Temasek Holdings (Private) Ltd
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Temasek Holdings (Private) Ltd reported 91 stock positions worth $21.5 billion. Its top holding was BlackRock Finance (BLK) at 18.8% of the portfolio, followed by Visa Class A (V, 7.4%) and Mastercard Class A (MA, 5.6%). Compared with Q1 2024, it opened 19 new positions, sold out of 31, added to 33 and reduced 5. The biggest buy was Alphabet Class A (GOOGL, shares +1569%) and the biggest sale Biontech SE-ADR (BNTX, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- SINGAPORE, U0
- CIK
- 0001021944
- Portfolio Value
- $21.5B (Q2 2024)
- SEC Filing
- 0001104659-24-089184 ↗ filed Aug 14, 2024
Holdings Value
Holdings 91 stocks · $21.5B
| BLK BlackRock Finance Inc. | 18.77% | 5,133,360 | $4.0B | Add +0.3% |
| V Visa Inc. Class A | 7.41% | 6,083,037 | $1.6B | Add +11.2% |
| MA Mastercard Inc. Class A | 5.62% | 2,742,663 | $1.2B | Add +36.4% |
| NVDA Nvidia Corp. | 5.56% | 9,695,187 | $1.2B | Add +88.0% |
| AMZN Amazon.com Inc. | 5.13% | 5,718,439 | $1.1B | Add +66.0% |
| MSFT Microsoft Corp. | 4.39% | 2,115,534 | $945.5M | Add +208.3% |
| IBN Icici Bank Ltd.-Spon ADR | 3.83% | 28,610,530 | $824.3M | Reduce -5.0% |
| GOOGL Alphabet Inc. Class A | 3.76% | 4,441,884 | $809.1M | Add +1568.7% |
| BABA Alibaba Group Holding-SP ADR | 3.08% | 9,207,897 | $663.0M | No change |
| INTA Intapp Inc. | 2.92% | 17,146,805 | $628.8M | No change |
| TMO Thermo Fisher Scientific Inc. | 2.74% | 1,068,367 | $590.8M | Add +3.5% |
| HDB HDFC Bank Ltd.-ADR | 2.46% | 8,234,777 | $529.7M | No change |
| DASH DoorDash Inc. Class A | 2.46% | 4,866,131 | $529.3M | No change |
| RBLX Roblox Corp. Class A | 2.42% | 14,018,512 | $521.6M | Add +2.3% |
| AVGO Broadcom Inc. | 2.24% | 300,350 | $482.2M | Add +3.6% |
| ONC Beone Medicines Ltd.-ADR filed as BEIGENE LTD | 2.00% | 3,014,171 | $430.0M | No change |
| META Meta Platforms Inc. Class A | 1.89% | 807,495 | $407.2M | Add +849.3% |
| SPGI S&P Global Inc. | 1.65% | 794,791 | $354.5M | No change |
| SE Sea Ltd.-ADR | 1.62% | 4,875,226 | $348.2M | No change |
| BILL Bill Holdings Inc. | 1.37% | 5,627,304 | $296.1M | No change |
| ZTO Zto Express Cayman Inc.-ADR | 1.00% | 10,426,750 | $216.4M | No change |
| ABNB Airbnb Inc. Class A | 0.86% | 1,215,075 | $184.2M | No change |
| PYPL PayPal Holdings Inc. | 0.80% | 2,952,715 | $171.3M | Reduce -8.9% |
| NOW ServiceNow Inc. | 0.79% | 216,297 | $170.2M | Add +133.6% |
| GLBE Global-E Online Ltd. | 0.77% | 4,560,830 | $165.4M | Add +55.0% |
| TPG TPG Inc. | 0.77% | 3,981,179 | $165.0M | No change |
| AAPL Apple Inc. | 0.73% | 745,225 | $157.0M | Add +692.6% |
| BNTX Biontech SE-ADR | 0.67% | 1,807,232 | $145.2M | Reduce -47.3% |
| FLYW Flywire Corp.-Voting | 0.66% | 8,684,895 | $142.3M | No change |
| ADBE Adobe Inc. | 0.64% | 249,114 | $138.4M | Add +56.0% |
| MSCI MSCI Inc. | 0.62% | 277,432 | $133.7M | Add +4.0% |
| DNLI Denali Therapeutics Inc. | 0.62% | 5,706,345 | $132.5M | No change |
| ETWO E2OPEN Parent Holdings Inc. | 0.61% | 29,248,151 | $131.3M | No change |
| EWY iShares MSCI South Korea ETF | 0.60% | 1,941,350 | $128.3M | No change |
| EWT iShares MSCI Taiwan ETF | 0.58% | 2,319,561 | $125.7M | Add +19.7% |
| PAYO Payoneer Global Inc. | 0.52% | 20,242,083 | $112.1M | No change |
| GH Guardant Health Inc. | 0.50% | 3,749,102 | $108.3M | Reduce -8.8% |
| JD Jd.com Inc.-ADR | 0.47% | 3,906,730 | $100.9M | No change |
| BX Blackstone Inc. | 0.43% | 753,130 | $93.2M | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.38% | 1,376,700 | $81.5M | No change |
| LIN Linde PLC | 0.32% | 156,630 | $68.7M | Add +180.2% |
| KWEB Kranesh Csi China Internet | 0.28% | 2,221,800 | $60.0M | Add +45.8% |
| YUMC Yum China Holdings Inc. | 0.26% | 1,822,905 | $56.2M | No change |
| MU Micron Technology Inc. | 0.24% | 391,393 | $51.5M | Add +88.0% |
| GEV GE Vernova Inc. | 0.20% | 253,508 | $43.5M | Add +6468.8% |
| SES Ses AI Corp. | 0.20% | 34,675,757 | $43.3M | No change |
| BEAM Beam Therapeutics Inc. | 0.20% | 1,812,972 | $42.5M | No change |
| BKNG Booking Holdings Inc. | 0.18% | 9,924 | $39.3M | Add +98.1% |
| COST Costco Wholesale Corp. | 0.18% | 45,165 | $38.4M | Add +70.1% |
| CAT Caterpillar Inc. | 0.17% | 112,942 | $37.6M | Add +1607.4% |
| SCHP Schwab U.S. Tips ETF | 0.17% | 705,000 | $36.7M | No change |
| CRM Salesforce Inc. | 0.17% | 139,005 | $35.7M | New |
| DT Dynatrace Inc. | 0.17% | 797,764 | $35.7M | New |
| UNH Unitedhealth Group Inc. | 0.16% | 68,038 | $34.6M | New |
| ADP Automatic Data Processing | 0.16% | 143,153 | $34.2M | Add +92.2% |
| UNP Union Pacific Corp. | 0.16% | 150,087 | $34.0M | Add +101.5% |
| ABBV Abbvie Inc. | 0.15% | 192,405 | $33.0M | Add +76.2% |
| HD Home Depot Inc. | 0.15% | 92,129 | $31.7M | Add +79.4% |
| DE Deere & Co. | 0.14% | 80,816 | $30.2M | Add +58.4% |
| UPS United Parcel Service Class B | 0.13% | 208,835 | $28.6M | Add +81.2% |
| SNPS Synopsys Inc. | 0.13% | 47,487 | $28.3M | New |
| BLND Blend Labs Inc. Class A | 0.13% | 11,875,773 | $28.0M | No change |
| LLY Eli Lilly & Co. | 0.13% | 30,283 | $27.4M | New |
| TECK Teck Resources Ltd.-CLS B | 0.12% | 538,587 | $25.8M | New |
| SCCO Southern Copper Corp. | 0.12% | 234,765 | $25.3M | New |
| FCX Freeport-McMoran Inc. | 0.12% | 519,418 | $25.2M | New |
| GE General Electric filed as GE AEROSPACE | 0.11% | 153,327 | $24.4M | Add +893.2% |
| LOW Lowe's Cos Inc. | 0.11% | 110,480 | $24.4M | New |
| NKE Nike Inc. Class B | 0.11% | 311,977 | $23.5M | Add +86.7% |
| MRVL Marvell Technology Inc. | 0.11% | 328,553 | $23.0M | Add +234.4% |
| NFLX Netflix Inc. | 0.09% | 28,634 | $19.3M | New |
| JPM JPMorgan Chase & Co. | 0.08% | 87,431 | $17.7M | New |
| TSLA Tesla Inc. | 0.08% | 89,190 | $17.6M | New |
| FORGE GLOBAL HOLDINGS INC | 0.06% | 8,607,712 | $12.6M | No change |
| HBM Hudbay Minerals Inc. | 0.05% | 1,283,227 | $11.6M | New |
| GGR Gogoro Inc. | 0.05% | 6,892,860 | $10.6M | No change |
| CHRS Coherus Oncology Inc. | 0.05% | 5,818,802 | $10.1M | Reduce -21.2% |
| ERO Ero Copper Corp. | 0.04% | 384,127 | $8.2M | New |
| NTLA Intellia Therapeutics Inc. | 0.03% | 279,693 | $6.3M | No change |
| CSCO Cisco Systems Inc. | 0.03% | 127,594 | $6.1M | New |
| AMAT Applied Materials Inc. | 0.03% | 25,565 | $6.0M | New |
| MCD McDonald's Corp. | 0.03% | 22,677 | $5.8M | New |
| QTTB Q32 Bio Inc. | 0.03% | 313,943 | $5.6M | No change |
| AKLI Akili Inc. | 0.02% | 11,509,122 | $5.0M | No change |
| KDP Keurig Dr Pepper Inc. | 0.02% | 99,805 | $3.3M | No change |
| TEM Tempus AI Inc. Class A | 0.01% | 39,466 | $1.4M | New |
| STLA Stellantis NV | 0.01% | 55,530 | $1.1M | No change |
| NBP Novabridge Biosciences filed as I MAB | 0.00% | 566,650 | $946K | No change |
| OPEN Opendoor Technologies Inc. | 0.00% | 350,585 | $645K | No change |
| RENT Rent the Runway Inc. Class A | 0.00% | 36,482 | $641K | New |
| GERN Geron Corp. | 0.00% | 139,964 | $593K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| BNTX Biontech SE-ADR | Reduce -47.3% | 0.67% | −1.08 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.62 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -5.0% | 3.83% | −0.58 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Sold out | 0.00% | −0.52 |
| EWZ iShares MSCI Brazil ETF | Sold out | 0.00% | −0.41 |
| PYPL PayPal Holdings Inc. | Reduce -8.9% | 0.80% | −0.41 |
| STNE Stoneco Ltd. Class A | Sold out | 0.00% | −0.11 |
| NU Nu Holdings Ltd./Cayman Isl-A | Sold out | 0.00% | −0.08 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.06 |
| CHRS Coherus Oncology Inc. | Reduce -21.2% | 0.05% | −0.05 |
| RENT Rent the Runway Inc. | Sold out | 0.00% | −0.03 |
| PCOR Procore Technologies Inc. | Sold out | 0.00% | −0.03 |
| GTLB Gitlab Inc. Class A | Sold out | 0.00% | −0.02 |
| URI United Rentals Inc. | Sold out | 0.00% | −0.02 |
| EXP Eagle Materials Inc. | Sold out | 0.00% | −0.02 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.01 |
| NVT Nvent Electric PLC | Sold out | 0.00% | −0.01 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.01 |
| MLM Martin Marietta Materials | Sold out | 0.00% | −0.01 |
| MTZ Mastec Inc. | Sold out | 0.00% | −0.01 |
| HUBB Hubbell Inc. | Sold out | 0.00% | −0.01 |
| TEX Terex Corp. | Sold out | 0.00% | −0.01 |
| VMC Vulcan Materials Co. | Sold out | 0.00% | −0.01 |
| CMI Cummins Inc. | Sold out | 0.00% | −0.01 |
| JCI Johnson Controls Internation | Sold out | 0.00% | −0.01 |
| ACM Aecom | Sold out | 0.00% | −0.01 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.01 |
| TEL Te Connectivity Ltd. | Sold out | 0.00% | −0.01 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.01 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.01 |
| ROK Rockwell Automation Inc. | Sold out | 0.00% | −0.01 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.01 |
| BRZE Braze Inc. Class A | Sold out | 0.00% | −0.01 |
| HLTHQ Cue Health Inc. | Sold out | 0.00% | −0.00 |
| CART Maplebear Inc. | Sold out | 0.00% | −0.00 |
| GH Guardant Health Inc. | Reduce -8.8% | 0.50% | +0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| GOOGL Alphabet Inc. Class A | Add +1568.7% | 3.76% | +3.53 |
| NVDA Nvidia Corp. | Add +88.0% | 5.56% | +2.98 |
| MSFT Microsoft Corp. | Add +208.3% | 4.39% | +2.79 |
| AMZN Amazon.com Inc. | Add +66.0% | 5.13% | +1.69 |
| META Meta Platforms Inc. Class A | Add +849.3% | 1.89% | +1.66 |
| AAPL Apple Inc. | Add +692.6% | 0.73% | +0.64 |
| NOW ServiceNow Inc. | Add +133.6% | 0.79% | +0.40 |
| MA Mastercard Inc. Class A | Add +36.4% | 5.62% | +0.26 |
| GEV GE Vernova Inc. | Add +6468.8% | 0.20% | +0.20 |
| ADBE Adobe Inc. | Add +56.0% | 0.64% | +0.20 |
| GLBE Global-E Online Ltd. | Add +55.0% | 0.77% | +0.18 |
| LIN Linde PLC | Add +180.2% | 0.32% | +0.18 |
| CRM Salesforce Inc. | New | 0.17% | +0.17 |
| DT Dynatrace Inc. | New | 0.17% | +0.17 |
| CAT Caterpillar Inc. | Add +1607.4% | 0.17% | +0.16 |
| UNH Unitedhealth Group Inc. | New | 0.16% | +0.16 |
| SNPS Synopsys Inc. | New | 0.13% | +0.13 |
| LLY Eli Lilly & Co. | New | 0.13% | +0.13 |
| TECK Teck Resources Ltd.-CLS B | New | 0.12% | +0.12 |
| SCCO Southern Copper Corp. | New | 0.12% | +0.12 |
| FCX Freeport-McMoran Inc. | New | 0.12% | +0.12 |
| LOW Lowe's Cos Inc. | New | 0.11% | +0.11 |
| AVGO Broadcom Inc. | Add +3.6% | 2.24% | +0.11 |
| MU Micron Technology Inc. | Add +88.0% | 0.24% | +0.10 |
| GE General Electric | Add +893.2% | 0.11% | +0.10 |
| NFLX Netflix Inc. | New | 0.09% | +0.09 |
| JPM JPMorgan Chase & Co. | New | 0.08% | +0.08 |
| BKNG Booking Holdings Inc. | Add +98.1% | 0.18% | +0.08 |
| TSLA Tesla Inc. | New | 0.08% | +0.08 |
| COST Costco Wholesale Corp. | Add +70.1% | 0.18% | +0.07 |
| MRVL Marvell Technology Inc. | Add +234.4% | 0.11% | +0.07 |
| EWT iShares MSCI Taiwan ETF | Add +19.7% | 0.58% | +0.06 |
| KWEB Kranesh Csi China Internet | Add +45.8% | 0.28% | +0.06 |
| UNP Union Pacific Corp. | Add +101.5% | 0.16% | +0.06 |
| ADP Automatic Data Processing | Add +92.2% | 0.16% | +0.06 |
| HBM Hudbay Minerals Inc. | New | 0.05% | +0.05 |
| ABBV Abbvie Inc. | Add +76.2% | 0.15% | +0.04 |
| HD Home Depot Inc. | Add +79.4% | 0.15% | +0.04 |
| ERO Ero Copper Corp. | New | 0.04% | +0.04 |
| UPS United Parcel Service Class B | Add +81.2% | 0.13% | +0.04 |
| CSCO Cisco Systems Inc. | New | 0.03% | +0.03 |
| AMAT Applied Materials Inc. | New | 0.03% | +0.03 |
| MCD McDonald's Corp. | New | 0.03% | +0.03 |
| DE Deere & Co. | Add +58.4% | 0.14% | +0.02 |
| NKE Nike Inc. Class B | Add +86.7% | 0.11% | +0.02 |
| TEM Tempus AI Inc. Class A | New | 0.01% | +0.01 |
| RENT Rent the Runway Inc. Class A | New | 0.00% | +0.00 |
| MSCI MSCI Inc. | Add +4.0% | 0.62% | −0.21 |
| RBLX Roblox Corp. Class A | Add +2.3% | 2.42% | −0.48 |
| TMO Thermo Fisher Scientific Inc. | Add +3.5% | 2.74% | −0.58 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 176 | $36.5B | BLK, GOOGL, V, NVDA, SPCX |
| Q1 2026 | 132 | $29.7B | BLK, V, MA, NVDA, GOOGL |
| Q4 2025 | 129 | $31.0B | BLK, V, NVDA, MA, GOOGL |
| Q3 2025 | 117 | $28.7B | BLK, V, MA, NVDA, RBLX |
| Q2 2025 | 120 | $25.8B | BLK, V, MA, NVDA, RBLX |
| Q1 2025 | 123 | $24.8B | BLK, V, MA, INTA, AMZN |
| Q4 2024 | 129 | $25.2B | BLK, V, MA, NVDA, AMZN |
| Q3 2024 | 121 | $24.7B | BLK, V, MA, NVDA, AMZN |
| Q2 2024Amended | 91 | $21.5B | BLK, V, MA, NVDA, AMZN |
| Q1 2024Amended | 102 | $18.1B | BLK, V, MA, IBN, DASH |