13F HOLDINGS REPORT
SeaTown Holdings Pte. Ltd.
Quarter ended Q4 2025 · Filed January 21, 2026 · Accession 0001140361-26-001720
Total Value
$172.4M
Positions
17
Other Managers
2
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 116,567 | $21.7M | 12.61% |
| 2 | AMAZON COM INC | AMZN | 56,400 | $13.0M | 7.55% |
| 3 | WALMART INC | WMT | 106,208 | $11.8M | 6.86% |
| 4 | AUTOZONE INC | AZO | 3,164 | $10.7M | 6.23% |
| 5 | SYNOPSYS INC | SNPS | 22,300 | $10.5M | 6.08% |
| 6 | ELI LILLY & CO | LLY | 9,725 | $10.5M | 6.06% |
| 7 | CARPENTER TECHNOLOGY CORP | CRS | 32,395 | $10.2M | 5.92% |
| 8 | MASTERCARD INCORPORATED | MA | 17,000 | $9.7M | 5.63% |
| 9 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 116,700 | $9.6M | 5.56% |
| 10 | ARISTA NETWORKS INC | ANET | 70,450 | $9.2M | 5.36% |
| 11 | FAIR ISAAC CORP | FICO | 5,450 | $9.2M | 5.35% |
| 12 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 32,500 | $9.0M | 5.19% |
| 13 | BROADCOM INC | AVGO | 23,350 | $8.1M | 4.69% |
| 14 | ADVANCED MICRO DEVICES INC | AMD | 36,000 | $7.7M | 4.47% |
| 15 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 28,800 | $7.4M | 4.28% |
| 16 | TRADEWEB MKTS INC | 892672106 | 65,800 | $7.1M | 4.11% |
| 17 | GE VERNOVA INC | GEV | 10,710 | $7.0M | 4.06% |