SeaTown Holdings Pte. Ltd. In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 22, 2024), SeaTown Holdings Pte. Ltd. reported 17 stock positions worth $157.9 million . Its top holding was Microsoft (MSFT) at 15.8% of the portfolio, followed by Amazon.com (AMZN, 9.5% ) and Broadcom (AVGO, 9.2% ). Compared with Q4 2023, it opened 3 new positions, sold out of 26, added to 2 and reduced 12. The biggest buy was Broadcom (AVGO, shares +107% ) and the biggest sale an exit from Alphabet Class A (GOOGL).
Location SINGAPORE, U0
CIK 0001512367
Portfolio Value $157.9M (Q1 2024) Holdings 17 stocks · $157.9M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2023 MSFT Microsoft Corp. 59,464 $25.0M Reduce -52.5% AMZN Amazon.com Inc. 82,989 $15.0M Reduce -86.5% AVGO Broadcom Inc. 10,917 $14.5M Add +106.6% MA Mastercard Inc. Class A 29,122 $14.0M Add +45.6% RSG Republic Services Inc. 59,400 $11.4M Reduce -7.5% LIN Linde PLC 21,770 $10.1M Reduce -63.9% NOW ServiceNow Inc. 11,930 $9.1M New V Visa Inc. Class A 32,500 $9.1M Reduce -48.3% META Meta Platforms Inc. Class A 18,000 $8.7M Reduce -89.6% SPGI S&P Global Inc. 17,925 $7.6M Reduce -82.9% INTU Intuit Inc. 10,615 $6.9M Reduce -18.7% CRWD CrowdStrike Holdings Inc. Class A 20,191 $6.5M New CDNS Cadence Design SYS Inc. 17,462 $5.4M Reduce -37.5% SNPS Synopsys Inc. 9,308 $5.3M Reduce -32.8% ADBE Adobe Inc. 8,000 $4.0M New TW Tradeweb Markets Inc. Class A 37,800 $3.9M Reduce -76.1% MSCI MSCI Inc. 2,396 $1.3M Reduce -96.1%
Portfolio Sells Q4 2023 → Q1 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ GOOGL Alphabet Inc. Class A Sold out 0.00% −7.19 MCD McDonald's Corp. Sold out 0.00% −5.30 BLK BlackRock Finance Inc. Sold out 0.00% −4.39 MSCI MSCI Inc. Reduce -96.1% 0.85% −4.00 AMZN Amazon.com Inc. Reduce -86.5% 9.48% −3.47 NVDA Nvidia Corp. Sold out 0.00% −3.42 META Meta Platforms Inc. Class A Reduce -89.6% 5.53% −2.92 CG The Carlyle Group Inc. Sold out 0.00% −2.70 ATHM Autohome Inc.-ADR Sold out 0.00% −2.53 WDC Western Digital Corp. Sold out 0.00% −2.24 MRVL Marvell Technology Inc. Sold out 0.00% −2.13 DIS The Walt Disney Co. Sold out 0.00% −1.87 MU Micron Technology Inc. Sold out 0.00% −1.69 SPGI S&P Global Inc. Reduce -82.9% 4.83% −1.56 KKR KKR & Co. Inc. Sold out 0.00% −1.54 BA The Boeing Co. Sold out 0.00% −1.49 XOM Exxon Mobil Corp. Sold out 0.00% −1.40 HLT Hilton Worldwide Holdings Inc. Sold out 0.00% −1.33 TJX TJX Companies Inc. Sold out 0.00% −1.26 WMT Walmart Inc. Sold out 0.00% −1.23 LOW Lowe's Cos Inc. Sold out 0.00% −1.08 ZTO Zto Express Cayman Inc.-ADR Sold out 0.00% −0.74 PG The Procter & Gamble Co. Sold out 0.00% −0.65 MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.56 APTV Aptiv Irish Holdings Ltd. Sold out 0.00% −0.55 AMD Advanced Micro Devices Sold out 0.00% −0.34 WFC Wells Fargo & Co. Sold out 0.00% −0.31 MET Metlife Inc. Sold out 0.00% −0.31 CFG Citizens Financial Group Sold out 0.00% −0.22 NKE Nike Inc. Class B Sold out 0.00% −0.09 TW Tradeweb Markets Inc. Class A Reduce -76.1% 2.49% +0.51 SNPS Synopsys Inc. Reduce -32.8% 3.37% +2.38 CDNS Cadence Design SYS Inc. Reduce -37.5% 3.44% +2.39 LIN Linde PLC Reduce -63.9% 6.40% +2.98 INTU Intuit Inc. Reduce -18.7% 4.37% +3.24 V Visa Inc. Class A Reduce -48.3% 5.74% +3.48 RSG Republic Services Inc. Reduce -7.5% 7.20% +5.74 MSFT Microsoft Corp. Reduce -52.5% 15.84% +9.34
Portfolio Buys Q4 2023 → Q1 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▼ AVGO Broadcom Inc. Add +106.6% 9.16% +8.35 MA Mastercard Inc. Class A Add +45.6% 8.88% +7.70 NOW ServiceNow Inc. New 5.76% +5.76 CRWD CrowdStrike Holdings Inc. Class A New 4.10% +4.10 ADBE Adobe Inc. New 2.56% +2.56
Options Activity Q4 2023 → Q1 2024 Security Type Change vs Q4 2023 Underlying Shares Value ▼ MSFT Microsoft Corp. call Sold out 523,500 $196.9Mbefore exit META Meta Platforms Inc. Class A call Sold out 313,000 $110.8Mbefore exit XOM Exxon Mobil Corp. call Sold out 1,005,530 $100.5Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2023 → Q1 2024 Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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