Portfolio (Quarterly) Guide ↗

SeaTown Holdings Pte. Ltd.

· CIK 0001512367

13F Portfolio $166M AUM 15 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 2 New 5 Added 4 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AVGO	BROADCOM INC	Technology	40,820	$12.6M	8.28%	SOLD
2	LLY	ELI LILLY & CO	Healthcare	11,275	$10.4M	6.79%	SOLD
3	HTHT	H WORLD GROUP LTD	Consumer Cyclical	101,000	$5.1M	3.33%	SOLD
4	VNET	VNET GROUP INC	Technology	248,550	$2.1M	1.37%	SOLD

Sector Allocation

Technology 34.6%

Consumer Cyclical 15.7%

Financial Services 11.6%

Communication Services 10.1%

Energy 9.2%

Utilities 7.1%

Consumer Defensive 6.4%

Industrials 5.3%