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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 Chg Shares Chg % Period Price ① Since Period ①
1 AMD ADVANCED MICRO DEVICES INC COM Technology 29,000.0 $16.8M 10.12% NEW $580.91 -19.9%
2 GOOG ALPHABET INC 26,000.0 $9.2M 5.52% NEW $353.33

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
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%