SeaTown Holdings Pte as of Dec. 31, 2019
Portfolio Holdings for SeaTown Holdings Pte
SeaTown Holdings Pte holds 60 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 6.5 | $47M | 25k | 1847.86 | |
| UnitedHealth (UNH) | 4.7 | $34M | 115k | 293.98 | |
| Bank of America Corporation (BAC) | 4.3 | $31M | 877k | 35.22 | |
| Broadcom (AVGO) | 4.0 | $29M | 91k | 316.02 | |
| Microsoft Corporation (MSFT) | 3.9 | $28M | 178k | 157.70 | |
| Facebook Inc cl a (META) | 3.8 | $28M | 134k | 205.25 | |
| JPMorgan Chase & Co. (JPM) | 3.7 | $27M | 191k | 139.40 | |
| Alphabet Inc Class A cs (GOOGL) | 3.4 | $25M | 18k | 1339.40 | |
| Marvell Technology Group | 3.0 | $21M | 806k | 26.56 | |
| Medtronic (MDT) | 2.9 | $21M | 186k | 113.45 | |
| Cigna Corp (CI) | 2.9 | $21M | 102k | 204.49 | |
| United Parcel Service (UPS) | 2.8 | $20M | 170k | 117.06 | |
| Alibaba Group Holding (BABA) | 2.7 | $20M | 93k | 212.10 | |
| Starbucks Corporation (SBUX) | 2.3 | $17M | 188k | 87.92 | |
| Boston Scientific Corporation (BSX) | 2.2 | $16M | 353k | 45.22 | |
| Netflix (NFLX) | 2.1 | $15M | 47k | 323.57 | |
| S&p Global (SPGI) | 2.1 | $15M | 56k | 273.05 | |
| Burlington Stores (BURL) | 2.1 | $15M | 66k | 228.03 | |
| SPDR S&P Oil & Gas Explore & Prod. | 2.1 | $15M | 631k | 23.70 | |
| Nike (NKE) | 2.0 | $14M | 141k | 101.31 | |
| Global Payments (GPN) | 1.8 | $13M | 70k | 182.56 | |
| Atmos Energy Corporation (ATO) | 1.7 | $12M | 111k | 111.86 | |
| New Oriental Education & Tech | 1.7 | $12M | 99k | 121.25 | |
| NVIDIA Corporation (NVDA) | 1.6 | $12M | 50k | 235.30 | |
| Snap Inc cl a (SNAP) | 1.6 | $11M | 700k | 16.33 | |
| Martin Marietta Materials (MLM) | 1.5 | $11M | 40k | 279.65 | |
| ICICI Bank (IBN) | 1.5 | $11M | 720k | 15.09 | |
| TAL Education (TAL) | 1.5 | $11M | 218k | 48.20 | |
| Jd (JD) | 1.5 | $11M | 299k | 35.23 | |
| Estee Lauder Companies (EL) | 1.4 | $10M | 50k | 206.55 | |
| Visa (V) | 1.4 | $9.9M | 53k | 187.90 | |
| SPDR KBW Regional Banking (KRE) | 1.4 | $9.9M | 170k | 58.25 | |
| O'reilly Automotive (ORLY) | 1.4 | $9.9M | 23k | 438.27 | |
| Humana (HUM) | 1.3 | $9.5M | 26k | 366.54 | |
| Paypal Holdings (PYPL) | 1.3 | $9.2M | 85k | 108.18 | |
| salesforce (CRM) | 1.2 | $9.0M | 55k | 162.64 | |
| Hilton Worldwide Holdings (HLT) | 1.1 | $8.3M | 75k | 110.91 | |
| Fiserv (FI) | 1.1 | $8.0M | 69k | 115.63 | |
| iShares MSCI Emerging Markets Indx (EEM) | 1.1 | $7.8M | 174k | 44.87 | |
| FedEx Corporation (FDX) | 0.9 | $6.8M | 45k | 151.20 | |
| Centene Corporation (CNC) | 0.9 | $6.7M | 107k | 62.87 | |
| Cyrusone | 0.9 | $6.5M | 100k | 65.43 | |
| Pinterest Inc Cl A (PINS) | 0.8 | $5.6M | 300k | 18.64 | |
| Huazhu Group (HTHT) | 0.8 | $5.4M | 135k | 40.07 | |
| Micron Technology (MU) | 0.7 | $5.4M | 100k | 53.78 | |
| Zendesk | 0.7 | $5.4M | 70k | 76.63 | |
| Air Products & Chemicals (APD) | 0.7 | $5.1M | 22k | 235.00 | |
| Danaher Corporation (DHR) | 0.7 | $5.0M | 33k | 153.48 | |
| Axalta Coating Sys (AXTA) | 0.7 | $5.0M | 164k | 30.40 | |
| Trip Com Intl Ltd Sponsored Ad (TCOM) | 0.7 | $4.9M | 147k | 33.54 | |
| PPG Industries (PPG) | 0.5 | $3.3M | 25k | 133.51 | |
| Servicenow (NOW) | 0.2 | $1.2M | 4.2k | 282.26 | |
| Dow (DOW) | 0.1 | $1.0M | 19k | 54.76 | |
| VMware | 0.1 | $964k | 6.4k | 151.74 | |
| Huntsman Corporation (HUN) | 0.1 | $483k | 20k | 24.15 | |
| iShares MSCI South Korea Index Fund (EWY) | 0.1 | $392k | 6.3k | 62.22 | |
| Ishares Inc etp (EWT) | 0.1 | $395k | 9.6k | 41.15 | |
| MSCI Indonesia Investable Market Ind (EIDO) | 0.0 | $293k | 11k | 25.70 | |
| Sina Corporation | 0.0 | $203k | 5.1k | 39.92 | |
| Ishares Inc msci india index (INDA) | 0.0 | $221k | 6.3k | 35.08 |
