Temasek Holdings (Private) Ltd
Q2 2026 13F filing
Updated 34 days ago196 disclosed positions worth $37.3B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BSTZ BLACKROCK INC | $5B | 5.20M | 13.41% | Trimmed(-2.5%) |
| 2 | G GOOGN ALPHABET INC | $2.5B | 7.08M | 6.79% | Added(+283977.8%) |
| 3 | V V VISA INC | $2.3B | 6.60M | 6.08% | Trimmed(-1.1%) |
| 4 | N NVDA NVIDIA CORPORATION | $1.7B | 8.40M | 4.51% | Added(+3554.2%) |
| 5 | S SPCX SPACE EXPLORATION TECHN CORP | $1.7B | 9.83M | 4.51% | — |
| 6 | M MA MASTERCARD INCORPORATED | $1.7B | 3.25M | 4.49% | Added(+1.1%) |
| 7 | A AVGO BROADCOM INC | $1.4B | 3.74M | 3.79% | Added(+5.7%) |
| 8 | A AMZN AMAZON COM INC | $1.1B | 4.57M | 2.92% | Added(+1260.6%) |
| 9 | M MSFT MICROSOFT CORP | $985.7M | 2.64M | 2.65% | Trimmed(-0.9%) |
| 10 | I IBN ICICI BANK LIMITED | $847.6M | 29.20M | 2.28% | Unchanged |
| 11 | G GOOGN ALPHABET INC | $706.7M | 2.00M | 1.90% | — |
| 12 | D DASH DOORDASH INC | $638.8M | 3.46M | 1.71% | Unchanged |
| 13 | S SPGI S&P GLOBAL INC | $613.7M | 1.51M | 1.65% | Added(+7.9%) |
| 14 | T TMO THERMO FISHER SCIENTIFIC INC | $583.4M | 1.16M | 1.57% | Added(+2155.3%) |
| 15 | G GEV GE VERNOVA INC | $560.7M | 477.3K | 1.51% | Added(+319.4%) |
| 16 | S SE SEA LTD | $550.5M | 5.74M | 1.48% | Added(+8.7%) |
| 17 | I INTA INTAPP INC | $432.3M | 17.15M | 1.16% | Unchanged |
| 18 | R RBLX ROBLOX CORP | $423M | 7.78M | 1.14% | Unchanged |
| 19 | ? N/A TPG INC | $412.1M | 10.16M | 1.11% | Added(+1.4%) |
| 20 | H HDB HDFC BANK LTD | $395.3M | 15.31M | 1.06% | Added(+21.9%) |
| 21 | Z ZGN ERMENEGILDO ZEGNA N V | $354.7M | 27.24M | 0.95% | Unchanged |
| 22 | T TCKRF TECK RESOURCES LTD | $337.9M | 5.69M | 0.91% | Unchanged |
| 23 | K KKRS KKR & CO INC | $336.8M | 3.67M | 0.90% | Added(+4.2%) |
| 24 | L LRCX LAM RESEARCH CORP | $327.2M | 755.0K | 0.88% | Added(+218.3%) |
| 25 | A ABNB AIRBNB INC | $318M | 2.22M | 0.85% | Unchanged |
| 26 | B BKNG BOOKING HOLDINGS INC | $304.9M | 1.71M | 0.82% | Added(+131466.4%) |
| 27 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $299.3M | 5.92M | 0.80% | Unchanged |
| 28 | P PDD PDD HOLDINGS INC | $276.4M | 3.62M | 0.74% | Trimmed(-26.4%) |
| 29 | T TDG TRANSDIGM GROUP INC | $271M | 203.4K | 0.73% | Trimmed(-7.1%) |
| 30 | M MRVL MARVELL TECHNOLOGY INC | $256.5M | 861.0K | 0.69% | Trimmed(-43.2%) |
| 31 | C CDNS CADENCE DESIGN SYSTEM INC | $252.4M | 672.5K | 0.68% | Trimmed(-10.2%) |
| 32 | L LIN LINDE PLC | $247.7M | 477.4K | 0.67% | Added(+7991.0%) |
| 33 | F FIX COMFORT SYS USA INC | $246.6M | 124.4K | 0.66% | Added(+211.1%) |
| 34 | B BEIGF BEONE MEDICINES LTD | $241M | 845.7K | 0.65% | Trimmed(-2.0%) |
| 35 | A APOS APOLLO GLOBAL MGMT INC | $240.1M | 2.03M | 0.64% | Trimmed(-14.3%) |
| 36 | G GE GE AEROSPACE | $226.1M | 605.0K | 0.61% | Added(+0.3%) |
| 37 | A ASMLF ASML HLDG NV | $223M | 112.1K | 0.60% | — |
| 38 | L LLY ELI LILLY & CO | $181.7M | 151.5K | 0.49% | Trimmed(-12.6%) |
| 39 | N NFLX NETFLIX INC. | $180.4M | 2.53M | 0.48% | Added(+22.1%) |
| 40 | D DNLI DENALI THERAPEUTICS INC | $180.4M | 7.01M | 0.48% | Unchanged |
| 41 | W WFC-PZ WELLS FARGO & CO | $179.9M | 2.18M | 0.48% | Added(+31.0%) |
| 42 | M MSCI MSCI INC | $171.7M | 306.5K | 0.46% | Trimmed(-28.0%) |
| 43 | E ETHA ISHARES INC | $171.6M | 849.8K | 0.46% | Added(+27.4%) |
| 44 | I ISRG INTUITIVE SURGICAL INC | $171.3M | 430.8K | 0.46% | Added(+89.6%) |
| 45 | M META META PLATFORMS INC | $167.3M | 297.0K | 0.45% | Added(+163.3%) |
| 46 | S STRL STERLING INFRASTRUCTURE INC | $162.6M | 193.7K | 0.44% | Added(+228.6%) |
| 47 | G GEHC GE HEALTHCARE TECHNOLOGIES I | $161M | 2.52M | 0.43% | Added(+295.0%) |
| 48 | U UNH UNITEDHEALTH GROUP INC | $154.6M | 371.9K | 0.41% | Trimmed(-3.6%) |
| 49 | I IVZ INVESCO EXCH TRADED FD TR II | $154.4M | 1.66M | 0.41% | Added(+50.3%) |
| 50 | F FTAIM FTAI AVIATION LTD | $153.6M | 567.9K | 0.41% | Added(+506.1%) |