SeaTown Holdings Pte. Ltd.
CIK: 0001512367SEC EDGAR →
Portfolio Value
$172.4M
Holdings
17
As of
Q4 2025
New Positions
4
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 116,567 | $21.7M | 12.61% |
| 2 | AMAZON COM INC | 56,400 | $13.0M | 7.55% |
| 3 | WALMART INC | 106,208 | $11.8M | 6.86% |
| 4 | AUTOZONE INC | 3,164 | $10.7M | 6.22% |
| 5 | SYNOPSYS INC | 22,300 | $10.5M | 6.08% |
| 6 | ELI LILLY & CO | 9,725 | $10.5M | 6.06% |
| 7 | CARPENTER TECHNOLOGY CORP | 32,395 | $10.2M | 5.92% |
| 8 | MASTERCARD INCORPORATED | 17,000 | $9.7M | 5.63% |
| 9 | MAKEMYTRIP LIMITED MAURITIUS | 116,700 | $9.6M | 5.56% |
| 10 | ARISTA NETWORKS INC | 70,450 | $9.2M | 5.36% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 7 | $75.4M | 43.7% |
| Consumer Cyclical | 3 | $33.3M | 19.3% |
| Financial Services | 2 | $16.8M | 9.7% |
| Consumer Defensive | 1 | $11.8M | 6.9% |
| Healthcare | 1 | $10.5M | 6.1% |
| Industrials | 1 | $10.2M | 5.9% |
| Communication Services | 1 | $7.4M | 4.3% |
| Utilities | 1 | $7.0M | 4.1% |