Portfolio (Quarterly) Guide ↗

SeaTown Holdings Pte. Ltd.

· CIK 0001512367

13F Portfolio $153M AUM 17 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 5 Added 6 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MMYT	MAKEMYTRIP LIMITED MAURITIUS	Consumer Cyclical	116,700	$9.6M	5.56%	SOLD
2	ANET	ARISTA NETWORKS INC	Technology	70,450	$9.2M	5.36%	SOLD
3	FICO	FAIR ISAAC CORP	Technology	5,450	$9.2M	5.34%	SOLD
4	STX	SEAGATE TECHNOLOGY HLDNGS PL	Technology	32,500	$9.0M	5.19%	SOLD
5	AMD	ADVANCED MICRO DEVICES INC	Technology	36,000	$7.7M	4.47%	SOLD

Sector Allocation

Technology 33.5%

Consumer Cyclical 17.1%

Financial Services 11.8%

Industrials 7.1%

Healthcare 7.0%

Energy 6.9%

Consumer Defensive 5.8%

Utilities 5.6%

Communication Services 5.2%