SeaTown Holdings Pte. Ltd.

Q2 2026 13F-HR Holdings

Location
Singapore, U0
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
15
Total value ($000)
$166,385
Net value change ($000)
+13,718 (9.0%)
New positions
2
Sold out positions
4
Turnover %
33.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 4/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMD 16,846 NEW
GOOGL 9,187 NEW
TTWO 8,127 104.6%
LNG 4,269 41.8%
GEV 2,872 34.6%
AZO 2,871 29.0%
NVDA 2,417 14.7%
MA 1,816 18.4%
AMZN 1,507 14.4%
WMT 1,446 16.8%
Top Reduces (Value $000, Stocks/ETFs)
AVGO -12,634 -100.0%
LLY -10,370 -100.0%
HTHT -5,079 -100.0%
SNPS -4,395 -39.2%
CRS -2,308 -21.8%
VNET -2,085 -100.0%
TW -1,184 -15.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type