SeaTown Holdings Pte. Ltd.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), SeaTown Holdings Pte. Ltd. reported 18 stock positions worth $115.9 million. Its top holding was Walmart (WMT) at 11.0% of the portfolio, followed by Makemytrip (MMYT, 9.9%) and Amazon.com (AMZN, 8.0%). Compared with Q4 2024, it opened 3 new positions, sold out of 1, added to 2 and reduced 12. The biggest buy was a new position in Synopsys (SNPS) and the biggest sale Nvidia (NVDA, shares −45%).
- Most Recent 13F
- Q2 2026
- Location
- SINGAPORE, U0
- CIK
- 0001512367
- Portfolio Value
- $115.9M (Q1 2025)
- SEC Filing
- 0001140361-25-018765 ↗ filed May 14, 2025
Holdings Value
Holdings 18 stocks · $115.9M
| WMT Walmart Inc. | 11.05% | 145,808 | $12.8M | Add +24.8% |
| MMYT Makemytrip Ltd. | 9.85% | 116,518 | $11.4M | Add +16.2% |
| AMZN Amazon.com Inc. | 8.01% | 48,813 | $9.3M | Reduce -34.5% |
| LLY Eli Lilly & Co. | 7.93% | 11,125 | $9.2M | Reduce -9.9% |
| MA Mastercard Inc. Class A | 7.92% | 16,751 | $9.2M | Reduce -0.3% |
| SPGI S&P Global Inc. | 6.40% | 14,590 | $7.4M | Reduce -25.9% |
| AAPL Apple Inc. | 6.18% | 32,222 | $7.2M | No change |
| NVDA Nvidia Corp. | 5.64% | 60,312 | $6.5M | Reduce -44.9% |
| CSL Carlisle Cos Inc. | 5.58% | 19,000 | $6.5M | Reduce -12.0% |
| SNPS Synopsys Inc. | 5.27% | 14,250 | $6.1M | New |
| RSG Republic Services Inc. | 5.14% | 24,580 | $6.0M | Reduce -17.2% |
| HLT Hilton Worldwide Holdings Inc. | 4.91% | 25,027 | $5.7M | Reduce -41.6% |
| GE General Electric filed as GE AEROSPACE | 4.53% | 26,208 | $5.2M | Reduce -53.4% |
| MSFT Microsoft Corp. | 3.95% | 12,185 | $4.6M | Reduce -48.1% |
| NOW ServiceNow Inc. | 2.99% | 4,350 | $3.5M | New |
| GRAB Grab Holdings Ltd. Class A | 2.72% | 695,500 | $3.2M | New |
| SE Sea Ltd.-ADR | 1.04% | 9,215 | $1.2M | Reduce -79.7% |
| AVGO Broadcom Inc. | 0.90% | 6,208 | $1.0M | Reduce -72.0% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -44.9% | 5.64% | −4.44 |
| AMZN Amazon.com Inc. | Reduce -34.5% | 8.01% | −3.20 |
| MSFT Microsoft Corp. | Reduce -48.1% | 3.95% | −2.85 |
| AVGO Broadcom Inc. | Reduce -72.0% | 0.90% | −2.64 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -41.6% | 4.91% | −2.36 |
| SE Sea Ltd.-ADR | Reduce -79.7% | 1.04% | −2.27 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −1.96 |
| GE General Electric | Reduce -53.4% | 4.53% | −1.91 |
| SPGI S&P Global Inc. | Reduce -25.9% | 6.40% | −0.33 |
| CSL Carlisle Cos Inc. | Reduce -12.0% | 5.58% | +0.12 |
| RSG Republic Services Inc. | Reduce -17.2% | 5.14% | +1.04 |
| LLY Eli Lilly & Co. | Reduce -9.9% | 7.93% | +1.39 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 7.92% | +1.85 |
Portfolio Buys Q4 2024 → Q1 2025
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 |