Temasek Holdings (Private) Ltd Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$26.2B

Holdings

120

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (120 positions)

#StockSharesValue% PortfolioType
1
BLKBLACKROCK INC
5,092,825$5.3T20429.66%
2
VVISA INC
5,944,011$2.1T8068.49%Put
3
MAMASTERCARD INCORPORATED
2,756,079$1.5T5921.13%
4
NVDANVIDIA CORPORATION
8,111,023$1.3T4899.24%Put
5
RBLXROBLOX CORP
10,695,471$1.1T4301.69%
6
MSFTMICROSOFT CORP
2,109,118$1.0T4010.87%Call
7
AVGOBROADCOM INC
3,541,051$976.1B3731.76%Put
8
AMZNAMAZON COM INC
4,435,055$973.0B3719.97%Put
9
IBNICICI BANK LIMITED
27,084,196$911.1B3483.34%
10
INTAINTAPP INC
17,146,805$885.1B3383.95%
11
DASHDOORDASH INC
3,102,158$764.7B2923.63%
12
HDBHDFC BANK LTD
8,895,662$682.0B2607.52%
13
GOOGLALPHABET INC
3,438,365$605.9B2316.62%
14
TPGTPG INC
9,602,634$503.7B1925.57%Put
15
TMOTHERMO FISHER SCIENTIFIC INC
1,143,487$463.6B1772.57%
16
SPGIS&P GLOBAL INC
839,404$442.6B1692.17%
17
SESEA LTD
2,475,226$395.9B1513.54%
18
ABNBAIRBNB INC
2,302,511$304.7B1164.97%
19
GEVGE VERNOVA INC
559,597$296.1B1132.08%Put
20
ONCBEONE MEDICINES LTD
1,010,465$244.6B935.16%
21
MSCIMSCI INC
420,147$242.3B926.41%Put
22
HTHTH WORLD GROUP LTD
6,240,710$211.7B809.31%
23
BABAALIBABA GROUP HLDG LTD
1,850,754$209.9B802.46%
24
ZTOZTO EXPRESS CAYMAN INC
10,426,750$185.1B707.57%
25
YUMCYUM CHINA HLDGS INC
3,721,858$166.4B636.19%
26
INTUINTUIT
210,657$165.9B634.34%Put
27
BNTXBIONTECH SE
1,506,027$160.3B613.03%
28
PDDPDD HOLDINGS INC
1,451,954$152.0B580.97%
29
TECK/BTECK RESOURCES LTD
3,567,379$144.1B550.73%
30
AAPLAPPLE INC
700,544$143.7B549.51%
31
PGRPROGRESSIVE CORP
438,647$117.1B447.53%
32
BSXBOSTON SCIENTIFIC CORP
1,085,411$116.6B445.72%
33
CCOCAMECO CORP
1,537,571$114.1B436.35%
34
KWEBKRANESHARES TRUST
3,273,592$112.4B429.66%
35
ZGNERMENEGILDO ZEGNA N V
12,699,981$108.6B415.14%
36
METAMETA PLATFORMS INC
142,475$105.2B402.04%
37
FLYWFLYWIRE CORPORATION
8,684,895$101.6B388.48%
38
GEGE AEROSPACE
378,126$97.3B372.09%
39
ETWOGBPE2OPEN PARENT HOLDINGS INC
29,248,151$94.5B361.18%
40
PAYOPAYONEER GLOBAL INC
13,748,577$94.2B360.06%
41
NOWSERVICENOW INC
90,155$92.7B354.36%
42
DSGDESCARTES SYS GROUP INC
896,779$91.2B348.50%
43
MRVLMARVELL TECHNOLOGY INC
1,156,814$89.5B342.32%
44
WFCWELLS FARGO CO NEW
1,085,923$87.0B332.63%
45
LLYELI LILLY & CO
109,261$85.2B325.63%
46
OSONESTREAM INC
2,956,360$83.7B319.87%
47
GLBEGLOBAL E ONLINE LTD
2,491,323$83.6B319.46%
48
ETNEATON CORP PLC
217,354$77.6B296.65%
49
XLFISELECT SECTOR SPDR TR
942,195$76.3B291.67%
50
LINLINDE PLC
162,356$76.2B291.23%
51
DNLIDENALI THERAPEUTICS INC
5,355,832$74.9B286.46%
52
ORCLORACLE CORP
319,305$69.8B266.89%
53
CLVTRIP COM GROUP LTD
953,869$55.9B213.85%
54
VRTVERTIV HOLDINGS CO
434,480$55.8B213.30%Call
55
GHGUARDANT HEALTH INC
1,044,097$54.3B207.73%
56
EWYISHARES INC
736,400$52.9B202.09%
57
NTESNETEASE INC
366,075$49.3B188.35%
58
DTDYNATRACE INC
883,590$48.8B186.51%
59
ESTCELASTIC N V
570,555$48.1B183.95%
60
TWLOTWILIO INC
349,729$43.5B166.28%
61
BILLBILL HOLDINGS INC
919,807$42.6B162.68%
62
NFLXNETFLIX INC
31,387$42.0B160.69%
63
BZKANZHUN LIMITED
2,286,274$40.8B155.94%
64
SNOWSNOWFLAKE INC
182,161$40.8B155.84%
65
DDOGDATADOG INC
286,300$38.5B147.03%
66
SCCOSOUTHERN COPPER CORP
379,798$38.4B146.90%
67
SCHPSCHWAB STRATEGIC TR
1,410,000$37.6B143.82%
68
FCXFREEPORT-MCMORAN INC
832,754$36.1B138.02%
69
PEPPEPSICO INC
269,181$35.5B135.89%
70
CDNSCADENCE DESIGN SYSTEM INC
109,830$33.8B129.39%
71
MRSHMARSH & MCLENNAN COS INC
143,356$31.3B119.83%
72
INDAISHARES TR
538,508$30.0B114.63%
73
AAALCOA CORP
978,244$28.9B110.37%
74
MUMICRON TECHNOLOGY INC
208,245$25.7B98.13%
75
WMTWALMART INC
255,662$25.0B95.57%
76
SESSES AI CORPORATION
28,069,319$24.9B95.33%
77
SNPSSYNOPSYS INC
45,307$23.2B88.80%
78
CMGCHIPOTLE MEXICAN GRILL INC
409,772$23.0B87.97%
79
BEKEKE HLDGS INC
1,231,992$21.9B83.56%
80
DHRDANAHER CORPORATION
109,900$21.7B83.00%
81
XPEVXPENG INC
1,194,538$21.4B81.66%
82
HBMHUDBAY MINERALS INC
1,972,808$20.9B80.02%
83
KKRKKR & CO INC
151,123$20.1B76.86%
84
JDJD.COM INC
589,256$19.2B73.53%
85
BZAIBLAIZE HLDGS INC
6,353,023$18.9B72.38%
86
CRSCARPENTER TECHNOLOGY CORP
63,880$17.7B67.50%
87
JPMJPMORGAN CHASE & CO.
49,870$14.5B55.27%
88
CRMSALESFORCE INC
46,773$12.8B48.76%
89
PFEPFIZER INC
520,900$12.6B48.27%
90
MTZMASTEC INC
70,988$12.1B46.25%
91
VIPSVIPSHOP HLDGS LTD
779,230$11.7B44.84%
92
TSLATESLA INC
34,950$11.1B42.45%
93
EROERO COPPER CORP
634,610$10.7B40.88%
94
NVTNVENT ELECTRIC PLC
143,751$10.5B40.26%
95
EMEEMCOR GROUP INC
18,847$10.1B38.54%
96
TLNTALEN ENERGY CORP
34,147$9.9B37.96%
97
VSTVISTRA CORP
50,893$9.9B37.71%
98
APHAMPHENOL CORP NEW
96,080$9.5B36.27%
99
GNRCGENERAC HLDGS INC
65,787$9.4B36.02%
100
PWRQUANTA SVCS INC
24,168$9.1B34.93%
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