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Seatown Holdings Pte. Ltd.
Seatown Holdings Pte. Ltd. is an institution, managing $173.5M across 18 long positions as of Q3 2025 with 34% Technology concentration and 72% concentrated in top 10 holdings.
- Portfolio Value
- $173.5M
- Positions
- 18
- Top Holding
- MMYT at 10.43%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Seatown Holdings Pte. Ltd.'s portfolio (72% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Travel Services Consumer Cyclical | $18.1M | 10.43% | +$1.8M Bought | 0.20% 193.3K shares | |
Semiconductors Technology | $17.3M | 9.95% | +$1.3M Bought | 0.00% 92.5K shares | |
Specialty Retail Consumer Cyclical | $12.1M | 6.96% | +$5.7M Bought | 0.00% 55.0K shares | |
Computer Hardware Technology | $12.0M | 6.92% | +$12.0M Bought | 0.03% 100.0K shares | |
Entertainment Communication Services | $11.7M | 6.77% | +$11.7M Bought | 0.00% 9.8K shares | |
Specialty Retail Consumer Cyclical | $11.6M | 6.66% | — | 0.02% 2.7K shares | |
Discount Stores Consumer Defensive | $10.9M | 6.31% | +$103.1K Bought | 0.00% 106.2K shares | |
Financial - Credit Services Financial Services | $10.7M | 6.16% | +$1.2M Bought | 0.00% 18.8K shares | |
Semiconductors Technology | $10.3M | 5.93% | +$10.3M Bought | 0.00% 31.2K shares | |
Manufacturing - Metal Fabrication Industrials | $10.2M | 5.88% | +$2.1M Bought | 0.08% 41.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Seatown Holdings Pte. Ltd.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+90.89% | |
+25.92% | |
+25.68% | |
+12.23% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-63.24% |
Analytics
Portfolio insights and performance metrics for Seatown Holdings Pte. Ltd.
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