SeaTown Holdings Pte. Ltd.
•CIK: 1512367•Filing: Q4 2025
**SeaTown Holdings Pte. Ltd.** manages $172M across a concentrated portfolio of 17 positions. The fund exhibits significant conviction in technology and consumer staples, with top holdings including NVDA at $21.7M and AMZN at $13.0M. Further allocations are notable in WMT ($11.8M), AZO ($10.7M), and SNPS ($10.5M). This structure suggests a tactical, high-conviction approach targeting established market leaders.
Total AUM
$172.4M
QoQ Performance
-0.6%
Positions
17
Top 10 Concentration
67.9%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
AMZN
WMT
AZO
SNPS
LLY
CRS
MA
NVDA12.6%
AMZN7.6%
WMT6.9%
AZO6.2%
SNPS6.1%
LLY6.1%
CRS5.9%
MA5.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other52.1%
Technology21.8%
Consumer14.4%
Healthcare6.1%
Financial5.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑6 increased
↓5 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023