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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 114 项
建仓 24
增持 51
减持 26
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC
+$509.6M
4,839,920
+17%
增持
NVDA
NVIDIA CORPORATION
+$451.4M
8,981,912
+37%
增持
MSFT
MICROSOFT CORP
+$286.0M
2,703,988
+37%
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
SPGI
S&P GLOBAL INC
+$213.2M
1,300,302
+36%
增持
AMZN
AMAZON COM INC
+$206.8M
5,792,075
+13%
建仓
TDG
TRANSDIGM GROUP INC
+$193.5M
145,538
增持
V
VISA INC
+$168.0M
6,491,881
+5%
增持
AVGO
BROADCOM INC
+$155.5M
2,496,276
+16%
增持
GEV
GE VERNOVA INC
+$150.9M
662,572
+44%
减持
BABA
ALIBABA GROUP HLDG LTD
-$138.3M
1,313,262
-29%
增持
KKR
KKR & CO INC
+$130.9M
1,332,549
+344%
建仓
APP
APPLOVIN CORP
+$126.1M
187,127
增持
BKNG
BOOKING HOLDINGS INC
+$121.7M
25,175
+933%
增持
—
LINDE PLC
+$117.0M
537,458
+128%
减持
CRS
CARPENTER TECHNOLOGY CORP
-$116.4M
227,002
-70%
增持
U
UNITY SOFTWARE INC
+$112.2M
4,198,921
+130%
减持
DASH
DOORDASH INC
-$107.1M
2,316,423
-0%
建仓
VRT
VERTIV HOLDINGS CO
+$103.0M
635,479
增持
APO
APOLLO GLOBAL MGMT INC
+$98.8M
753,349
+879%
增持
EWY
ISHARES INC
+$96.1M
1,594,998
+117%
增持
META
META PLATFORMS INC
+$84.7M
366,511
+71%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$84.0M
1,989,001
+86%
增持
KWEB
KRANESHARES TRUST
+$83.8M
6,499,382
+99%
增持
IBN
ICICI BANK LIMITED
+$77.1M
29,195,789
+11%
减持
ZTO
ZTO EXPRESS CAYMAN INC
-$69.4M
6,260,241
-40%
清仓
TEAM
ATLASSIAN CORPORATION
-$69.2M
0
-100%
减持
HTHT
H WORLD GROUP LTD
-$68.8M
2,622,902
-47%
清仓
FSLR
FIRST SOLAR INC
-$67.5M
0
-100%
减持
ORCL
ORACLE CORP
-$67.4M
17,065
-93%
减持
ONC
BEONE MEDICINES LTD
-$65.2M
919,587
-9%
增持
UNH
UNITEDHEALTH GROUP INC
+$61.4M
222,874
+531%
清仓
CCJ
CAMECO CORP
-$61.3M
0
-100%
增持
TCOM
TRIP COM GROUP LTD
+$60.3M
2,239,671
+67%
减持
TPG
TPG INC
+$55.5M
8,791,581
-0%
减持
—
EATON CORP PLC
-$55.4M
49,901
-74%
增持
WFC
WELLS FARGO CO NEW
+$51.0M
1,523,823
+40%
建仓
FIX
COMFORT SYS USA INC
+$49.1M
52,557
清仓
DE
DEERE & CO
-$48.7M
0
-100%
增持
WDAY
WORKDAY INC
+$48.6M
811,988
+55%
建仓
MCHI
ISHARES TR
+$44.7M
744,807
建仓
HD
HOME DEPOT INC
+$44.5M
129,422
建仓
TWLO
TWILIO INC
+$44.0M
309,573
增持
PDD
PDD HOLDINGS INC
-$43.7M
4,682,894
+8%
增持
SNOW
SNOWFLAKE INC
+$38.6M
368,528
+97%
清仓
PINS
PINTEREST INC
-$38.6M
0
-100%
增持
DNLI
DENALI THERAPEUTICS INC
+$38.0M
7,012,974
+31%
增持
—
AMER SPORTS INC
+$35.1M
2,578,541
+46%
增持
BSX
BOSTON SCIENTIFIC CORP
+$34.5M
2,081,626
+24%
增持
NKE
NIKE INC
+$34.5M
1,189,369
+101%
增持
DHR
DANAHER CORPORATION
+$32.0M
285,856
+69%
建仓
INDA
ISHARES TR
+$27.7M
512,000
减持
FLYW
FLYWIRE CORPORATION
-$27.1M
6,390,857
-26%
建仓
NEE
NEXTERA ENERGY INC
+$27.0M
335,891
建仓
ISRG
INTUITIVE SURGICAL INC
+$24.9M
44,000
增持
AA
ALCOA CORP
+$24.9M
1,074,394
+10%
增持
CRM
SALESFORCE INC
+$24.9M
683,790
+4%
增持
VNET
VNET GROUP INC
+$24.4M
3,253,150
+989%
减持
DT
DYNATRACE INC
-$24.0M
1,670,417
-16%
增持
TECK
TECK RESOURCES LTD
+$23.7M
5,307,384
+1%
增持
SE
SEA LTD
-$21.0M
3,303,217
+33%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$20.7M
891,418
-20%
增持
TME
TENCENT MUSIC ENTMT GROUP
+$20.5M
2,559,173
+146%
减持
PAYO
PAYONEER GLOBAL INC
-$19.3M
7,494,353
-26%
减持
INTU
INTUIT
-$17.2M
180,939
-10%
清仓
ABBV
ABBVIE INC
-$15.7M
0
-100%
清仓
JPM
JPMORGAN CHASE & CO.
-$15.7M
0
-100%
建仓
CAT
CATERPILLAR INC
+$15.7M
27,360
减持
SES
SES AI CORPORATION
-$15.5M
3,160,712
-75%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$14.3M
0
-100%
增持
WMT
WALMART INC
+$13.7M
435,062
+29%
减持
QCOM
QUALCOMM INC
-$12.8M
46,971
-62%
增持
WRD
WERIDE INC
+$12.4M
2,978,803
+120%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$12.1M
0
-100%
清仓
CTAS
CINTAS CORP
-$12.1M
0
-100%
增持
FLY
FIREFLY AEROSPACE INC
+$11.4M
1,069,588
+151%
建仓
NXE
NEXGEN ENERGY LTD
+$11.4M
1,240,208
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$11.3M
255,622
-52%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$11.2M
178,576
+41%
增持
PGR
PROGRESSIVE CORP
-$11.0M
993,588
+3%
增持
BZ
KANZHUN LIMITED
+$10.7M
3,579,525
+34%
增持
MA
MASTERCARD INCORPORATED
+$10.7M
2,769,218
+0%
建仓
ADI
ANALOG DEVICES INC
+$9.6M
35,332
增持
MRVL
MARVELL TECHNOLOGY INC
+$9.1M
1,803,487
+5%
增持
NTES
NETEASE INC
+$9.0M
469,728
+28%
建仓
TXN
TEXAS INSTRS INC
+$8.9M
51,080
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$8.2M
1,318,290
-1%
建仓
ALAB
ASTERA LABS INC
+$7.9M
47,306
建仓
ANET
ARISTA NETWORKS INC
+$7.6M
58,189
清仓
PANW
PALO ALTO NETWORKS INC
-$7.2M
0
-100%
建仓
HUBS
HUBSPOT INC
+$7.2M
17,965
建仓
AMD
ADVANCED MICRO DEVICES INC
+$7.2M
33,476
建仓
CLS
CELESTICA INC
+$7.1M
23,888
增持
BEKE
KE HLDGS INC
+$6.9M
3,047,357
+41%
减持
—
GLOBAL E ONLINE LTD
-$6.7M
2,096,739
-16%
减持
GE
GE AEROSPACE
-$6.4M
419,029
-7%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$6.3M
0
-100%
增持
NOW
SERVICENOW INC
-$6.2M
662,380
+466%
减持
YUMC
YUM CHINA HLDGS INC
-$6.2M
4,055,217
-13%
增持
SCCO
SOUTHERN COPPER CORP
+$5.7M
245,860
+1%
清仓
—
FERRARI N V
-$5.4M
0
-100%
增持
—
WIX COM LTD
+$4.9M
756,866
+82%
增持
NFLX
NETFLIX INC
+$4.9M
693,860
+1283%
建仓
PCOR
PROCORE TECHNOLOGIES INC
+$4.8M
66,627
增持
SNPS
SYNOPSYS INC
+$3.8M
55,642
+23%
减持
AAPL
APPLE INC
+$2.7M
666,203
-5%
增持
—
ELASTIC N V
-$2.5M
1,294,465
+9%
减持
LLY
ELI LILLY & CO
-$2.3M
117,847
-30%
减持
COST
COSTCO WHSL CORP NEW
-$2.2M
12,045
-11%
建仓
—
MAGNUM ICE CREAM CO NV
+$1.3M
79,000
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$810.6K
675,035
-18%
建仓
CHYM
CHIME FINL INC
+$747.4K
29,695
减持
IOT
SAMSARA INC
-$709.0K
39,821
-30%
建仓
CAI
CARIS LIFE SCIENCES INC
+$330.1K
12,235
建仓
RVMD
REVOLUTION MEDICINES INC
+$250.7K
3,148
