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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 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UNILEVER PLC 38,926.0 $2.3M 0.01% NEW $60.12
62 PINNACLE FINL PARTNERS INC 20,795.0 $2.1M 0.01% NEW $100.88
63 BKNG CALL BOOKING HOLDINGS INC Consumer Cyclical 10,500.0 $1.9M 0.01% NEW $178.24 +17.6%
64 FHN FIRST HORIZON CORPORATION Financial Services 65,726.0 $1.7M 0.01% NEW $25.64 -3.9%
65 ZION ZIONS BANCORPORATION NATL AS Financial Services 20,277.0 $1.4M 0.00% NEW $69.19 -1.5%
66 WAL WESTERN ALLIANCE BANCORP Financial Services 15,058.0 $1.2M 0.00% NEW $82.20 -3.1%
67 EGO ELDORADO GOLD CORP NEW Basic Materials 33,506.0 $1.0M 0.00% NEW $31.02 +47.4%
Page 4 of 4  ·  67 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%