Temasek Holdings (Private) Ltd
SINGAPORE U0 · SEC CIK 0001021944
$372.54亿2026Q2 申报市值
196持仓数
51.4%前十大占比 · 第一大 13.4%
64 / 22新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPCX 新建仓+$16.80亿
GOOGL 加仓+$8.48亿
GOOG 新建仓+$7.07亿
ASML 新建仓+$2.23亿
STRL 加仓+$1.13亿
2026Q2 卖出最多 按季末市值估算
MRVL 减仓-$1.95亿
CRM 清仓-$1.51亿
BLK 减仓-$1.30亿
WDAY 清仓-$1.16亿
BE 减仓-$1.05亿
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| RBLX | ROBLOX CORP | $4.23亿 | 1.14% | 7,777,760 | 0 | 0.0% | — | 不变 |
| INTA | INTAPP INC | $4.32亿 | 1.16% | 17,146,805 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $5.51亿 | 1.48% | 5,744,587 | 461,726 | 8.7% | $4,424.72万 | 加仓 |
| GEV | GE VERNOVA INC | $5.61亿 | 1.51% | 477,264 | -60,864 | -11.3% | -$7,150.67万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5.83亿 | 1.57% | 1,163,729 | -32,070 | -2.7% | -$1,607.86万 | 减仓 |
| SPGI | S&P GLOBAL INC | $6.14亿 | 1.65% | 1,506,913 | 110,461 | 7.9% | $4,498.63万 | 加仓 |
| DASH | DOORDASH INC | $6.39亿 | 1.71% | 3,461,501 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $7.07亿 | 1.90% | 2,000,000 | 2,000,000 | — | $7.07亿 | 新建仓 |
| IBN | ICICI BANK LIMITED | $8.48亿 | 2.28% | 29,195,789 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $9.86亿 | 2.65% | 2,642,483 | -24,598 | -0.9% | -$917.55万 | 减仓 |
| AMZN | AMAZON COM INC | $10.89亿 | 2.92% | 4,570,184 | 86,112 | 1.9% | $2,052.39万 | 加仓 |
| AVGO | BROADCOM INC | $14.13亿 | 3.79% | 3,740,773 | 200,143 | 5.7% | $7,560.40万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $16.71亿 | 4.49% | 3,253,602 | 34,891 | 1.1% | $1,792.00万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $16.80亿 | 4.51% | 9,831,945 | 9,831,945 | — | $16.80亿 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $16.82亿 | 4.51% | 8,404,723 | -498,085 | -5.6% | -$9,966.18万 | 减仓 |
| V | VISA INC | $22.63亿 | 6.08% | 6,597,214 | -74,414 | -1.1% | -$2,553.07万 | 减仓 |
| GOOGL | ALPHABET INC | $25.29亿 | 6.79% | 7,076,378 | 2,373,642 | 50.5% | $8.48亿 | 加仓 |
| BLK | BLACKROCK INC | $49.95亿 | 13.41% | 5,195,165 | -135,327 | -2.5% | -$1.30亿 | 减仓 |