SeaTown Holdings Pte. Ltd.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), SeaTown Holdings Pte. Ltd. reported 18 stock positions worth $173.5 million. Its top holding was Makemytrip (MMYT) at 10.4% of the portfolio, followed by Nvidia (NVDA, 9.9%) and Amazon.com (AMZN, 7.0%). Compared with Q2 2025, it opened 4 new positions, sold out of 4, added to 7 and reduced 5. The biggest buy was a new position in Western Digital (WDC) and the biggest sale an exit from Advanced Micro Devices (AMD).
- Most Recent 13F
- Q2 2026
- Location
- SINGAPORE, U0
- CIK
- 0001512367
- Portfolio Value
- $173.5M (Q3 2025)
- SEC Filing
- 0001140361-25-041490 ↗ filed Nov 12, 2025
Holdings Value
Holdings 18 stocks · $173.5M
| MMYT Makemytrip Ltd. | 10.43% | 193,293 | $18.1M | Add +10.7% |
| NVDA Nvidia Corp. | 9.95% | 92,467 | $17.3M | Add +8.2% |
| AMZN Amazon.com Inc. | 6.96% | 55,000 | $12.1M | Add +90.9% |
| WDC Western Digital Corp. | 6.92% | 100,000 | $12.0M | New |
| NFLX Netflix Inc. | 6.77% | 9,800 | $11.7M | New |
| AZO AutoZone Inc. | 6.66% | 2,694 | $11.6M | No change |
| WMT Walmart Inc. | 6.31% | 106,208 | $10.9M | Add +0.9% |
| MA Mastercard Inc. Class A | 6.16% | 18,800 | $10.7M | Add +12.2% |
| AVGO Broadcom Inc. | 5.93% | 31,200 | $10.3M | New |
| CRS Carpenter Technology | 5.88% | 41,555 | $10.2M | Add +25.9% |
| LLY Eli Lilly & Co. | 5.60% | 12,725 | $9.7M | Add +25.7% |
| TW Tradeweb Markets Inc. Class A | 4.21% | 65,800 | $7.3M | No change |
| SNPS Synopsys Inc. | 4.07% | 14,300 | $7.1M | Reduce -31.4% |
| ANET Arista Networks Inc. | 4.04% | 48,150 | $7.0M | Reduce -63.2% |
| GEV GE Vernova Inc. | 3.80% | 10,710 | $6.6M | Reduce -15.7% |
| FICO Fair Isaac Corp. | 2.98% | 3,450 | $5.2M | New |
| CSL Carlisle Cos Inc. | 1.97% | 10,400 | $3.4M | Reduce -56.7% |
| SE Sea Ltd.-ADR | 1.35% | 13,100 | $2.3M | Reduce -32.5% |
Portfolio Sells Q2 2025 → Q3 2025
| AMD Advanced Micro Devices | Sold out | 0.00% | −6.52 |
| GE General Electric | Sold out | 0.00% | −5.33 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −4.17 |
| ANET Arista Networks Inc. | Reduce -63.2% | 4.04% | −3.85 |
| GRAB Grab Holdings Ltd. Class A | Sold out | 0.00% | −3.82 |
| CSL Carlisle Cos Inc. | Reduce -56.7% | 1.97% | −3.30 |
| SNPS Synopsys Inc. | Reduce -31.4% | 4.07% | −2.23 |
| SE Sea Ltd.-ADR | Reduce -32.5% | 1.35% | −0.48 |
| GEV GE Vernova Inc. | Reduce -15.7% | 3.80% | −0.16 |
Portfolio Buys Q2 2025 → Q3 2025
| WDC Western Digital Corp. | New | 6.92% | +6.92 |
| NFLX Netflix Inc. | New | 6.77% | +6.77 |
| AVGO Broadcom Inc. | New | 5.93% | +5.93 |
| AMZN Amazon.com Inc. | Add +90.9% | 6.96% | +3.24 |
| FICO Fair Isaac Corp. | New | 2.98% | +2.98 |
| NVDA Nvidia Corp. | Add +8.2% | 9.95% | +2.00 |
| LLY Eli Lilly & Co. | Add +25.7% | 5.60% | +0.95 |
| MA Mastercard Inc. Class A | Add +12.2% | 6.16% | +0.62 |
| CRS Carpenter Technology | Add +25.9% | 5.88% | +0.51 |
| MMYT Makemytrip Ltd. | Add +10.7% | 10.43% | +0.36 |
| WMT Walmart Inc. | Add +0.9% | 6.31% | +0.25 |
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 |