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SeaTown Holdings Pte. Ltd.

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13F filer, CIK 1512367, SINGAPORE, Singapore

SeaTown Holdings Pte. Ltd. reported $169,873,294 across 18 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-23. Its ten largest share positions make up 67.25% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001140361-25-026812

Period
2025-06-30
Reported value
$170M
Holdings
18
Top 10 weight
67.25%
New
6
Sold out
6

Part of the filer group Temasek Holdings (Private) Ltd

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ANETnew+131,000$13.4M
AMDnew+78,000$11.1M
AZOnew+2,694$10M
TWnew+65,800$9.63M
CRSnew+33,000$9.12M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AAPLexited-32,222-$7.16M
RSGexited-24,580-$5.95M
HLTexited-25,027-$5.69M
MSFTexited-12,185-$4.57M
AMZNreduced-20,000-$4.39M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001140361-25-026812, largest first. % of portfolio is the value over $169,873,294, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MMYTMAKEMYTRIP LIMITED MAURITIUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100,268 shares; 2025Q1: 116,518 shares; 2025Q2: 174,593 shares 174,593$17.1M10.07%+58,075Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109,412 shares; 2025Q1: 60,312 shares; 2025Q2: 85,467 shares 85,467$13.5M7.95%+25,155Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 131,000 shares 131,000$13.4M7.89%newTimeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,000 shares 78,000$11.1M6.52%newTimeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,250 shares; 2025Q2: 20,850 shares 20,850$10.7M6.29%+6,600Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116,808 shares; 2025Q1: 145,808 shares; 2025Q2: 105,208 shares 105,208$10.3M6.06%-40,600Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,694 shares 2,694$10M5.89%newTimeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,800 shares 65,800$9.63M5.67%newTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,801 shares; 2025Q1: 16,751 shares; 2025Q2: 16,751 shares 16,751$9.41M5.54%0Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,000 shares 33,000$9.12M5.37%newTimeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,208 shares; 2025Q1: 26,208 shares; 2025Q2: 35,208 shares 35,208$9.06M5.33%+9,000Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,600 shares; 2025Q1: 19,000 shares; 2025Q2: 24,000 shares 24,000$8.96M5.28%+5,000Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,348 shares; 2025Q1: 11,125 shares; 2025Q2: 10,125 shares 10,125$7.89M4.65%-1,000Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,690 shares; 2025Q1: 14,590 shares; 2025Q2: 13,450 shares 13,450$7.09M4.17%-1,140Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,710 shares 12,710$6.73M3.96%newTimeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 695,500 shares; 2025Q2: 1,289,000 shares 1,289,000$6.48M3.82%+593,500Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,513 shares; 2025Q1: 48,813 shares; 2025Q2: 28,813 shares 28,813$6.32M3.72%-20,000Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,441 shares; 2025Q1: 9,215 shares; 2025Q2: 19,400 shares 19,400$3.1M1.83%+10,185Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AAPLAPPLE INC32,222$7.16Mshares
RSGREPUBLIC SVCS INC24,580$5.95Mshares
HLTHILTON WORLDWIDE HLDGS INC25,027$5.69Mshares
MSFTMICROSOFT CORP12,185$4.57Mshares
NOWSERVICENOW INC4,350$3.46Mshares
AVGOBROADCOM INC6,208$1.04Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001140361-25-026812 base2025-07-23acceptance time not in the bulk data set