SeaTown Holdings Pte. Ltd.

CIK: 0001512367SEC EDGAR →

Portfolio Value

$172.4B

Holdings

17

As of

Q4 2025

New Positions

4

Closed Positions

4

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NVIDIA CORPORATION

116,567$21.7B
12.61%
2

AMAZON COM INC

56,400$13.0B
7.55%
3

WALMART INC

106,208$11.8B
6.86%
4

AUTOZONE INC

3,164$10.7B
6.22%
5

SYNOPSYS INC

22,300$10.5B
6.08%
6

ELI LILLY & CO

9,725$10.5B
6.06%
7

CARPENTER TECHNOLOGY CORP

32,395$10.2B
5.92%
8

MASTERCARD INCORPORATED

17,000$9.7B
5.63%
9

MAKEMYTRIP LIMITED MAURITIUS

116,700$9.6B
5.56%
10

ARISTA NETWORKS INC

70,450$9.2B
5.36%

Quarterly Changes

Top Buys

STXNEW
$8.9B
AMDNEW
$7.7B
TTWONEW
$7.4B
NVDA↑ Increased
$4.5B
FICO↑ Increased
$4.0B

Top Sells

WDCCLOSED
$12.0B
NFLXCLOSED
$11.7B
MMYT↓ Decreased
$8.5B
CSLCLOSED
$3.4B
SECLOSED
$2.3B

New Positions (3)

$8.9B · 33K shares
$7.7B · 36K shares
$7.4B · 29K shares

Closed Positions (4)

$12.0B · 100K shares
$11.7B · 10K shares
$3.4B · 10K shares
$2.3B · 13K shares

Sector Breakdown

Sector# HoldingsValue%
Technology7$75.4B43.7%
Consumer Cyclical3$33.3B19.3%
Financial Services2$16.8B9.7%
Consumer Defensive1$11.8B6.9%
Healthcare1$10.5B6.1%
Industrials1$10.2B5.9%
Communication Services1$7.4B4.3%
Utilities1$7.0B4.1%