SeaTown Holdings Pte as of Sept. 30, 2019
Portfolio Holdings for SeaTown Holdings Pte
SeaTown Holdings Pte holds 69 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Alibaba Group Holding (BABA) | 5.8 | $43M | 259k | 167.23 | |
McDonald's Corporation (MCD) | 5.4 | $41M | 189k | 214.71 | |
Broadcom (AVGO) | 3.4 | $25M | 91k | 276.07 | |
Sherwin-Williams Company (SHW) | 3.0 | $23M | 41k | 549.88 | |
Vulcan Materials Company (VMC) | 3.0 | $22M | 146k | 151.24 | |
Atmos Energy Corporation (ATO) | 2.9 | $22M | 193k | 113.89 | |
Caterpillar (CAT) | 2.9 | $22M | 171k | 126.31 | |
iShares MSCI Emerging Markets Indx (EEM) | 2.8 | $21M | 515k | 40.87 | |
Amazon (AMZN) | 2.8 | $21M | 12k | 1735.92 | |
TAL Education (TAL) | 2.7 | $20M | 590k | 34.24 | |
Northrop Grumman Corporation (NOC) | 2.7 | $20M | 54k | 374.79 | |
Boston Scientific Corporation (BSX) | 2.6 | $20M | 484k | 40.69 | |
Medtronic (MDT) | 2.4 | $18M | 167k | 108.62 | |
Microsoft Corporation (MSFT) | 2.4 | $18M | 128k | 139.03 | |
Walt Disney Company (DIS) | 2.3 | $18M | 135k | 130.32 | |
CBOE Holdings (CBOE) | 2.3 | $18M | 153k | 114.91 | |
New Oriental Education & Tech | 2.2 | $17M | 152k | 110.76 | |
Metropcs Communications (TMUS) | 2.1 | $16M | 198k | 78.77 | |
Raytheon Company | 2.0 | $15M | 76k | 196.19 | |
Comcast Corporation (CMCSA) | 1.8 | $14M | 306k | 45.08 | |
Fiserv (FI) | 1.8 | $13M | 129k | 103.59 | |
Facebook Inc cl a (META) | 1.8 | $13M | 74k | 178.08 | |
Thermo Fisher Scientific (TMO) | 1.6 | $12M | 41k | 291.26 | |
Alphabet Inc Class A cs (GOOGL) | 1.5 | $11M | 9.3k | 1221.18 | |
Global Payments (GPN) | 1.5 | $11M | 70k | 159.00 | |
MasterCard Incorporated (MA) | 1.4 | $11M | 40k | 271.58 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.4 | $10M | 41k | 250.66 | |
Burlington Stores (BURL) | 1.4 | $10M | 51k | 199.82 | |
Huntington Ingalls Inds (HII) | 1.4 | $10M | 48k | 211.80 | |
Axalta Coating Sys (AXTA) | 1.4 | $10M | 339k | 30.15 | |
Martin Marietta Materials (MLM) | 1.4 | $10M | 37k | 274.11 | |
Air Products & Chemicals (APD) | 1.3 | $9.8M | 44k | 221.86 | |
SPDR S&P Oil & Gas Explore & Prod. | 1.3 | $9.6M | 431k | 22.36 | |
Ally Financial (ALLY) | 1.2 | $9.2M | 278k | 33.16 | |
Visa (V) | 1.2 | $9.0M | 53k | 172.02 | |
General Dynamics Corporation (GD) | 1.2 | $8.9M | 49k | 182.73 | |
Ball Corporation (BALL) | 1.2 | $8.9M | 122k | 72.81 | |
salesforce (CRM) | 1.1 | $8.2M | 55k | 148.45 | |
Kkr & Co (KKR) | 1.1 | $8.0M | 297k | 26.85 | |
Cyrusone | 1.1 | $7.9M | 100k | 79.10 | |
Nike (NKE) | 1.0 | $7.7M | 82k | 93.91 | |
Cme (CME) | 1.0 | $7.4M | 35k | 211.34 | |
Allegion Plc equity (ALLE) | 0.9 | $7.0M | 67k | 103.66 | |
Citigroup (C) | 0.9 | $6.9M | 100k | 69.08 | |
United Technologies Corporation | 0.9 | $6.8M | 50k | 136.52 | |
Twilio Inc cl a (TWLO) | 0.9 | $6.6M | 60k | 109.97 | |
ICICI Bank (IBN) | 0.7 | $5.5M | 453k | 12.18 | |
Aramark Hldgs (ARMK) | 0.7 | $5.2M | 120k | 43.58 | |
O'reilly Automotive (ORLY) | 0.7 | $5.2M | 13k | 398.54 | |
Old Dominion Freight Line (ODFL) | 0.7 | $5.1M | 30k | 169.97 | |
Zendesk | 0.7 | $5.1M | 70k | 72.89 | |
UnitedHealth (UNH) | 0.7 | $5.0M | 23k | 217.30 | |
Crown Holdings (CCK) | 0.7 | $4.9M | 74k | 66.05 | |
Banco Bradesco SA (BBD) | 0.6 | $4.7M | 580k | 8.14 | |
Arconic | 0.6 | $4.4M | 171k | 26.00 | |
Aercap Holdings Nv Ord Cmn (AER) | 0.6 | $4.1M | 75k | 54.75 | |
Momo | 0.6 | $4.1M | 132k | 30.98 | |
Bright Horizons Fam Sol In D (BFAM) | 0.4 | $3.2M | 21k | 152.49 | |
Discovery Communications | 0.4 | $2.7M | 100k | 26.63 | |
Wingstop (WING) | 0.3 | $2.4M | 28k | 87.27 | |
stock | 0.3 | $2.4M | 20k | 117.85 | |
Bank of America Corporation (BAC) | 0.3 | $2.0M | 69k | 29.17 | |
Sirius Xm Holdings (SIRI) | 0.2 | $1.6M | 250k | 6.26 | |
Paypal Holdings (PYPL) | 0.2 | $1.5M | 15k | 103.57 | |
Servicenow (NOW) | 0.1 | $1.1M | 4.2k | 253.77 | |
VMware | 0.1 | $953k | 6.4k | 150.01 | |
Carlyle Group | 0.1 | $750k | 29k | 25.55 | |
AutoNation (AN) | 0.1 | $700k | 14k | 50.72 | |
Lithia Motors (LAD) | 0.1 | $662k | 5.0k | 132.40 |