SeaTown Holdings Pte. Ltd. — 13F Holdings & Portfolio
CIK 1512367 · latest 13F-HR filed 2026-04-14
SeaTown Holdings Pte. Ltd. manages $152.7M in 13F-reported U.S. long-equity assets across 17 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (10.75%), AVGO (8.28%), SNPS (7.35%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 5, added to 5, and trimmed 4.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$152.7M
Long-equity book
17
Distinct positions
2026-03-31
Filed 2026-04-14
+5 / −5 / ↑5 / ↓4
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- BROADCOM INC$4.6M +56.3%
- GE VERNOVA INC$1.3M +18.6%
- SYNOPSYS INC$745.6K +7.1%
- TRADEWEB MKTS INC$665.9K +9.4%
- TAKE-TWO INTERACTIVE SOFTWAR$398.0K +5.4%
Top Trims
- NVIDIA CORPORATION-$5.3M -24.5%
- WALMART INC-$3.2M -27.3%
- AMAZON COM INC-$2.6M -19.8%
- AUTOZONE INC-$820.3K -7.6%
New Positions
- CHENIERE ENERGY INC$10.2M
- LUMENTUM HLDGS INC$7.4M
- H WORLD GROUP LTD$5.1M
- SANDISK CORP$4.0M
- VNET GROUP INC$2.1M
Exited Positions
- MAKEMYTRIP LIMITED MAURITIUS$9.6M
- ARISTA NETWORKS INC$9.2M
- FAIR ISAAC CORP$9.2M
- SEAGATE TECHNOLOGY HLDNGS PL$9.0M
- ADVANCED MICRO DEVICES INC$7.7M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $16.4M | 10.75% | 94,067 | SH |
| 2 | BROADCOM INC | AVGO | 11135F101 | $12.6M | 8.28% | 40,820 | SH |
| 3 | SYNOPSYS INC | SNPS | 871607107 | $11.2M | 7.35% | 28,300 | SH |
| 4 | CARPENTER TECHNOLOGY CORP | CRS | 144285103 | $10.6M | 6.94% | 26,895 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $10.4M | 6.83% | 50,100 | SH |
| 6 | ELI LILLY & CO | LLY | 532457108 | $10.4M | 6.79% | 11,275 | SH |
| 7 | CHENIERE ENERGY INC | LNG | 16411R208 | $10.2M | 6.69% | 36,000 | SH |
| 8 | AUTOZONE INC | AZO | 053332102 | $9.9M | 6.49% | 2,934 | SH |
| 9 | MASTERCARD INCORPORATED | MA | 57636Q104 | $9.8M | 6.45% | 19,700 | SH |
| 10 | WALMART INC | WMT | 931142103 | $8.6M | 5.63% | 69,208 | SH |
| 11 | GE VERNOVA INC | GEV | 36828A101 | $8.3M | 5.44% | 9,510 | SH |
| 12 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 874054109 | $7.8M | 5.09% | 39,350 | SH |
| 13 | TRADEWEB MKTS INC | TW | 892672106 | $7.7M | 5.07% | 65,800 | SH |
| 14 | LUMENTUM HLDGS INC | LITE | 55024U109 | $7.4M | 4.88% | 10,600 | SH |
| 15 | H WORLD GROUP LTD | HTHT | 44332N106 | $5.1M | 3.33% | 101,000 | SH |
| 16 | SANDISK CORP | SNDK | 80004C200 | $4.0M | 2.62% | 6,300 | SH |
| 17 | VNET GROUP INC | VNET | 90138A103 | $2.1M | 1.37% | 248,550 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-14 | $152.7M | 17 | 0001140361-26-014497 |
| 2025-12-31 | 2026-01-21 | $172.4M | 17 | 0001140361-26-001720 |