SeaTown Holdings Pte. Ltd.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), SeaTown Holdings Pte. Ltd. reported 15 stock positions worth $166.4 million. Its top holding was Nvidia (NVDA) at 11.3% of the portfolio, followed by Advanced Micro Devices (AMD, 10.1%) and Take-Two Interactive Softwre (TTWO, 9.6%). Compared with Q1 2026, it opened 2 new positions, sold out of 4, added to 5 and reduced 4. The biggest buy was a new position in Advanced Micro Devices (AMD) and the biggest sale an exit from Broadcom (AVGO).
- Most Recent 13F
- Q2 2026
- Location
- SINGAPORE, U0
- CIK
- 0001512367
- Portfolio Value
- $166.4M (Q2 2026)
- SEC Filing
- 0001140361-26-029480 ↗ filed Jul 24, 2026
Holdings Value
Holdings 15 stocks · $166.4M
| NVDA Nvidia Corp. | 11.31% | 94,067 | $18.8M | No change |
| AMD Advanced Micro Devices | 10.13% | 29,000 | $16.8M | New |
| TTWO Take-Two Interactive Softwre | 9.56% | 63,600 | $15.9M | Add +61.6% |
| LNG Cheniere Energy Inc. | 8.71% | 60,600 | $14.5M | Add +68.3% |
| AZO AutoZone Inc. | 7.68% | 3,999 | $12.8M | Add +36.3% |
| AMZN Amazon.com Inc. | 7.18% | 50,100 | $11.9M | No change |
| MA Mastercard Inc. Class A | 7.01% | 22,700 | $11.7M | Add +15.2% |
| GEV GE Vernova Inc. | 6.72% | 9,510 | $11.2M | No change |
| WMT Walmart Inc. | 6.04% | 88,708 | $10.0M | Add +28.2% |
| GOOG Alphabet Inc. Class C | 5.52% | 26,000 | $9.2M | New |
| CRS Carpenter Technology | 4.98% | 13,445 | $8.3M | Reduce -50.0% |
| LITE Lumentum Holdings Inc. | 4.54% | 8,800 | $7.6M | Reduce -17.0% |
| SNPS Synopsys Inc. | 4.10% | 15,300 | $6.8M | Reduce -45.9% |
| TW Tradeweb Markets Inc. Class A | 3.94% | 65,800 | $6.6M | No change |
| SNDK Sandisk Corp. | 2.60% | 1,900 | $4.3M | Reduce -69.8% |
Portfolio Sells Q1 2026 → Q2 2026
| AVGO Broadcom Inc. | Sold out | 0.00% | −8.28 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −6.79 |
| HTHT H World Group Ltd.-ADR | Sold out | 0.00% | −3.33 |
| SNPS Synopsys Inc. | Reduce -45.9% | 4.10% | −3.25 |
| CRS Carpenter Technology | Reduce -50.0% | 4.98% | −1.96 |
| VNET Vnet Group Inc.-ADR | Sold out | 0.00% | −1.37 |
| LITE Lumentum Holdings Inc. | Reduce -17.0% | 4.54% | −0.34 |
| SNDK Sandisk Corp. | Reduce -69.8% | 2.60% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| AMD Advanced Micro Devices | New | 10.13% | +10.13 |
| GOOG Alphabet Inc. Class C | New | 5.52% | +5.52 |
| TTWO Take-Two Interactive Softwre | Add +61.6% | 9.56% | +4.46 |
| LNG Cheniere Energy Inc. | Add +68.3% | 8.71% | +2.01 |
| AZO AutoZone Inc. | Add +36.3% | 7.68% | +1.19 |
| MA Mastercard Inc. Class A | Add +15.2% | 7.01% | +0.56 |
| WMT Walmart Inc. | Add +28.2% | 6.04% | +0.40 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 15 | $166.4M | NVDA, AMD, TTWO, LNG, AZO |
| Q1 2026 | 17 | $152.7M | NVDA, AVGO, SNPS, CRS, AMZN |
| Q4 2025 | 17 | $172.4M | NVDA, AMZN, WMT, AZO, SNPS |
| Q3 2025 | 18 | $173.5M | MMYT, NVDA, AMZN, WDC, NFLX |
| Q2 2025 | 18 | $169.9M | MMYT, NVDA, ANET, AMD, SNPS |
| Q1 2025 | 18 | $115.9M | WMT, MMYT, AMZN, LLY, MA |
| Q4 2024 | 16 | $145.7M | AMZN, NVDA, MMYT, HLT, WMT |
| Q3 2024 | 14 | $135.4M | WMT, MA, SPGI, AAPL, RSG |
| Q2 2024 | 13 | $138.1M | AMZN, MSFT, LLY, MA, RSG |
| Q1 2024 | 17 | $157.9M | MSFT, AMZN, AVGO, MA, RSG |