Managed by
Hedge FundAUM Tracked
$36.5B
AI Exposure
31.3%
AI & Tech holdings for Temasek Holdings (Private) Ltd
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $GOOGLAI | Alphabet Inc. | 7,076,378 | $2.5B | 6.9% | Increased by 50% |
| $NVDAAI | NVIDIA Corporation | 8,404,723 | $1.7B | 4.6% | Reduced by 6% |
| $AVGOAI | Broadcom Inc. | 3,740,773 | $1.4B | 3.9% | Increased by 6% |
| $AMZNAI | Amazon.com, Inc. | 4,570,184 | $1.1B | 3% | No change |
| $MSFTAI | Microsoft Corporation | 2,642,483 | $985.7M | 2.7% | No change |
| $GOOGAI | Alphabet Inc. | 2,000,000 | $706.7M | 1.9% | New Position |
| $LRCXAI | Lam Research | 755,004 | $327.2M | 0.9% | No change |
| $ABNBAI | Airbnb Inc. | 2,222,194 | $318.0M | 0.9% | No change |
| $PDDAI | PDD Holdings Inc. | 3,622,972 | $276.4M | 0.8% | Reduced by 26% |
| $MRVLAI | Marvell Technology | 860,962 | $256.5M | 0.7% | Reduced by 43% |
| $CDNSAI | Cadence Design Systems | 672,466 | $252.4M | 0.7% | Reduced by 10% |
| $ASMLAI | ASML Holding NV | 112,079 | $223.0M | 0.6% | New Position |
| $ISRGAI | Intuitive Surgical | 430,769 | $171.3M | 0.5% | Increased by 90% |
| $METAAI | Meta Platforms, Inc. | 297,018 | $167.3M | 0.5% | Increased by 23% |
| $MUAI | Micron Technology | 133,006 | $153.5M | 0.4% | Increased by 99% |
| $AAPLAI | Apple Inc. | 504,475 | $146.0M | 0.4% | No change |
| $BABAAI | Alibaba Group | 1,313,262 | $126.0M | 0.3% | No change |
| $VRTAI | Vertiv Holdings | 375,695 | $125.8M | 0.3% | Reduced by 9% |
| $ANETAI | Arista Networks | 669,072 | $113.7M | 0.3% | New Position |
| $PANWAI | Palo Alto Networks | 297,538 | $101.5M | 0.3% | Reduced by 36% |
| $KLACAI | KLA Corporation | 323,870 | $97.7M | 0.3% | Increased by 900% |
| $TERAI | Teradyne Inc. | 81,246 | $39.3M | 0.1% | Reduced by 9% |
| $QCOMAI | QUALCOMM Inc. | 195,386 | $36.1M | 0.1% | New Position |
| $APPAI | AppLovin Corporation | 62,825 | $32.4M | 0.1% | Reduced by 52% |
| $SNOWAI | Snowflake Inc. | 118,671 | $30.2M | 0.1% | Reduced by 42% |
| $AMDAI | Advanced Micro Devices | 25,102 | $14.6M | 0% | New Position |
| $ADIAI | Analog Devices | 31,739 | $12.6M | 0% | Reduced by 38% |
| $SNPSAI | Synopsys Inc. | 13,280 | $5.9M | 0% | Reduced by 81% |