SeaTown Holdings Pte. Ltd.
CIK: 1512367SEC EDGAR →
Portfolio Value
$7.3B
Holdings
17
As of
Q1 2026
New Positions
17
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | H WORLD GROUP LTD | 101,000 | $5.1B | 69.48% |
| 2 | VNET GROUP INC | 248,550 | $2.1B | 28.53% |
| 3 | NVIDIA CORPORATION | 94,067 | $16.4M | 0.22% |
| 4 | BROADCOM INC | 40,820 | $12.6M | 0.17% |
| 5 | SYNOPSYS INC | 28,300 | $11.2M | 0.15% |
| 6 | CARPENTER TECHNOLOGY CORP | 26,895 | $10.6M | 0.15% |
| 7 | AMAZON COM INC | 50,100 | $10.4M | 0.14% |
| 8 | ELI LILLY & CO | 11,275 | $10.4M | 0.14% |
| 9 | CHENIERE ENERGY INC | 36,000 | $10.2M | 0.14% |
| 10 | AUTOZONE INC | 2,934 | $9.9M | 0.14% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 3 | $5.1B | 69.8% |
| Technology | 6 | $2.1B | 29.2% |
| Financial Services | 2 | $17.6M | 0.2% |
| Industrials | 1 | $10.6M | 0.1% |
| Healthcare | 1 | $10.4M | 0.1% |
| Energy | 1 | $10.2M | 0.1% |
| Consumer Defensive | 1 | $8.6M | 0.1% |
| Utilities | 1 | $8.3M | 0.1% |
| Communication Services | 1 | $7.8M | 0.1% |