SeaTown Holdings Pte. Ltd.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 25, 2024), SeaTown Holdings Pte. Ltd. reported 13 stock positions worth $138.1 million. Its top holding was Amazon.com (AMZN) at 11.1% of the portfolio, followed by Microsoft (MSFT, 11.0%) and Eli Lilly (LLY, 9.0%). Compared with Q1 2024, it opened 5 new positions, sold out of 9, added to 1 and reduced 6. The biggest buy was a new position in Eli Lilly (LLY) and the biggest sale an exit from Linde (LIN).
- Most Recent 13F
- Q2 2026
- Location
- SINGAPORE, U0
- CIK
- 0001512367
- Portfolio Value
- $138.1M (Q2 2024)
- SEC Filing
- 0001140361-24-034071 ↗ filed Jul 25, 2024
Holdings Value
Holdings 13 stocks · $138.1M
| AMZN Amazon.com Inc. | 11.06% | 78,989 | $15.3M | Reduce -4.8% |
| MSFT Microsoft Corp. | 10.96% | 33,854 | $15.1M | Reduce -43.1% |
| LLY Eli Lilly & Co. | 8.98% | 13,700 | $12.4M | New |
| MA Mastercard Inc. Class A | 8.54% | 26,722 | $11.8M | Reduce -8.2% |
| RSG Republic Services Inc. | 8.36% | 59,400 | $11.5M | No change |
| NVDA Nvidia Corp. | 7.96% | 89,000 | $11.0M | New |
| CDNS Cadence Design SYS Inc. | 7.33% | 32,886 | $10.1M | Add +88.3% |
| WMT Walmart Inc. | 7.26% | 148,000 | $10.0M | New |
| AVGO Broadcom Inc. | 7.17% | 6,165 | $9.9M | Reduce -43.5% |
| HLT Hilton Worldwide Holdings Inc. | 6.37% | 40,300 | $8.8M | New |
| GE General Electric filed as GE AEROSPACE | 6.23% | 54,100 | $8.6M | New |
| SPGI S&P Global Inc. | 5.21% | 16,129 | $7.2M | Reduce -10.0% |
| NOW ServiceNow Inc. | 4.58% | 8,030 | $6.3M | Reduce -32.7% |
Portfolio Sells Q1 2024 → Q2 2024
| LIN Linde PLC | Sold out | 0.00% | −6.40 |
| V Visa Inc. Class A | Sold out | 0.00% | −5.74 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −5.53 |
| MSFT Microsoft Corp. | Reduce -43.1% | 10.96% | −4.88 |
| INTU Intuit Inc. | Sold out | 0.00% | −4.37 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −4.10 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −3.37 |
| ADBE Adobe Inc. | Sold out | 0.00% | −2.56 |
| TW Tradeweb Markets Inc. Class A | Sold out | 0.00% | −2.49 |
| AVGO Broadcom Inc. | Reduce -43.5% | 7.17% | −1.99 |
| NOW ServiceNow Inc. | Reduce -32.7% | 4.58% | −1.18 |
| MSCI MSCI Inc. | Sold out | 0.00% | −0.85 |
| MA Mastercard Inc. Class A | Reduce -8.2% | 8.54% | −0.34 |
| SPGI S&P Global Inc. | Reduce -10.0% | 5.21% | +0.38 |
| AMZN Amazon.com Inc. | Reduce -4.8% | 11.06% | +1.58 |
Portfolio Buys Q1 2024 → Q2 2024
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 |