SeaTown Holdings Pte. Ltd. 13F Holdings · Q2 2026
SeaTown Holdings Pte. Ltd. reported 15 securities worth $166.38M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (11.31%), AMD (10.12%), TTWO (9.56%). Among its top 25 positions this quarter: 2 new, 5 added, 4 trimmed, 4 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $18.8M | 11.31% | 94,067 | Hold |
| 2 | AMD | ADVANCED MICRO DEVICES INC COM | $16.8M | 10.12% | 29,000 | New |
| 3 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $15.9M | 9.56% | 63,600 | Added |
| 4 | LNG | CHENIERE ENERGY INC | $14.5M | 8.71% | 60,600 | Added |
| 5 | AZO | AUTOZONE INC | $12.8M | 7.68% | 3,999 | Added |
| 6 | AMZN | AMAZON COM INC | $11.9M | 7.18% | 50,100 | Hold |
| 7 | MA | MASTERCARD INCORPORATED | $11.7M | 7.01% | 22,700 | Added |
| 8 | GEV | GE VERNOVA INC | $11.2M | 6.72% | 9,510 | Hold |
| 9 | WMT | WALMART INC | $10.0M | 6.04% | 88,708 | Added |
| 10 | GOOG | ALPHABET INC | $9.2M | 5.52% | 26,000 | New |
| 11 | CRS | CARPENTER TECHNOLOGY CORP | $8.3M | 4.98% | 13,445 | Trimmed |
| 12 | LITE | LUMENTUM HLDGS INC | $7.6M | 4.54% | 8,800 | Trimmed |
| 13 | SNPS | SYNOPSYS INC | $6.8M | 4.10% | 15,300 | Trimmed |
| 14 | TW | TRADEWEB MKTS INC | $6.6M | 3.94% | 65,800 | Hold |
| 15 | SNDK | SANDISK CORP | $4.3M | 2.60% | 1,900 | Trimmed |
| 16 | AVGO | BROADCOM INC | $0 | 0.00% | 0 | Exited |
| 17 | HTHT | H WORLD GROUP LTD | $0 | 0.00% | 0 | Exited |
| 18 | LLY | ELI LILLY & CO | $0 | 0.00% | 0 | Exited |
| 19 | VNET | VNET GROUP INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR