Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SeaTown Holdings Pte. Ltd. (CIK 1512367) reported $152.7M across 17 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($16.4M, 10.75%), AVGO ($12.6M, 8.28%), SNPS ($11.2M, 7.35%), CRS ($10.6M, 6.94%), AMZN ($10.4M, 6.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $16.4M | 10.75% | 94,067 | Trimmed |
| 2 | AVGO | BROADCOM INC | $12.6M | 8.28% | 40,820 | Added |
| 3 | SNPS | SYNOPSYS INC | $11.2M | 7.35% | 28,300 | Added |
| 4 | CRS | CARPENTER TECHNOLOGY CORP | $10.6M | 6.94% | 26,895 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $10.4M | 6.83% | 50,100 | Trimmed |
| 6 | LLY | ELI LILLY & CO | $10.4M | 6.79% | 11,275 | Added |
| 7 | LNG | CHENIERE ENERGY INC | $10.2M | 6.69% | 36,000 | New |
| 8 | AZO | AUTOZONE INC | $9.9M | 6.49% | 2,934 | Trimmed |
| 9 | MA | MASTERCARD INCORPORATED | $9.8M | 6.45% | 19,700 | Added |
| 10 | WMT | WALMART INC | $8.6M | 5.63% | 69,208 | Trimmed |
| 11 | GEV | GE VERNOVA INC | $8.3M | 5.44% | 9,510 | Trimmed |
| 12 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $7.8M | 5.09% | 39,350 | Added |
| 13 | TW | TRADEWEB MKTS INC | $7.7M | 5.07% | 65,800 | Hold |
| 14 | LITE | LUMENTUM HLDGS INC | $7.4M | 4.88% | 10,600 | New |
| 15 | HTHT | H WORLD GROUP LTD | $5.1M | 3.33% | 101,000 | New |
| 16 | SNDK | SANDISK CORP | $4.0M | 2.62% | 6,300 | New |
| 17 | VNET | VNET GROUP INC | $2.1M | 1.37% | 248,550 | New |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | Exited |
| 19 | ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | Exited |
| 20 | FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | Exited |
| 21 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | Exited |
| 22 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31