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 |
|---|---|---|---|---|---|---|---|---|
| TER | TERADYNE INC | $3,931.01万 | 0.11% | 81,246 | -8,244 | -9.2% | -$398.88万 | 减仓 |
| GLBE | GLOBAL E ONLINE LTD | $3,804.51万 | 0.10% | 1,095,454 | -711,729 | -39.4% | -$2,471.83万 | 减仓 |
| QCOM | QUALCOMM INC | $3,610.54万 | 0.10% | 195,386 | 148,415 | 316.0% | $2,742.56万 | 重新持有 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $3,423.44万 | 0.09% | 1,076,555 | 998,311 | 1,275.9% | $3,174.63万 | 加仓 |
| TDG | TRANSDIGM GROUP INC 看跌期权 | $3,290.14万 | 0.09% | 24,700 | 24,700 | — | $3,290.14万 | 新建仓 |
| COPX | GLOBAL X FDS | $3,285.19万 | 0.09% | 426,814 | 426,814 | — | $3,285.19万 | 新建仓 |
| APP | APPLOVIN CORP | $3,236.93万 | 0.09% | 62,825 | -68,997 | -52.3% | -$3,554.93万 | 减仓 |
| SNOW | SNOWFLAKE INC | $3,020.18万 | 0.08% | 118,671 | -85,079 | -41.8% | -$2,165.26万 | 减仓 |
| HBM | HUDBAY MINERALS INC | $2,986.75万 | 0.08% | 1,269,125 | 131,054 | 11.5% | $308.42万 | 加仓 |
| SNDK | SANDISK CORP | $2,969.95万 | 0.08% | 13,062 | -17,422 | -57.2% | -$3,961.29万 | 减仓 |
| APP | APPLOVIN CORP 看跌期权 | $2,874.98万 | 0.08% | 55,800 | -50,800 | -47.7% | -$2,617.37万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $2,846.38万 | 0.08% | 734,928 | 59,900 | 8.9% | $231.99万 | 加仓 |
| VNET | VNET GROUP INC | $2,834.46万 | 0.08% | 3,525,444 | 2,079,444 | 143.8% | $1,671.87万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC 看跌期权 | $2,797.59万 | 0.08% | 55,800 | 4,200 | 8.1% | $210.57万 | 加仓 |
| NXE | NEXGEN ENERGY LTD | $2,608.42万 | 0.07% | 2,777,870 | 341,399 | 14.0% | $320.57万 | 加仓 |
| FTAI | FTAI AVIATION LTD 看涨期权 | $2,588.97万 | 0.07% | 95,700 | 95,700 | — | $2,588.97万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI 看涨期权 | $2,550.89万 | 0.07% | 93,800 | 93,800 | — | $2,550.89万 | 新建仓 |
| YSS | YORK SPACE SYSTEMS INC | $2,530.38万 | 0.07% | 1,027,774 | 577,774 | 128.4% | $1,422.48万 | 加仓 |
| GLD | SPDR GOLD TR | $2,523.40万 | 0.07% | 68,500 | 68,500 | — | $2,523.40万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC 看涨期权 | $2,509.36万 | 0.07% | 63,100 | 63,100 | — | $2,509.36万 | 新建仓 |
| G | GENPACT LIMITED | $2,410.85万 | 0.06% | 876,672 | 70,320 | 8.7% | $193.38万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $2,358.41万 | 0.06% | 36,924 | -46,168 | -55.6% | -$2,948.84万 | 减仓 |
| GLW | CORNING INC | $2,269.06万 | 0.06% | 88,833 | 88,833 | — | $2,269.06万 | 新建仓 |
| DPC | DPC HOLDINGS PLC | $2,207.70万 | 0.06% | 450,000 | 450,000 | — | $2,207.70万 | 新建仓 |
| CBRS | CEREBRAS SYSTEMS INC 看跌期权 | $2,196.74万 | 0.06% | 99,400 | 99,400 | — | $2,196.74万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2,165.75万 | 0.06% | 22,443 | -35,661 | -61.4% | -$3,441.29万 | 减仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $2,138.88万 | 0.06% | 2,561,538 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $1,889.88万 | 0.05% | 22,025 | -3,901 | -15.0% | -$334.73万 | 减仓 |
| U | UNITY SOFTWARE INC 看涨期权 | $1,681.08万 | 0.05% | 588,200 | -476,400 | -44.7% | -$1,361.55万 | 减仓 |
| ERO | ERO COPPER CORP | $1,629.95万 | 0.04% | 612,491 | 33,329 | 5.8% | $88.69万 | 加仓 |
| DNN | DENISON MINES CORP | $1,482.50万 | 0.04% | 4,844,768 | 1,115,775 | 29.9% | $341.43万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,458.20万 | 0.04% | 25,102 | -8,374 | -25.0% | -$486.45万 | 重新持有 |
| FORM | FORMFACTOR INC | $1,410.53万 | 0.04% | 88,197 | 88,197 | — | $1,410.53万 | 新建仓 |
| CLS | CELESTICA INC | $1,288.77万 | 0.03% | 35,328 | -3,128 | -8.1% | -$114.11万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1,260.58万 | 0.03% | 31,739 | -19,421 | -38.0% | -$771.34万 | 减仓 |
| NOK | NOKIA CORP | $1,244.05万 | 0.03% | 936,787 | 936,787 | — | $1,244.05万 | 新建仓 |
| AGX | ARGAN INC | $1,216.67万 | 0.03% | 15,236 | -14,200 | -48.2% | -$1,133.94万 | 减仓 |
| FLY | FIREFLY AEROSPACE INC 看涨期权 | $1,176.00万 | 0.03% | 400,000 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY CORP | $1,150.43万 | 0.03% | 1,079,198 | 309,819 | 40.3% | $330.27万 | 加仓 |
| UUUU | ENERGY FUELS INC | $1,132.87万 | 0.03% | 781,288 | 223,335 | 40.0% | $323.84万 | 加仓 |
| CAMT | CAMTEK LTD | $1,074.55万 | 0.03% | 65,875 | 65,875 | — | $1,074.55万 | 新建仓 |
| KWEB | KRANESHARES TRUST | $1,034.96万 | 0.03% | 422,950 | -2,130,524 | -83.4% | -$5,213.39万 | 减仓 |
| BAC | BANK OF AMER CORP | $991.29万 | 0.03% | 173,972 | 173,972 | — | $991.29万 | 新建仓 |
| MS | MORGAN STANLEY | $969.99万 | 0.03% | 46,402 | 46,402 | — | $969.99万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $968.50万 | 0.03% | 29,588 | 29,588 | — | $968.50万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $933.80万 | 0.03% | 9,233 | 9,233 | — | $933.80万 | 新建仓 |
| COHR | COHERENT CORP | $840.22万 | 0.02% | 21,300 | 21,300 | — | $840.22万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $808.63万 | 0.02% | 21,259 | 21,259 | — | $808.63万 | 新建仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $805.91万 | 0.02% | 288,649 | 288,649 | — | $805.91万 | 新建仓 |
| CSCO | CISCO SYS INC | $795.42万 | 0.02% | 67,718 | 67,718 | — | $795.42万 | 新建仓 |
| ASML | ASML HLDG NV 看跌期权 | $755.99万 | 0.02% | 3,800 | 3,800 | — | $755.99万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $668.22万 | 0.02% | 10,833 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $650.68万 | 0.02% | 13,264 | -31,173 | -70.2% | -$1,529.22万 | 减仓 |
| NTRA | NATERA INC | $626.40万 | 0.02% | 23,076 | 23,076 | — | $626.40万 | 新建仓 |
| HNGE | HINGE HEALTH INC | $624.38万 | 0.02% | 75,226 | 75,226 | — | $624.38万 | 新建仓 |
| FN | FABRINET | $614.47万 | 0.02% | 10,932 | 10,932 | — | $614.47万 | 新建仓 |
| SNPS | SYNOPSYS INC | $592.38万 | 0.02% | 13,280 | -58,396 | -81.5% | -$2,604.87万 | 减仓 |
| TEM | TEMPUS AI INC | $575.34万 | 0.02% | 99,316 | 99,316 | — | $575.34万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC 看跌期权 | $572.15万 | 0.02% | 32,100 | -400 | -1.2% | -$7.13万 | 减仓 |
| RDNT | RADNET INC | $536.37万 | 0.01% | 86,974 | 86,974 | — | $536.37万 | 新建仓 |
| WIX | WIX COM LTD | $523.03万 | 0.01% | 115,282 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $518.81万 | 0.01% | 30,590 | 30,590 | — | $518.81万 | 新建仓 |
| C | CITIGROUP INC | $517.53万 | 0.01% | 36,977 | 36,977 | — | $517.53万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $510.52万 | 0.01% | 13,094 | 13,094 | — | $510.52万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $502.12万 | 0.01% | 89,076 | 89,076 | — | $502.12万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $500.84万 | 0.01% | 20,341 | 20,341 | — | $500.84万 | 新建仓 |
| USB | US BANCORP | $488.76万 | 0.01% | 80,920 | 80,920 | — | $488.76万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $487.41万 | 0.01% | 33,705 | 33,705 | — | $487.41万 | 新建仓 |
| MCK | MCKESSON CORP | $479.35万 | 0.01% | 6,344 | 6,344 | — | $479.35万 | 新建仓 |
| MTB | M & T BK CORP | $476.81万 | 0.01% | 20,033 | 20,033 | — | $476.81万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $476.00万 | 0.01% | 268,473 | 268,473 | — | $476.00万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $466.70万 | 0.01% | 23,263 | 23,263 | — | $466.70万 | 新建仓 |
| HTFL | HEARTFLOW INC | $462.53万 | 0.01% | 157,644 | 157,644 | — | $462.53万 | 新建仓 |
| TGB | TREKOR METALS LTD | $455.87万 | 0.01% | 663,312 | 663,312 | — | $455.87万 | 新建仓 |
| TFC | TRUIST FINL CORP | $454.51万 | 0.01% | 91,231 | 91,231 | — | $454.51万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $443.26万 | 0.01% | 25,498 | 25,498 | — | $443.26万 | 新建仓 |
| ASML | ASML HLDG NV 看涨期权 | $417.78万 | 0.01% | 2,100 | 2,100 | — | $417.78万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $408.42万 | 0.01% | 58,287 | 58,287 | — | $408.42万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $370.08万 | 0.01% | 12,226 | -347,128 | -96.6% | -$1.05亿 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $356.11万 | 0.01% | 117,916 | 117,916 | — | $356.11万 | 新建仓 |
| KEY | KEYCORP | $344.46万 | 0.01% | 149,442 | 149,442 | — | $344.46万 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $326.66万 | 0.01% | 99,805 | 0 | 0.0% | — | 不变 |
| — | SES AI CORPORATION | $303.49万 | 0.01% | 3,160,712 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $243.72万 | 0.01% | 18,880 | 18,880 | — | $243.72万 | 新建仓 |
| UL | UNILEVER PLC | $234.02万 | 0.01% | 38,926 | 38,926 | — | $234.02万 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $209.78万 | 0.01% | 20,795 | 20,795 | — | $209.78万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC 看涨期权 | $187.15万 | 0.01% | 10,500 | 10,500 | — | $187.15万 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION | $168.52万 | 0.00% | 65,726 | 65,726 | — | $168.52万 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $140.30万 | 0.00% | 20,277 | 20,277 | — | $140.30万 | 新建仓 |
| MICC | MAGNUM ICE CREAM CO NV | $137.25万 | 0.00% | 79,000 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $127.98万 | 0.00% | 41,675 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE BANCORP | $123.78万 | 0.00% | 15,058 | 15,058 | — | $123.78万 | 新建仓 |
| — | BLAIZE HLDGS INC | $118.30万 | 0.00% | 857,215 | -1,737,049 | -67.0% | -$239.71万 | 减仓 |
| EGO | ELDORADO GOLD CORP NEW | $103.93万 | 0.00% | 33,506 | 33,506 | — | $103.93万 | 新建仓 |
| CAI | CARIS LIFE SCIENCES INC | $21.80万 | 0.00% | 12,235 | 0 | 0.0% | — | 不变 |
| PONY | PONY AI INC | $10.08万 | 0.00% | 14,510 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -809,900 | -100.0% | -$1.51亿 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -889,318 | -100.0% | -$1.16亿 | 清仓 |
| — | ONESTREAM INC | $0 | 0.00% | 0 | -4,266,714 | -100.0% | -$1.02亿 | 清仓 |
| AMZN | AMAZON COM INC 看跌期权 | $0 | 0.00% | 0 | -335,900 | -100.0% | -$6,995.79万 | 清仓 |