SeaTown Holdings Pte. Ltd.

SeaTown Holdings Pte. Ltd. reported 15 holdings worth US$166M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 24, 2026

SeaTown Holdings Pte. Ltd. reported 15 holdings worth US$166M as of Jun 30, 2026. Largest: Nvidia Corporation, Advanced Micro Devices Inc and Take-two Interactive Software, Inc. Filed Jul 24, 2026 (Form 13F).

Holdings
15
Value as reported
US$166M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation94,067US$18.8M11.3%
Advanced Micro Devices Inc29,000US$16.8M10.1%
Take-two Interactive Software, Inc.63,600US$15.9M9.6%
Cheniere Energy, Inc.60,600US$14.5M8.7%
Autozone, Inc.3,999US$12.8M7.7%
Amazon.com, Inc.50,100US$11.9M7.2%
Mastercard Incorporated22,700US$11.7M7.0%
Ge Vernova Inc.9,510US$11.2M6.7%
Walmart Inc.88,708US$10M6.0%
Alphabet Inc (google) Class C25,706US$9.19M5.5%
Carpenter Technology Corporation13,445US$8.29M5.0%
Lumentum Holdings Inc.8,800US$7.55M4.5%
Synopsys, Inc.15,300US$6.82M4.1%
Tradeweb Markets Inc.65,800US$6.56M3.9%
Sandisk Corporation1,900US$4.32M2.6%
Broadcom Inc.0US$00.00%
Eli Lilly And Company0US$00.00%
H World Group Limited0US$00.00%

Source

View original at SEC

Related