Filed: 8/14/2025ACC: 0001104659-25-077958
📋 What this filing means
TEMASEK HOLDINGS (PRIVATE) LTD filed this quarterly 13F‑HR report disclosing 120 equity positions with a total reported market value of $26.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
120
Positions
$26.16B
Total AUM (reported)
296.16M
Total Shares
Allocation by class
COM$14.17B54.2%
CL A$3.73B14.2%
COM CL A$3.07B11.7%
SPONSORED ADS$1.77B6.8%
ADR$911.11M3.5%
CAP STK CL A$605.94M2.3%
SPONSORD ADS$395.89M1.5%
Portfolio Concentration
Top 3$9.00B34.4%
4–10$7.20B27.5%
11–25$5.72B21.9%
Rest$4.23B16.2%
Top 3 weight
34.4%
Top 10 weight
62.0%
Voting Authority Distribution
Total shares with voting rights: 296.16M
Sole
Full voting authority
296.16M
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
Other120
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings120
Rows:
BLACKROCK INC
DFNDShares5.09M
TypeSH
Market value$5.34B
20.43%
Sole
5.09M
Shared
0.00
None
0.00
VISA INC
DFNDShares5.94M
TypeSH
Market value$2.11B
8.07%
Sole
5.94M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
DFNDShares2.76M
TypeSH
Market value$1.55B
5.92%
Sole
2.76M
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares8.11M
TypeSH
Market value$1.28B
4.90%
Sole
8.11M
Shared
0.00
None
0.00
ROBLOX CORP
DFNDShares10.70M
TypeSH
Market value$1.13B
4.30%
Sole
10.70M
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares2.11M
TypeSH
Market value$1.05B
4.01%
Sole
2.11M
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares3.54M
TypeSH
Market value$976.09M
3.73%
Sole
3.54M
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares4.44M
TypeSH
Market value$973.01M
3.72%
Sole
4.44M
Shared
0.00
None
0.00
ICICI BANK LIMITED
DFNDShares27.08M
TypeSH
Market value$911.11M
3.48%
Sole
27.08M
Shared
0.00
None
0.00
INTAPP INC
DFNDShares17.15M
TypeSH
Market value$885.12M
3.38%
Sole
17.15M
Shared
0.00
None
0.00
DOORDASH INC
DFNDShares3.10M
TypeSH
Market value$764.71M
2.92%
Sole
3.10M
Shared
0.00
None
0.00
HDFC BANK LTD
DFNDShares8.90M
TypeSH
Market value$682.03M
2.61%
Sole
8.90M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares3.44M
TypeSH
Market value$605.94M
2.32%
Sole
3.44M
Shared
0.00
None
0.00
TPG INC
DFNDShares9.60M
TypeSH
Market value$503.66M
1.93%
Sole
9.60M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
DFNDShares1.14M
TypeSH
Market value$463.64M
1.77%
Sole
1.14M
Shared
0.00
None
0.00
S&P GLOBAL INC
DFNDShares839.40K
TypeSH
Market value$442.61M
1.69%
Sole
839.40K
Shared
0.00
None
0.00
SEA LTD
DFNDShares2.48M
TypeSH
Market value$395.89M
1.51%
Sole
2.48M
Shared
0.00
None
0.00
AIRBNB INC
DFNDShares2.30M
TypeSH
Market value$304.71M
1.16%
Sole
2.30M
Shared
0.00
None
0.00
GE VERNOVA INC
DFNDShares559.60K
TypeSH
Market value$296.11M
1.13%
Sole
559.60K
Shared
0.00
None
0.00
BEONE MEDICINES LTD
DFNDShares1.01M
TypeSH
Market value$244.60M
0.94%
Sole
1.01M
Shared
0.00
None
0.00
MSCI INC
DFNDShares420.15K
TypeSH
Market value$242.32M
0.93%
Sole
420.15K
Shared
0.00
None
0.00
H WORLD GROUP LTD
DFNDShares6.24M
TypeSH
Market value$211.68M
0.81%
Sole
6.24M
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
DFNDShares1.85M
TypeSH
Market value$209.89M
0.80%
Sole
1.85M
Shared
0.00
None
0.00
ZTO EXPRESS CAYMAN INC
DFNDShares10.43M
TypeSH
Market value$185.07M
0.71%
Sole
10.43M
Shared
0.00
None
0.00
YUM CHINA HLDGS INC
DFNDShares3.72M
TypeSH
Market value$166.40M
0.64%
Sole
3.72M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BLACKROCK INCDFND | COM | 5.09M | SH | $5.34B 20.43% | 5.09M | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 5.94M | SH | $2.11B 8.07% | 5.94M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 2.76M | SH | $1.55B 5.92% | 2.76M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 8.11M | SH | $1.28B 4.90% | 8.11M | 0.00 | 0.00 |
ROBLOX CORPDFND | CL A | 10.70M | SH | $1.13B 4.30% | 10.70M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 2.11M | SH | $1.05B 4.01% | 2.11M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 3.54M | SH | $976.09M 3.73% | 3.54M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 4.44M | SH | $973.01M 3.72% | 4.44M | 0.00 | 0.00 |
ICICI BANK LIMITEDDFND | ADR | 27.08M | SH | $911.11M 3.48% | 27.08M | 0.00 | 0.00 |
INTAPP INCDFND | COM | 17.15M | SH | $885.12M 3.38% | 17.15M | 0.00 | 0.00 |
DOORDASH INCDFND | CL A | 3.10M | SH | $764.71M 2.92% | 3.10M | 0.00 | 0.00 |
HDFC BANK LTDDFND | SPONSORED ADS | 8.90M | SH | $682.03M 2.61% | 8.90M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 3.44M | SH | $605.94M 2.32% | 3.44M | 0.00 | 0.00 |
TPG INCDFND | COM CL A | 9.60M | SH | $503.66M 1.93% | 9.60M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCDFND | COM | 1.14M | SH | $463.64M 1.77% | 1.14M | 0.00 | 0.00 |
S&P GLOBAL INCDFND | COM | 839.40K | SH | $442.61M 1.69% | 839.40K | 0.00 | 0.00 |
SEA LTDDFND | SPONSORD ADS | 2.48M | SH | $395.89M 1.51% | 2.48M | 0.00 | 0.00 |
AIRBNB INCDFND | COM CL A | 2.30M | SH | $304.71M 1.16% | 2.30M | 0.00 | 0.00 |
GE VERNOVA INCDFND | COM | 559.60K | SH | $296.11M 1.13% | 559.60K | 0.00 | 0.00 |
BEONE MEDICINES LTDDFND | SPONSORED ADS | 1.01M | SH | $244.60M 0.94% | 1.01M | 0.00 | 0.00 |
MSCI INCDFND | COM | 420.15K | SH | $242.32M 0.93% | 420.15K | 0.00 | 0.00 |
H WORLD GROUP LTDDFND | SPONSORED ADS | 6.24M | SH | $211.68M 0.81% | 6.24M | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDDFND | SPONSORED ADS | 1.85M | SH | $209.89M 0.80% | 1.85M | 0.00 | 0.00 |
ZTO EXPRESS CAYMAN INCDFND | SPONSORED ADS A | 10.43M | SH | $185.07M 0.71% | 10.43M | 0.00 | 0.00 |
YUM CHINA HLDGS INCDFND | COM | 3.72M | SH | $166.40M 0.64% | 3.72M | 0.00 | 0.00 |
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