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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 110 项
建仓 42
增持 31
减持 25
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
—
BLACKROCK INC
+$794.1M
5,092,825
-1%
增持
MA
MASTERCARD INCORPORATED
+$175.4M
2,805,554
+2%
清仓
PYPL
PAYPAL HLDGS INC
-$171.3M
0
-100%
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。
增持
MRVL
MARVELL TECHNOLOGY INC
+$138.6M
2,240,085
+582%
增持
V
VISA INC
+$113.9M
6,221,004
+2%
增持
ABNB
AIRBNB INC
+$110.5M
2,324,151
+91%
减持
ONC
BEIGENE LTD
+$106.2M
2,388,576
-21%
减持
EWY
ISHARES INC
-$101.1M
425,150
-78%
清仓
BX
BLACKSTONE INC
-$93.2M
0
-100%
减持
RBLX
ROBLOX CORP
+$88.0M
13,774,889
-2%
减持
META
META PLATFORMS INC
-$82.3M
567,557
-30%
建仓
HTHT
H WORLD GROUP LTD
+$81.8M
2,200,000
增持
EMXC
ISHARES INC
+$77.4M
2,600,600
+89%
增持
YUMC
YUM CHINA HLDGS INC
+$76.3M
2,942,959
+61%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$71.8M
1,071,180
+0%
减持
NVDA
NVIDIA CORPORATION
-$68.6M
9,297,723
-4%
减持
EWT
ISHARES INC
-$64.3M
1,140,561
-51%
减持
GH
GUARDANT HEALTH INC
-$60.4M
2,088,194
-44%
增持
UNH
UNITEDHEALTH GROUP INC
+$59.9M
161,656
+138%
建仓
VRT
VERTIV HOLDINGS CO
+$56.5M
567,678
建仓
NTES
NETEASE INC
+$51.5M
550,718
建仓
QQQ
INVESCO QQQ TR
+$50.2M
102,925
建仓
JPST
J P MORGAN EXCHANGE TRADED F ULTRA SHRT
+$50.1M
986,900
建仓
PULS
PGIM ETF TR PGIM ULTRA
+$50.0M
1,005,200
建仓
WMT
WALMART INC
+$47.0M
581,781
建仓
IWM
ISHARES TR
+$45.6M
206,500
建仓
—
FERRARI N V
+$43.8M
93,171
建仓
—
EATON CORP PLC
+$43.6M
131,628
增持
MSFT
MICROSOFT CORP
+$43.5M
2,298,422
+9%
减持
ADBE
ADOBE INC
-$42.3M
185,676
-25%
减持
SPGI
S&P GLOBAL INC
+$38.0M
759,651
-4%
减持
PAYO
PAYONEER GLOBAL INC
+$37.7M
19,899,760
-2%
建仓
—
ONESTREAM INC
+$37.3M
1,100,000
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$37.0M
642,496
增持
KWEB
KRANESHARES TRUST
+$35.0M
2,793,900
+26%
增持
LLY
ELI LILLY & CO
+$34.9M
70,300
+132%
清仓
UNP
UNION PAC CORP
-$34.0M
0
-100%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$33.3M
122,979
增持
AVGO
BROADCOM INC
+$31.4M
2,977,728
+891%
减持
—
GLOBAL E ONLINE LTD
-$31.2M
3,491,697
-23%
清仓
DE
DEERE & CO
-$30.2M
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$29.9M
208,245
-47%
建仓
GPN
GLOBAL PMTS INC
+$29.3M
286,478
减持
AAPL
APPLE INC
-$29.3M
547,909
-26%
清仓
BLND
BLEND LABS INC
-$28.0M
0
-100%
增持
SNPS
SYNOPSYS INC
+$27.6M
110,300
+132%
增持
GOOGL
ALPHABET INC
-$27.0M
4,715,384
+6%
增持
TECK
TECK RESOURCES LTD
+$24.1M
954,788
+77%
减持
SES
SES AI CORPORATION
-$23.7M
30,675,757
-12%
减持
DNLI
DENALI THERAPEUTICS INC
+$23.5M
5,355,832
-6%
清仓
NKE
NIKE INC
-$23.5M
0
-100%
建仓
DELL
DELL TECHNOLOGIES INC
+$22.1M
186,401
减持
GEV
GE VERNOVA INC
+$20.2M
249,870
-1%
增持
GE
GE AEROSPACE
+$18.8M
228,907
+49%
减持
NOW
SERVICENOW INC
+$18.7M
211,122
-2%
建仓
ORCL
ORACLE CORP
+$17.9M
105,150
减持
CAT
CATERPILLAR INC
-$16.3M
54,469
-52%
增持
—
LINDE PLC
+$15.9M
177,381
+13%
建仓
PDD
PDD HOLDINGS INC
+$15.0M
111,061
增持
HD
HOME DEPOT INC
+$14.7M
114,449
+24%
减持
IBN
ICICI BANK LIMITED
+$14.4M
28,095,055
-2%
增持
SCCO
SOUTHERN COPPER CORP
+$13.9M
338,617
+44%
建仓
AA
ALCOA CORP
+$13.5M
349,430
增持
NFLX
NETFLIX INC
+$13.4M
46,092
+61%
增持
ABBV
ABBVIE INC
+$13.1M
233,498
+21%
增持
FCX
FREEPORT-MCMORAN INC
+$12.2M
749,428
+44%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$11.3M
164,158
+15%
增持
UPS
UNITED PARCEL SERVICE INC
+$10.3M
285,497
+37%
增持
DT
DYNATRACE INC
+$10.1M
855,903
+7%
清仓
CHRS
COHERUS BIOSCIENCES INC
-$10.1M
0
-100%
减持
CRM
SALESFORCE INC
-$9.4M
96,328
-31%
减持
—
GOGORO INC
-$8.3M
4,284,537
-38%
增持
HDB
HDFC BANK LTD
-$6.3M
8,367,222
+2%
清仓
AMAT
APPLIED MATLS INC
-$6.0M
0
-100%
清仓
MCD
MCDONALDS CORP
-$5.8M
0
-100%
清仓
—
AKILI INC
-$5.0M
0
-100%
增持
HBM
HUDBAY MINERALS INC
+$5.0M
1,803,771
+41%
增持
ERO
ERO COPPER CORP
+$3.9M
542,421
+41%
建仓
GNRC
GENERAC HLDGS INC
+$3.5M
21,837
建仓
VST
VISTRA CORP
+$3.4M
28,419
建仓
AES
AES CORP
+$3.4M
167,907
建仓
EMR
EMERSON ELEC CO
+$3.4M
30,737
建仓
—
JOHNSON CTLS INTL PLC
+$3.3M
43,028
建仓
—
FLEX LTD
+$3.3M
99,672
建仓
CMI
CUMMINS INC
+$3.3M
10,235
建仓
FSLR
FIRST SOLAR INC
+$3.3M
13,257
建仓
HUBB
HUBBELL INC
+$3.3M
7,661
建仓
—
TRANE TECHNOLOGIES PLC
+$3.3M
8,434
建仓
SO
SOUTHERN CO
+$3.3M
36,336
建仓
CEG
CONSTELLATION ENERGY CORP
+$3.3M
12,602
建仓
NEE
NEXTERA ENERGY INC
+$3.3M
38,709
建仓
PWR
QUANTA SVCS INC
+$3.3M
10,972
建仓
CARR
CARRIER GLOBAL CORPORATION
+$3.3M
40,616
建仓
—
NVENT ELECTRIC PLC
+$3.3M
46,388
建仓
BE
BLOOM ENERGY CORP
+$3.2M
307,716
建仓
APH
AMPHENOL CORP NEW
+$3.2M
49,728
建仓
EME
EMCOR GROUP INC
+$3.2M
7,500
建仓
MTZ
MASTEC INC
+$3.2M
26,156
建仓
TLN
TALEN ENERGY CORP
+$3.2M
17,791
增持
AMZN
AMAZON COM INC
+$3.1M
5,947,196
+4%
减持
—
FORGE GLOBAL HOLDINGS INC
-$2.5M
7,684,918
-11%
减持
BKNG
BOOKING HOLDINGS INC
+$2.4M
9,898
-0%
建仓
—
BOLT PROJS HLDGS INC
+$2.0M
2,471,861
增持
COST
COSTCO WHSL CORP NEW
+$1.8M
45,288
+0%
建仓
IOT
SAMSARA INC
+$1.5M
31,689
清仓
TEM
TEMPUS AI INC
-$1.4M
0
-100%
建仓
BRZE
BRAZE INC
+$1.2M
38,442
减持
LOW
LOWES COS INC
-$1.2M
85,480
-23%
清仓
—
STELLANTIS N.V
-$1.1M
0
-100%
增持
OPEN
OPENDOOR TECHNOLOGIES INC
+$407.2K
526,148
+50%
