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Livermore
Livermore
ZHEN

Temasek Holdings (Private) Ltd

SEC CIK
0001021944
Latest filing
Aug 7, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Oct 7, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
91
−11 vs. Q1 2024
Portfolio value
$21.5B
+$3.48B (+19.3%) vs. Q1 2024
Filed
Oct 7, 2024
AmendedSECSEC
Holdings of Temasek Holdings (Private) Ltd in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
BLKBlackRock, Inc.COM5,133,360$4.04B18.8%+17,869+0.3%AddedHistory
VVisa Inc.Stock6,083,037$1.60B7.4%+610,500+11.2%AddedHistory
MAMastercard IncStock2,742,663$1.21B5.6%+732,295+36.4%AddedHistory
NVDANVIDIA CorpStock9,695,187$1.20B5.6%+4,536,987+88.0%AddedConverted for a 10-for-1 splitHistory
AMZNAmazon Com IncStock5,718,439$1.11B5.1%+2,274,426+66.0%AddedHistory
MSFTMicrosoft CorpStock2,115,534$945.5M4.4%+1,429,453+208.4%AddedHistory
IBNIcici Bank LtdADR28,610,530$824.3M3.8%−1,508,577−5.0%ReducedHistory
GOOGLAlphabet Inc.Stock4,441,884$809.1M3.8%+4,175,702+1,568.7%AddedHistory
BABAAlibaba Group Holding LtdADR9,207,897$663.0M3.1%00.0%UnchangedHistory
INTAIntapp, Inc.COM17,146,805$628.8M2.9%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock1,068,367$590.8M2.7%+36,164+3.5%AddedHistory
HDBHDFC Bank LtdSPONSORED ADS8,234,777$529.7M2.5%00.0%UnchangedHistory
DASHDoorDash, Inc.Stock4,866,131$529.3M2.5%00.0%UnchangedHistory
RBLXRoblox CorpStock14,018,512$521.6M2.4%+308,048+2.2%AddedHistory
AVGOBroadcom Inc.Stock300,350$482.2M2.2%+10,486+3.6%AddedHistory
ONCBeOne Medicines Ltd.ADR3,014,171$430.0M2.0%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock807,495$407.2M1.9%+722,432+849.3%AddedHistory
SPGIS&P Global Inc.Stock794,791$354.5M1.6%00.0%UnchangedHistory
SESea LtdSPONSORD ADS4,875,226$348.2M1.6%00.0%UnchangedHistory
BILLBILL Holdings, Inc.Stock5,627,304$296.1M1.4%00.0%UnchangedHistory
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A10,426,750$216.4M1.0%00.0%UnchangedHistory
ABNBAirbnb, Inc.Stock1,215,075$184.2M0.9%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock2,952,715$171.3M0.8%−287,053−8.9%ReducedHistory
NOWServiceNow, Inc.Stock216,297$170.2M0.8%+123,694+133.6%AddedHistory
GLBEGlobal-E Online Ltd.SHS4,560,830$165.4M0.8%+1,618,741+55.0%AddedHistory
TPGTPG Inc.COM CL A3,981,179$165.0M0.8%00.0%UnchangedHistory
AAPLApple Inc.Stock745,225$157.0M0.7%+651,208+692.6%AddedHistory
BNTXBioNTech SESPONSORED ADS1,807,232$145.2M0.7%−1,623,018−47.3%ReducedHistory
FLYWFlywire CorpCOM VTG8,684,895$142.3M0.7%00.0%UnchangedHistory
ADBEAdobe Inc.Stock249,114$138.4M0.6%+89,387+56.0%AddedHistory
MSCIMSCI Inc.Stock277,432$133.7M0.6%+10,575+4.0%AddedHistory
DNLIDenali Therapeutics Inc.COM5,706,345$132.5M0.6%00.0%UnchangedHistory
ETWOE2open Parent Holdings, Inc.COM CL A29,248,151$131.3M0.6%00.0%UnchangedHistory
iShares Inc464286772MSCI STH KOR ETF1,941,350$128.3M0.6%00.0%Unchanged–
iShares Inc46434G772MSCI TAIWAN ETF2,319,561$125.7M0.6%+381,563+19.7%Added–
PAYOPayoneer Global Inc.COM20,242,083$112.1M0.5%00.0%UnchangedHistory
GHGuardant Health, Inc.COM3,749,102$108.3M0.5%−362,070−8.8%ReducedHistory
JDJD.com, Inc.SPON ADS CL A3,906,730$100.9M0.5%00.0%UnchangedHistory
BXBlackstone Inc.COM753,130$93.2M0.4%00.0%UnchangedHistory
iShares Inc46434G764MSCI EMRG CHN1,376,700$81.5M0.4%00.0%Unchanged–
LINLinde PLCStock156,630$68.7M0.3%+100,726+180.2%AddedHistory
Kraneshares Trust500767306CSI CHI INTERNET2,221,800$60.0M0.3%+698,000+45.8%Added–
YUMCYum China Holdings, Inc.COM1,822,905$56.2M0.3%00.0%UnchangedHistory
MUMicron Technology IncStock391,393$51.5M0.2%+183,148+87.9%AddedHistory
GEVGE Vernova Inc.Stock253,508$43.5M0.2%+253,508NewHistory
SESSES AI CorpCL A COM34,675,757$43.3M0.2%00.0%UnchangedHistory
BEAMBeam Therapeutics Inc.COM1,812,972$42.5M0.2%00.0%UnchangedHistory
BKNGBooking Holdings Inc.Stock9,924$39.3M0.2%+4,914+98.1%AddedHistory
COSTCostco Wholesale CorpStock45,165$38.4M0.2%+18,606+70.1%AddedHistory
CATCaterpillar IncStock112,942$37.6M0.2%+106,327+1,607.4%AddedHistory
Schwab US Tips ETF808524870ETF705,000$36.7M0.2%00.0%Unchanged–
CRMSalesforce, Inc.Stock139,005$35.7M0.2%+139,005NewHistory
DTDynatrace, Inc.Stock797,764$35.7M0.2%+797,764NewHistory
UNHUnitedHealth Group IncStock68,038$34.6M0.2%+68,038NewHistory
ADPAutomatic Data Processing IncStock143,153$34.2M0.2%+68,675+92.2%AddedHistory
UNPUnion Pacific CorpStock150,087$34.0M0.2%+75,603+101.5%AddedHistory
ABBVAbbVie Inc.Stock192,405$33.0M0.2%+83,174+76.1%AddedHistory
HDHome Depot, Inc.Stock92,129$31.7M0.1%+40,764+79.4%AddedHistory
DEDeere & CoStock80,816$30.2M0.1%+29,808+58.4%AddedHistory
UPSUnited Parcel Service IncStock208,835$28.6M0.1%+93,554+81.2%AddedHistory
SNPSSynopsys IncCOM47,487$28.3M0.1%+47,487NewHistory
BLNDBlend Labs, Inc.CL A11,875,773$28.0M0.1%00.0%UnchangedHistory
LLYEli Lilly & CoStock30,283$27.4M0.1%+30,283NewHistory
TECKTeck Resources LtdCL B538,587$25.8M0.1%+538,587NewHistory
SCCOSouthern Copper CorpStock234,765$25.3M0.1%+234,765NewHistory
FCXFreeport-McMoran IncStock519,418$25.2M0.1%+519,418NewHistory
GEGeneral Electric CoStock153,327$24.4M0.1%+137,890+893.2%AddedHistory
LOWLowes Companies IncStock110,480$24.4M0.1%+110,480NewHistory
NKENIKE, Inc.Stock311,977$23.5M0.1%+144,882+86.7%AddedHistory
MRVLMarvell Technology, Inc.COM328,553$23.0M0.1%+230,313+234.4%AddedHistory
NFLXNetflix IncStock28,634$19.3M0.1%+28,634NewHistory
JPMJPMorgan Chase & CoStock87,431$17.7M0.1%+87,431NewHistory
TSLATesla, Inc.Stock89,190$17.6M0.1%+89,190NewHistory
FRGEForge Global Holdings, Inc.COM8,607,712$12.6M0.1%00.0%UnchangedHistory
HBMHudbay Minerals Inc.COM1,283,227$11.6M0.1%+1,283,227NewHistory
GGRGogoro Inc.ORDINARY SHARES6,892,860$10.6M<0.1%00.0%UnchangedHistory
CHRSCoherus Oncology, Inc.COM5,818,802$10.1M<0.1%−1,562,314−21.2%ReducedHistory
EROEro Copper Corp.COM384,127$8.21M<0.1%+384,127NewHistory
NTLAIntellia Therapeutics, Inc.COM279,693$6.26M<0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock127,594$6.06M<0.1%+127,594NewHistory
AMATApplied Materials IncStock25,565$6.03M<0.1%+25,565NewHistory
MCDMcDonalds CorpStock22,677$5.78M<0.1%+22,677NewHistory
QTTBQ32 Bio Inc.COM313,943$5.64M<0.1%00.0%UnchangedHistory
AKLIAkili, Inc.COMMON STOCK11,509,122$5.00M<0.1%00.0%UnchangedHistory
KDPKeurig Dr Pepper Inc.COM99,805$3.33M<0.1%00.0%UnchangedHistory
TEMTempus AI, Inc.CL A39,466$1.38M<0.1%+39,466NewHistory
STLAStellantis N.V.SHS55,530$1.10M<0.1%00.0%UnchangedHistory
NBPNovaBridge BiosciencesSPONSORED ADS566,650$946.3K<0.1%00.0%UnchangedHistory
OPENOpendoor Technologies Inc.COM350,585$645.1K<0.1%00.0%UnchangedHistory
RENTRent the Runway, Inc.CL A NEW36,482$641.0K<0.1%00.0%UnchangedConverted for a 1-for-20 splitHistory
GERNGeron CorpCOM139,964$593.4K<0.1%00.0%UnchangedHistory

Sold out since Q1 2024 (30)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Temasek Holdings (Private) Ltd sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
iShares Russell 2000 ETF464287655ETF531,706$111.8M0.6%–
Pacer US Small Cap Cash Cows ETF69374H857ETF1,918,747$94.3M0.5%–
iShares Inc464286400MSCI BRAZIL ETF2,281,860$74.0M0.4%–
STNEStoneCo Ltd.COM1,234,850$20.5M0.1%History
NUNu Holdings Ltd.ORD SHS CL A1,217,525$14.5M0.1%History
SNOWSnowflake Inc.Stock61,648$9.96M0.1%History
PCORProcore Technologies, Inc.COM60,990$5.01M<0.1%History
GTLBGitlab Inc.CLASS A COM55,005$3.21M<0.1%History
URIUnited Rentals, Inc.COM4,049$2.92M<0.1%History
EXPEagle Materials IncCOM10,587$2.88M<0.1%History
ETNEaton Corp plcStock8,414$2.63M<0.1%History
TTTrane Technologies plcSHS8,748$2.63M<0.1%History
NVTnVent Electric plcSHS34,688$2.62M<0.1%History
MLMMartin Marietta Materials IncCOM4,030$2.47M<0.1%History
MTZMastec IncCOM26,182$2.44M<0.1%History
HUBBHubbell IncCOM5,836$2.42M<0.1%History
VMCVulcan Materials COCOM8,191$2.24M<0.1%History
TEXTerex CorpStock34,712$2.24M<0.1%History
CMICummins IncStock7,516$2.21M<0.1%History
JCIJohnson Controls International plcStock33,806$2.21M<0.1%History
ACMAecomCOM21,290$2.09M<0.1%History
EMREmerson Electric CoStock17,981$2.04M<0.1%History
TELTE Connectivity plcREG SHS14,037$2.04M<0.1%History
CARRCarrier Global CorpStock33,972$1.97M<0.1%History
DDOGDatadog, Inc.CL A COM15,965$1.97M<0.1%History
ROKRockwell Automation, IncStock6,161$1.79M<0.1%History
APDAir Products & Chemicals, Inc.Stock5,932$1.44M<0.1%History
BRZEBraze, Inc.Stock26,398$1.17M<0.1%History
HLTHCue Health Inc.COM3,125,000$589.4K<0.1%History
CARTMaplebear Inc.COM7,125$265.7K<0.1%History