SeaTown Holdings Pte. Ltd.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), SeaTown Holdings Pte. Ltd. reported 17 stock positions worth $172.4 million. Its top holding was Nvidia (NVDA) at 12.6% of the portfolio, followed by Amazon.com (AMZN, 7.6%) and Walmart (WMT, 6.9%). Compared with Q3 2025, it opened 3 new positions, sold out of 4, added to 6 and reduced 5. The biggest buy was a new position in Seagate Technology (STX) and the biggest sale an exit from Western Digital (WDC).
- Most Recent 13F
- Q2 2026
- Location
- SINGAPORE, U0
- CIK
- 0001512367
- Portfolio Value
- $172.4M (Q4 2025)
- SEC Filing
- 0001140361-26-001720 ↗ filed Jan 21, 2026
Holdings Value
Holdings 17 stocks · $172.4M
| NVDA Nvidia Corp. | 12.61% | 116,567 | $21.7M | Add +26.1% |
| AMZN Amazon.com Inc. | 7.55% | 56,400 | $13.0M | Add +2.5% |
| WMT Walmart Inc. | 6.86% | 106,208 | $11.8M | No change |
| AZO AutoZone Inc. | 6.23% | 3,164 | $10.7M | Add +17.4% |
| SNPS Synopsys Inc. | 6.08% | 22,300 | $10.5M | Add +55.9% |
| LLY Eli Lilly & Co. | 6.06% | 9,725 | $10.5M | Reduce -23.6% |
| CRS Carpenter Technology | 5.92% | 32,395 | $10.2M | Reduce -22.0% |
| MA Mastercard Inc. Class A | 5.63% | 17,000 | $9.7M | Reduce -9.6% |
| MMYT Makemytrip Ltd. | 5.56% | 116,700 | $9.6M | Reduce -39.6% |
| ANET Arista Networks Inc. | 5.36% | 70,450 | $9.2M | Add +46.3% |
| FICO Fair Isaac Corp. | 5.35% | 5,450 | $9.2M | Add +58.0% |
| STX Seagate Technology Holdings | 5.19% | 32,500 | $9.0M | New |
| AVGO Broadcom Inc. | 4.69% | 23,350 | $8.1M | Reduce -25.2% |
| AMD Advanced Micro Devices | 4.47% | 36,000 | $7.7M | New |
| TTWO Take-Two Interactive Softwre | 4.28% | 28,800 | $7.4M | New |
| TW Tradeweb Markets Inc. Class A | 4.11% | 65,800 | $7.1M | No change |
| GEV GE Vernova Inc. | 4.06% | 10,710 | $7.0M | No change |
Portfolio Sells Q3 2025 → Q4 2025
| WDC Western Digital Corp. | Sold out | 0.00% | −6.92 |
| NFLX Netflix Inc. | Sold out | 0.00% | −6.77 |
| MMYT Makemytrip Ltd. | Reduce -39.6% | 5.56% | −4.87 |
| CSL Carlisle Cos Inc. | Sold out | 0.00% | −1.97 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −1.35 |
| AVGO Broadcom Inc. | Reduce -25.2% | 4.69% | −1.25 |
| MA Mastercard Inc. Class A | Reduce -9.6% | 5.63% | −0.53 |
| CRS Carpenter Technology | Reduce -22.0% | 5.92% | +0.03 |
| LLY Eli Lilly & Co. | Reduce -23.6% | 6.06% | +0.47 |
Portfolio Buys Q3 2025 → Q4 2025
| STX Seagate Technology Holdings | New | 5.19% | +5.19 |
| AMD Advanced Micro Devices | New | 4.47% | +4.47 |
| TTWO Take-Two Interactive Softwre | New | 4.28% | +4.28 |
| NVDA Nvidia Corp. | Add +26.1% | 12.61% | +2.67 |
| FICO Fair Isaac Corp. | Add +58.0% | 5.35% | +2.37 |
| SNPS Synopsys Inc. | Add +55.9% | 6.08% | +2.01 |
| ANET Arista Networks Inc. | Add +46.3% | 5.36% | +1.31 |
| AMZN Amazon.com Inc. | Add +2.5% | 7.55% | +0.59 |
| AZO AutoZone Inc. | Add +17.4% | 6.23% | −0.44 |
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 |