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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
$26.22B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 77 项
建仓 5
增持 1
减持 64
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
—
BLACKROCK INC
-$3.81B
5,092,825
-50%
减持
V
VISA INC
-$1.03B
5,406,418
-50%
减持
BNTX
BIONTECH SE
-$770.0M
4,378,022
-50%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
BILL
BILL HOLDINGS INC
-$769.7M
5,627,304
-50%
减持
ONC
BEIGENE LTD
-$728.7M
2,966,463
-52%
清仓
DELL
DELL TECHNOLOGIES INC
-$711.7M
0
-100%
清仓
SCHP
SCHWAB STRATEGIC TR
-$689.3M
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$654.0M
1,969,489
-50%
减持
BABA
ALIBABA GROUP HLDG LTD
-$645.6M
9,563,814
-48%
减持
PYPL
PAYPAL HLDGS INC
-$631.9M
9,502,785
-50%
减持
—
VMWARE INC
-$551.9M
4,573,346
-50%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$528.1M
1,005,929
-50%
清仓
IAU
ISHARES GOLD TR
-$502.1M
0
-100%
减持
IBN
ICICI BANK LIMITED
-$451.1M
25,217,254
-45%
减持
GOVT
ISHARES TR
-$421.7M
6,339,692
-75%
减持
ZTO
ZTO EXPRESS CAYMAN INC
-$355.5M
10,426,750
-57%
减持
HDB
HDFC BANK LTD
-$342.0M
4,874,732
-50%
减持
SPGI
S&P GLOBAL INC
-$337.4M
1,037,814
-50%
清仓
LUMN
LUMEN TECHNOLOGIES INC
-$326.4M
0
-100%
减持
PDD
PDD HOLDINGS INC
-$236.8M
2,716,081
-50%
减持
FLYW
FLYWIRE CORPORATION
-$208.2M
10,635,573
-50%
减持
AMZN
AMAZON COM INC
-$204.1M
3,154,460
-50%
减持
DNLI
DENALI THERAPEUTICS INC
-$203.5M
6,895,992
-47%
减持
SNOW
SNOWFLAKE INC
-$181.0M
1,473,328
-48%
减持
—
E2OPEN PARENT HOLDINGS INC
-$173.1M
29,248,151
-50%
减持
DASH
DOORDASH INC
-$166.6M
4,888,155
-50%
减持
ABNB
AIRBNB INC
-$161.8M
1,874,620
-59%
减持
VIR
VIR BIOTECHNOLOGY INC
-$153.8M
5,814,972
-49%
减持
TPG
TPG INC
-$137.4M
5,220,258
-50%
减持
RBLX
ROBLOX CORP
-$135.7M
11,364,542
-50%
减持
VIRT
VIRTU FINL INC
-$116.7M
1,557,598
-78%
减持
INTA
INTAPP INC
-$111.6M
22,133,243
-50%
减持
SES
SES AI CORPORATION
-$106.2M
34,675,757
-48%
减持
BEAM
BEAM THERAPEUTICS INC
-$99.8M
4,094,512
-29%
减持
PAYO
PAYONEER GLOBAL INC
-$94.3M
20,242,083
-50%
减持
YUMC
YUM CHINA HLDGS INC
-$83.7M
1,822,905
-50%
减持
CHRS
COHERUS BIOSCIENCES INC
-$66.4M
7,381,116
-50%
减持
—
PEAR THERAPEUTICS INC
-$56.4M
26,803,573
-50%
减持
SE
SEA LTD
-$54.2M
3,096,926
-50%
减持
BX
BLACKSTONE INC
-$45.6M
753,130
-50%
减持
MSCI
MSCI INC
-$40.1M
108,072
-50%
减持
—
GRAB HOLDINGS LIMITED
-$34.3M
10,000,000
-50%
减持
JD
JD.COM INC
-$31.5M
1,681,928
-10%
减持
—
GRACELL BIOTECHNOLOGIES INC
-$27.1M
9,901,940
-50%
减持
BLND
BLEND LABS INC
-$22.4M
11,875,773
-50%
减持
KWEB
KRANESHARES TR
-$21.4M
1,063,440
-41%
减持
TOST
TOAST INC
-$21.2M
1,159,989
-50%
减持
—
GOGORO INC
-$18.5M
8,002,475
-50%
减持
—
FORGE GLOBAL HOLDINGS INC
-$14.7M
8,607,712
-50%
建仓
MU
MICRON TECHNOLOGY INC
+$12.6M
208,245
减持
STNE
STONECO LTD
-$11.5M
1,234,850
-50%
减持
ILMN
ILLUMINA INC
-$9.5M
55,452
-50%
减持
—
HOMOLOGY MEDICINES INC
-$8.4M
5,650,996
-50%
减持
NVDA
NVIDIA CORPORATION
-$8.1M
558,810
-50%
减持
—
AKILI INC
-$7.4M
11,509,122
-50%
减持
—
CUE HEALTH INC
-$7.3M
3,125,000
-50%
减持
—
ALVOTECH
-$7.1M
1,000,000
-50%
减持
NTLA
INTELLIA THERAPEUTICS INC
-$6.6M
204,276
-50%
减持
—
KARUNA THERAPEUTICS INC
-$5.1M
16,535
-60%
减持
KDP
KEURIG DR PEPPER INC
-$3.6M
99,805
-50%
清仓
SICP
SILVERGATE CAP CORP
-$3.4M
0
-100%
清仓
—
ORCHARD THERAPEUTICS PLC
-$3.2M
0
-100%
建仓
PCOR
PROCORE TECHNOLOGIES INC
+$2.9M
45,957
减持
NBP
I MAB
-$2.8M
566,650
-50%
减持
—
SQZ BIOTECHNOLOGIES CO
-$2.5M
2,758,169
-50%
减持
—
RENT THE RUNWAY INC
-$2.4M
729,652
-50%
建仓
—
ORCHARD THERAPEUTICS PLC
+$2.3M
431,904
增持
GH
GUARDANT HEALTH INC
-$2.3M
3,664,362
+13%
减持
—
GLOBAL E ONLINE LTD
+$1.5M
2,112,000
-34%
清仓
—
ASLAN PHARMACEUTICALS LTD
-$1.2M
0
-100%
减持
INFY
INFOSYS LTD
-$993.4K
53,468
-50%
建仓
—
ASLAN PHARMACEUTICALS LTD
+$966.6K
335,615
建仓
GTLB
GITLAB INC
+$905.0K
26,393
减持
HOOD
ROBINHOOD MKTS INC
-$697.7K
91,480
-53%
减持
NU
NU HLDGS LTD
-$374.5K
110,810
-50%
减持
—
IRONNET INC
-$306.9K
2,831,181
-50%
减持
OPEN
OPENDOOR TECHNOLOGIES INC
-$44.2K
350,585
-38%