Filed: 1/21/2026ACC: 0001140361-26-001720
📋 What this filing means
SEATOWN HOLDINGS PTE. LTD. filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $172.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$172.37M
Total AUM (reported)
753.52K
Total Shares
Allocation by class
COM$127.83M74.2%
CL A$16.78M9.7%
SHS$9.58M5.6%
COM SHS$9.23M5.4%
ORD SHS$8.95M5.2%
Portfolio Concentration
Top 3$46.59M27.0%
4–10$70.38M40.8%
11–25$55.40M32.1%
Top 3 weight
27.0%
Top 10 weight
67.9%
Voting Authority Distribution
Total shares with voting rights: 753.52K
Sole
Full voting authority
753.52K
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
Other17
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
NVIDIA CORPORATION
DFNDShares116.57K
TypeSH
Market value$21.74M
12.61%
Sole
116.57K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares56.40K
TypeSH
Market value$13.02M
7.55%
Sole
56.40K
Shared
0.00
None
0.00
WALMART INC
DFNDShares106.21K
TypeSH
Market value$11.83M
6.86%
Sole
106.21K
Shared
0.00
None
0.00
AUTOZONE INC
DFNDShares3.16K
TypeSH
Market value$10.73M
6.23%
Sole
3.16K
Shared
0.00
None
0.00
SYNOPSYS INC
DFNDShares22.30K
TypeSH
Market value$10.47M
6.08%
Sole
22.30K
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares9.72K
TypeSH
Market value$10.45M
6.06%
Sole
9.72K
Shared
0.00
None
0.00
CARPENTER TECHNOLOGY CORP
DFNDShares32.40K
TypeSH
Market value$10.20M
5.92%
Sole
32.40K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
DFNDShares17K
TypeSH
Market value$9.70M
5.63%
Sole
17K
Shared
0.00
None
0.00
MAKEMYTRIP LIMITED MAURITIUS
DFNDShares116.70K
TypeSH
Market value$9.58M
5.56%
Sole
116.70K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
DFNDShares70.45K
TypeSH
Market value$9.23M
5.36%
Sole
70.45K
Shared
0.00
None
0.00
FAIR ISAAC CORP
DFNDShares5.45K
TypeSH
Market value$9.21M
5.35%
Sole
5.45K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
DFNDShares32.50K
TypeSH
Market value$8.95M
5.19%
Sole
32.50K
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares23.35K
TypeSH
Market value$8.08M
4.69%
Sole
23.35K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
DFNDShares36K
TypeSH
Market value$7.71M
4.47%
Sole
36K
Shared
0.00
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
DFNDShares28.80K
TypeSH
Market value$7.37M
4.28%
Sole
28.80K
Shared
0.00
None
0.00
TRADEWEB MKTS INC
DFNDShares65.80K
TypeSH
Market value$7.08M
4.11%
Sole
65.80K
Shared
0.00
None
0.00
GE VERNOVA INC
DFNDShares10.71K
TypeSH
Market value$7.00M
4.06%
Sole
10.71K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 116.57K | SH | $21.74M 12.61% | 116.57K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 56.40K | SH | $13.02M 7.55% | 56.40K | 0.00 | 0.00 |
WALMART INCDFND | COM | 106.21K | SH | $11.83M 6.86% | 106.21K | 0.00 | 0.00 |
AUTOZONE INCDFND | COM | 3.16K | SH | $10.73M 6.23% | 3.16K | 0.00 | 0.00 |
SYNOPSYS INCDFND | COM | 22.30K | SH | $10.47M 6.08% | 22.30K | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 9.72K | SH | $10.45M 6.06% | 9.72K | 0.00 | 0.00 |
CARPENTER TECHNOLOGY CORPDFND | COM | 32.40K | SH | $10.20M 5.92% | 32.40K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 17K | SH | $9.70M 5.63% | 17K | 0.00 | 0.00 |
MAKEMYTRIP LIMITED MAURITIUSDFND | SHS | 116.70K | SH | $9.58M 5.56% | 116.70K | 0.00 | 0.00 |
ARISTA NETWORKS INCDFND | COM SHS | 70.45K | SH | $9.23M 5.36% | 70.45K | 0.00 | 0.00 |
FAIR ISAAC CORPDFND | COM | 5.45K | SH | $9.21M 5.35% | 5.45K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLDFND | ORD SHS | 32.50K | SH | $8.95M 5.19% | 32.50K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 23.35K | SH | $8.08M 4.69% | 23.35K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCDFND | COM | 36K | SH | $7.71M 4.47% | 36K | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARDFND | COM | 28.80K | SH | $7.37M 4.28% | 28.80K | 0.00 | 0.00 |
TRADEWEB MKTS INCDFND | CL A | 65.80K | SH | $7.08M 4.11% | 65.80K | 0.00 | 0.00 |
GE VERNOVA INCDFND | COM | 10.71K | SH | $7.00M 4.06% | 10.71K | 0.00 | 0.00 |