SeaTown Holdings Pte. Ltd.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), SeaTown Holdings Pte. Ltd. reported 17 stock positions worth $152.7 million. Its top holding was Nvidia (NVDA) at 10.7% of the portfolio, followed by Broadcom (AVGO, 8.3%) and Synopsys (SNPS, 7.3%). Compared with Q4 2025, it opened 5 new positions, sold out of 5, added to 5 and reduced 6. The biggest buy was a new position in Cheniere Energy (LNG) and the biggest sale an exit from Makemytrip (MMYT).
- Most Recent 13F
- Q2 2026
- Location
- SINGAPORE, U0
- CIK
- 0001512367
- Portfolio Value
- $152.7M (Q1 2026)
- SEC Filing
- 0001140361-26-014497 ↗ filed Apr 14, 2026
Holdings Value
Holdings 17 stocks · $152.7M
| NVDA Nvidia Corp. | 10.75% | 94,067 | $16.4M | Reduce -19.3% |
| AVGO Broadcom Inc. | 8.28% | 40,820 | $12.6M | Add +74.8% |
| SNPS Synopsys Inc. | 7.35% | 28,300 | $11.2M | Add +26.9% |
| CRS Carpenter Technology | 6.94% | 26,895 | $10.6M | Reduce -17.0% |
| AMZN Amazon.com Inc. | 6.83% | 50,100 | $10.4M | Reduce -11.2% |
| LLY Eli Lilly & Co. | 6.79% | 11,275 | $10.4M | Add +15.9% |
| LNG Cheniere Energy Inc. | 6.69% | 36,000 | $10.2M | New |
| AZO AutoZone Inc. | 6.49% | 2,934 | $9.9M | Reduce -7.3% |
| MA Mastercard Inc. Class A | 6.45% | 19,700 | $9.8M | Add +15.9% |
| WMT Walmart Inc. | 5.63% | 69,208 | $8.6M | Reduce -34.8% |
| GEV GE Vernova Inc. | 5.44% | 9,510 | $8.3M | Reduce -11.2% |
| TTWO Take-Two Interactive Softwre | 5.09% | 39,350 | $7.8M | Add +36.6% |
| TW Tradeweb Markets Inc. Class A | 5.07% | 65,800 | $7.7M | No change |
| LITE Lumentum Holdings Inc. | 4.88% | 10,600 | $7.4M | New |
| HTHT H World Group Ltd.-ADR | 3.33% | 101,000 | $5.1M | New |
| SNDK Sandisk Corp. | 2.62% | 6,300 | $4.0M | New |
| VNET Vnet Group Inc.-ADR | 1.37% | 248,550 | $2.1M | New |
Portfolio Sells Q4 2025 → Q1 2026
| MMYT Makemytrip Ltd. | Sold out | 0.00% | −5.56 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −5.36 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −5.35 |
| STX Seagate Technology Holdings | Sold out | 0.00% | −5.19 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −4.47 |
| NVDA Nvidia Corp. | Reduce -19.3% | 10.75% | −1.87 |
| WMT Walmart Inc. | Reduce -34.8% | 5.63% | −1.23 |
| AMZN Amazon.com Inc. | Reduce -11.2% | 6.83% | −0.72 |
| AZO AutoZone Inc. | Reduce -7.3% | 6.49% | +0.27 |
| CRS Carpenter Technology | Reduce -17.0% | 6.94% | +1.03 |
| GEV GE Vernova Inc. | Reduce -11.2% | 5.44% | +1.38 |
Portfolio Buys Q4 2025 → Q1 2026
| LNG Cheniere Energy Inc. | New | 6.69% | +6.69 |
| LITE Lumentum Holdings Inc. | New | 4.88% | +4.88 |
| AVGO Broadcom Inc. | Add +74.8% | 8.28% | +3.59 |
| HTHT H World Group Ltd.-ADR | New | 3.33% | +3.33 |
| SNDK Sandisk Corp. | New | 2.62% | +2.62 |
| VNET Vnet Group Inc.-ADR | New | 1.37% | +1.37 |
| SNPS Synopsys Inc. | Add +26.9% | 7.35% | +1.27 |
| MA Mastercard Inc. Class A | Add +15.9% | 6.45% | +0.82 |
| TTWO Take-Two Interactive Softwre | Add +36.6% | 5.09% | +0.81 |
| LLY Eli Lilly & Co. | Add +15.9% | 6.79% | +0.73 |
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 |