SeaTown Holdings Pte. Ltd.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), SeaTown Holdings Pte. Ltd. reported 16 stock positions worth $145.7 million. Its top holding was Amazon.com (AMZN) at 11.2% of the portfolio, followed by Nvidia (NVDA, 10.1%) and Makemytrip (MMYT, 7.7%). Compared with Q3 2024, it opened 2 new positions, added to 7 and reduced 7. The biggest buy was a new position in Makemytrip (MMYT) and the biggest sale Lowe's Cos (LOW, shares −67%).
- Most Recent 13F
- Q2 2026
- Location
- SINGAPORE, U0
- CIK
- 0001512367
- Portfolio Value
- $145.7M (Q4 2024)
- SEC Filing
- 0001140361-25-001230 ↗ filed Jan 16, 2025
Holdings Value
Holdings 16 stocks · $145.7M
| AMZN Amazon.com Inc. | 11.22% | 74,513 | $16.3M | Add +34.9% |
| NVDA Nvidia Corp. | 10.08% | 109,412 | $14.7M | Add +66.0% |
| MMYT Makemytrip Ltd. | 7.72% | 100,268 | $11.3M | New |
| HLT Hilton Worldwide Holdings Inc. | 7.27% | 42,867 | $10.6M | Add +49.8% |
| WMT Walmart Inc. | 7.24% | 116,808 | $10.6M | Reduce -36.1% |
| MSFT Microsoft Corp. | 6.79% | 23,485 | $9.9M | Add +4.8% |
| SPGI S&P Global Inc. | 6.73% | 19,690 | $9.8M | Reduce -15.8% |
| LLY Eli Lilly & Co. | 6.54% | 12,348 | $9.5M | Add +34.5% |
| GE General Electric filed as GE AEROSPACE | 6.43% | 56,208 | $9.4M | Add +62.0% |
| MA Mastercard Inc. Class A | 6.07% | 16,801 | $8.8M | Reduce -31.8% |
| AAPL Apple Inc. | 5.54% | 32,222 | $8.1M | Reduce -31.0% |
| CSL Carlisle Cos Inc. | 5.47% | 21,600 | $8.0M | Add +23.4% |
| RSG Republic Services Inc. | 4.10% | 29,680 | $6.0M | Reduce -44.0% |
| AVGO Broadcom Inc. | 3.53% | 22,208 | $5.1M | Reduce -53.1% |
| SE Sea Ltd.-ADR | 3.31% | 45,441 | $4.8M | New |
| LOW Lowe's Cos Inc. | 1.96% | 11,559 | $2.9M | Reduce -67.4% |
Portfolio Sells Q3 2024 → Q4 2024
| LOW Lowe's Cos Inc. | Reduce -67.4% | 1.96% | −5.14 |
| RSG Republic Services Inc. | Reduce -44.0% | 4.10% | −3.76 |
| WMT Walmart Inc. | Reduce -36.1% | 7.24% | −3.66 |
| MA Mastercard Inc. Class A | Reduce -31.8% | 6.07% | −2.91 |
| AAPL Apple Inc. | Reduce -31.0% | 5.54% | −2.50 |
| AVGO Broadcom Inc. | Reduce -53.1% | 3.53% | −2.50 |
| SPGI S&P Global Inc. | Reduce -15.8% | 6.73% | −2.20 |
Portfolio Buys Q3 2024 → Q4 2024
| MMYT Makemytrip Ltd. | New | 7.72% | +7.72 |
| NVDA Nvidia Corp. | Add +66.0% | 10.08% | +4.17 |
| AMZN Amazon.com Inc. | Add +34.9% | 11.22% | +3.62 |
| SE Sea Ltd.-ADR | New | 3.31% | +3.31 |
| HLT Hilton Worldwide Holdings Inc. | Add +49.8% | 7.27% | +2.40 |
| GE General Electric | Add +62.0% | 6.43% | +1.60 |
| LLY Eli Lilly & Co. | Add +34.5% | 6.54% | +0.53 |
| MSFT Microsoft Corp. | Add +4.8% | 6.79% | −0.33 |
| CSL Carlisle Cos Inc. | Add +23.4% | 5.47% | −0.35 |
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 |