000$2,000,900
Q2 2026WDCWestern Digital CorporationPUT3,000$1,916,160
Q2 2026FIVEFive Below, Inc.CALL10,000$1,797,900
Q2 2026HYGiShares iBoxx $ High Yield CorpPUT22,000$1,759,340
Q2 2026CVXChevron CorporationCALL10,000$1,657,600
Q2 2026WFCWells Fargo & CompanyCALL20,000$1,652,800
Q2 2026SLViShares Silver TrustPUT30,000$1,604,100
Q2 2026ALBAlbemarle CorporationCALL10,000$1,350,300
Q2 2026SLBSchlumberger N.V.CALL25,000$1,162,250
Q2 2026MPMP Materials Corp.CALL20,000$1,120,200
Q2 2026XLESPDR Select Sector Fund - EnergCALL20,000$1,062,200
Q2 2026BGBunge GlobalPUT8,000$853,840
Q2 2026WFCWells Fargo & CompanyPUT10,000$826,400
Q2 2026MSIMotorola Solutions, Inc.CALL1,600$664,464
Q2 2026GLDSPDR Gold TrustPUT1,600$589,408
Q2 2026MUMicron Technology, Inc.CALL500$577,145
Q2 2026SNDKSanDiskCALL200$454,746
Q2 2026BXBlackstone Inc.CALL2,600$305,942

Notional value represents the total exposure of the options position.