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SeaTown Holdings Pte. Ltd.

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13F filer, CIK 1512367, SINGAPORE, Singapore

SeaTown Holdings Pte. Ltd. reported $152,666,959 across 17 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-14. Its ten largest share positions make up 72.21% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001140361-26-014497

Period
2026-03-31
Reported value
$153M
Holdings
17
Top 10 weight
72.21%
New
5
Sold out
5

Part of the filer group Temasek Holdings (Private) Ltd

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LNGnew+36,000$10.2M
LITEnew+10,600$7.45M
AVGOadded+17,470$5.41M
HTHTnew+101,000$5.08M
SNDKnew+6,300$4M

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
MMYTexited-116,700-$9.58M
ANETexited-70,450-$9.23M
FICOexited-5,450-$9.21M
STXexited-32,500-$8.95M
AMDexited-36,000-$7.71M

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, Q1 2026

Share positions as resolved from 13F-HR 0001140361-26-014497, largest first. % of portfolio is the value over $152,666,959, 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109,412 shares; 2025Q1: 60,312 shares; 2025Q2: 85,467 shares; 2025Q3: 92,467 shares; 2025Q4: 116,567 shares; 2026Q1: 94,067 shares 94,067$16.4M10.75%-22,500Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,208 shares; 2025Q1: 6,208 shares; 2025Q2: not reported; 2025Q3: 31,200 shares; 2025Q4: 23,350 shares; 2026Q1: 40,820 shares 40,820$12.6M8.28%+17,470Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,250 shares; 2025Q2: 20,850 shares; 2025Q3: 14,300 shares; 2025Q4: 22,300 shares; 2026Q1: 28,300 shares 28,300$11.2M7.35%+6,000Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,000 shares; 2025Q3: 41,555 shares; 2025Q4: 32,395 shares; 2026Q1: 26,895 shares 26,895$10.6M6.94%-5,500Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,513 shares; 2025Q1: 48,813 shares; 2025Q2: 28,813 shares; 2025Q3: 55,000 shares; 2025Q4: 56,400 shares; 2026Q1: 50,100 shares 50,100$10.4M6.83%-6,300Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,348 shares; 2025Q1: 11,125 shares; 2025Q2: 10,125 shares; 2025Q3: 12,725 shares; 2025Q4: 9,725 shares; 2026Q1: 11,275 shares 11,275$10.4M6.79%+1,550Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,000 shares 36,000$10.2M6.69%newTimeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,694 shares; 2025Q3: 2,694 shares; 2025Q4: 3,164 shares; 2026Q1: 2,934 shares 2,934$9.91M6.49%-230Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,801 shares; 2025Q1: 16,751 shares; 2025Q2: 16,751 shares; 2025Q3: 18,800 shares; 2025Q4: 17,000 shares; 2026Q1: 19,700 shares 19,700$9.84M6.45%+2,700Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116,808 shares; 2025Q1: 145,808 shares; 2025Q2: 105,208 shares; 2025Q3: 106,208 shares; 2025Q4: 106,208 shares; 2026Q1: 69,208 shares 69,208$8.6M5.63%-37,000Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,710 shares; 2025Q3: 10,710 shares; 2025Q4: 10,710 shares; 2026Q1: 9,510 shares 9,510$8.3M5.44%-1,200Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,800 shares; 2026Q1: 39,350 shares 39,350$7.77M5.09%+10,550Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,800 shares; 2025Q3: 65,800 shares; 2025Q4: 65,800 shares; 2026Q1: 65,800 shares 65,800$7.74M5.07%0Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,600 shares 10,600$7.45M4.88%newTimeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 101,000 shares 101,000$5.08M3.33%newTimeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,300 shares 6,300$4M2.62%newTimeline
VNETVNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 248,550 shares 248,550$2.09M1.37%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
MMYTMAKEMYTRIP LIMITED MAURITIUS116,700$9.58Mshares
ANETARISTA NETWORKS INC70,450$9.23Mshares
FICOFAIR ISAAC CORP5,450$9.21Mshares
STXSEAGATE TECHNOLOGY HLDNGS PL32,500$8.95Mshares
AMDADVANCED MICRO DEVICES INC36,000$7.71Mshares

How Q1 2026 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 0001140361-26-014497 base2026-04-14acceptance time not in the bulk data set