Temasek Holdings (Private) Ltd
- SEC CIK
- 0001021944
- 最新申報
- 2026/8/7
2022 年第 2 季持倉
持倉截至 2022/6/30，2023/5/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 96
- 較 2022 年第 1 季 0
- 總值
- $182.5 億
- 較 2022 年第 1 季 −$54.9 億 (−23.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BLKBlackRock, Inc. | COM | 5,092,825 | $31.0 億 | 17.0% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 5,924,596 | $11.7 億 | 6.4% | −35,310−0.6% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 9,083,997 | $10.3 億 | 5.7% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 2,932,249 | $9.25 億 | 5.1% | −21,980−0.7% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,571,497 | $8.54 億 | 4.7% | +6,211+0.4% | 加碼 | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 72,659,407 | $7.93 億 | 4.3% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,074,540 | $6.99 億 | 3.8% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 9,502,785 | $6.64 億 | 3.6% | 00.0% | 不變 | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 5,628,141 | $6.19 億 | 3.4% | +61,447+1.1% | 加碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 10,086,309 | $5.63 億 | 3.1% | +929,900+10.2% | 加碼 | – |
| VMWVmware LLC | CL A COM | 4,573,346 | $5.21 億 | 2.9% | 00.0% | 不變 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 2,966,463 | $4.80 億 | 2.6% | 00.0% | 不變 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 19,104,192 | $4.57 億 | 2.5% | +2,290,500+13.6% | 加碼 | – |
| RBLXRoblox Corp | Stock | 13,526,983 | $4.44 億 | 2.4% | +484,685+3.7% | 加碼 | 歷史 |
| IBNIcici Bank Ltd | ADR | 23,977,253 | $4.25 億 | 2.3% | −382,650−1.6% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 8,848,147 | $4.09 億 | 2.2% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,154,460 | $3.35 億 | 1.8% | −284,920−8.3% | 減碼依 20 比 1 拆股換算 | 歷史 |
| ZTOZTO Express (Cayman) Inc. | SPONSORED ADS A | 12,176,750 | $3.34 億 | 1.8% | 00.0% | 不變 | 歷史 |
| INTAIntapp, Inc. | COM | 22,133,243 | $3.24 億 | 1.8% | 00.0% | 不變 | 歷史 |
| DASHDoorDash, Inc. | Stock | 4,880,385 | $3.13 億 | 1.7% | +14,254+0.3% | 加碼 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 4,874,732 | $2.68 億 | 1.5% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 7,258,187 | $2.49 億 | 1.4% | 00.0% | 不變 | 歷史 |
| ETWOE2open Parent Holdings, Inc. | COM CL A | 29,248,151 | $2.28 億 | 1.2% | 00.0% | 不變 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 2,309,993 | $2.06 億 | 1.1% | −353,880−13.3% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,418,296 | $1.97 億 | 1.1% | +60,032+4.4% | 加碼 | 歷史 |
| FLYWFlywire Corp | COM VTG | 10,635,573 | $1.88 億 | 1.0% | 00.0% | 不變 | 歷史 |
| SESea Ltd | SPONSORD ADS | 2,746,353 | $1.84 億 | 1.0% | +203,347+8.0% | 加碼 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 5,369,487 | $1.58 億 | 0.9% | 00.0% | 不變 | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 3,959,212 | $1.53 億 | 0.8% | 00.0% | 不變 | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 2,446,126 | $1.51 億 | 0.8% | 00.0% | 不變 | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 5,602,553 | $1.43 億 | 0.8% | 00.0% | 不變 | 歷史 |
| SESSES AI Corp | CL A COM | 34,675,757 | $1.36 億 | 0.7% | 00.0% | 不變 | 歷史 |
| TPGTPG Inc. | COM CL A | 5,220,258 | $1.25 億 | 0.7% | +970,258+22.8% | 加碼 | 歷史 |
| FRGEForge Global Holdings, Inc. | COM | 8,607,712 | $8,961 萬 | 0.5% | +62,458+0.7% | 加碼 | 歷史 |
| VIRTVirtu Financial, Inc. | CL A | 3,692,330 | $8,644 萬 | 0.5% | −2,688,173−42.1% | 減碼 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 537,634 | $8,016 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PAYOPayoneer Global Inc. | COM | 20,242,083 | $7,935 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DCTDuck Creek Technologies, Inc. | SHS | 4,596,906 | $6,826 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GHGuardant Health, Inc. | COM | 1,613,007 | $6,507 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AVDXAvidXchange Holdings, Inc. | COM | 10,528,954 | $6,465 萬 | 0.4% | −934,218−8.1% | 減碼 | 歷史 |
| GGRGogoro Inc. | ORDINARY SHARES | 8,002,475 | $6,122 萬 | 0.3% | +8,002,475 | 新進 | 歷史 |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 9,901,940 | $5,446 萬 | 0.3% | 00.0% | 不變 | – |
| CHRSCoherus Oncology, Inc. | COM | 7,381,116 | $5,344 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MSCIMSCI Inc. | Stock | 108,072 | $4,454 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 331,631 | $4,253 萬 | 0.2% | +121,700+58.0% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 328,184 | $4,172 萬 | 0.2% | −416,700−55.9% | 減碼 | – |
| PEARPear Therapeutics, Inc. | CLASS A COM | 26,803,573 | $4,128 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Inc464286772 | MSCI STH KOR ETF | 686,200 | $3,993 萬 | 0.2% | −664,100−49.2% | 減碼 | – |
| POSHPoshmark, Inc. | COM CL A | 3,574,714 | $3,614 萬 | 0.2% | −2,396,932−40.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 234,309 | $3,552 萬 | 0.2% | +152,162+185.2% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 760,375 | $3,174 萬 | 0.2% | 00.0% | 不變 | – |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 903,380 | $2,959 萬 | 0.2% | 00.0% | 不變 | – |
| BLNDBlend Labs, Inc. | CL A | 11,875,773 | $2,803 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GRABGrab Holdings Ltd | CLASS A ORD | 10,000,000 | $2,530 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 275,929 | $2,256 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G772 | MSCI TAIWAN ETF | 413,700 | $2,086 萬 | 0.1% | −396,900−49.0% | 減碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 120,660 | $1,659 萬 | 0.1% | −12,900−9.7% | 減碼 | – |
| ONEM1Life Healthcare Inc | COM | 2,047,341 | $1,605 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TOSTToast, Inc. | Stock | 1,159,989 | $1,501 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 134,300 | $1,497 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DUOLDuolingo, Inc. | CL A COM | 170,478 | $1,493 萬 | 0.1% | −213,210−55.6% | 減碼 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 298,120 | $1,294 萬 | 0.1% | −144,000−32.6% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 148,100 | $1,294 萬 | 0.1% | −15,000−9.2% | 減碼 | – |
| BlackRock ETF Trust09290C608 | ISHA WORL EX ETF | 338,250 | $1,283 萬 | 0.1% | 00.0% | 不變 | – |
| JDJD.com, Inc. | SPON ADS CL A | 173,800 | $1,116 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QTTBQ32 Bio Inc. | COM | 5,650,996 | $1,113 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 154,170 | $1,113 萬 | 0.1% | −15,600−9.2% | 減碼 | – |
| NTLAIntellia Therapeutics, Inc. | COM | 204,276 | $1,057 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ILMNIllumina, Inc. | COM | 55,452 | $1,022 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HLTHCue Health Inc. | COM | 3,125,000 | $1,000 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STNEStoneCo Ltd. | COM | 1,234,850 | $950.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SQZSQZ Biotechnologies Co | COM | 2,758,169 | $877.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALVOAlvotech | ORDINARY SHARES | 1,000,000 | $821.0 萬 | <0.1% | +1,000,000 | 新進 | 歷史 |
| NBPNovaBridge Biosciences | SPONSORED ADS | 566,650 | $640.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IRNTIronNet, Inc. | COM | 2,831,181 | $625.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 1,442,994 | $539.7 萬 | <0.1% | +1,442,994 | 新進 | 歷史 |
| SICPSilvergate Capital Corp | CL A | 97,922 | $524.2 萬 | <0.1% | +97,922 | 新進 | 歷史 |
| MQMarqeta, Inc. | CLASS A COM | 639,399 | $518.6 萬 | <0.1% | +319,700+100.0% | 加碼 | 歷史 |
| UUnity Software Inc. | COM | 105,198 | $387.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 38,677 | $368.4 萬 | <0.1% | +24,327+169.5% | 加碼 | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 99,805 | $353.2 萬 | <0.1% | −6,777,856−98.5% | 減碼 | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 281,729 | $300.0 萬 | <0.1% | +281,729 | 新進 | 歷史 |
| STEMStem, Inc. | CL A | 412,424 | $295.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORTXOrchard Therapeutics plc | ADS | 4,319,049 | $252.3 萬 | <0.1% | +3,319,049+331.9% | 加碼 | 歷史 |
| RENTRent the Runway, Inc. | COM CL A | 729,652 | $224.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 22,725 | $207.3 萬 | <0.1% | +22,725 | 新進 | 歷史 |
| APIAgora, Inc. | ADS | 241,754 | $158.8 萬 | <0.1% | +241,754 | 新進 | 歷史 |
| LOGCContextLogic Inc. | COM CL A | 639,100 | $102.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 53,468 | $99.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OLOOlo Inc. | CL A | 95,104 | $93.9 萬 | <0.1% | +95,104 | 新進 | 歷史 |
| Aslan Pharmaceuticals Ltd04522R101 | ADS | 1,678,075 | $83.1 萬 | <0.1% | 00.0% | 不變 | – |
| HOODRobinhood Markets, Inc. | Stock | 91,480 | $75.2 萬 | <0.1% | +81,335+801.7% | 加碼 | 歷史 |
| OPENOpendoor Technologies Inc. | COM | 153,863 | $72.5 萬 | <0.1% | +65,574+74.3% | 加碼 | 歷史 |
| YQ17 Education & Technology Group Inc. | ADS | 312,692 | $61.6 萬 | <0.1% | −56,999−15.4% | 減碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 27,272 | $59.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OMICSingular Genomics Systems, Inc. | COM | 21,405 | $8.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（8 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GPNGlobal Payments Inc | Stock | 582,056 | $7,965 萬 | 0.3% | 歷史 |
| Invesco Exch Traded FD Tr II46138E628 | KBW BK ETF | 1,198,500 | $7,639 萬 | 0.3% | – |
| DIDIYDiDi Global Inc. | SPONSORED ADS | 30,033,348 | $7,508 萬 | 0.3% | 歷史 |
| CRMSalesforce, Inc. | Stock | 328,589 | $6,977 萬 | 0.3% | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 747,000 | $5,147 萬 | 0.2% | – |
| SBUXStarbucks Corp | Stock | 537,333 | $4,888 萬 | 0.2% | 歷史 |
| VNETVNET Group, Inc. | SPONSORED ADS A | 2,480,611 | $1,446 萬 | 0.1% | 歷史 |
| JXNJackson Financial Inc. | COM CL A | 15,575 | $68.9 萬 | <0.1% | 歷史 |