SeaTown Holdings Pte. Ltd.

SINGAPORE, U0 · CIK 1512367 · 13F filing filed 2025-07-23

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySingapore

$169.9m reported value +46.6% vs Q1 2025

18positions

67.2%in top 10

6 new 7 added 4 reduced 6 sold out vs Q1 2025

This report includes the holdings of 3 other managers that share the investment decisions:

SEATOWN HOLDINGS INTERNATIONAL PTE. LTD. – reports through this filing
SeaTown New Reality Asia Master Fund – reports through this filing
SeaTown New Reality Sustainable Opportunities Master Fund – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MAKEMYTRIP LIMITED MAURITIUS SHS MMYT	MMYT	174,593	$17.1m10.07%	10.07%	Added +58.1k	+58,075 49.8%
2	NVIDIA CORPORATION COM NVDA	NVDA	85,467	$13.5m7.95%	7.95%	Added +25.2k	+25,155 41.7%
3	ARISTA NETWORKS INC COM SHS ANET	ANET	131,000	$13.4m7.89%	7.89%	New
4	ADVANCED MICRO DEVICES INC COM AMD	AMD	78,000	$11.1m6.52%	6.52%	New
5	SYNOPSYS INC COM SNPS	SNPS	20,850	$10.7m6.29%	6.29%	Added +6.6k	+6,600 46.3%
6	WALMART INC COM WMT	WMT	105,208	$10.3m6.06%	6.06%	Reduced -40.6k	-40,600 -27.8%
7	AUTOZONE INC COM AZO	AZO	2,694	$10.0m5.89%	5.89%	New
8	TRADEWEB MKTS INC CL A TW	TW	65,800	$9.6m5.67%	5.67%	New
9	MASTERCARD INCORPORATED CL A MA	MA	16,751	$9.4m5.54%	5.54%	Unchanged
10	CARPENTER TECHNOLOGY CORP COM CRS	CRS	33,000	$9.1m5.37%	5.37%	New
11	GE AEROSPACE COM NEW GE	GE	35,208	$9.1m5.33%	5.33%	Added +9.0k	+9,000 34.3%
12	CARLISLE COS INC COM CSL	CSL	24,000	$9.0m5.28%	5.28%	Added +5.0k	+5,000 26.3%
13	ELI LILLY & CO COM LLY	LLY	10,125	$7.9m4.65%	4.65%	Reduced -1.0k	-1,000 -9.0%
14	S&P GLOBAL INC COM SPGI	SPGI	13,450	$7.1m4.17%	4.17%	Reduced -1.1k	-1,140 -7.8%
15	GE VERNOVA INC COM GEV	GEV	12,710	$6.7m3.96%	3.96%	New
16	GRAB HOLDINGS LIMITED CLASS A ORD GRAB	GRAB	1,289,000	$6.5m3.82%	3.82%	Added +593.5k	+593,500 85.3%
17	AMAZON COM INC COM AMZN	AMZN	28,813	$6.3m3.72%	3.72%	Reduced -20.0k	-20,000 -41.0%
18	SEA LTD SPONSORD ADS SE	SE	19,400	$3.1m1.83%	1.83%	Added +10.2k	+10,185 110.5%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
APPLE INC AAPL	AAPL	32,222	$7.2m32.2k shares
REPUBLIC SVCS INC RSG	RSG	24,580	$6.0m24.6k shares
HILTON WORLDWIDE HLDGS INC HLT	HLT	25,027	$5.7m25.0k shares
MICROSOFT CORP MSFT	MSFT	12,185	$4.6m12.2k shares
SERVICENOW INC NOW	NOW	4,350	$3.5m4.3k shares
BROADCOM INC AVGO	AVGO	6,208	$1.0m6.2k shares