Q2 2026 13F · SEC CIK 1512367
SeaTown Holdings Pte. Ltd.
Investment managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $166.4M
- Reported positions
- 15
- Top holdings a year, 3 yrs
- +25.0%
- Average holding period
- 1.6 yrs
SeaTown Holdings Pte. Ltd. is an investment manager that reported 15 positions worth $166.4M in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Nvidia Corporation (NVDA, 11.3%), Advanced Micro Devices Inc (AMD, 10.1%), Take-Two Interactive Softwar (TTWO, 9.6%). A portfolio copying its top holdings returned 25.0% a year over the last 3 years, against 20.4% for the S&P 500.
SeaTown Holdings Pte. Ltd. holdings all 15 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| NVDANvidia Corporation | 11.3% | +0.0% | $18.8M |
| AMDAdvanced Micro Devices Inc | 10.1% | — | $16.8M |
| TTWOTake-Two Interactive Softwar | 9.6% | +61.6% | $15.9M |
| LNGCheniere Energy Inc | 8.7% | +68.3% | $14.5M |
| AZOAutozone Inc | 7.7% | +36.3% | $12.8M |
| AMZNAmazon Com Inc | 7.2% | +0.0% | $11.9M |
| MAMastercard Incorporated | 7.0% | +15.2% | $11.7M |
| GEVGe Vernova Inc | 6.7% | +0.0% | $11.2M |
| WMTWalmart Inc | 6.0% | +28.2% | $10.0M |
| GOOGAlphabet Inc | 5.5% | — | $9.2M |
| CRSCarpenter Technology Corp | 5.0% | -50.0% | $8.3M |
| LITELumentum Hldgs Inc | 4.5% | -17.0% | $7.6M |
| SNPSSynopsys Inc | 4.1% | -45.9% | $6.8M |
| TWTradeweb Mkts Inc | 3.9% | +0.0% | $6.6M |
| SNDKSandisk Corp | 2.6% | -69.8% | $4.3M |
What SeaTown Holdings Pte. Ltd. bought and sold in Q2 2026, against Q1 2026.
New positions
- AMD Advanced Micro Devices Inc10.1% of 13F
- GOOG Alphabet Inc5.5% of 13F
Added to
- LNG Cheniere Energy Inc+68.3% shares
- TTWO Take-Two Interactive Softwar+61.6% shares
- AZO Autozone Inc+36.3% shares
- WMT Walmart Inc+28.2% shares
- MA Mastercard Incorporated+15.2% shares
Reduced
- SNDK Sandisk Corp-69.8% shares
- CRS Carpenter Technology Corp-50.0% shares
- SNPS Synopsys Inc-45.9% shares
- LITE Lumentum Hldgs Inc-17.0% shares
Sold out
- AVGO Broadcom Incwas 8.3%
- LLY Eli Lilly & Cowas 6.8%
- HTHT Huazhu Group Ltd Sponsored Adswas 3.3%
- VNET Vnet Group Incwas 1.4%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +21.8% /yr
- S&P 500 +20.1%
- 3 years
- +25.0% /yr
- S&P 500 +20.4%
- 5 years
- +11.9% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $166.4M | 15 |
| Q1 2026 | $152.7M | 17 |
| Q4 2025 | $172.4M | 17 |
| Q3 2025 | $173.5M | 18 |
| Q2 2025 | $169.9M | 18 |
| Q1 2025 | $115.9M | 18 |
| Q4 2024 | $145.7M | 16 |
| Q3 2024 | $135.4M | 14 |
| Q2 2024 | $138.1M | 13 |
| Q1 2024 | $157.9M | 17 |
| Q4 2023 | $724.0M | 40 |
| Q3 2023 | $1.1B | 45 |
Questions about SeaTown Holdings Pte. Ltd.'s portfolio
What stocks does SeaTown Holdings Pte. Ltd. own?
SeaTown Holdings Pte. Ltd.'s latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 15 positions worth $166.4M. The largest are Nvidia Corporation (NVDA) at 11.3%, Advanced Micro Devices Inc (AMD) at 10.1%, Take-Two Interactive Softwar (TTWO) at 9.6%, Cheniere Energy Inc (LNG) at 8.7% and Autozone Inc (AZO) at 7.7%.
What did SeaTown Holdings Pte. Ltd. buy last quarter?
In Q2 2026, SeaTown Holdings Pte. Ltd. added a new position in Advanced Micro Devices Inc (AMD), a new position in Alphabet Inc (GOOG), Cheniere Energy Inc (LNG) (+68.3% shares), Take-Two Interactive Softwar (TTWO) (+61.6% shares) and Autozone Inc (AZO) (+36.3% shares), compared with its Q1 2026 filing.
What did SeaTown Holdings Pte. Ltd. sell last quarter?
In Q2 2026, SeaTown Holdings Pte. Ltd. sold all of Broadcom Inc (AVGO), sold all of Eli Lilly & Co (LLY), sold all of Huazhu Group Ltd Sponsored Ads (HTHT), sold all of Vnet Group Inc (VNET), Sandisk Corp (SNDK) (-69.8% shares), Carpenter Technology Corp (CRS) (-50.0% shares) and Synopsys Inc (SNPS) (-45.9% shares), compared with its Q1 2026 filing.
How has SeaTown Holdings Pte. Ltd.'s portfolio performed?
A portfolio copying SeaTown Holdings Pte. Ltd.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +25.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.8% against +20.1%. Over 5 years: +11.9% a year against +11.6%.
When is SeaTown Holdings Pte. Ltd.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. SeaTown Holdings Pte. Ltd.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.