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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 137 项
建仓 29
增持 51
减持 31
清仓 26
方向
标的
Δ市值
现股数(环比)
减持
AMZN
AMAZON COM INC
-$333.1M
4,819,972
-17%
增持
BLK
BLACKROCK INC
-$324.7M
5,330,492
+5%
减持
MSFT
MICROSOFT CORP
-$320.4M
2,667,081
-1%
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
V
VISA INC
-$260.3M
6,671,628
+3%
增持
AVGO
BROADCOM INC
+$231.9M
3,540,630
+42%
建仓
LRCX
LAM RESEARCH CORP
+$213.1M
997,535
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$169.3M
3,898,109
+196%
减持
GOOGL
ASML HLDG NV
-$160.0M
4,702,736
-3%
增持
KKR
KKR & CO INC
+$156.0M
3,522,797
+164%
增持
TPG
TPG INC
-$155.0M
10,028,107
+14%
增持
APO
APOLLO GLOBAL MGMT INC
+$154.8M
2,368,162
+214%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$152.3M
749,113
+319%
减持
KWEB
KRANESHARES TRUST
-$148.7M
2,553,474
-61%
增持
FIX
COMFORT SYS USA INC
+$136.2M
134,356
+156%
减持
GEV
GE VERNOVA INC
+$136.0M
651,928
-2%
增持
NFLX
NETFLIX INC.
+$133.8M
2,068,447
+198%
增持
BKNG
BOOKING HOLDINGS INC
+$106.7M
57,371
+128%
建仓
—
FTAI AVIATION LTD
+$99.5M
406,313
清仓
—
ELASTIC N V
-$97.7M
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$96.6M
1,247,399
+40%
增持
SPGI
S&P GLOBAL INC
-$85.6M
1,396,452
+7%
增持
HDB
HDFC BANK LTD
-$84.8M
12,559,656
+16%
减持
KBWB
INVESCO EXCH TRADED FD TR II
-$80.2M
1,104,862
-44%
增持
ISRG
INTUITIVE SURGICAL INC
+$79.8M
227,211
+416%
建仓
BE
BLOOM ENERGY CORP
+$75.7M
558,754
建仓
PANW
PALO ALTO NETWORKS INC
+$74.4M
464,118
减持
EWY
ISHARES INC
-$73.0M
667,056
-58%
清仓
DT
DYNATRACE INC
-$72.4M
0
-100%
建仓
—
ASTRAZENECA PLC
+$70.9M
365,554
建仓
CCJ
CAMECO CORP
+$70.9M
652,342
减持
—
WIX COM LTD
-$68.2M
115,282
-85%
减持
CRS
CARPENTER TECHNOLOGY CORP
-$67.2M
10,833
-95%
减持
NOW
SERVICENOW INC
-$65.7M
342,230
-48%
建仓
—
MAKEMYTRIP LIMITED MAURITIUS
+$63.4M
1,701,456
减持
YUMC
YUM CHINA HLDGS INC
-$61.0M
2,717,548
-33%
增持
TDG
TRANSDIGM GROUP INC
+$60.1M
218,885
+50%
增持
WDAY
WORKDAY INC
-$58.9M
889,318
+10%
减持
INTU
INTUIT
-$54.7M
150,800
-17%
减持
AAPL
APPLE INC
-$50.9M
513,063
-23%
减持
NKE
NIKE INC
-$50.8M
471,984
-60%
减持
SNOW
SNOWFLAKE INC
-$50.1M
203,750
-45%
增持
BSX
BOSTON SCIENTIFIC CORP
-$47.9M
2,399,426
+15%
建仓
KLAC
KLA CORP
+$47.7M
32,387
清仓
MCHI
ISHARES TR
-$44.7M
0
-100%
清仓
TWLO
TWILIO INC
-$44.0M
0
-100%
增持
GE
GE AEROSPACE
+$42.2M
603,418
+44%
建仓
EWZ
ISHARES INC
+$41.3M
1,076,815
增持
TECK
TECK RESOURCES LTD
+$39.8M
5,685,453
+7%
减持
META
META PLATFORMS INC
-$38.8M
355,112
-3%
清仓
SCHP
SCHWAB STRATEGIC TR
-$37.4M
0
-100%
建仓
DE
DEERE & CO
+$37.3M
66,141
增持
MSCI
MSCI INC
+$34.3M
425,863
+25%
增持
LLY
ELI LILLY & CO
+$32.7M
173,259
+47%
增持
APP
APPLOVIN CORP
-$31.2M
238,422
+27%
增持
UNH
UNITEDHEALTH GROUP INC
+$30.8M
385,856
+73%
增持
NVDA
NVIDIA CORPORATION
-$30.3M
9,431,208
+5%
建仓
—
GENPACT LIMITED
+$30.0M
806,352
增持
CRM
SALESFORCE INC
-$30.0M
809,900
+18%
减持
VRT
VERTIV HOLDINGS CO
+$29.7M
529,431
-17%
增持
AA
ALCOA CORP
+$29.2M
1,300,647
+21%
清仓
INDA
ISHARES TR
-$27.7M
0
-100%
增持
PDD
PDD HOLDINGS INC
-$27.6M
4,926,061
+5%
增持
MA
MASTERCARD INCORPORATED
+$27.4M
3,218,711
+16%
减持
—
GLOBAL E ONLINE LTD
-$26.7M
1,807,183
-14%
建仓
TER
TERADYNE INC
+$26.5M
89,490
减持
ZTO
ZTO EXPRESS CAYMAN INC
-$26.4M
4,147,325
-34%
清仓
WRD
WERIDE INC
-$25.9M
0
-100%
增持
—
AMER SPORTS INC
+$24.3M
3,665,157
+42%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$24.0M
58,950
减持
ONC
BEONE MEDICINES LTD
-$23.2M
862,643
-6%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$22.8M
58,104
建仓
MU
MICRON TECHNOLOGY INC
+$22.6M
66,870
建仓
WDC
WESTERN DIGITAL CORP
+$22.5M
83,092
减持
WMT
WALMART INC
-$21.9M
213,662
-51%
增持
CAT
CATERPILLAR INC
+$21.6M
52,553
+92%
增持
TME
TENCENT MUSIC ENTMT GROUP
-$21.1M
2,561,538
+0%
建仓
SNDK
SANDISK CORP
+$19.4M
30,484
减持
FLYW
FLYWIRE CORPORATION
-$18.6M
6,173,385
-3%
建仓
LITE
LUMENTUM HLDGS INC
+$18.2M
25,926
建仓
CIEN
CIENA CORP
+$17.3M
44,437
增持
NXE
NEXGEN ENERGY LTD
+$16.9M
2,436,471
+96%
增持
SE
SEA LTD
+$16.1M
5,282,861
+60%
建仓
AGX
ARGAN INC
+$16.0M
29,436
清仓
—
EATON CORP PLC
-$15.9M
0
-100%
清仓
TSLA
TESLA INC
-$15.7M
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$15.7M
459,165
+37%
减持
GH
GUARDANT HEALTH INC
-$15.6M
985,571
-6%
减持
VNET
VNET GROUP INC
-$15.4M
1,446,000
-56%
增持
BZ
KANZHUN LIMITED
-$14.8M
4,345,925
+21%
增持
NTES
NETEASE COM INC
+$14.6M
708,114
+51%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$14.6M
675,028
-0%
建仓
DNN
DENISON MINES CORP
+$13.2M
3,728,993
减持
—
LINDE PLC
+$12.4M
487,254
-9%
建仓
CMI
CUMMINS INC
+$12.4M
23,019
减持
HTHT
H WORLD GROUP LTD
-$12.2M
2,210,391
-16%
增持
SCCO
SOUTHERN COPPER CORP
+$11.2M
270,277
+10%
清仓
COST
COSTCO WHSL CORP NEW
-$10.4M
0
-100%
建仓
UEC
URANIUM ENERGY CORP
+$10.4M
769,379
建仓
UUUU
ENERGY FUELS INC
+$10.2M
557,953
增持
PEP
PEPSICO INC
+$10.0M
579,619
+4%
建仓
YSS
YORK SPACE SYSTEMS INC
+$10.0M
450,000
增持
WFC
WELLS FARGO & CO
-$9.7M
1,661,772
+9%
减持
PAYO
PAYONEER GLOBAL INC
-$9.6M
6,725,231
-10%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$9.5M
0
-100%
增持
HD
HOME DEPOT INC
+$9.2M
163,252
+26%
清仓
TXN
TEXAS INSTRS INC
-$8.9M
0
-100%
增持
FCX
FREEPORT MCMORAN INC
+$8.7M
669,247
+11%
清仓
QCOM
QUALCOMM INC
-$8.0M
0
-100%
增持
HBM
HUDBAY MINERALS INC
+$7.9M
1,138,071
+42%
清仓
ALAB
ASTERA LABS INC
-$7.9M
0
-100%
减持
BZAI
BLAIZE HLDGS INC
-$7.7M
2,594,264
-59%
清仓
ANET
ARISTA NETWORKS INC
-$7.6M
0
-100%
增持
DHR
DANAHER CORP DEL
-$7.3M
306,776
+7%
增持
MRSH
MARSH & MCLENNAN COS INC
+$7.2M
229,087
+31%
清仓
HUBS
HUBSPOT INC
-$7.2M
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$7.2M
0
-100%
增持
ADI
ANALOG DEVICES INC
+$6.7M
51,160
+45%
减持
FLY
FIREFLY AEROSPACE INC
+$6.3M
1,063,155
-1%
增持
DASH
DOORDASH INC
-$4.9M
3,461,501
+49%
清仓
PCOR
PROCORE TECHNOLOGIES INC
-$4.8M
0
-100%
增持
U
UNITY SOFTWARE INC
+$4.1M
8,642,043
+106%
增持
CLS
CELESTICA INC
+$3.8M
38,456
+61%
清仓
ORCL
ORACLE CORP
-$3.3M
0
-100%
减持
MRVL
MARVELL TECHNOLOGY INC
-$3.1M
1,516,386
-16%
清仓
—
PAGAYA TECHNOLOGIES LTD
-$3.0M
0
-100%
建仓
ATAT
ATOUR LIFESTYLE HLDGS LTD
+$2.9M
78,244
建仓
—
TASEKO MINES LTD
+$2.7M
423,901
增持
SNPS
SYNOPSYS INC
+$2.3M
71,676
+29%
增持
ERO
ERO COPPER CORP
+$2.0M
579,162
+22%
建仓
FIGR
FIGURE TECHNOLOGY SOLUTIO
+$1.4M
41,675
清仓
IOT
SAMSARA INC
-$1.4M
0
-100%
清仓
TTAN
SERVICETITAN INC
-$1.4M
0
-100%
清仓
GTLB
GITLAB INC
-$806.7K
0
-100%
清仓
CHYM
CHIME FINL INC
-$747.4K
0
-100%
清仓
RVMD
REVOLUTION MEDICINES INC
-$250.7K
0
-100%
清仓
BSLK
BOLT PROJS HLDGS INC
-$98.8K
0
-100%
建仓
RPID
RAPID MICRO BIOSYSTEMS INC
+$49.5K
21,818
