SeaTown Holdings Pte. Ltd.
13F Reported Value
ⓘ$152.7M
Holdings
17
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
SeaTown Holdings Pte. Ltd. disclosed 17 positions worth $152.7M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 10.8% of the equity portfolio, followed by $AVGO and $SNPS. During the quarter the fund opened 5 new positions and exited 5 — including a new stake in $LNG and a full exit from $MMYT. The portfolio is most concentrated in Technology (45.8% of disclosed assets). All figures are sourced directly from SeaTown Holdings Pte. Ltd.’s Form 13F-HR filing with the SEC under CIK 1512367.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 90.2#1
Quality
$16.4M94,067 sh - 86.4#9
Quality
$12.6M40,820 sh - 63.1#701
Quality
$11.2M28,300 sh - 69.9
Quality
$10.6M26,895 sh - 74.6
Quality
$10.4M50,100 sh - 89.3
Quality
$10.4M11,275 sh - 48.4
Quality
$10.2M36,000 sh - 66.5
Quality
$9.9M2,934 sh - 81.7
Quality
$9.8M19,700 sh - 63.2
Quality
$8.6M69,208 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $16.4M | 94,067 |
 Broadcom Inc.$AVGO | 86.4#9 | $12.6M | 40,820 |
 SYNOPSYS INC$SNPS | 63.1#701 | $11.2M | 28,300 |
 CARPENTER TECHNOLOGY CORP$CRS | 69.9 | $10.6M | 26,895 |
 AMAZON COM INC$AMZN | 74.6 | $10.4M | 50,100 |
 ELI LILLY & Co$LLY | 89.3 | $10.4M | 11,275 |
 Cheniere Energy, Inc.$LNG | 48.4 | $10.2M | 36,000 |
 AUTOZONE INC$AZO | 66.5 | $9.9M | 2,934 |
 Mastercard Inc$MA | 81.7 | $9.8M | 19,700 |
 Walmart Inc.$WMT | 63.2 | $8.6M | 69,208 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SeaTown Holdings Pte. Ltd.'s 17 positions.
Showing top 10 of 17 holdings.
Sector Allocation
Technology
$69.9M
Consumer Discretionary
$34.0M
Financials
$17.6M
Materials
$10.6M
Healthcare
$10.4M
Energy
$10.2M
Full Holdings — SeaTown Holdings Pte. Ltd. (Q1 2026)
All 17 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $16.4M | 10.8% | -19% | 90.2 |
| 2 | $AVGO | Broadcom Inc. | $12.6M | 8.3% | +75% | 86.4 |
| 3 | $SNPS | SYNOPSYS INC | $11.2M | 7.3% | +27% | 63.1 |
| 4 | $CRS | CARPENTER TECHNOLOGY CORP | $10.6M | 6.9% | -17% | 69.9 |
| 5 | $AMZN | AMAZON COM INC | $10.4M | 6.8% | -11% | 74.6 |
| 6 | $LLY | ELI LILLY & Co | $10.4M | 6.8% | +16% | 89.3 |
| 7 | $LNG | Cheniere Energy, Inc. | $10.2M | 6.7% | NEW | 48.4 |
| 8 | $AZO | AUTOZONE INC | $9.9M | 6.5% | -7% | 66.5 |
| 9 | $MA | Mastercard Inc | $9.8M | 6.5% | +16% | 81.7 |
| 10 | $WMT | Walmart Inc. | $8.6M | 5.6% | -35% | 63.2 |
| 11 |  $GEV | GE Vernova Inc. | $8.3M | 5.4% | -11% | 70.1 |
| 12 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $7.8M | 5.1% | +37% | 47.2 |
| 13 |  $TW | Tradeweb Markets Inc. | $7.7M | 5.1% | +0% | 80.9 |
| 14 |  $LITE | Lumentum Holdings Inc. | $7.4M | 4.9% | NEW | 63.4 |
| 15 |  $HTHT | H World Group Ltd | $5.1M | 3.3% | NEW | — |
| 16 |  $SNDK | Sandisk Corp | $4.0M | 2.6% | NEW | 88.8 |
| 17 |  $VNET | VNET Group, Inc. | $2.1M | 1.4% | NEW | — |
New Positions (5)
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AI-Powered Hedge Fund Analysis: SeaTown Holdings Pte. Ltd.
13F Pro is an AI hedge fund tracker and stock research platform. For SeaTown Holdings Pte. Ltd. (SEC CIK: 1512367), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in SeaTown Holdings Pte. Ltd.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.