SeaTown Holdings Pte. Ltd. holds a focused book of 15 stocks worth $166.4M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Carpenter Technology. Their largest long position is Nvidia Corp at 11% of the equity book. Cloning the disclosed picks since 2024 would be +31% (+16.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1512367/holdings"
Use Arkolith to show SeaTown Holdings Pte. Ltd.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.9 points over this window.
Growth of $10,000 cloning SeaTown Holdings Pte. Ltd.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as SeaTown Holdings Pte. Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 36 / 15 | $2.1T |
| BlackRock, Inc. | 36 / 15 | $1.6T |
| STATE STREET CORP | 36 / 15 | $817.2B |
| GEODE CAPITAL MANAGEMENT, LLC | 36 / 15 | $487.3B |
| JPMORGAN CHASE & CO | 36 / 15 | $370.6B |
| MORGAN STANLEY | 36 / 15 | $332.5B |
| BANK OF AMERICA CORP /DE/ | 36 / 15 | $183.2B |
| GOLDMAN SACHS GROUP INC | 36 / 15 | $154.1B |
Ranked by how many of SeaTown Holdings Pte. Ltd.'s top 15 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $18.8M | 94.1K | 11.3% | —Held | |
| 2 | Advanced Micro Devices Inc Com COM | $16.8M | 29.0K | 10.1% | ▲New New position | |
| 3 | Take-Two Interactive Softwar COM | $15.9M | 63.6K | 9.6% | ▲+62% Added · +24K sh | |
| 4 | Cheniere Energy Inc COM NEW | $14.5M | 60.6K | 8.7% | ▲+68% Added · +25K sh | |
| 5 | Autozone Inc COM | $12.8M | 4.0K | 7.7% | ▲+36% Added · +1K sh | |
| 6 | Amazon Com Inc COM | $11.9M | 50.1K | 7.2% | —Held | |
| 7 | Mastercard Incorporated CL A | $11.7M | 22.7K | 7.0% | ▲+15% Added · +3K sh | |
| 8 | Ge Vernova Inc COM | $11.2M | 9.5K | 6.7% | —Held | |
| 9 | Walmart Inc COM | $10.0M | 88.7K | 6.0% | ▲+28% Added · +20K sh | |
| 10 | Alphabet Inc CAP STK CL C | $9.2M | 26.0K | 5.5% | ▲New New position | |
| 11 | Carpenter Technology Corp COM | $8.3M | 13.4K | 5.0% | ▼−50% Reduced · −13K sh | |
| 12 | Lumentum Hldgs Inc COM | $7.6M | 8.8K | 4.5% | ▼−17% Reduced · −2K sh | |
| 13 | Synopsys Inc COM | $6.8M | 15.3K | 4.1% | ▼−46% Reduced · −13K sh | |
| 14 | Tradeweb MKTS Inc CL A | $6.6M | 65.8K | 3.9% | —Held | |
| 15 | Sandisk Corp COM | $4.3M | 1.9K | 2.6% | ▼−70% Reduced · −4K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 15 | $166.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 17 | $152.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 17 | $172.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 19 | $173.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 19 | $169.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 19 | $115.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 17 | $145.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 14 | $135.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.