SeaTown Holdings Pte. Ltd.
Net seller this quarter
$166M
15
-$15.7M
79.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $18.8M | 11.31% | 0.00% | Not reported | Q1 2018 |
 AMD | $16.8M | 10.12% | 0.00% | Not reported | Q2 2021 |
 TTWO | $15.9M | 9.56% | 0.03% | +61.6% | Q4 2025 |
 LNG | $14.5M | 8.71% | 0.03% | +68.3% | Q1 2026 |
 AZO | $12.8M | 7.68% | 0.02% | +36.3% | Q4 2016 |
 AMZN | $11.9M | 7.18% | 0.00% | Not reported | Q4 2016 |
 MA | $11.7M | 7.01% | 0.00% | +15.2% | Q4 2017 |
 GEV | $11.2M | 6.72% | 0.00% | Not reported | Q2 2025 |
 WMT | $10M | 6.04% | 0.00% | +28.2% | Q1 2022 |
 GOOG | $9.19M | 5.52% | Not reported | New | Q2 2026 |
 CRS | $8.29M | 4.98% | 0.03% | -50.0% | Q2 2025 |
 LITE | $7.55M | 4.54% | 0.01% | -17.0% | Q1 2026 |
 SNPS | $6.82M | 4.10% | 0.01% | -45.9% | Q4 2023 |
 TW | $6.56M | 3.94% | 65800.00% | Not reported | Q3 2022 |
 SNDK | $4.32M | 2.60% | 0.00% | -69.8% | Q1 2026 |
| Q1 2026 | |||||
| NVDA | $16.4M | 10.75% | 0.00% | -19.3% | Q1 2018 |
 AVGO | $12.6M | 8.28% | 0.00% | +74.8% | Q3 2016 |
| SNPS | $11.2M | 7.35% | 0.01% | +26.9% | Q4 2023 |
| CRS | $10.6M | 6.94% | 0.05% | -17.0% | Q2 2025 |
| AMZN | $10.4M | 6.83% | 0.00% | -11.2% | Q4 2016 |
 LLY | $10.4M | 6.79% | 0.00% | +15.9% | Q2 2021 |
| LNG | $10.2M | 6.69% | 0.02% | New | Q1 2026 |
| AZO | $9.91M | 6.49% | 0.02% | -7.3% | Q4 2016 |
| MA | $9.84M | 6.45% | 0.00% | +15.9% | Q4 2017 |
| WMT | $8.6M | 5.63% | 0.00% | -34.8% | Q1 2022 |
| GEV | $8.3M | 5.44% | 0.00% | -11.2% | Q2 2025 |
| TTWO | $7.77M | 5.09% | 0.02% | +36.6% | Q4 2025 |
| TW | $7.74M | 5.07% | 65800.00% | Not reported | Q3 2022 |
| LITE | $7.45M | 4.88% | 0.01% | New | Q1 2026 |
 HTHT | $5.08M | 3.33% | 0.00% | Not reported | Q2 2018 |
| SNDK | $4M | 2.62% | 0.00% | New | Q1 2026 |
 VNET | $2.09M | 1.37% | 0.26% | New | Q1 2026 |
| Q4 2025 | |||||
| NVDA | $21.7M | 12.61% | 0.00% | +26.1% | Q1 2018 |
| AMZN | $13M | 7.55% | 0.00% | +2.6% | Q4 2016 |
| WMT | $11.8M | 6.86% | 0.00% | Not reported | Q1 2022 |
| AZO | $10.7M | 6.23% | 0.02% | +17.5% | Q4 2016 |
| SNPS | $10.5M | 6.08% | 0.01% | +55.9% | Q4 2023 |
| LLY | $10.5M | 6.06% | 0.00% | -23.6% | Q2 2021 |
| CRS | $10.2M | 5.92% | 0.07% | -22.0% | Q2 2025 |
| MA | $9.7M | 5.63% | 0.00% | -9.6% | Q4 2017 |
 MMYT | $9.58M | 5.56% | Not reported | -39.6% | Q4 2024 |
 ANET | $9.23M | 5.36% | 0.01% | +46.3% | Q2 2025 |
 FICO | $9.21M | 5.35% | 0.02% | +58.0% | Q3 2025 |
 STX | $8.95M | 5.19% | 0.02% | New | Q4 2025 |
| AVGO | $8.08M | 4.69% | 0.00% | -25.2% | Q3 2016 |
| AMD | $7.71M | 4.47% | 0.00% | Not reported | Q2 2021 |
| TTWO | $7.37M | 4.28% | 0.02% | New | Q4 2025 |
| TW | $7.08M | 4.11% | 65800.00% | Not reported | Q3 2022 |
| GEV | $7M | 4.06% | 0.00% | Not reported | Q2 2025 |
| Q3 2025 | |||||
| MMYT | $18.1M | 10.43% | Not reported | +10.7% | Q4 2024 |
| NVDA | $17.3M | 9.95% | 0.00% | +8.2% | Q1 2018 |
| AMZN | $12.1M | 6.96% | 0.00% | +90.9% | Q4 2016 |
 WDC | $12M | 6.92% | 0.03% | Not reported | Q4 2023 |
 NFLX | $11.7M | 6.77% | 0.00% | Not reported | Q1 2017 |
| AZO | $11.6M | 6.66% | 0.02% | Not reported | Q4 2016 |
| WMT | $10.9M | 6.31% | 0.00% | +1.0% | Q1 2022 |
| MA | $10.7M | 6.16% | 0.00% | +12.2% | Q4 2017 |
| AVGO | $10.3M | 5.93% | 0.00% | Not reported | Q3 2016 |
| CRS | $10.2M | 5.88% | 0.08% | +25.9% | Q2 2025 |
| LLY | $9.71M | 5.60% | 0.00% | +25.7% | Q2 2021 |
| TW | $7.3M | 4.21% | 65800.00% | Not reported | Q3 2022 |
| SNPS | $7.06M | 4.07% | 0.01% | -31.4% | Q4 2023 |
| ANET | $7.02M | 4.04% | 0.00% | -63.2% | Q2 2025 |
| GEV | $6.59M | 3.80% | 0.00% | -15.7% | Q2 2025 |
| FICO | $5.16M | 2.98% | 0.01% | New | Q3 2025 |
 CSL | $3.42M | 1.97% | 0.02% | -56.7% | Q3 2024 |
 SE | $2.34M | 1.35% | 0.01% | -32.5% | Q1 2018 |