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Portfolio (Quarterly) Guide ↗

Temasek Holdings (Private) Ltd

· CIK 0001021944
13F Portfolio $37.3B AUM 196 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 67 New 45 Added 47 Reduced 22 Exited
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ERO ERO COPPER CORP Basic Materials 612,491.0 $16.3M 0.04% +33K +5.8% $26.61 +48.1%
42 DNN DENISON MINES CORP Energy 4,844,768.0 $14.8M 0.04% +1.1M +29.9% $3.06 +14.4%
43 UEC URANIUM ENERGY CORP Energy 1,079,198.0 $11.5M 0.03% +310K +40.3% $10.66 +19.7%
44 UUUU ENERGY FUELS INC Energy 781,288.0 $11.3M 0.03% +223K +40.0% $14.50 +4.4%
45 BKNG PUT BOOKING HOLDINGS INC Consumer Cyclical 32,100.0 $5.7M 0.01% +31K +2369.2% $178.24 +17.6%
Page 3 of 3  ·  45 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 35.4%
Technology 24.6%
Consumer Cyclical 11.6%
Communication Services 11.3%
Healthcare 6.8%
Industrials 4.8%
Basic Materials 2.5%
Utilities 1.8%
Energy 0.5%
Consumer Defensive 0.5%