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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 115 项
建仓 19
增持 28
减持 57
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
BLK
BLACKROCK INC
+$5.22B
5,092,825
清仓
—
BLACKROCK INC
-$4.84B
0
-100%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$720.7M
4,113,052
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
BABA
ALIBABA GROUP HLDG LTD
-$598.6M
4,464,559
-52%
增持
NVDA
NVIDIA CORPORATION
+$264.1M
10,375,021
+12%
减持
ONC
BEIGENE LTD
-$254.5M
1,525,329
-36%
增持
AMZN
AMAZON COM INC
+$197.6M
5,951,529
+0%
减持
V
VISA INC
+$171.2M
5,953,782
-4%
减持
AVGO
BROADCOM INC
+$170.7M
2,951,931
-1%
减持
META
META PLATFORMS INC
-$130.2M
332,559
-41%
减持
RBLX
ROBLOX CORP
+$118.9M
12,592,534
-9%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$112.6M
1,057,248
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$87.4M
14,148
-91%
增持
PDD
PDD HOLDINGS INC
+$86.6M
1,046,802
+843%
建仓
XLF
SELECT SECTOR SPDR TR
+$81.6M
1,689,020
减持
MA
MASTERCARD INCORPORATED
+$74.0M
2,771,574
-1%
减持
SE
SEA LTD
-$72.5M
3,648,767
-25%
减持
GOOGL
ALPHABET INC
-$69.6M
3,763,550
-20%
减持
KWEB
KRANESHARES TRUST
-$67.7M
935,590
-67%
减持
BILL
BILL HOLDINGS INC
-$65.9M
2,727,304
-52%
清仓
EWT
ISHARES INC
-$61.4M
0
-100%
减持
MRVL
MARVELL TECHNOLOGY INC
+$56.3M
1,972,158
-12%
增持
HTHT
H WORLD GROUP LTD
+$54.2M
4,117,528
+87%
建仓
HOOD
ROBINHOOD MKTS INC
+$53.8M
1,444,759
减持
NOW
SERVICENOW INC
-$53.8M
127,393
-40%
清仓
JPST
J P MORGAN EXCHANGE TRADED F ULTRA SHRT
-$50.1M
0
-100%
清仓
PULS
PGIM ETF TR PGIM ULTRA
-$50.0M
0
-100%
建仓
—
ELASTIC N V
+$49.5M
499,283
减持
SPGI
S&P GLOBAL INC
-$48.7M
690,128
-9%
减持
MSFT
MICROSOFT CORP
-$47.6M
2,233,564
-3%
减持
ABBV
ABBVIE INC
-$38.6M
42,473
-82%
减持
HD
HOME DEPOT INC
-$38.2M
21,043
-82%
减持
—
FERRARI N V
-$37.6M
14,478
-84%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$36.7M
29,788
-82%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$36.3M
406,494
建仓
INDA
ISHARES TR
+$35.9M
681,508
减持
—
LINDE PLC
-$34.8M
118,860
-33%
减持
—
ONESTREAM INC
-$33.6M
128,151
-88%
减持
BKNG
BOOKING HOLDINGS INC
-$32.7M
1,800
-82%
减持
COST
COSTCO WHSL CORP NEW
-$32.6M
8,202
-82%
减持
VRT
VERTIV HOLDINGS CO
-$32.5M
210,881
-63%
减持
UPS
UNITED PARCEL SERVICE INC
-$32.3M
52,248
-82%
增持
YUMC
YUM CHINA HLDGS INC
+$31.6M
3,406,170
+16%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$30.1M
114,802
-82%
减持
IBN
ICICI BANK LIMITED
-$29.9M
27,084,196
-4%
清仓
GPN
GLOBAL PMTS INC
-$29.3M
0
-100%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$26.6M
22,251
-82%
清仓
CRM
SALESFORCE INC
-$26.4M
0
-100%
减持
AAPL
APPLE INC
-$26.1M
405,474
-26%
减持
DT
DYNATRACE INC
-$24.4M
392,365
-54%
减持
EWY
ISHARES INC
-$24.3M
56,900
-87%
增持
ORCL
ORACLE CORP
+$23.7M
249,939
+138%
建仓
PINS
PINTEREST INC
+$23.7M
818,269
增持
HDB
HDFC BANK LTD
+$23.0M
8,557,788
+2%
减持
SNPS
SYNOPSYS INC
-$22.9M
67,914
-38%
建仓
NKE
NIKE INC
+$19.9M
263,251
减持
NFLX
NETFLIX INC
-$12.4M
22,782
-51%
增持
ADBE
ADOBE INC
-$12.2M
188,841
+2%
建仓
TEAM
ATLASSIAN CORPORATION
+$11.9M
48,905
减持
PAYO
PAYONEER GLOBAL INC
-$11.8M
13,748,577
-31%
建仓
BZ
KANZHUN LIMITED
+$10.6M
771,527
减持
—
GLOBAL E ONLINE LTD
+$10.6M
2,656,452
-24%
减持
NTES
NETEASE INC
-$9.6M
469,138
-15%
增持
—
EATON CORP PLC
+$9.5M
160,143
+22%
增持
EMR
EMERSON ELEC CO
+$8.3M
94,213
+207%
增持
CMI
CUMMINS INC
+$7.8M
32,010
+213%
增持
PWR
QUANTA SVCS INC
+$7.5M
34,095
+211%
增持
—
JOHNSON CTLS INTL PLC
+$7.4M
135,988
+216%
增持
GE
GE AEROSPACE
+$7.3M
302,326
+32%
增持
HUBB
HUBBELL INC
+$7.0M
24,596
+221%
减持
CAT
CATERPILLAR INC
-$7.0M
39,447
-28%
增持
—
NVENT ELECTRIC PLC
+$7.0M
150,383
+224%
增持
—
TRANE TECHNOLOGIES PLC
+$6.8M
27,297
+224%
增持
FCX
FREEPORT-MCMORAN INC
-$6.7M
805,528
+7%
减持
LOW
LOWES COS INC
-$6.7M
66,780
-22%
增持
CARR
CARRIER GLOBAL CORPORATION
+$6.2M
139,437
+243%
增持
SCCO
SOUTHERN COPPER CORP
-$6.0M
364,416
+8%
减持
—
FORGE GLOBAL HOLDINGS INC
-$5.5M
4,943,971
-36%
建仓
OKLO
OKLO INC
+$5.4M
256,569
增持
TECK
TECK RESOURCES LTD
-$5.4M
1,098,200
+15%
建仓
PANW
PALO ALTO NETWORKS INC
+$4.5M
24,850
增持
JD
JD.COM INC
+$4.1M
4,625,490
+18%
增持
ERO
ERO COPPER CORP
-$4.1M
592,821
+9%
建仓
PCOR
PROCORE TECHNOLOGIES INC
+$3.5M
46,702
清仓
AES
AES CORP
-$3.4M
0
-100%
增持
AA
ALCOA CORP
+$3.1M
438,819
+26%
减持
FSLR
FIRST SOLAR INC
-$3.1M
1,292
-90%
减持
BE
BLOOM ENERGY CORP
+$2.9M
276,678
-10%
减持
NEE
NEXTERA ENERGY INC
-$2.8M
7,169
-81%
减持
ABNB
AIRBNB INC
-$2.7M
2,222,194
-4%
减持
CEG
CONSTELLATION ENERGY CORP
-$2.7M
2,765
-78%
减持
SO
SOUTHERN CO
-$2.5M
8,960
-75%
建仓
GTLB
GITLAB INC
+$2.3M
40,374
清仓
—
GOGORO INC
-$2.3M
0
-100%
建仓
DDOG
DATADOG INC
+$2.3M
15,888
减持
GNRC
GENERAC HLDGS INC
-$2.1M
8,974
-59%
减持
MTZ
MASTEC INC
-$1.8M
10,289
-61%
减持
EME
EMCOR GROUP INC
-$1.8M
3,123
-58%
减持
APH
AMPHENOL CORP NEW
-$1.8M
21,245
-57%
增持
DELL
DELL TECHNOLOGIES INC
+$1.7M
206,637
+11%
建仓
S
SENTINELONE INC
+$1.6M
72,826
减持
—
FLEX LTD
-$1.6M
45,509
-54%
减持
TLN
TALEN ENERGY CORP
-$1.5M
8,060
-55%
减持
VST
VISTRA CORP
-$1.4M
14,104
-50%
增持
SCHP
SCHWAB STRATEGIC TR
-$1.4M
1,410,000
+100%
清仓
BRZE
BRAZE INC
-$1.2M
0
-100%
减持
GEV
GE VERNOVA INC
-$1.1M
190,447
-24%
增持
HBM
HUDBAY MINERALS INC
-$1.0M
1,917,271
+6%
建仓
SNOW
SNOWFLAKE INC
+$819.9K
5,310
清仓
NBP
I MAB
-$702.6K
0
-100%
清仓
GERN
GERON CORP
-$635.4K
0
-100%
建仓
CART
MAPLEBEAR INC
+$240.4K
5,804
减持
IOT
SAMSARA INC
-$207.7K
30,148
-5%
减持
GH
GUARDANT HEALTH INC
-$184.7K
1,561,979
-25%
增持
OPEN
OPENDOOR TECHNOLOGIES INC
+$70.4K
701,711
+33%
