Temasek Holdings (Private) Ltd
- SEC CIK
- 0001021944
- 最新申報
- 2026/8/7
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/10/7 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BLKBlackRock, Inc. | COM | 5,133,360 | $40.4 億 | 18.8% | +17,869+0.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 6,083,037 | $16.0 億 | 7.4% | +610,500+11.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 2,742,663 | $12.1 億 | 5.6% | +732,295+36.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 9,695,187 | $12.0 億 | 5.6% | +4,536,987+88.0% | 加碼依 10 比 1 拆股換算 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,718,439 | $11.1 億 | 5.1% | +2,274,426+66.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,115,534 | $9.46 億 | 4.4% | +1,429,453+208.4% | 加碼 | 歷史 |
| IBNIcici Bank Ltd | ADR | 28,610,530 | $8.24 億 | 3.8% | −1,508,577−5.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,441,884 | $8.09 億 | 3.8% | +4,175,702+1,568.7% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 9,207,897 | $6.63 億 | 3.1% | 00.0% | 不變 | 歷史 |
| INTAIntapp, Inc. | COM | 17,146,805 | $6.29 億 | 2.9% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,068,367 | $5.91 億 | 2.7% | +36,164+3.5% | 加碼 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 8,234,777 | $5.30 億 | 2.5% | 00.0% | 不變 | 歷史 |
| DASHDoorDash, Inc. | Stock | 4,866,131 | $5.29 億 | 2.5% | 00.0% | 不變 | 歷史 |
| RBLXRoblox Corp | Stock | 14,018,512 | $5.22 億 | 2.4% | +308,048+2.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 300,350 | $4.82 億 | 2.2% | +10,486+3.6% | 加碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 3,014,171 | $4.30 億 | 2.0% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 807,495 | $4.07 億 | 1.9% | +722,432+849.3% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 794,791 | $3.54 億 | 1.6% | 00.0% | 不變 | 歷史 |
| SESea Ltd | SPONSORD ADS | 4,875,226 | $3.48 億 | 1.6% | 00.0% | 不變 | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 5,627,304 | $2.96 億 | 1.4% | 00.0% | 不變 | 歷史 |
| ZTOZTO Express (Cayman) Inc. | SPONSORED ADS A | 10,426,750 | $2.16 億 | 1.0% | 00.0% | 不變 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 1,215,075 | $1.84 億 | 0.9% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 2,952,715 | $1.71 億 | 0.8% | −287,053−8.9% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 216,297 | $1.70 億 | 0.8% | +123,694+133.6% | 加碼 | 歷史 |
| GLBEGlobal-E Online Ltd. | SHS | 4,560,830 | $1.65 億 | 0.8% | +1,618,741+55.0% | 加碼 | 歷史 |
| TPGTPG Inc. | COM CL A | 3,981,179 | $1.65 億 | 0.8% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 745,225 | $1.57 億 | 0.7% | +651,208+692.6% | 加碼 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 1,807,232 | $1.45 億 | 0.7% | −1,623,018−47.3% | 減碼 | 歷史 |
| FLYWFlywire Corp | COM VTG | 8,684,895 | $1.42 億 | 0.7% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 249,114 | $1.38 億 | 0.6% | +89,387+56.0% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 277,432 | $1.34 億 | 0.6% | +10,575+4.0% | 加碼 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 5,706,345 | $1.33 億 | 0.6% | 00.0% | 不變 | 歷史 |
| ETWOE2open Parent Holdings, Inc. | COM CL A | 29,248,151 | $1.31 億 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Inc464286772 | MSCI STH KOR ETF | 1,941,350 | $1.28 億 | 0.6% | 00.0% | 不變 | – |
| iShares Inc46434G772 | MSCI TAIWAN ETF | 2,319,561 | $1.26 億 | 0.6% | +381,563+19.7% | 加碼 | – |
| PAYOPayoneer Global Inc. | COM | 20,242,083 | $1.12 億 | 0.5% | 00.0% | 不變 | 歷史 |
| GHGuardant Health, Inc. | COM | 3,749,102 | $1.08 億 | 0.5% | −362,070−8.8% | 減碼 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 3,906,730 | $1.01 億 | 0.5% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 753,130 | $9,324 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 1,376,700 | $8,150 萬 | 0.4% | 00.0% | 不變 | – |
| LINLinde PLC | Stock | 156,630 | $6,873 萬 | 0.3% | +100,726+180.2% | 加碼 | 歷史 |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 2,221,800 | $6,003 萬 | 0.3% | +698,000+45.8% | 加碼 | – |
| YUMCYum China Holdings, Inc. | COM | 1,822,905 | $5,622 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 391,393 | $5,148 萬 | 0.2% | +183,148+87.9% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 253,508 | $4,348 萬 | 0.2% | +253,508 | 新進 | 歷史 |
| SESSES AI Corp | CL A COM | 34,675,757 | $4,334 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 1,812,972 | $4,248 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 9,924 | $3,931 萬 | 0.2% | +4,914+98.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 45,165 | $3,839 萬 | 0.2% | +18,606+70.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 112,942 | $3,762 萬 | 0.2% | +106,327+1,607.4% | 加碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 705,000 | $3,667 萬 | 0.2% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 139,005 | $3,574 萬 | 0.2% | +139,005 | 新進 | 歷史 |
| DTDynatrace, Inc. | Stock | 797,764 | $3,569 萬 | 0.2% | +797,764 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 68,038 | $3,465 萬 | 0.2% | +68,038 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 143,153 | $3,417 萬 | 0.2% | +68,675+92.2% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 150,087 | $3,396 萬 | 0.2% | +75,603+101.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 192,405 | $3,300 萬 | 0.2% | +83,174+76.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 92,129 | $3,171 萬 | 0.1% | +40,764+79.4% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 80,816 | $3,020 萬 | 0.1% | +29,808+58.4% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 208,835 | $2,858 萬 | 0.1% | +93,554+81.2% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 47,487 | $2,826 萬 | 0.1% | +47,487 | 新進 | 歷史 |
| BLNDBlend Labs, Inc. | CL A | 11,875,773 | $2,803 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 30,283 | $2,742 萬 | 0.1% | +30,283 | 新進 | 歷史 |
| TECKTeck Resources Ltd | CL B | 538,587 | $2,582 萬 | 0.1% | +538,587 | 新進 | 歷史 |
| SCCOSouthern Copper Corp | Stock | 234,765 | $2,529 萬 | 0.1% | +234,765 | 新進 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 519,418 | $2,524 萬 | 0.1% | +519,418 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 153,327 | $2,437 萬 | 0.1% | +137,890+893.2% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 110,480 | $2,436 萬 | 0.1% | +110,480 | 新進 | 歷史 |
| NKENIKE, Inc. | Stock | 311,977 | $2,351 萬 | 0.1% | +144,882+86.7% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 328,553 | $2,297 萬 | 0.1% | +230,313+234.4% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 28,634 | $1,932 萬 | 0.1% | +28,634 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 87,431 | $1,768 萬 | 0.1% | +87,431 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 89,190 | $1,765 萬 | 0.1% | +89,190 | 新進 | 歷史 |
| FRGEForge Global Holdings, Inc. | COM | 8,607,712 | $1,257 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HBMHudbay Minerals Inc. | COM | 1,283,227 | $1,162 萬 | 0.1% | +1,283,227 | 新進 | 歷史 |
| GGRGogoro Inc. | ORDINARY SHARES | 6,892,860 | $1,062 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CHRSCoherus Oncology, Inc. | COM | 5,818,802 | $1,007 萬 | <0.1% | −1,562,314−21.2% | 減碼 | 歷史 |
| EROEro Copper Corp. | COM | 384,127 | $821.3 萬 | <0.1% | +384,127 | 新進 | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 279,693 | $626.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 127,594 | $606.2 萬 | <0.1% | +127,594 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 25,565 | $603.3 萬 | <0.1% | +25,565 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 22,677 | $577.9 萬 | <0.1% | +22,677 | 新進 | 歷史 |
| QTTBQ32 Bio Inc. | COM | 313,943 | $563.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AKLIAkili, Inc. | COMMON STOCK | 11,509,122 | $500.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 99,805 | $333.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TEMTempus AI, Inc. | CL A | 39,466 | $138.1 萬 | <0.1% | +39,466 | 新進 | 歷史 |
| STLAStellantis N.V. | SHS | 55,530 | $110.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NBPNovaBridge Biosciences | SPONSORED ADS | 566,650 | $94.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OPENOpendoor Technologies Inc. | COM | 350,585 | $64.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RENTRent the Runway, Inc. | CL A NEW | 36,482 | $64.1 萬 | <0.1% | 00.0% | 不變依 1 比 20 拆股換算 | 歷史 |
| GERNGeron Corp | COM | 139,964 | $59.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 1 季之後清倉（30 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Russell 2000 ETF464287655 | ETF | 531,706 | $1.12 億 | 0.6% | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 1,918,747 | $9,433 萬 | 0.5% | – |
| iShares Inc464286400 | MSCI BRAZIL ETF | 2,281,860 | $7,398 萬 | 0.4% | – |
| STNEStoneCo Ltd. | COM | 1,234,850 | $2,051 萬 | 0.1% | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 1,217,525 | $1,453 萬 | 0.1% | 歷史 |
| SNOWSnowflake Inc. | Stock | 61,648 | $996.2 萬 | 0.1% | 歷史 |
| PCORProcore Technologies, Inc. | COM | 60,990 | $501.2 萬 | <0.1% | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 55,005 | $320.8 萬 | <0.1% | 歷史 |
| URIUnited Rentals, Inc. | COM | 4,049 | $292.0 萬 | <0.1% | 歷史 |
| EXPEagle Materials Inc | COM | 10,587 | $287.7 萬 | <0.1% | 歷史 |
| ETNEaton Corp plc | Stock | 8,414 | $263.1 萬 | <0.1% | 歷史 |
| TTTrane Technologies plc | SHS | 8,748 | $262.6 萬 | <0.1% | 歷史 |
| NVTnVent Electric plc | SHS | 34,688 | $261.5 萬 | <0.1% | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 4,030 | $247.4 萬 | <0.1% | 歷史 |
| MTZMastec Inc | COM | 26,182 | $244.1 萬 | <0.1% | 歷史 |
| HUBBHubbell Inc | COM | 5,836 | $242.2 萬 | <0.1% | 歷史 |
| VMCVulcan Materials CO | COM | 8,191 | $223.5 萬 | <0.1% | 歷史 |
| TEXTerex Corp | Stock | 34,712 | $223.5 萬 | <0.1% | 歷史 |
| CMICummins Inc | Stock | 7,516 | $221.5 萬 | <0.1% | 歷史 |
| JCIJohnson Controls International plc | Stock | 33,806 | $220.8 萬 | <0.1% | 歷史 |
| ACMAecom | COM | 21,290 | $208.8 萬 | <0.1% | 歷史 |
| EMREmerson Electric Co | Stock | 17,981 | $203.9 萬 | <0.1% | 歷史 |
| TELTE Connectivity plc | REG SHS | 14,037 | $203.9 萬 | <0.1% | 歷史 |
| CARRCarrier Global Corp | Stock | 33,972 | $197.5 萬 | <0.1% | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 15,965 | $197.3 萬 | <0.1% | 歷史 |
| ROKRockwell Automation, Inc | Stock | 6,161 | $179.5 萬 | <0.1% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 5,932 | $143.7 萬 | <0.1% | 歷史 |
| BRZEBraze, Inc. | Stock | 26,398 | $116.9 萬 | <0.1% | 歷史 |
| HLTHCue Health Inc. | COM | 3,125,000 | $58.9 萬 | <0.1% | 歷史 |
| CARTMaplebear Inc. | COM | 7,125 | $26.6 萬 | <0.1% | 歷史 |