SeaTown Holdings Pte. Ltd. holds a focused book of 15 reported positions worth $166.4M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-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 reported non-option book. Cloning the disclosed picks since 2024 would be +36% (+18.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 6.1 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 each quarter's actual reporting lag, ~24 days for the latest filing, with 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
+1 sector below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as SeaTown Holdings Pte. Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Panoramic Hills Capital Ltd | 2 / 15 | $280.3M |
| Donor Advised Charitable Giving, Inc. | 2 / 15 | $4.4B |
| Ma Investment Partnership, LP | 3 / 15 | $365.5M |
| Sassicaia Capital Advisers LLC | 3 / 15 | $138.9M |
| Summa Corp. | 6 / 15 | $194.4M |
| Oriental Harbor Investment Master Fund | 6 / 15 | $946.2M |
| Advaya LLP | 3 / 15 | $85.3M |
| Hoey Investments, Inc | 10 / 15 | $431.8M |
Ranked by the share of each fund's own book sitting in the names it shares with SeaTown Holdings Pte. Ltd.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 24d | 15 | $166.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 14d | 17 | $152.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 21d | 17 | $172.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 43d | 19 | $173.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 23d | 19 | $169.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 44d | 19 | $115.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 16d | 17 | $145.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 32d | 14 | $135.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.