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SeaTown Holdings Pte. Ltd.

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13F filer, CIK 1512367, SINGAPORE, Singapore

SeaTown Holdings Pte. Ltd. reported $173,464,648 across 18 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12. Its ten largest share positions make up 71.99% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001140361-25-041490

Period
2025-09-30
Reported value
$173M
Holdings
18
Top 10 weight
71.99%
New
4
Sold out
4

Part of the filer group Temasek Holdings (Private) Ltd

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
WDCnew+100,000$12M
NFLXnew+9,800$11.7M
AVGOnew+31,200$10.3M
AMZNadded+26,187$5.75M
FICOnew+3,450$5.16M

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
ANETreduced-82,850-$12.1M
AMDexited-78,000-$11.1M
GEexited-35,208-$9.06M
SPGIexited-13,450-$7.09M
GRABexited-1,289,000-$6.48M

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, Q3 2025

Share positions as resolved from 13F-HR 0001140361-25-041490, largest first. % of portfolio is the value over $173,464,648, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100,268 shares; 2025Q1: 116,518 shares; 2025Q2: 174,593 shares; 2025Q3: 193,293 shares 193,293$18.1M10.43%+18,700Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109,412 shares; 2025Q1: 60,312 shares; 2025Q2: 85,467 shares; 2025Q3: 92,467 shares 92,467$17.3M9.95%+7,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,513 shares; 2025Q1: 48,813 shares; 2025Q2: 28,813 shares; 2025Q3: 55,000 shares 55,000$12.1M6.96%+26,187Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,000 shares 100,000$12M6.92%newTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,800 shares 9,800$11.7M6.77%newTimeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,694 shares; 2025Q3: 2,694 shares 2,694$11.6M6.66%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116,808 shares; 2025Q1: 145,808 shares; 2025Q2: 105,208 shares; 2025Q3: 106,208 shares 106,208$10.9M6.31%+1,000Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,801 shares; 2025Q1: 16,751 shares; 2025Q2: 16,751 shares; 2025Q3: 18,800 shares 18,800$10.7M6.16%+2,049Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,208 shares; 2025Q1: 6,208 shares; 2025Q2: not reported; 2025Q3: 31,200 shares 31,200$10.3M5.93%newTimeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,000 shares; 2025Q3: 41,555 shares 41,555$10.2M5.88%+8,555Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,348 shares; 2025Q1: 11,125 shares; 2025Q2: 10,125 shares; 2025Q3: 12,725 shares 12,725$9.71M5.6%+2,600Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,800 shares; 2025Q3: 65,800 shares 65,800$7.3M4.21%0Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,250 shares; 2025Q2: 20,850 shares; 2025Q3: 14,300 shares 14,300$7.06M4.07%-6,550Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 131,000 shares; 2025Q3: 48,150 shares 48,150$7.02M4.04%-82,850Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,710 shares; 2025Q3: 10,710 shares 10,710$6.59M3.8%-2,000Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,450 shares 3,450$5.16M2.98%newTimeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,600 shares; 2025Q1: 19,000 shares; 2025Q2: 24,000 shares; 2025Q3: 10,400 shares 10,400$3.42M1.97%-13,600Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,441 shares; 2025Q1: 9,215 shares; 2025Q2: 19,400 shares; 2025Q3: 13,100 shares 13,100$2.34M1.35%-6,300Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
AMDADVANCED MICRO DEVICES INC78,000$11.1Mshares
GEGE AEROSPACE35,208$9.06Mshares
SPGIS&P GLOBAL INC13,450$7.09Mshares
GRABGRAB HOLDINGS LIMITED1,289,000$6.48Mshares

How Q3 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 0001140361-25-041490 base2025-11-12acceptance time not in the bulk data set