Filed: 11/14/2025ACC: 0001104659-25-111787
๐ What this filing means
TEMASEK HOLDINGS (PRIVATE) LTD filed this quarterly 13FโHR report disclosing 118 equity positions with a total reported market value of $28.98B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
118
Positions
$28.98B
Total AUM (reported)
283.12M
Total Shares
Allocation by class
COM$15.26B52.7%
CL A$3.80B13.1%
COM CL A$2.89B10.0%
SPONSORED ADS$2.14B7.4%
CAP STK CL A$1.01B3.5%
ADR$792.98M2.7%
SPONSORD ADS$442.40M1.5%
Portfolio Concentration
Top 3$9.62B33.2%
4โ10$6.96B24.0%
11โ25$6.25B21.6%
Rest$6.15B21.2%
Top 3 weight
33.2%
Top 10 weight
57.2%
Voting Authority Distribution
Total shares with voting rights: 283.12M
Sole
Full voting authority
283.12M
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
Other118
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings118
Rows:
BLACKROCK INC
DFNDShares5.09M
TypeSH
Market value$5.94B
20.49%
Sole
5.09M
Shared
0.00
None
0.00
VISA INC
DFNDShares6.18M
TypeSH
Market value$2.11B
7.28%
Sole
6.18M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
DFNDShares2.76M
TypeSH
Market value$1.57B
5.42%
Sole
2.76M
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares6.56M
TypeSH
Market value$1.22B
4.22%
Sole
6.56M
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares5.15M
TypeSH
Market value$1.13B
3.90%
Sole
5.15M
Shared
0.00
None
0.00
ROBLOX CORP
DFNDShares7.78M
TypeSH
Market value$1.08B
3.72%
Sole
7.78M
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares1.97M
TypeSH
Market value$1.02B
3.53%
Sole
1.97M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares4.14M
TypeSH
Market value$1.01B
3.47%
Sole
4.14M
Shared
0.00
None
0.00
ICICI BANK LIMITED
DFNDShares26.23M
TypeSH
Market value$792.98M
2.74%
Sole
26.23M
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares2.15M
TypeSH
Market value$708.50M
2.44%
Sole
2.15M
Shared
0.00
None
0.00
INTAPP INC
DFNDShares17.15M
TypeSH
Market value$701.30M
2.42%
Sole
17.15M
Shared
0.00
None
0.00
DOORDASH INC
DFNDShares2.32M
TypeSH
Market value$631.75M
2.18%
Sole
2.32M
Shared
0.00
None
0.00
PDD HOLDINGS INC
DFNDShares4.35M
TypeSH
Market value$574.71M
1.98%
Sole
4.35M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
DFNDShares1.11M
TypeSH
Market value$537.20M
1.85%
Sole
1.11M
Shared
0.00
None
0.00
TPG INC
DFNDShares8.80M
TypeSH
Market value$505.71M
1.74%
Sole
8.80M
Shared
0.00
None
0.00
S&P GLOBAL INC
DFNDShares958.19K
TypeSH
Market value$466.36M
1.61%
Sole
958.19K
Shared
0.00
None
0.00
SEA LTD
DFNDShares2.48M
TypeSH
Market value$442.40M
1.53%
Sole
2.48M
Shared
0.00
None
0.00
HDFC BANK LTD
DFNDShares10.87M
TypeSH
Market value$371.43M
1.28%
Sole
10.87M
Shared
0.00
None
0.00
BEONE MEDICINES LTD
DFNDShares1.01M
TypeSH
Market value$344.61M
1.19%
Sole
1.01M
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
DFNDShares1.85M
TypeSH
Market value$330.79M
1.14%
Sole
1.85M
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
DFNDShares5.92M
TypeSH
Market value$300.30M
1.04%
Sole
5.92M
Shared
0.00
None
0.00
GE VERNOVA INC
DFNDShares458.90K
TypeSH
Market value$282.18M
0.97%
Sole
458.90K
Shared
0.00
None
0.00
AIRBNB INC
DFNDShares2.22M
TypeSH
Market value$269.82M
0.93%
Sole
2.22M
Shared
0.00
None
0.00
ERMENEGILDO ZEGNA N V
DFNDShares27.24M
TypeSH
Market value$257.44M
0.89%
Sole
27.24M
Shared
0.00
None
0.00
PROGRESSIVE CORP
DFNDShares960.68K
TypeSH
Market value$237.24M
0.82%
Sole
960.68K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BLACKROCK INCDFND | COM | 5.09M | SH | $5.94B 20.49% | 5.09M | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 6.18M | SH | $2.11B 7.28% | 6.18M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 2.76M | SH | $1.57B 5.42% | 2.76M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 6.56M | SH | $1.22B 4.22% | 6.56M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 5.15M | SH | $1.13B 3.90% | 5.15M | 0.00 | 0.00 |
ROBLOX CORPDFND | CL A | 7.78M | SH | $1.08B 3.72% | 7.78M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 1.97M | SH | $1.02B 3.53% | 1.97M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 4.14M | SH | $1.01B 3.47% | 4.14M | 0.00 | 0.00 |
ICICI BANK LIMITEDDFND | ADR | 26.23M | SH | $792.98M 2.74% | 26.23M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 2.15M | SH | $708.50M 2.44% | 2.15M | 0.00 | 0.00 |
INTAPP INCDFND | COM | 17.15M | SH | $701.30M 2.42% | 17.15M | 0.00 | 0.00 |
DOORDASH INCDFND | CL A | 2.32M | SH | $631.75M 2.18% | 2.32M | 0.00 | 0.00 |
PDD HOLDINGS INCDFND | SPONSORED ADS | 4.35M | SH | $574.71M 1.98% | 4.35M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCDFND | COM | 1.11M | SH | $537.20M 1.85% | 1.11M | 0.00 | 0.00 |
TPG INCDFND | COM CL A | 8.80M | SH | $505.71M 1.74% | 8.80M | 0.00 | 0.00 |
S&P GLOBAL INCDFND | COM | 958.19K | SH | $466.36M 1.61% | 958.19K | 0.00 | 0.00 |
SEA LTDDFND | SPONSORD ADS | 2.48M | SH | $442.40M 1.53% | 2.48M | 0.00 | 0.00 |
HDFC BANK LTDDFND | SPONSORED ADS | 10.87M | SH | $371.43M 1.28% | 10.87M | 0.00 | 0.00 |
BEONE MEDICINES LTDDFND | SPONSORED ADS | 1.01M | SH | $344.61M 1.19% | 1.01M | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDDFND | SPONSORED ADS | 1.85M | SH | $330.79M 1.14% | 1.85M | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FDFND | ULTRA SHRT ETF | 5.92M | SH | $300.30M 1.04% | 5.92M | 0.00 | 0.00 |
GE VERNOVA INCDFND | COM | 458.90K | SH | $282.18M 0.97% | 458.90K | 0.00 | 0.00 |
AIRBNB INCDFND | COM CL A | 2.22M | SH | $269.82M 0.93% | 2.22M | 0.00 | 0.00 |
ERMENEGILDO ZEGNA N VDFND | ORD SHS | 27.24M | SH | $257.44M 0.89% | 27.24M | 0.00 | 0.00 |
PROGRESSIVE CORPDFND | COM | 960.68K | SH | $237.24M 0.82% | 960.68K | 0.00 | 0.00 |
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