Latest SeaTown Holdings Pte. Ltd. Stock Portfolio
$157Million
Equity Portfolio Value
Last Reported on: 22 Apr, 2024
About SeaTown Holdings Pte. Ltd. and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, SeaTown Holdings Pte. Ltd. reported an equity portfolio of $1.1 Billions as of 31 Dec, 2023.
The top stock holdings of SeaTown Holdings Pte. Ltd. are AMZN, META, GOOG. The fund has invested 8.2% of it's portfolio in AMAZON COM INC and 5.4% of portfolio in META PLATFORMS INC.
The fund managers got completely rid off TRIP COM GROUP LTD (TCOM), TAIWAN SEMICONDUCTOR MFG LTD (TSM) and PALO ALTO NETWORKS INC (PANW) stocks. They significantly reduced their stock positions in CITIZENS FINL GROUP INC (CFG), WELLS FARGO CO NEW (WFC) and METLIFE INC (MET). SeaTown Holdings Pte. Ltd. opened new stock positions in WESTERN DIGITAL CORP. (WDC), INTUIT (INTU) and CADENCE DESIGN SYSTEM INC (CDNS). The fund showed a lot of confidence in some stocks as they added substantially to VISA INC (V), APTIV PLC (APTV) and MASTERCARD INCORPORATED (MA).
The top stock holdings of SeaTown Holdings Pte. Ltd. are AMZN, META, GOOG. The fund has invested 8.2% of it's portfolio in AMAZON COM INC and 5.4% of portfolio in META PLATFORMS INC.
The fund managers got completely rid off TRIP COM GROUP LTD (TCOM), TAIWAN SEMICONDUCTOR MFG LTD (TSM) and PALO ALTO NETWORKS INC (PANW) stocks. They significantly reduced their stock positions in CITIZENS FINL GROUP INC (CFG), WELLS FARGO CO NEW (WFC) and METLIFE INC (MET). SeaTown Holdings Pte. Ltd. opened new stock positions in WESTERN DIGITAL CORP. (WDC), INTUIT (INTU) and CADENCE DESIGN SYSTEM INC (CDNS). The fund showed a lot of confidence in some stocks as they added substantially to VISA INC (V), APTIV PLC (APTV) and MASTERCARD INCORPORATED (MA).
New Buys
| Ticker | $ Bought |
|---|---|
| SERVICENOW INC | 9,095,430 |
| CROWDSTRIKE HLDGS INC | 6,473,030 |
| ADOBE INC | 4,036,800 |
New stocks bought by SeaTown Holdings Pte. Ltd.
Additions
| Ticker | % Inc. |
|---|---|
| BROADCOM INC | 106 |
| MASTERCARD INCORPORATED | 45.6 |
Additions to existing portfolio by SeaTown Holdings Pte. Ltd.
Reductions
| Ticker | % Reduced |
|---|---|
| MSCI INC | -96.14 |
| META PLATFORMS INC | -89.6 |
| AMAZON COM INC | -86.55 |
| S&P GLOBAL INC | -82.92 |
| TRADEWEB MKTS INC | -76.11 |
| LINDE PLC | -63.86 |
| MICROSOFT CORP | -52.5 |
| VISA INC | -48.26 |
SeaTown Holdings Pte. Ltd. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ZTO EXPRESS CAYMAN INC | -4,000,000 |
| AUTOHOME INC | -18,348,200 |
| CARLYLE GROUP INC | -19,551,500 |
| ALPHABET INC | -52,072,900 |
| WESTERN DIGITAL CORP. | -16,200,100 |
| MARVELL TECHNOLOGY INC | -15,439,400 |
| ZTO EXPRESS CAYMAN INC | -5,389,460 |
| DISNEY WALT CO | -13,543,500 |
SeaTown Holdings Pte. Ltd. got rid off the above stocks
Current Stock Holdings of SeaTown Holdings Pte. Ltd.
Last Reported on: 22 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ADBE | ADOBE INC | 2.56 | 8,000 | 4,036,800 | NEW | ||
| AMD | ADVANCED MICRO DEVICES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMZN | AMAZON COM INC | 9.48 | 82,989 | 14,969,600 | REDUCED | -86.55 | |
| APTV | APTIV PLC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ATHM | AUTOHOME INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AVGO | BROADCOM INC | 9.16 | 10,917 | 14,469,500 | ADDED | 106 | |
| BA | BOEING CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BLK | BLACKROCK INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CDNS | CADENCE DESIGN SYSTEM INC | 3.44 | 17,462 | 5,435,570 | REDUCED | -37.52 | |
| CFG | CITIZENS FINL GROUP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CG | CARLYLE GROUP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CRWD | CROWDSTRIKE HLDGS INC | 4.10 | 20,191 | 6,473,030 | NEW | ||
| DIS | DISNEY WALT CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GOOG | ALPHABET INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| HLT | HILTON WORLDWIDE HLDGS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| INTU | INTUIT | 4.37 | 10,615 | 6,899,750 | REDUCED | -18.66 | |
| KKR | KKR & CO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| LIN | LINDE PLC | 6.40 | 21,770 | 10,108,200 | REDUCED | -63.86 | |
| LOW | LOWES COS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MA | MASTERCARD INCORPORATED | 8.88 | 29,122 | 14,024,300 | ADDED | 45.6 | |
| MCD | MCDONALDS CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MDLZ | MONDELEZ INTL INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MET | METLIFE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| META | META PLATFORMS INC | 5.53 | 18,000 | 8,740,440 | REDUCED | -89.6 | |
| MRVL | MARVELL TECHNOLOGY INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MSCI | MSCI INC | 0.85 | 2,396 | 1,342,840 | REDUCED | -96.14 | |
| MSFT | MICROSOFT CORP | 15.84 | 59,464 | 25,017,700 | REDUCED | -52.5 | |
| MU | MICRON TECHNOLOGY INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NKE | NIKE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NOW | SERVICENOW INC | 5.76 | 11,930 | 9,095,430 | NEW | ||
| NVDA | NVIDIA CORPORATION | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PG | PROCTER AND GAMBLE CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| RSG | REPUBLIC SVCS INC | 7.20 | 59,400 | 11,371,500 | REDUCED | -7.48 | |
| SNPS | SYNOPSYS INC | 3.37 | 9,308 | 5,319,520 | REDUCED | -32.79 | |
| SPGI | S&P GLOBAL INC | 4.83 | 17,925 | 7,626,190 | REDUCED | -82.92 | |
| TJX | TJX COS INC NEW | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TW | TRADEWEB MKTS INC | 2.49 | 37,800 | 3,937,630 | REDUCED | -76.11 | |
| V | VISA INC | 5.74 | 32,500 | 9,070,100 | REDUCED | -48.26 | |
| WDC | WESTERN DIGITAL CORP. | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| WFC | WELLS FARGO CO NEW | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| WMT | WALMART INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ZTO | ZTO EXPRESS CAYMAN INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ZTO | ZTO EXPRESS CAYMAN INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |