13F HOLDINGS REPORT
SeaTown Holdings Pte. Ltd.
Quarter ended Q2 2025 · Filed July 23, 2025 · Accession 0001140361-25-026812
Total Value
$169.9M
Positions
19
Other Managers
3
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 85,467 | $13.5M | 7.95% |
| 2 | ARISTA NETWORKS INC | ANET | 131,000 | $13.4M | 7.89% |
| 3 | ADVANCED MICRO DEVICES INC | AMD | 78,000 | $11.1M | 6.52% |
| 4 | SYNOPSYS INC | SNPS | 20,850 | $10.7M | 6.29% |
| 5 | WALMART INC | WMT | 105,208 | $10.3M | 6.06% |
| 6 | AUTOZONE INC | AZO | 2,694 | $10.0M | 5.89% |
| 7 | TRADEWEB MKTS INC | 892672106 | 65,800 | $9.6M | 5.67% |
| 8 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 98,000 | $9.6M | 5.65% |
| 9 | MASTERCARD INCORPORATED | MA | 16,751 | $9.4M | 5.54% |
| 10 | CARPENTER TECHNOLOGY CORP | CRS | 33,000 | $9.1M | 5.37% |
| 11 | GE AEROSPACE | 369604301 | 35,208 | $9.1M | 5.33% |
| 12 | CARLISLE COS INC | 142339100 | 24,000 | $9.0M | 5.28% |
| 13 | ELI LILLY & CO | LLY | 10,125 | $7.9M | 4.65% |
| 14 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 76,593 | $7.5M | 4.42% |
| 15 | S&P GLOBAL INC | SPGI | 13,450 | $7.1M | 4.17% |
| 16 | GE VERNOVA INC | GEV | 12,710 | $6.7M | 3.96% |
| 17 | GRAB HOLDINGS LIMITED | GRABW | 1,289,000 | $6.5M | 3.82% |
| 18 | AMAZON COM INC | AMZN | 28,813 | $6.3M | 3.72% |
| 19 | SEA LTD | SE | 19,400 | $3.1M | 1.83% |