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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 119 项
建仓 21
增持 33
减持 41
清仓 24
方向
标的
Δ市值
现股数(环比)
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$842.7M
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
-$518.7M
1,850,754
-66%
减持
RBLX
ROBLOX CORP
+$451.7M
10,695,471
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。
-7%
增持
AVGO
BROADCOM INC
+$446.4M
3,541,051
+12%
增持
NVDA
NVIDIA CORPORATION
+$403.3M
8,111,023
+0%
增持
MSFT
MICROSOFT CORP
+$275.9M
2,109,118
+2%
清仓
PULS
PGIM ETF TR
-$250.5M
0
-100%
清仓
MINT
PIMCO ETF TR
-$200.3M
0
-100%
减持
JD
JD.COM INC
-$171.0M
589,256
-87%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$162.4M
1,143,487
-9%
增持
GEV
GE VERNOVA INC
+$150.1M
559,597
+17%
减持
BILL
BILL HOLDINGS INC
-$128.2M
919,807
-75%
增持
INTU
INTUIT
+$119.8M
210,657
+181%
建仓
PGR
PROGRESSIVE CORP
+$117.1M
438,647
建仓
—
ERMENEGILDO ZEGNA N V
+$108.6M
12,699,981
增持
GOOGL
ALPHABET INC
+$102.7M
3,438,365
+6%
增持
TPG
TPG INC
+$99.1M
9,602,634
+13%
减持
DASH
DOORDASH INC
+$97.7M
3,102,158
-15%
建仓
DSGX
DESCARTES SYS GROUP INC
+$91.2M
896,779
清仓
IJH
ISHARES TR
-$85.9M
0
-100%
减持
AMZN
AMAZON COM INC
+$77.0M
4,435,055
-6%
建仓
XLP
SELECT SECTOR SPDR TR
+$76.3M
942,195
减持
AAPL
APPLE INC
-$61.3M
700,544
-24%
增持
CCJ
CAMECO CORP
+$58.6M
1,537,571
+14%
增持
V
VISA INC
+$56.8M
5,944,011
+1%
增持
TECK
TECK RESOURCES LTD
+$53.7M
3,567,379
+44%
清仓
KBWB
INVESCO EXCH TRADED FD TR II
-$52.2M
0
-100%
增持
EWY
ISHARES INC
+$49.8M
736,400
+1194%
增持
KWEB
KRANESHARES TRUST
+$49.1M
3,273,592
+80%
建仓
—
ELASTIC N V
+$48.1M
570,555
增持
SPGI
S&P GLOBAL INC
+$42.7M
839,404
+7%
减持
VRT
VERTIV HOLDINGS CO
-$42.3M
434,480
-68%
减持
HTHT
H WORLD GROUP LTD
-$42.1M
6,240,710
-9%
清仓
—
FORGE GLOBAL HOLDINGS INC
-$41.7M
0
-100%
建仓
SNOW
SNOWFLAKE INC
+$40.8M
182,161
增持
MA
MASTERCARD INCORPORATED
+$39.9M
2,756,079
+0%
增持
ABNB
AIRBNB INC
+$39.3M
2,302,511
+4%
减持
WMT
WALMART INC
-$37.8M
255,662
-64%
清仓
BEAM
BEAM THERAPEUTICS INC
-$35.4M
0
-100%
增持
MSCI
MSCI INC
+$33.9M
420,147
+14%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$31.3M
143,356
增持
DT
DYNATRACE INC
+$30.0M
883,590
+122%
增持
DDOG
DATADOG INC
+$27.7M
286,300
+163%
增持
ONC
BEONE MEDICINES LTD
-$25.9M
1,010,465
+2%
增持
META
META PLATFORMS INC
+$25.8M
142,475
+4%
增持
TWLO
TWILIO INC
+$25.1M
349,729
+86%
增持
BZ
KANZHUN LIMITED
+$22.6M
2,286,274
+141%
建仓
BEKE
KE HLDGS INC
+$21.9M
1,231,992
建仓
XPEV
XPENG INC
+$21.4M
1,194,538
增持
SNPS
SYNOPSYS INC
+$18.3M
45,307
+292%
减持
NOW
SERVICENOW INC
-$18.0M
90,155
-35%
增持
PDD
PDD HOLDINGS INC
+$17.9M
1,451,954
+28%
增持
YUMC
YUM CHINA HLDGS INC
+$17.8M
3,721,858
+30%
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$17.7M
63,880
增持
WFC
WELLS FARGO CO NEW
+$17.4M
1,085,923
+12%
减持
TSLA
TESLA INC
-$17.4M
34,950
-68%
减持
GE
GE AEROSPACE
+$16.0M
378,126
-7%
减持
MRVL
MARVELL TECHNOLOGY INC
+$15.7M
1,156,814
-4%
清仓
—
BOLT PROJS HLDGS INC
-$15.2M
0
-100%
减持
—
EATON CORP PLC
-$14.9M
217,354
-36%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$14.4M
409,772
-45%
减持
PWR
QUANTA SVCS INC
-$14.2M
24,168
-74%
建仓
CRM
SALESFORCE INC
+$12.8M
46,773
减持
JPM
JPMORGAN CHASE & CO.
-$12.0M
49,870
-54%
减持
NTES
NETEASE INC
-$11.9M
366,075
-38%
建仓
VIPS
VIPSHOP HLDGS LTD
+$11.7M
779,230
减持
—
NVENT ELECTRIC PLC
-$11.3M
143,751
-66%
清仓
—
AMER SPORTS INC
-$10.1M
0
-100%
清仓
—
JOHNSON CTLS INTL PLC
-$9.5M
0
-100%
增持
AA
ALCOA CORP
+$9.3M
978,244
+53%
清仓
CMI
CUMMINS INC
-$8.6M
0
-100%
减持
EMR
EMERSON ELEC CO
-$8.6M
5,652
-93%
增持
DHR
DANAHER CORPORATION
+$8.4M
109,900
+69%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$8.3M
0
-100%
清仓
CAT
CATERPILLAR INC
-$8.3M
0
-100%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$8.3M
45,045
增持
PEP
PEPSICO INC
+$8.2M
269,181
+47%
建仓
CTAS
CINTAS CORP
+$8.1M
36,405
减持
—
TRANE TECHNOLOGIES PLC
-$8.0M
1,934
-93%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$7.9M
126,785
减持
FSLR
FIRST SOLAR INC
-$7.7M
44,192
-63%
清仓
HD
HOME DEPOT INC
-$7.7M
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$7.4M
0
-100%
清仓
HUBB
HUBBELL INC
-$7.2M
0
-100%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$7.2M
109,830
+5%
减持
APH
AMPHENOL CORP NEW
-$6.9M
96,080
-62%
建仓
TTAN
SERVICETITAN INC
+$6.6M
61,685
增持
LLY
ELI LILLY & CO
+$6.1M
109,261
+14%
减持
TLN
TALEN ENERGY CORP
-$5.9M
34,147
-57%
清仓
UPS
UNITED PARCEL SERVICE INC
-$5.7M
0
-100%
清仓
TEAM
ATLASSIAN CORPORATION
-$5.6M
0
-100%
清仓
OKLO
OKLO INC
-$5.5M
0
-100%
减持
HBM
HUDBAY MINERALS INC
+$5.5M
1,972,808
-3%
减持
VST
VISTRA CORP
-$5.2M
50,893
-60%
减持
EME
EMCOR GROUP INC
-$5.1M
18,847
-54%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$5.0M
13,152
-56%
建仓
U
UNITY SOFTWARE INC
+$5.0M
208,333
减持
GNRC
GENERAC HLDGS INC
-$4.9M
65,787
-42%
清仓
ADBE
ADOBE INC
-$4.8M
0
-100%
建仓
WDAY
WORKDAY INC
+$4.3M
17,873
减持
BNTX
BIONTECH SE
-$4.2M
1,506,027
-17%
建仓
PANW
PALO ALTO NETWORKS INC
+$4.2M
20,441
减持
FCX
FREEPORT-MCMORAN INC
+$3.5M
832,754
-3%
减持
ORCL
ORACLE CORP
+$3.4M
319,305
-33%
减持
MTZ
MASTEC INC
-$3.3M
70,988
-46%
减持
NFLX
NETFLIX INC
-$3.3M
31,387
-35%
建仓
IOT
SAMSARA INC
+$3.0M
74,171
减持
ERO
ERO COPPER CORP
+$2.9M
634,610
-1%
增持
—
LINDE PLC
+$2.7M
162,356
+3%
清仓
NU
NU HLDGS LTD
-$2.5M
0
-100%
清仓
—
VERONA PHARMA PLC
-$2.0M
0
-100%
减持
SCCO
SOUTHERN COPPER CORP
+$1.9M
379,798
-3%
清仓
PCOR
PROCORE TECHNOLOGIES INC
-$1.4M
0
-100%
增持
TCOM
TRIP COM GROUP LTD
+$1.4M
953,869
+11%
减持
KKR
KKR & CO INC
-$1.1M
151,123
-18%
减持
—
FERRARI N V
-$537.1K
11,529
-20%
减持
BKNG
BOOKING HOLDINGS INC
+$437.7K
1,508
-16%
清仓
TEM
TEMPUS AI INC
-$360.0K
0
-100%
建仓
BSLK
BOLT PROJS HLDGS INC
+$348.5K
123,593
