Filed: 11/12/2025ACC: 0001140361-25-041490
📋 What this filing means
SEATOWN HOLDINGS PTE. LTD. filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $173.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$173.46M
Total AUM (reported)
829.65K
Total Shares
Allocation by class
COM$128.02M73.8%
SHS$18.09M10.4%
CL A$18.00M10.4%
COM SHS$7.02M4.0%
SPONSORD ADS$2.34M1.3%
Portfolio Concentration
Top 3$47.42M27.3%
4–10$77.45M44.6%
11–25$48.59M28.0%
Top 3 weight
27.3%
Top 10 weight
72.0%
Voting Authority Distribution
Total shares with voting rights: 829.65K
Sole
Full voting authority
829.65K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other18
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:
MAKEMYTRIP LIMITED MAURITIUS
DFNDShares193.29K
TypeSH
Market value$18.09M
10.43%
Sole
193.29K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares92.47K
TypeSH
Market value$17.25M
9.95%
Sole
92.47K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares55K
TypeSH
Market value$12.08M
6.96%
Sole
55K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
DFNDShares100K
TypeSH
Market value$12.01M
6.92%
Sole
100K
Shared
0.00
None
0.00
NETFLIX INC
DFNDShares9.80K
TypeSH
Market value$11.75M
6.77%
Sole
9.80K
Shared
0.00
None
0.00
AUTOZONE INC
DFNDShares2.69K
TypeSH
Market value$11.56M
6.66%
Sole
2.69K
Shared
0.00
None
0.00
WALMART INC
DFNDShares106.21K
TypeSH
Market value$10.95M
6.31%
Sole
106.21K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
DFNDShares18.80K
TypeSH
Market value$10.69M
6.16%
Sole
18.80K
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares31.20K
TypeSH
Market value$10.29M
5.93%
Sole
31.20K
Shared
0.00
None
0.00
CARPENTER TECHNOLOGY CORP
DFNDShares41.55K
TypeSH
Market value$10.20M
5.88%
Sole
41.55K
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares12.72K
TypeSH
Market value$9.71M
5.60%
Sole
12.72K
Shared
0.00
None
0.00
TRADEWEB MKTS INC
DFNDShares65.80K
TypeSH
Market value$7.30M
4.21%
Sole
65.80K
Shared
0.00
None
0.00
SYNOPSYS INC
DFNDShares14.30K
TypeSH
Market value$7.06M
4.07%
Sole
14.30K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
DFNDShares48.15K
TypeSH
Market value$7.02M
4.04%
Sole
48.15K
Shared
0.00
None
0.00
GE VERNOVA INC
DFNDShares10.71K
TypeSH
Market value$6.59M
3.80%
Sole
10.71K
Shared
0.00
None
0.00
FAIR ISAAC CORP
DFNDShares3.45K
TypeSH
Market value$5.16M
2.98%
Sole
3.45K
Shared
0.00
None
0.00
CARLISLE COS INC
DFNDShares10.40K
TypeSH
Market value$3.42M
1.97%
Sole
10.40K
Shared
0.00
None
0.00
SEA LTD
DFNDShares13.10K
TypeSH
Market value$2.34M
1.35%
Sole
13.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MAKEMYTRIP LIMITED MAURITIUSDFND | SHS | 193.29K | SH | $18.09M 10.43% | 193.29K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 92.47K | SH | $17.25M 9.95% | 92.47K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 55K | SH | $12.08M 6.96% | 55K | 0.00 | 0.00 |
WESTERN DIGITAL CORPDFND | COM | 100K | SH | $12.01M 6.92% | 100K | 0.00 | 0.00 |
NETFLIX INCDFND | COM | 9.80K | SH | $11.75M 6.77% | 9.80K | 0.00 | 0.00 |
AUTOZONE INCDFND | COM | 2.69K | SH | $11.56M 6.66% | 2.69K | 0.00 | 0.00 |
WALMART INCDFND | COM | 106.21K | SH | $10.95M 6.31% | 106.21K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 18.80K | SH | $10.69M 6.16% | 18.80K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 31.20K | SH | $10.29M 5.93% | 31.20K | 0.00 | 0.00 |
CARPENTER TECHNOLOGY CORPDFND | COM | 41.55K | SH | $10.20M 5.88% | 41.55K | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 12.72K | SH | $9.71M 5.60% | 12.72K | 0.00 | 0.00 |
TRADEWEB MKTS INCDFND | CL A | 65.80K | SH | $7.30M 4.21% | 65.80K | 0.00 | 0.00 |
SYNOPSYS INCDFND | COM | 14.30K | SH | $7.06M 4.07% | 14.30K | 0.00 | 0.00 |
ARISTA NETWORKS INCDFND | COM SHS | 48.15K | SH | $7.02M 4.04% | 48.15K | 0.00 | 0.00 |
GE VERNOVA INCDFND | COM | 10.71K | SH | $6.59M 3.80% | 10.71K | 0.00 | 0.00 |
FAIR ISAAC CORPDFND | COM | 3.45K | SH | $5.16M 2.98% | 3.45K | 0.00 | 0.00 |
CARLISLE COS INCDFND | COM | 10.40K | SH | $3.42M 1.97% | 10.40K | 0.00 | 0.00 |
SEA LTDDFND | SPONSORD ADS | 13.10K | SH | $2.34M 1.35% | 13.10K | 0.00 | 0.00 |