SeaTown Holdings Pte. Ltd.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), SeaTown Holdings Pte. Ltd. reported 18 stock positions worth $169.9 million. Its top holding was Makemytrip (MMYT) at 10.1% of the portfolio, followed by Nvidia (NVDA, 7.9%) and Arista Networks (ANET, 7.9%). Compared with Q1 2025, it opened 6 new positions, sold out of 6, added to 7 and reduced 4. The biggest buy was a new position in Arista Networks (ANET) and the biggest sale an exit from Apple (AAPL).
- Most Recent 13F
- Q2 2026
- Location
- SINGAPORE, U0
- CIK
- 0001512367
- Portfolio Value
- $169.9M (Q2 2025)
- SEC Filing
- 0001140361-25-026812 ↗ filed Jul 23, 2025
Holdings Value
Holdings 18 stocks · $169.9M
| MMYT Makemytrip Ltd. | 10.07% | 174,593 | $17.1M | Add +49.8% |
| NVDA Nvidia Corp. | 7.95% | 85,467 | $13.5M | Add +41.7% |
| ANET Arista Networks Inc. | 7.89% | 131,000 | $13.4M | New |
| AMD Advanced Micro Devices | 6.52% | 78,000 | $11.1M | New |
| SNPS Synopsys Inc. | 6.29% | 20,850 | $10.7M | Add +46.3% |
| WMT Walmart Inc. | 6.06% | 105,208 | $10.3M | Reduce -27.8% |
| AZO AutoZone Inc. | 5.89% | 2,694 | $10.0M | New |
| TW Tradeweb Markets Inc. Class A | 5.67% | 65,800 | $9.6M | New |
| MA Mastercard Inc. Class A | 5.54% | 16,751 | $9.4M | No change |
| CRS Carpenter Technology | 5.37% | 33,000 | $9.1M | New |
| GE General Electric filed as GE AEROSPACE | 5.33% | 35,208 | $9.1M | Add +34.3% |
| CSL Carlisle Cos Inc. | 5.28% | 24,000 | $9.0M | Add +26.3% |
| LLY Eli Lilly & Co. | 4.65% | 10,125 | $7.9M | Reduce -9.0% |
| SPGI S&P Global Inc. | 4.17% | 13,450 | $7.1M | Reduce -7.8% |
| GEV GE Vernova Inc. | 3.96% | 12,710 | $6.7M | New |
| GRAB Grab Holdings Ltd. Class A | 3.82% | 1,289,000 | $6.5M | Add +85.3% |
| AMZN Amazon.com Inc. | 3.72% | 28,813 | $6.3M | Reduce -41.0% |
| SE Sea Ltd.-ADR | 1.83% | 19,400 | $3.1M | Add +110.5% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Sold out | 0.00% | −6.18 |
| RSG Republic Services Inc. | Sold out | 0.00% | −5.14 |
| WMT Walmart Inc. | Reduce -27.8% | 6.06% | −4.99 |
| HLT Hilton Worldwide Holdings Inc. | Sold out | 0.00% | −4.91 |
| AMZN Amazon.com Inc. | Reduce -41.0% | 3.72% | −4.29 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −3.95 |
| LLY Eli Lilly & Co. | Reduce -9.0% | 4.65% | −3.28 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −2.99 |
| SPGI S&P Global Inc. | Reduce -7.8% | 4.17% | −2.22 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.90 |
Portfolio Buys Q1 2025 → Q2 2025
| ANET Arista Networks Inc. | New | 7.89% | +7.89 |
| AMD Advanced Micro Devices | New | 6.52% | +6.52 |
| AZO AutoZone Inc. | New | 5.89% | +5.89 |
| TW Tradeweb Markets Inc. Class A | New | 5.67% | +5.67 |
| CRS Carpenter Technology | New | 5.37% | +5.37 |
| GEV GE Vernova Inc. | New | 3.96% | +3.96 |
| NVDA Nvidia Corp. | Add +41.7% | 7.95% | +2.31 |
| GRAB Grab Holdings Ltd. Class A | Add +85.3% | 3.82% | +1.10 |
| SNPS Synopsys Inc. | Add +46.3% | 6.29% | +1.02 |
| GE General Electric | Add +34.3% | 5.33% | +0.81 |
| SE Sea Ltd.-ADR | Add +110.5% | 1.83% | +0.79 |
| MMYT Makemytrip Ltd. | Add +49.8% | 10.07% | +0.22 |
| CSL Carlisle Cos Inc. | Add +26.3% | 5.28% | −0.31 |
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 |