Managed by
Hedge FundAUM Tracked
$29.7B
AI Exposure
28.6%
AI & Tech holdings for Temasek Holdings (Private) Ltd
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 8,902,808 | $1.6B | 5.2% | No change |
| $GOOGLAI | Alphabet Inc. | 4,700,245 | $1.4B | 4.5% | No change |
| $AVGOAI | Broadcom Inc. | 3,540,630 | $1.1B | 3.7% | Increased by 42% |
| $MSFTAI | Microsoft Corporation | 2,667,081 | $987.3M | 3.3% | No change |
| $AMZNAI | Amazon.com, Inc. | 4,484,072 | $933.9M | 3.1% | Reduced by 16% |
| $PDDAI | PDD Holdings Inc. | 4,926,061 | $503.3M | 1.7% | Increased by 5% |
| $ABNBAI | Airbnb Inc. | 2,222,194 | $280.6M | 0.9% | No change |
| $CDNSAI | Cadence Design Systems | 749,113 | $208.2M | 0.7% | Increased by 319% |
| $BABAAI | Alibaba Group | 1,313,262 | $164.8M | 0.6% | No change |
| $LRCXAI | Lam Research | 760,335 | $162.5M | 0.5% | New Position |
| $CRMAI | Salesforce Inc. | 809,900 | $151.2M | 0.5% | Increased by 18% |
| $MRVLAI | Marvell Technology | 1,516,386 | $150.2M | 0.5% | Increased by 7% |
| $METAAI | Meta Platforms, Inc. | 242,312 | $138.6M | 0.5% | Reduced by 34% |
| $AAPLAI | Apple Inc. | 513,063 | $130.2M | 0.4% | Reduced by 23% |
| $WDAYAI | Workday Inc. | 889,318 | $115.5M | 0.4% | Increased by 10% |
| $ISRGAI | Intuitive Surgical | 227,211 | $104.7M | 0.4% | Increased by 416% |
| $VRTAI | Vertiv Holdings | 411,631 | $103.1M | 0.3% | Reduced by 13% |
| $PANWAI | Palo Alto Networks | 464,118 | $74.4M | 0.3% | New Position |
| $APPAI | AppLovin Corporation | 131,822 | $52.5M | 0.2% | Reduced by 6% |
| $KLACAI | KLA Corporation | 32,387 | $47.7M | 0.2% | New Position |
| $INTUAI | Intuit Inc. | 85,100 | $36.8M | 0.1% | Reduced by 18% |
| $NOWAI | ServiceNow Inc. | 342,230 | $35.8M | 0.1% | Reduced by 48% |
| $SNOWAI | Snowflake Inc. | 203,750 | $30.7M | 0.1% | Reduced by 45% |
| $SNPSAI | Synopsys Inc. | 71,676 | $28.4M | 0.1% | Increased by 29% |
| $TERAI | Teradyne Inc. | 89,490 | $26.5M | 0.1% | New Position |
| $MUAI | Micron Technology | 66,870 | $22.6M | 0.1% | New Position |
| $ADIAI | Analog Devices | 51,160 | $16.3M | 0.1% | Increased by 45% |
| $GOOGLAI | Alphabet Inc. | 2,491 | $3.3M | 0% | Reduced by 100% |