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 |
|---|---|---|---|---|---|---|---|---|
| FIX | COMFORT SYS USA INC 看跌期权 | $0 | 0.00% | 0 | -40,000 | -100.0% | -$5,515.96万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $0 | 0.00% | 0 | -298,400 | -100.0% | -$5,204.10万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I 看跌期权 | $0 | 0.00% | 0 | -636,800 | -100.0% | -$4,532.74万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -459,165 | -100.0% | -$4,264.72万 | 清仓 |
| EWZ | ISHARES INC | $0 | 0.00% | 0 | -1,076,815 | -100.0% | -$4,133.89万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -85,100 | -100.0% | -$3,679.55万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -342,230 | -100.0% | -$3,578.01万 | 清仓 |
| PAYO | PAYONEER GLOBAL INC | $0 | 0.00% | 0 | -6,725,231 | -100.0% | -$3,248.29万 | 清仓 |
| INTU | INTUIT 看跌期权 | $0 | 0.00% | 0 | -65,700 | -100.0% | -$2,840.74万 | 清仓 |
| BE | BLOOM ENERGY CORP 看跌期权 | $0 | 0.00% | 0 | -199,400 | -100.0% | -$2,701.67万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -471,984 | -100.0% | -$2,493.02万 | 清仓 |
| FTAI | FTAI AVIATION LTD 看跌期权 | $0 | 0.00% | 0 | -93,700 | -100.0% | -$2,295.65万 | 清仓 |
| XPEV | XPENG INC | $0 | 0.00% | 0 | -1,194,538 | -100.0% | -$2,043.85万 | 清仓 |
| FLY | FIREFLY AEROSPACE INC | $0 | 0.00% | 0 | -663,155 | -100.0% | -$1,888.00万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -23,019 | -100.0% | -$1,238.47万 | 清仓 |
| LIN | LINDE PLC 看跌期权 | $0 | 0.00% | 0 | -5,900 | -100.0% | -$292.50万 | 清仓 |
| — | TASEKO MINES LTD | $0 | 0.00% | 0 | -423,901 | -100.0% | -$273.90万 | 清仓 |
| — | RAPID MICRO BIOSYSTEMS INC | $0 | 0.00% | 0 | -21,818 | -100.0% | -$4.95万 | 清仓 |