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SeaTown Holdings Pte. Ltd.

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13F filer, CIK 1512367, SINGAPORE, Singapore

SeaTown Holdings Pte. Ltd. reported $172,370,802 across 17 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-21. Its ten largest share positions make up 67.86% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001140361-26-001720

Period
2025-12-31
Reported value
$172M
Holdings
17
Top 10 weight
67.86%
New
3
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
STXnew+32,500$8.95M
AMDnew+36,000$7.71M
TTWOnew+28,800$7.37M
NVDAadded+24,100$4.49M
SNPSadded+8,000$3.76M

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
WDCexited-100,000-$12M
NFLXexited-9,800-$11.7M
MMYTreduced-76,593-$6.29M
CSLexited-10,400-$3.42M
LLYreduced-3,000-$3.22M

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, Q4 2025

Share positions as resolved from 13F-HR 0001140361-26-001720, largest first. % of portfolio is the value over $172,370,802, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109,412 shares; 2025Q1: 60,312 shares; 2025Q2: 85,467 shares; 2025Q3: 92,467 shares; 2025Q4: 116,567 shares 116,567$21.7M12.61%+24,100Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,513 shares; 2025Q1: 48,813 shares; 2025Q2: 28,813 shares; 2025Q3: 55,000 shares; 2025Q4: 56,400 shares 56,400$13M7.55%+1,400Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116,808 shares; 2025Q1: 145,808 shares; 2025Q2: 105,208 shares; 2025Q3: 106,208 shares; 2025Q4: 106,208 shares 106,208$11.8M6.86%0Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,694 shares; 2025Q3: 2,694 shares; 2025Q4: 3,164 shares 3,164$10.7M6.23%+470Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,250 shares; 2025Q2: 20,850 shares; 2025Q3: 14,300 shares; 2025Q4: 22,300 shares 22,300$10.5M6.08%+8,000Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,348 shares; 2025Q1: 11,125 shares; 2025Q2: 10,125 shares; 2025Q3: 12,725 shares; 2025Q4: 9,725 shares 9,725$10.5M6.06%-3,000Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,000 shares; 2025Q3: 41,555 shares; 2025Q4: 32,395 shares 32,395$10.2M5.92%-9,160Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,801 shares; 2025Q1: 16,751 shares; 2025Q2: 16,751 shares; 2025Q3: 18,800 shares; 2025Q4: 17,000 shares 17,000$9.7M5.63%-1,800Timeline
MMYTMAKEMYTRIP LIMITED MAURITIUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100,268 shares; 2025Q1: 116,518 shares; 2025Q2: 174,593 shares; 2025Q3: 193,293 shares; 2025Q4: 116,700 shares 116,700$9.58M5.56%-76,593Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 131,000 shares; 2025Q3: 48,150 shares; 2025Q4: 70,450 shares 70,450$9.23M5.36%+22,300Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,450 shares; 2025Q4: 5,450 shares 5,450$9.21M5.35%+2,000Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,500 shares 32,500$8.95M5.19%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,208 shares; 2025Q1: 6,208 shares; 2025Q2: not reported; 2025Q3: 31,200 shares; 2025Q4: 23,350 shares 23,350$8.08M4.69%-7,850Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,000 shares; 2025Q3: not reported; 2025Q4: 36,000 shares 36,000$7.71M4.47%newTimeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,800 shares 28,800$7.37M4.28%newTimeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,800 shares; 2025Q3: 65,800 shares; 2025Q4: 65,800 shares 65,800$7.08M4.11%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,710 shares; 2025Q3: 10,710 shares; 2025Q4: 10,710 shares 10,710$7M4.06%0Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
WDCWESTERN DIGITAL CORP100,000$12Mshares
NFLXNETFLIX INC.9,800$11.7Mshares
CSLCARLISLE COS INC10,400$3.42Mshares
SESEA LTD13,100$2.34Mshares

How Q4 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 0001140361-26-001720 base2026-01-21acceptance time not in the bulk data set