Filed: 10/28/2026ACC: 0001021944-26-000015
๐ What this filing means
TEMASEK HOLDINGS (PRIVATE) LTD filed this quarterly 13FโHR report disclosing 180 equity positions with a total reported market value of $36.70B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
180
Positions
$36.70B
Total AUM (reported)
314.74M
Total Shares
Allocation by class
COM$19.57B53.3%
COM CL A$3.04B8.3%
CL A$2.98B8.1%
CAP STK CL A$2.49B6.8%
SPONSORED ADS$1.24B3.4%
CLASS A COM STK$1.16B3.2%
COM NEW$838.92M2.3%
Portfolio Concentration
Top 3$10.07B27.4%
4โ10$9.25B25.2%
11โ25$7.24B19.7%
Rest$10.14B27.6%
Top 3 weight
27.4%
Top 10 weight
52.6%
Voting Authority Distribution
Total shares with voting rights: 314.74M
Sole
Full voting authority
314.74M
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
Other180
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings180
Rows:
BLACKROCK INC
DFNDShares5.09M
TypeSH
Market value$5.39B
14.69%
Sole
5.09M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares7.24M
TypeSH
Market value$2.49B
6.78%
Sole
7.24M
Shared
0.00
None
0.00
VISA INC
DFNDShares6.11M
TypeSH
Market value$2.19B
5.98%
Sole
6.11M
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares7.80M
TypeSH
Market value$1.78B
4.85%
Sole
7.80M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
DFNDShares3.10M
TypeSH
Market value$1.71B
4.66%
Sole
3.10M
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares2.62M
TypeSH
Market value$1.34B
3.66%
Sole
2.62M
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares3.50M
TypeSH
Market value$1.23B
3.35%
Sole
3.50M
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares4.87M
TypeSH
Market value$1.21B
3.31%
Sole
4.87M
Shared
0.00
None
0.00
SPACE EXPLORATION TECHN CORP
DFNDShares7.69M
TypeSH
Market value$1.16B
3.16%
Sole
7.69M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
DFNDShares1.21M
TypeSH
Market value$814.25M
2.22%
Sole
1.21M
Shared
0.00
None
0.00
ICICI BK LTD
DFNDShares29.20M
TypeSH
Market value$804.34M
2.19%
Sole
29.20M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares2M
TypeSH
Market value$681.48M
1.86%
Sole
2M
Shared
0.00
None
0.00
DOORDASH INC
DFNDShares3.46M
TypeSH
Market value$635.36M
1.73%
Sole
3.46M
Shared
0.00
None
0.00
INTAPP INC
DFNDShares17.15M
TypeSH
Market value$620.89M
1.69%
Sole
17.15M
Shared
0.00
None
0.00
S&P GLOBAL INC
DFNDShares1.57M
TypeSH
Market value$619.33M
1.69%
Sole
1.57M
Shared
0.00
None
0.00
SEA LTD
DFNDShares5.74M
TypeSH
Market value$559.29M
1.52%
Sole
5.74M
Shared
0.00
None
0.00
HDFC BANK LTD
DFNDShares20.94M
TypeSH
Market value$467.70M
1.27%
Sole
20.94M
Shared
0.00
None
0.00
INTEL CORP
DFNDShares3.68M
TypeSH
Market value$442.95M
1.21%
Sole
3.68M
Shared
0.00
None
0.00
TPG INC
DFNDShares8.70M
TypeSH
Market value$383.81M
1.05%
Sole
8.70M
Shared
0.00
None
0.00
AIRBNB INC
DFNDShares2.22M
TypeSH
Market value$357.00M
0.97%
Sole
2.22M
Shared
0.00
None
0.00
ROBLOX CORP
DFNDShares8.19M
TypeSH
Market value$346.97M
0.95%
Sole
8.19M
Shared
0.00
None
0.00
ERMENEGILDO ZEGNA N V
DFNDShares27.24M
TypeSH
Market value$340.53M
0.93%
Sole
27.24M
Shared
0.00
None
0.00
COMFORT SYS USA INC
DFNDShares200.60K
TypeSH
Market value$331.82M
0.90%
Sole
200.60K
Shared
0.00
None
0.00
TECK RESOURCES LTD
DFNDShares4.94M
TypeSH
Market value$325.08M
0.89%
Sole
4.94M
Shared
0.00
None
0.00
KKR & CO INC
DFNDShares3.50M
TypeSH
Market value$319.38M
0.87%
Sole
3.50M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BLACKROCK INCDFND | COM | 5.09M | SH | $5.39B 14.69% | 5.09M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 7.24M | SH | $2.49B 6.78% | 7.24M | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 6.11M | SH | $2.19B 5.98% | 6.11M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 7.80M | SH | $1.78B 4.85% | 7.80M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 3.10M | SH | $1.71B 4.66% | 3.10M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 2.62M | SH | $1.34B 3.66% | 2.62M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 3.50M | SH | $1.23B 3.35% | 3.50M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 4.87M | SH | $1.21B 3.31% | 4.87M | 0.00 | 0.00 |
SPACE EXPLORATION TECHN CORPDFND | CLASS A COM STK | 7.69M | SH | $1.16B 3.16% | 7.69M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCDFND | COM | 1.21M | SH | $814.25M 2.22% | 1.21M | 0.00 | 0.00 |
ICICI BK LTDDFND | ADR | 29.20M | SH | $804.34M 2.19% | 29.20M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 2M | SH | $681.48M 1.86% | 2M | 0.00 | 0.00 |
DOORDASH INCDFND | CL A | 3.46M | SH | $635.36M 1.73% | 3.46M | 0.00 | 0.00 |
INTAPP INCDFND | COM | 17.15M | SH | $620.89M 1.69% | 17.15M | 0.00 | 0.00 |
S&P GLOBAL INCDFND | COM | 1.57M | SH | $619.33M 1.69% | 1.57M | 0.00 | 0.00 |
SEA LTDDFND | SPONSORD ADS | 5.74M | SH | $559.29M 1.52% | 5.74M | 0.00 | 0.00 |
HDFC BANK LTDDFND | SPONSORED ADS | 20.94M | SH | $467.70M 1.27% | 20.94M | 0.00 | 0.00 |
INTEL CORPDFND | COM | 3.68M | SH | $442.95M 1.21% | 3.68M | 0.00 | 0.00 |
TPG INCDFND | COM CL A | 8.70M | SH | $383.81M 1.05% | 8.70M | 0.00 | 0.00 |
AIRBNB INCDFND | COM CL A | 2.22M | SH | $357.00M 0.97% | 2.22M | 0.00 | 0.00 |
ROBLOX CORPDFND | CL A | 8.19M | SH | $346.97M 0.95% | 8.19M | 0.00 | 0.00 |
ERMENEGILDO ZEGNA N VDFND | ORD SHS | 27.24M | SH | $340.53M 0.93% | 27.24M | 0.00 | 0.00 |
COMFORT SYS USA INCDFND | COM | 200.60K | SH | $331.82M 0.90% | 200.60K | 0.00 | 0.00 |
TECK RESOURCES LTDDFND | CL B | 4.94M | SH | $325.08M 0.89% | 4.94M | 0.00 | 0.00 |
KKR & CO INCDFND | COM | 3.50M | SH | $319.38M 0.87% | 3.50M | 0.00 | 0.00 |
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