StockDriftsStockDriftsTop 15 SeaTown Holdings Pte. Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 11.31% | 94.1K | $18.8M | +0.00%(+0) | $111.09(+98.44%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC COM | 10.12% | 29.0K | $16.8M | new | $120.36(+287.22%) | 2026-06-30 | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 9.56% | 63.6K | $15.9M | +61.63%(+24.25K) | $238.55(+5.89%) | 2026-06-30 | |
| LNG | CHENIERE ENERGY INC | 8.71% | 60.6K | $14.5M | +68.33%(+24.60K) | $250.14(+6.95%) | 2026-06-30 | |
| AZO | AUTOZONE INC | 7.68% | 4.0K | $12.8M | +36.30%(+1.06K) | $3626.63(-14.88%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 7.18% | 50.1K | $11.9M | +0.00%(+0) | $180.53(+52.30%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 7.01% | 22.7K | $11.7M | +15.23%(+3.00K) | $435.04(+29.59%) | 2026-06-30 | |
| GEV | GE VERNOVA INC | 6.72% | 9.5K | $11.2M | +0.00%(+0) | $416.04(+144.92%) | 2026-06-30 | |
| WMT | WALMART INC | 6.04% | 88.7K | $10.0M | +28.18%(+19.50K) | $74.07(+52.76%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 5.52% | 26.0K | $9.2M | new | $313.24(+11.89%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.33% | +96.84% | +9.10% | +54.58% |
| Top 20 Holdings Unweighted | +29.33% | +116.32% | +11.31% | +70.87% |
SeaTown Holdings Pte. Ltd. reports $166.38M in US-listed equity holdings across 15 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (11.3%), AMD (10.1%) and TTWO (9.6%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +96.84% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from SeaTown Holdings Pte. Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1512367). View SeaTown Holdings Pte. Ltd.’s 13F filings on SEC