13F holdings
Temasek Holdings (Private) Ltd portfolio
Managed by . 132 reported positions worth $29.7B as of 2026-03-31, filed with the SEC on 2026-05-12. Parsed from the filing itself, not a reseller.
$29.7B
Book value
132
Positions
54%
Top 10 weight
+29
New this quarter
-26
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 42 days old on 2026-05-12, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (29)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | $162.5M | 760,335 | 0.55% |
| FTAI | FTAI AVIATION LTD | $76.6M | 312,613 | 0.26% |
| PANW | PALO ALTO NETWORKS INC | $74.4M | 464,118 | 0.25% |
| AZN | ASTRAZENECA PLC | $70.9M | 365,554 | 0.24% |
| CCJ | CAMECO CORP | $70.9M | 652,342 | 0.24% |
| MAKEMYTRIP LIMITED MAURI | MAKEMYTRIP LIMITED MAURITIUS | $63.4M | 1,701,456 | 0.21% |
| BE | BLOOM ENERGY CORP | $48.7M | 359,354 | 0.16% |
| KLAC | KLA CORP | $47.7M | 32,387 | 0.16% |
| EWZ | ISHARES INC | $41.3M | 1,076,815 | 0.14% |
| DE | DEERE & CO | $37.3M | 66,141 | 0.13% |
| G | GENPACT LIMITED | $30.0M | 806,352 | 0.10% |
| TER | TERADYNE INC | $26.5M | 89,490 | 0.09% |
| STRL | STERLING INFRASTRUCTURE INC | $24.0M | 58,950 | 0.08% |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $22.8M | 58,104 | 0.08% |
| MU | MICRON TECHNOLOGY INC | $22.6M | 66,870 | 0.08% |
| WDC | WESTERN DIGITAL CORP | $22.5M | 83,092 | 0.08% |
| SNDK | SANDISK CORP | $19.4M | 30,484 | 0.07% |
| LITE | LUMENTUM HLDGS INC | $18.2M | 25,926 | 0.06% |
| CIEN | CIENA CORP | $17.3M | 44,437 | 0.06% |
| AGX | ARGAN INC | $16.0M | 29,436 | 0.05% |
| DNN | DENISON MINES CORP | $13.2M | 3,728,993 | 0.04% |
| CMI | CUMMINS INC | $12.4M | 23,019 | 0.04% |
| UEC | URANIUM ENERGY CORP | $10.4M | 769,379 | 0.03% |
| UUUU | ENERGY FUELS INC | $10.2M | 557,953 | 0.03% |
| YSS | YORK SPACE SYSTEMS INC | $10.0M | 450,000 | 0.03% |
Closed out (26)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| ESTC | ELASTIC N V | $97.7M | 1,294,465 | 0.00% |
| DT | DYNATRACE INC | $72.4M | 1,670,417 | 0.00% |
| MCHI | ISHARES TR | $44.7M | 744,807 | 0.00% |
| TWLO | TWILIO INC | $44.0M | 309,573 | 0.00% |
| SCHP | SCHWAB STRATEGIC TR | $37.4M | 1,410,000 | 0.00% |
| INDA | ISHARES TR | $27.7M | 512,000 | 0.00% |
| WRD | WERIDE INC | $25.9M | 2,978,803 | 0.00% |
| ETN | EATON CORP PLC | $15.9M | 49,901 | 0.00% |
| TSLA | TESLA INC | $15.7M | 34,950 | 0.00% |
| COST | COSTCO WHSL CORP NEW | $10.4M | 12,045 | 0.00% |
| CMG | CHIPOTLE MEXICAN GRILL INC | $9.5M | 255,622 | 0.00% |
| TXN | TEXAS INSTRS INC | $8.9M | 51,080 | 0.00% |
| QCOM | QUALCOMM INC | $8.0M | 46,971 | 0.00% |
| ALAB | ASTERA LABS INC | $7.9M | 47,306 | 0.00% |
| ANET | ARISTA NETWORKS INC | $7.6M | 58,189 | 0.00% |
| HUBS | HUBSPOT INC | $7.2M | 17,965 | 0.00% |
| AMD | ADVANCED MICRO DEVICES INC | $7.2M | 33,476 | 0.00% |
| PCOR | PROCORE TECHNOLOGIES INC | $4.8M | 66,627 | 0.00% |
| ORCL | ORACLE CORP | $3.3M | 17,065 | 0.00% |
| PGY | PAGAYA TECHNOLOGIES LTD | $3.0M | 144,068 | 0.00% |
| IOT | SAMSARA INC | $1.4M | 39,821 | 0.00% |
| TTAN | SERVICETITAN INC | $1.4M | 12,937 | 0.00% |
| GTLB | GITLAB INC | $806,670 | 21,494 | 0.00% |
| CHYM | CHIME FINL INC | $747,423 | 29,695 | 0.00% |
| RVMD | REVOLUTION MEDICINES INC | $250,738 | 3,148 | 0.00% |
Added to (51)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| BLK | BLACKROCK INC | $5.1B | 5,330,492 | 17.25% | +5% |
| V | VISA INC | $2.0B | 6,671,628 | 6.78% | +3% |
| MA | MASTERCARD INCORPORATED | $1.6B | 3,218,711 | 5.41% | +16% |
| NVDA | NVIDIA CORPORATION | $1.6B | 8,902,808 | 5.22% | +2% |
| AVGO | BROADCOM INC | $1.1B | 3,540,630 | 3.69% | +42% |
| SPGI | S&P GLOBAL INC | $594.0M | 1,396,452 | 2.00% | +7% |
| TMO | THERMO FISHER SCIENTIFIC INC | $587.8M | 1,195,799 | 1.98% | +34% |
| DASH | DOORDASH INC | $519.7M | 3,461,501 | 1.75% | +49% |
| PDD | PDD HOLDINGS INC | $503.3M | 4,926,061 | 1.69% | +5% |
| GEV | GE VERNOVA INC | $469.7M | 538,128 | 1.58% | +4% |
| SE | SEA LTD | $437.5M | 5,282,861 | 1.47% | +60% |
| TPG | TPG INC | $406.2M | 10,028,107 | 1.37% | +14% |
| KKR | KKR & CO INC | $325.9M | 3,522,797 | 1.10% | +164% |
| HDB | HDFC BANK LTD | $312.5M | 12,559,656 | 1.05% | +16% |
| TECK | TECK RESOURCES LTD | $294.0M | 5,685,453 | 0.99% | +7% |
Trimmed (28)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| CRS | CARPENTER TECHNOLOGY CORP | $4.3M | 10,833 | 0.01% | -92% |
| WIX | WIX COM LTD | $10.4M | 115,282 | 0.03% | -85% |
| KWEB | KRANESHARES TRUST | $72.6M | 2,553,474 | 0.24% | -61% |
| BZAI | BLAIZE HLDGS INC | $4.7M | 2,594,264 | 0.02% | -59% |
| EWY | ISHARES INC | $82.1M | 667,056 | 0.28% | -58% |
| VNET | VNET GROUP INC | $12.1M | 1,446,000 | 0.04% | -56% |
| WMT | WALMART INC | $26.6M | 213,662 | 0.09% | -51% |
| NOW | SERVICENOW INC | $35.8M | 342,230 | 0.12% | -48% |
| NKE | NIKE INC | $24.9M | 471,984 | 0.08% | -45% |
| SNOW | SNOWFLAKE INC | $30.7M | 203,750 | 0.10% | -45% |
| KBWB | INVESCO EXCH TRADED FD TR II | $87.4M | 1,104,862 | 0.29% | -44% |
| FLY | FIREFLY AEROSPACE INC | $18.9M | 663,155 | 0.06% | -38% |
| META | META PLATFORMS INC | $138.6M | 242,312 | 0.47% | -34% |
| ZTO | ZTO EXPRESS CAYMAN INC | $104.4M | 4,147,325 | 0.35% | -34% |
| YUMC | YUM CHINA HLDGS INC | $132.6M | 2,717,548 | 0.45% | -33% |
The book
All reported holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| BLK | BLACKROCK INC | $5.1B | 5,330,492 | 17.25% | — |
| V | VISA INC | $2.0B | 6,671,628 | 6.78% | — |
| MA | MASTERCARD INCORPORATED | $1.6B | 3,218,711 | 5.41% | — |
| NVDA | NVIDIA CORPORATION | $1.6B | 8,902,808 | 5.22% | — |
| GOOGL | ALPHABET INC | $1.4B | 4,702,736 | 4.56% | — |
| AVGO | BROADCOM INC | $1.1B | 3,540,630 | 3.69% | — |
| MSFT | MICROSOFT CORP | $987.3M | 2,667,081 | 3.32% | — |
| AMZN | AMAZON COM INC | $933.9M | 4,484,072 | 3.14% | — |
| IBN | ICICI BANK LIMITED | $756.2M | 29,195,789 | 2.54% | — |
| SPGI | S&P GLOBAL INC | $594.0M | 1,396,452 | 2.00% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $587.8M | 1,195,799 | 1.98% | — |
| DASH | DOORDASH INC | $519.7M | 3,461,501 | 1.75% | — |
| PDD | PDD HOLDINGS INC | $503.3M | 4,926,061 | 1.69% | — |
| GEV | GE VERNOVA INC | $469.7M | 538,128 | 1.58% | — |
| INTA | INTAPP INC | $440.5M | 17,146,805 | 1.48% | — |
| RBLX | ROBLOX CORP | $439.9M | 7,777,760 | 1.48% | — |
| SE | SEA LTD | $437.5M | 5,282,861 | 1.47% | — |
| TPG | TPG INC | $406.2M | 10,028,107 | 1.37% | — |
| KKR | KKR & CO INC | $325.9M | 3,522,797 | 1.10% | — |
| HDB | HDFC BANK LTD | $312.5M | 12,559,656 | 1.05% | — |
| JPST | J P MORGAN EXCHANGE TRADED F | $299.6M | 5,919,494 | 1.01% | — |
| TECK | TECK RESOURCES LTD | $294.0M | 5,685,453 | 0.99% | — |
| ZGN | ERMENEGILDO ZEGNA N V | $283.9M | 27,242,276 | 0.96% | — |
| ABNB | AIRBNB INC | $280.6M | 2,222,194 | 0.94% | — |
| APO | APOLLO GLOBAL MGMT INC | $263.9M | 2,368,162 | 0.89% | — |
| ONC | BEONE MEDICINES LTD | $256.2M | 862,643 | 0.86% | — |
| TDG | TRANSDIGM GROUP INC | $253.7M | 218,885 | 0.85% | — |
| LIN | LINDE PLC | $238.6M | 481,354 | 0.80% | — |
| BKNG | BOOKING HOLDINGS INC | $236.1M | 56,071 | 0.79% | — |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $232.1M | 3,261,309 | 0.78% | — |
| MSCI | MSCI INC | $229.5M | 425,863 | 0.77% | — |
| CDNS | CADENCE DESIGN SYSTEM INC | $208.2M | 749,113 | 0.70% | — |
| NFLX | NETFLIX INC. | $198.9M | 2,068,447 | 0.67% | — |
| PGR | PROGRESSIVE CORP | $197.0M | 993,588 | 0.66% | — |
| GE | GE AEROSPACE | $171.2M | 603,418 | 0.58% | — |
| BABA | ALIBABA GROUP HLDG LTD | $164.8M | 1,313,262 | 0.55% | — |
| LRCX | LAM RESEARCH CORP | $162.5M | 760,335 | 0.55% | — |
| LLY | ELI LILLY & CO | $159.4M | 173,259 | 0.54% | — |
| CRM | SALESFORCE INC | $151.2M | 809,900 | 0.51% | — |
| BSX | BOSTON SCIENTIFIC CORP | $150.6M | 2,399,426 | 0.51% | — |
| MRVL | MARVELL TECHNOLOGY INC | $150.2M | 1,516,386 | 0.51% | — |
| META | META PLATFORMS INC | $138.6M | 242,312 | 0.47% | — |
| DNLI | DENALI THERAPEUTICS INC | $134.6M | 7,012,974 | 0.45% | — |
| BNTX | BIONTECH SE | $133.9M | 1,506,027 | 0.45% | — |
| YUMC | YUM CHINA HLDGS INC | $132.6M | 2,717,548 | 0.45% | — |
| WFC | WELLS FARGO & CO | $132.3M | 1,661,772 | 0.45% | — |
| AAPL | APPLE INC | $130.2M | 513,063 | 0.44% | — |
| FIX | COMFORT SYS USA INC | $130.1M | 94,356 | 0.44% | — |
| AS | AMER SPORTS INC | $120.7M | 3,665,157 | 0.41% | — |
| WDAY | WORKDAY INC | $115.5M | 889,318 | 0.39% | — |
| TCOM | TRIP COM GROUP LTD | $111.5M | 2,239,671 | 0.38% | — |
| HTHT | H WORLD GROUP LTD | $111.2M | 2,210,391 | 0.37% | — |
| ISRG | INTUITIVE SURGICAL INC | $104.7M | 227,211 | 0.35% | — |
| DSGX | DESCARTES SYS GROUP INC | $104.7M | 1,464,165 | 0.35% | — |
| UNH | UNITEDHEALTH GROUP INC | $104.4M | 385,856 | 0.35% | — |
| ZTO | ZTO EXPRESS CAYMAN INC | $104.4M | 4,147,325 | 0.35% | — |
| VRT | VERTIV HOLDINGS CO | $103.1M | 411,631 | 0.35% | — |
| K4F | ONESTREAM INC | $102.4M | 4,266,714 | 0.34% | — |
| U | UNITY SOFTWARE INC | $100.5M | 4,582,843 | 0.34% | — |
| ICSH | ISHARES TR | $99.9M | 1,973,943 | 0.34% | — |
| GH | GUARDANT HEALTH INC | $91.0M | 985,571 | 0.31% | — |
| PEP | PEPSICO INC | $90.0M | 579,619 | 0.30% | — |
| KBWB | INVESCO EXCH TRADED FD TR II | $87.4M | 1,104,862 | 0.29% | — |
| AA | ALCOA CORP | $86.3M | 1,300,647 | 0.29% | — |
| EWY | ISHARES INC | $82.1M | 667,056 | 0.28% | — |
| NTES | NETEASE COM INC | $79.3M | 708,114 | 0.27% | — |
| FTAI | FTAI AVIATION LTD | $76.6M | 312,613 | 0.26% | — |
| PANW | PALO ALTO NETWORKS INC | $74.4M | 464,118 | 0.25% | — |
| KWEB | KRANESHARES TRUST | $72.6M | 2,553,474 | 0.24% | — |
| FLYW | FLYWIRE CORPORATION | $71.9M | 6,173,385 | 0.24% | — |
| AZN | ASTRAZENECA PLC | $70.9M | 365,554 | 0.24% | — |
| CCJ | CAMECO CORP | $70.9M | 652,342 | 0.24% | — |
| MAKEMYTRIP LIMITED MAURI | MAKEMYTRIP LIMITED MAURITIUS | $63.4M | 1,701,456 | 0.21% | — |
| BZ | KANZHUN LIMITED | $58.2M | 4,345,925 | 0.20% | — |
| DHR | DANAHER CORP DEL | $58.2M | 306,776 | 0.20% | — |
| GLBE | GLOBAL E ONLINE LTD | $55.8M | 1,807,183 | 0.19% | — |
| HD | HOME DEPOT INC | $53.7M | 163,252 | 0.18% | — |
| APP | APPLOVIN CORP | $52.5M | 131,822 | 0.18% | — |
| BE | BLOOM ENERGY CORP | $48.7M | 359,354 | 0.16% | — |
| KLAC | KLA CORP | $47.7M | 32,387 | 0.16% | — |
| SCCO | SOUTHERN COPPER CORP | $46.5M | 270,277 | 0.16% | — |
| BEKE | KE HLDGS INC | $45.6M | 3,047,357 | 0.15% | — |
| NEE | NEXTERA ENERGY INC | $42.6M | 459,165 | 0.14% | — |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $41.4M | 675,028 | 0.14% | — |
| EWZ | ISHARES INC | $41.3M | 1,076,815 | 0.14% | — |
| MRSH | MARSH & MCLENNAN COS INC | $39.7M | 229,087 | 0.13% | — |
| FCX | FREEPORT MCMORAN INC | $39.3M | 669,247 | 0.13% | — |
| DE | DEERE & CO | $37.3M | 66,141 | 0.13% | — |
| CAT | CATERPILLAR INC | $37.2M | 52,553 | 0.13% | — |
| INTU | INTUIT | $36.8M | 85,100 | 0.12% | — |
| NOW | SERVICENOW INC | $35.8M | 342,230 | 0.12% | — |
| PAYO | PAYONEER GLOBAL INC | $32.5M | 6,725,231 | 0.11% | — |
| SNOW | SNOWFLAKE INC | $30.7M | 203,750 | 0.10% | — |
| G | GENPACT LIMITED | $30.0M | 806,352 | 0.10% | — |
| SNPS | SYNOPSYS INC | $28.4M | 71,676 | 0.10% | — |
| NXE | NEXGEN ENERGY LTD | $28.3M | 2,436,471 | 0.10% | — |
| WMT | WALMART INC | $26.6M | 213,662 | 0.09% | — |
| TER | TERADYNE INC | $26.5M | 89,490 | 0.09% | — |
| NKE | NIKE INC | $24.9M | 471,984 | 0.08% | — |
| STRL | STERLING INFRASTRUCTURE INC | $24.0M | 58,950 | 0.08% | — |
| HBM | HUDBAY MINERALS INC | $23.8M | 1,138,071 | 0.08% | — |
| TME | TENCENT MUSIC ENTMT GROUP | $23.8M | 2,561,538 | 0.08% | — |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $22.8M | 58,104 | 0.08% | — |
| MU | MICRON TECHNOLOGY INC | $22.6M | 66,870 | 0.08% | — |
| WDC | WESTERN DIGITAL CORP | $22.5M | 83,092 | 0.08% | — |
| XPEV | XPENG INC | $20.4M | 1,194,538 | 0.07% | — |
| SNDK | SANDISK CORP | $19.4M | 30,484 | 0.07% | — |
| FLY | FIREFLY AEROSPACE INC | $18.9M | 663,155 | 0.06% | — |
| LITE | LUMENTUM HLDGS INC | $18.2M | 25,926 | 0.06% | — |
| CIEN | CIENA CORP | $17.3M | 44,437 | 0.06% | — |
| ADI | ANALOG DEVICES INC | $16.3M | 51,160 | 0.05% | — |
| AGX | ARGAN INC | $16.0M | 29,436 | 0.05% | — |
| ERO | ERO COPPER CORP | $15.4M | 579,162 | 0.05% | — |
| DNN | DENISON MINES CORP | $13.2M | 3,728,993 | 0.04% | — |
| CMI | CUMMINS INC | $12.4M | 23,019 | 0.04% | — |
| VNET | VNET GROUP INC | $12.1M | 1,446,000 | 0.04% | — |
| CLS | CELESTICA INC | $10.8M | 38,456 | 0.04% | — |
| UEC | URANIUM ENERGY CORP | $10.4M | 769,379 | 0.03% | — |
| WIX | WIX COM LTD | $10.4M | 115,282 | 0.03% | — |
| UUUU | ENERGY FUELS INC | $10.2M | 557,953 | 0.03% | — |
| YSS | YORK SPACE SYSTEMS INC | $10.0M | 450,000 | 0.03% | — |
| BZAI | BLAIZE HLDGS INC | $4.7M | 2,594,264 | 0.02% | — |
| CRS | CARPENTER TECHNOLOGY CORP | $4.3M | 10,833 | 0.01% | — |
| SES | SES AI CORPORATION | $3.0M | 3,160,712 | 0.01% | — |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $2.9M | 78,244 | 0.01% | — |
| TKOEUR | TASEKO MINES LTD | $2.7M | 423,901 | 0.01% | — |
| KDP | KEURIG DR PEPPER INC | $2.6M | 99,805 | 0.01% | — |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $1.4M | 41,675 | 0.00% | — |
| MICC | MAGNUM ICE CREAM CO NV | $1.2M | 79,000 | 0.00% | — |
| CAI | CARIS LIFE SCIENCES INC | $218,762 | 12,235 | 0.00% | — |
| PONY | PONY AI INC | $136,974 | 14,510 | 0.00% | — |
| RPID | RAPID MICRO BIOSYSTEMS INC | $49,527 | 21,818 | 0.00% | — |
This manager also disclosed 19 options positions with a combined notional of $761.7M. Notional is not ownership, so it is excluded from the book value above rather than folded in to make the fund look bigger.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by Temasek Holdings (Private) Ltd (CIK 1021944, accession 0001021944-26-000011). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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