§ 13F · FUND PROFILE
SeaTown Holdings Pte. Ltd..
AUM · $166M (13F)Positions · 15Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$26M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 94K | $19M | 11.3% | ±0% |
| 2 | AMD | ADVANCED MICRO DEVICES INC COM | 29K | $17M | 10.1% | NEW |
| 3 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 64K | $16M | 9.6% | +62% |
| 4 | LNG | CHENIERE ENERGY INC | 61K | $14M | 8.7% | +68% |
| 5 | AZO | AUTOZONE INC | 4K | $13M | 7.7% | +36% |
| 6 | AMZN | AMAZON COM INC | 50K | $12M | 7.2% | ±0% |
| 7 | MA | MASTERCARD INCORPORATED | 23K | $12M | 7.0% | +15% |
| 8 | GEV | GE VERNOVA INC | 10K | $11M | 6.7% | ±0% |
| 9 | WMT | WALMART INC | 89K | $10M | 6.0% | +28% |
| 10 | GOOG | ALPHABET INC | 26K | $9M | 5.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SEATOWN SIGNAL
AC read
SeaTown Holdings Pte. Ltd. is a Other fund managing $166 million in assets. The fund runs a focused portfolio of just 15 positions.
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