Temasek Holdings (Private) Ltd Top Holdings and 13F Report (2025) About Temasek Holdings (Private) LtdInvestment ActivityTemasek Holdings (Private) Ltd has $26.16 billion in total holdings as of June 30, 2025.Temasek Holdings (Private) Ltd owns shares of 120 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 5.82% of the portfolio was purchased this quarter.About 12.65% of the portfolio was sold this quarter.This quarter, Temasek Holdings (Private) Ltd has purchased 123 new stocks and bought additional shares in 33 stocks.Temasek Holdings (Private) Ltd sold shares of 41 stocks and completely divested from 24 stocks this quarter.Largest Holdings BLACKROCK INC $5,343,646,631Visa $2,110,421,105Mastercard $1,548,751,033NVIDIA $1,281,460,525Roblox $1,125,163,549 Largest New Holdings this Quarter 743315103 - Progressive $117,057,338 HoldingN30577105 - Ermenegildo Zegna $108,584,838 Holding249906108 - The Descartes Systems Group $91,154,504 Holding81369Y308 - Consumer Staples Select Sector SPDR Fund $76,289,529 HoldingN14506104 - Elastic $48,114,903 Holding Largest Purchases this Quarter Progressive 438,647 shares (about $117.06M)Ermenegildo Zegna 12,699,981 shares (about $108.58M)Intuit 135,614 shares (about $106.81M)Broadcom 377,509 shares (about $104.06M)The Descartes Systems Group 896,779 shares (about $91.15M) Largest Sales this Quarter Alibaba Group 3,659,594 shares (about $415.03M)DOORDASH INC 547,440 shares (about $134.95M)JD.com 4,036,234 shares (about $131.74M)BILL 2,800,088 shares (about $129.53M)Vertiv 924,108 shares (about $118.66M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTemasek Holdings (Private) Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBLACKROCK INC$5,343,646,6310.0%5,092,82520.4%COMVVisa$2,110,421,105$29,886,689 ▲1.4%5,944,0118.1%Business ServicesMAMastercard$1,548,751,033$1,836,982 ▲0.1%2,756,0795.9%Business ServicesNVDANVIDIA$1,281,460,525$1,371,669 ▲0.1%8,111,0234.9%Computer and TechnologyRBLXRoblox$1,125,163,549$90,364,170 ▼-7.4%10,695,4714.3%Consumer DiscretionaryMSFTMicrosoft$1,049,096,385$24,636,220 ▲2.4%2,109,1184.0%Computer and TechnologyAVGOBroadcom$976,090,708$104,060,356 ▲11.9%3,541,0513.7%Computer and TechnologyAMZNAmazon.com$973,006,717$60,129,314 ▼-5.8%4,435,0553.7%Retail/WholesaleIBNICICI Bank$911,112,3540.0%27,084,1963.5%FinanceINTAIntapp$885,118,0740.0%17,146,8053.4%Computer and TechnologyDOORDASH INC$764,712,969$134,949,434 ▼-15.0%3,102,1582.9%CL AHDBHDFC Bank$682,030,4060.0%8,895,6622.6%FinanceGOOGLAlphabet$605,943,065$32,453,812 ▲5.7%3,438,3652.3%Computer and TechnologyTPGTPG$503,658,153$56,279,007 ▲12.6%9,602,6341.9%FinanceTMOThermo Fisher Scientific$463,638,239$46,477,880 ▼-9.1%1,143,4871.8%MedicalSPGIS&P Global$442,609,335$27,569,358 ▲6.6%839,4041.7%FinanceSESEA$395,887,6470.0%2,475,2261.5%Computer and TechnologyABNBAirbnb$304,714,306$10,629,152 ▲3.6%2,302,5111.2%Consumer DiscretionaryGE VERNOVA INC$296,110,753$43,066,460 ▲17.0%559,5971.1%COMBGNEBeiGene$244,603,263$4,045,716 ▲1.7%1,010,4650.9%MedicalMSCIMSCI$242,315,581$29,713,645 ▲14.0%420,1470.9%FinanceHTHTH World Group$211,684,883$20,880,813 ▼-9.0%6,240,7100.8%Consumer DiscretionaryBABAAlibaba Group$209,894,011$415,034,555 ▼-66.4%1,850,7540.8%Retail/WholesaleZTOZTO Express (Cayman)$185,074,8130.0%10,426,7500.7%TransportationYUMCYum China$166,404,271$38,816,685 ▲30.4%3,721,8580.6%Retail/WholesaleINTUIntuit$165,919,773$106,813,655 ▲180.7%210,6570.6%Computer and TechnologyBNTXBioNTech$160,346,694$32,069,296 ▼-16.7%1,506,0270.6%MedicalPDDPDD$151,961,505$33,383,295 ▲28.2%1,451,9540.6%Retail/WholesaleTECKTeck Resources$144,050,764$43,926,333 ▲43.9%3,567,3790.6%Basic MaterialsAAPLApple$143,730,612$45,672,483 ▼-24.1%700,5440.5%Computer and TechnologyPGRProgressive$117,057,338$117,057,338 ▲New Holding438,6470.4%FinanceBSXBoston Scientific$116,583,9950.0%1,085,4110.4%MedicalCCJCameco$114,133,895$14,019,746 ▲14.0%1,537,5710.4%Basic MaterialsKWEBKraneShares CSI China Internet ETF$112,382,414$50,117,818 ▲80.5%3,273,5920.4%ManufacturingZGNErmenegildo Zegna$108,584,838$108,584,838 ▲New Holding12,699,9810.4%Retail/WholesaleMETAMeta Platforms$105,159,373$3,590,808 ▲3.5%142,4750.4%Computer and TechnologyFLYWFlywire$101,613,2720.0%8,684,8950.4%Computer and TechnologyGEGE Aerospace$97,325,851$7,206,920 ▼-6.9%378,1260.4%AerospaceETWOE2open Parent$94,471,5280.0%29,248,1510.4%Computer and TechnologyPAYOPayoneer Global$94,177,7520.0%13,748,5770.4%Business ServicesNOWServiceNow$92,686,553$50,209,371 ▼-35.1%90,1550.4%Computer and TechnologyDSGXThe Descartes Systems Group$91,154,504$91,154,504 ▲New Holding896,7790.3%Computer and TechnologyMRVLMarvell Technology$89,537,404$3,280,754 ▼-3.5%1,156,8140.3%Computer and TechnologyWFCWells Fargo & Company$87,004,151$9,326,289 ▲12.0%1,085,9230.3%FinanceLLYEli Lilly and Company$85,172,227$10,579,002 ▲14.2%109,2610.3%MedicalONESTREAM INC$83,664,9880.0%2,956,3600.3%CL AGLBEGlobal-e Online$83,558,9730.0%2,491,3230.3%Retail/WholesaleETNEaton$77,593,204$43,917,624 ▼-36.1%217,3540.3%IndustrialsXLPConsumer Staples Select Sector SPDR Fund$76,289,529$76,289,529 ▲New Holding942,1950.3%ETFLINDE PLC$76,174,188$2,109,433 ▲2.8%162,3560.3%SHSDNLIDenali Therapeutics$74,928,0900.0%5,355,8320.3%MedicalORCLOracle$69,809,652$33,998,495 ▼-32.8%319,3050.3%Computer and TechnologyTCOMTrip.com Group$55,934,879$5,606,922 ▲11.1%953,8690.2%Consumer DiscretionaryVRTVertiv$55,791,577$118,664,709 ▼-68.0%434,4800.2%Computer and TechnologyGHGuardant Health$54,334,8080.0%1,044,0970.2%MedicalEWYiShares MSCI South Korea ETF$52,858,792$48,774,510 ▲1,194.2%736,4000.2%ETFNTESNetEase$49,266,374$30,742,379 ▼-38.4%366,0750.2%Computer and TechnologyDTDynatrace$48,783,004$26,767,796 ▲121.6%883,5900.2%Computer and TechnologyESTCElastic$48,114,903$48,114,903 ▲New Holding570,5550.2%Computer and TechnologyTWLOTwilio$43,492,298$20,169,451 ▲86.5%349,7290.2%Computer and TechnologyBILLBILL$42,550,272$129,532,071 ▼-75.3%919,8070.2%Computer and TechnologyNFLXNetflix$42,031,273$23,000,897 ▼-35.4%31,3870.2%Consumer DiscretionaryBZKANZHUN$40,787,128$23,877,216 ▲141.2%2,286,2740.2%Computer and TechnologySNOWSnowflake$40,762,167$40,762,167 ▲New Holding182,1610.2%Computer and TechnologyDDOGDatadog$38,458,679$23,839,948 ▲163.1%286,3000.1%Computer and TechnologySCCOSouthern Copper$38,424,164$1,128,147 ▼-2.9%379,7980.1%Basic MaterialsSCHPSchwab U.S. TIPS ETF$37,618,8000.0%1,410,0000.1%ETFFCXFreeport-McMoRan$36,099,886$1,251,688 ▼-3.4%832,7540.1%Basic MaterialsPEPPepsiCo$35,542,659$11,428,062 ▲47.4%269,1810.1%Consumer StaplesCDNSCadence Design Systems$33,844,115$1,606,694 ▲5.0%109,8300.1%Computer and TechnologyMMCMarsh & McLennan Companies$31,343,356$31,343,356 ▲New Holding143,3560.1%FinanceINDAiShares MSCI India ETF$29,984,1250.0%538,5080.1%ETFAAAlcoa$28,867,980$9,939,676 ▲52.5%978,2440.1%IndustrialsMUMicron Technology$25,666,1960.0%208,2450.1%Computer and TechnologyWMTWalmart$24,998,630$44,975,279 ▼-64.3%255,6620.1%Retail/WholesaleSESSES AI$24,933,9760.0%28,069,3190.1%Auto/Tires/TrucksSNPSSynopsys$23,227,993$17,300,387 ▲291.9%45,3070.1%Computer and TechnologyCMGChipotle Mexican Grill$23,008,698$18,770,552 ▼-44.9%409,7720.1%Retail/WholesaleBEKEKE$21,855,538$21,855,538 ▲New Holding1,231,9920.1%Computer and TechnologyDHRDanaher$21,709,646$8,869,546 ▲69.1%109,9000.1%MedicalXPEVXPeng$21,358,339$21,358,339 ▲New Holding1,194,5380.1%Auto/Tires/TrucksHBMHudBay Minerals$20,931,493$614,987 ▼-2.9%1,972,8080.1%Basic MaterialsKKRKKR & Co. Inc.$20,103,893$4,270,928 ▼-17.5%151,1230.1%FinanceJDJD.com$19,233,316$131,742,679 ▼-87.3%589,2560.1%Retail/WholesaleBLAIZE HLDGS INC$18,932,0090.0%6,353,0230.1%COMCRSCarpenter Technology$17,655,154$17,655,154 ▲New Holding63,8800.1%Basic MaterialsJPMJPMorgan Chase & Co.$14,457,812$16,774,483 ▼-53.7%49,8700.1%FinanceCRMSalesforce$12,754,529$12,754,529 ▲New Holding46,7730.0%Computer and TechnologyPFEPfizer$12,626,6160.0%520,9000.0%MedicalMTZMasTec$12,098,485$10,365,894 ▼-46.1%70,9880.0%ConstructionVIPSVipshop$11,727,412$11,727,412 ▲New Holding779,2300.0%Computer and TechnologyTSLATesla$11,102,217$23,805,440 ▼-68.2%34,9500.0%Auto/Tires/TrucksEROEro Copper$10,693,179$145,095 ▼-1.3%634,6100.0%Basic MaterialsNVTnVent Electric$10,529,761$20,010,435 ▼-65.5%143,7510.0%Computer and TechnologyEMEEMCOR Group$10,081,072$11,868,674 ▼-54.1%18,8470.0%ConstructionTALEN ENERGY CORP$9,928,923$13,095,117 ▼-56.9%34,1470.0%COMVSTVistra$9,863,572$14,949,340 ▼-60.2%50,8930.0%UtilitiesAPHAmphenol$9,487,900$15,194,070 ▼-61.6%96,0800.0%Computer and TechnologyGNRCGenerac$9,421,356$6,796,746 ▼-41.9%65,7870.0%IndustrialsPWRQuanta Services$9,137,437$25,637,225 ▼-73.7%24,1680.0%ConstructionShowing largest 100 holdings. 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