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Temasek Holdings (Private) Ltd 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Temasek Holdings (Private) Ltd

报告期 2026-03-31 · CIK 0001021944

持仓数

151

前50大市值合计

$26.22B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

BLK BLACKROCK INC

COM

$5.13B

5,330,492

19.6%

V VISA INC

COM CL A

$2.02B

6,671,628

7.7%

MA MASTERCARD INCORPORATED

CL A

$1.61B

3,218,711

6.1%

NVDA NVIDIA CORPORATION

COM

$1.55B

8,902,808

5.9%

GOOGL ALPHABET INC

CAP STK CL A

$1.35B

4,702,736

5.2%

AVGO BROADCOM INC

COM

$1.10B

3,540,630

4.2%

MSFT MICROSOFT CORP

COM

$987.3M

2,667,081

3.8%

AMZN AMAZON COM INC

COM

$933.9M

4,484,072

3.6%

IBN ICICI BANK LIMITED

ADR

$756.2M

29,195,789

2.9%

SPGI S&P GLOBAL INC

COM

$594.0M

1,396,452

2.3%

TMO THERMO FISHER SCIENTIFIC INC

COM

$587.8M

1,195,799

2.2%

DASH DOORDASH INC

CL A

$519.7M

3,461,501

2.0%

PDD PDD HOLDINGS INC

SPONSORED ADS

$503.3M

4,926,061

1.9%

GEV GE VERNOVA INC

COM

$469.7M

538,128

1.8%

INTA INTAPP INC

COM

$440.5M

17,146,805

1.7%

RBLX ROBLOX CORP

CL A

$439.9M

7,777,760

1.7%

SE SEA LTD

SPONSORD ADS

$437.5M

5,282,861

1.7%

TPG TPG INC

COM CL A

$406.2M

10,028,107

1.5%

KKR KKR & CO INC

COM

$325.9M

3,522,797

1.2%

HDB HDFC BANK LTD

SPONSORED ADS

$312.5M

12,559,656

1.2%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$299.6M

5,919,494

1.1%

TECK TECK RESOURCES LTD

CL B

$294.0M

5,685,453

1.1%

— ERMENEGILDO ZEGNA N V

ORD SHS

$283.9M

27,242,276

1.1%

ABNB AIRBNB INC

COM CL A

$280.6M

2,222,194

1.1%

APO APOLLO GLOBAL MGMT INC

COM

$263.9M

2,368,162

1.0%

ONC BEONE MEDICINES LTD

SPONSORED ADS

$256.2M

862,643

1.0%

TDG TRANSDIGM GROUP INC

COM

$253.7M

218,885

1.0%

— LINDE PLC

SHS

$238.6M

481,354

0.9%

BKNG BOOKING HOLDINGS INC

COM

$236.1M

56,071

0.9%

GEHC GE HEALTHCARE TECHNOLOGIES I

COMMON STOCK

$232.1M

3,261,309

0.9%

MSCI MSCI INC

COM

$229.5M

425,863

0.9%

CDNS CADENCE DESIGN SYSTEM INC

COM

$208.2M

749,113

0.8%

NFLX NETFLIX INC.

COM

$198.9M

2,068,447

0.8%

PGR PROGRESSIVE CORP

COM

$197.0M

993,588

0.8%

GE GE AEROSPACE

COM NEW

$171.2M

603,418

0.7%

BABA ALIBABA GROUP HLDG LTD

SPONSORED ADS

$164.8M

1,313,262

0.6%

LRCX LAM RESEARCH CORP

COM NEW

$162.5M

760,335

0.6%

LLY ELI LILLY & CO

COM

$159.4M

173,259

0.6%

CRM SALESFORCE INC

COM

$151.2M

809,900

0.6%

BSX BOSTON SCIENTIFIC CORP

COM

$150.6M

2,399,426

0.6%

MRVL MARVELL TECHNOLOGY INC

COM

$150.2M

1,516,386

0.6%

META META PLATFORMS INC

CL A

$138.6M

242,312

0.5%

DNLI DENALI THERAPEUTICS INC

COM

$134.6M

7,012,974

0.5%

BNTX BIONTECH SE

SPONSORED ADS

$133.9M

1,506,027

0.5%

YUMC YUM CHINA HLDGS INC

COM

$132.6M

2,717,548

0.5%

WFC WELLS FARGO & CO

COM

$132.3M

1,661,772

0.5%

AAPL APPLE INC

COM

$130.2M

513,063

0.5%

FIX COMFORT SYS USA INC

COM

$130.1M

94,356

0.5%

— AMER SPORTS INC

COM SHS

$120.7M

3,665,157

0.5%

WDAY WORKDAY INC

CL A

$115.5M

889,318

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

49%前 6 大占比

BLK19.6%V7.7%MA6.1%NVDA5.9%GOOGL5.2%AVGO4.2%