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Livermore
Livermore
ZHEN

SeaTown Holdings Pte. Ltd.

SEC CIK
0001512367
Latest filing
Jul 24, 2026

The latest 13F from SeaTown Holdings Pte. Ltd. covers Q2 2026 (filed Jul 24, 2026): 15 long positions worth $166.4M. The top 10 holdings make up 79.8% of the portfolio, and the largest is NVIDIA Corp (NVDA) at 11.3%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
2
Est. +$26.0M
Added
5
Est. +$19.1M
Reduced
4
Est. −$25.6M
Sold out
4
Est. −$30.2M

Top 5 holdings

Share of this quarter's portfolio value

  1. NVDANVIDIA Corp
    11.3%$18.8MHistory
  2. AMDAdvanced Micro Devices Inc
    10.1%$16.8MHistory
  3. TTWOTake Two Interactive Software Inc
    9.6%$15.9MHistory
  4. LNGCheniere Energy, Inc.
    8.7%$14.5MHistory
  5. AZOAutoZone Inc
    7.7%$12.8MHistory

Share of portfolio

Top 5 holdings and the other 10 positions, by share of portfolio value

  1. NVDA11.3%
  2. AMD10.1%
  3. TTWO9.6%
  4. LNG8.7%
  5. AZO7.7%
  6. Other 10 positions52.6%

Biggest buys

New and added positions, by estimated amount bought

  1. AMDAdvanced Micro Devices Inc
    +$16.8MNewHistory
  2. GOOGAlphabet Inc.
    +$9.19MNewHistory
  3. TTWOTake Two Interactive Software Inc
    +$6.06MAddedHistory
  4. LNGCheniere Energy, Inc.
    +$5.88MAddedHistory
  5. AZOAutoZone Inc
    +$3.40MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. AMDAdvanced Micro Devices Inc
    +10.12 pp0.0% → 10.1%History
  2. GOOGAlphabet Inc.
    +5.52 pp0.0% → 5.5%History
  3. TTWOTake Two Interactive Software Inc
    +4.46 pp5.1% → 9.6%History
  4. LNGCheniere Energy, Inc.
    +2.01 pp6.7% → 8.7%History
  5. AZOAutoZone Inc
    +1.19 pp6.5% → 7.7%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. AVGOBroadcom Inc.
    −$12.6MSold outHistory
  2. LLYEli Lilly & Co
    −$10.4MSold outHistory
  3. SNDKSandisk Corp
    −$10.0MReducedHistory
  4. CRSCarpenter Technology Corp
    −$8.30MReducedHistory
  5. SNPSSynopsys Inc
    −$5.80MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. AVGOBroadcom Inc.
    −8.28 pp8.3% → 0.0%History
  2. LLYEli Lilly & Co
    −6.79 pp6.8% → 0.0%History
  3. HTHTH World Group Ltd
    −3.33 pp3.3% → 0.0%History
  4. SNPSSynopsys Inc
    −3.25 pp7.3% → 4.1%History
  5. CRSCarpenter Technology Corp
    −1.96 pp6.9% → 5.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$166.4M
+$13.7M (+9.0%) vs. prior quarter
Positions
15
−2 vs. prior quarter
Top 10 concentration
79.8%
Top 10 as share of value
Turnover
28.3%
Q2 2026, one quarter
Average holding period
6.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $2.25B (Q3 2021)

Q1 2021: $1.77BQ2 2021: $2.05BQ3 2021: $2.25BQ4 2021: $1.85BQ1 2022: $1.35BQ2 2022: $461.3MQ3 2022: $657.5MQ4 2022: $677.5MQ1 2023: $733.9MQ2 2023: $643.2MQ3 2023: $1.08BQ4 2023: $728.0MQ1 2024: $157.9MQ2 2024: $138.1MQ3 2024: $135.4MQ4 2024: $145.7MQ1 2025: $115.9MQ2 2025: $169.9MQ3 2025: $173.5MQ4 2025: $172.4MQ1 2026: $152.7MQ2 2026: $166.4M
Q1 2021Q2 2026
13F filings of SeaTown Holdings Pte. Ltd. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 24, 202615$166.4MNVDAAMDTTWOvs. Q1 2026SEC
Q1 2026Apr 14, 202617$152.7MNVDAAVGOSNPSvs. Q4 2025SEC
Q4 2025Jan 21, 202617$172.4MNVDAAMZNWMTvs. Q3 2025SEC
Q3 2025Nov 12, 202518$173.5MMMYTNVDAAMZNvs. Q2 2025SEC
Q2 2025Jul 23, 202518$169.9MMMYTNVDAANETvs. Q1 2025SEC
Q1 2025May 14, 202518$115.9MWMTMMYTAMZNvs. Q4 2024SEC
Q4 2024Jan 16, 202516$145.7MAMZNNVDAMMYTvs. Q3 2024SEC
Q3 2024Nov 1, 202414$135.4MWMTMASPGIvs. Q2 2024SEC
Q2 2024Jul 25, 202413$138.1MAMZNMSFTLLYvs. Q1 2024SEC
Q1 2024Apr 22, 202417$157.9MMSFTAMZNAVGOvs. Q4 2023SEC
Q4 2023Feb 8, 202441$728.0MAMZNMETAGOOGLvs. Q3 2023SEC
Q3 2023Nov 1, 202346$1.08BAMZNMSFTMETAvs. Q2 2023SEC
Q2 2023Aug 2, 202344$643.2MMSFTMETAPGvs. Q1 2023SEC
Q1 2023Apr 25, 202355$733.9MAMZNMETAMSFTvs. Q4 2022SEC
Q4 2022Feb 13, 202363$677.5MGOOGLTCOMMSFTvs. Q3 2022SEC
Q3 2022Nov 14, 2022Amended60$657.5MAMZNGOOGLMSFTvs. Q2 2022SEC
Q2 2022Jul 27, 202250$461.3MGOOGLKDPMCDvs. Q1 2022SEC
Q1 2022Apr 28, 202281$1.35BAMZNMETAMSFTvs. Q4 2021SEC
Q4 2021Jan 27, 202282$1.85BGOOGLMSFTAMZNvs. Q3 2021SEC
Q3 2021Oct 28, 2021101$2.25BMETAGOOGLMSFTvs. Q2 2021SEC
Q2 2021Aug 12, 202186$2.05BGOOGLMETAMSFTvs. Q1 2021SEC
Q1 2021May 4, 202188$1.77BAMZNGOOGLMSFT–SEC