Generalist · Singapore, Singapore
Temasek Holdings (Private)
Q4 2024 · compared with Q3 2024
Filed as Temasek Holdings (Private) LTD
- Software
- $3.1B
- Weight of 13F
- 12.2%
- Names
- 22
- Net bought
- −$285M
Filed 14 February 2025 · SEC filing.
Call exposure on these names is $13.9M across 1 line. Calls are not in the stock total.
129 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 202613 names · $16.8M in calls, not in the total$2.3B−$478M
- Q1 202618 names · $23.4M in calls, not in the total$2.5B−$64.7M
- Q4 202529 names · $15.4M in calls, not in the total$3.7B+$1.0B
- Q3 202527 names · $44.3M in calls, not in the total$3.3B+$500M
- Q2 202525 names · $53.7M in calls, not in the total$2.9B+$110M
- Q1 202519 names$2.6B+$135M
- Q4 202422 names · $13.9M in calls, not in the total$3.1B−$285M
- Q3 202416 names$3.0B+$63.0M
- Q2 202413 names$2.8B+$881M
- Q1 202416 names$1.9B−$299M
- Q4 202317 names$2.3B+$55.7M
- Q3 202316 names$2.3B+$163M
- Q2 202315 names$2.4B−$90.6M
- Q1 202312 names$2.3B+$21.0M
- Q4 202210 names$1.9B+$30.8M
- Q3 202211 names$1.9B−$11.4M
- Q2 202213 names$1.5B−$56.3M
- Q1 202213 names$2.8B+$29.0M
- Q4 202115 names$3.3B+$152M
- Q3 202116 names$3.4B+$219M
- Q2 202113 names$2.7B+$1.2B
- Q1 20218 names$1.3B+$167M
- Q4 20208 names$1.1B+$121M
- Q3 20205 names$767M+$205M
- Q2 20203 names$504M−$16.2M
- Q1 20206 names$207M+$191M
- Q4 20193 names$49.2MFlat
- Q3 20192 names$49.3M+$24.9M
- Q2 20191 name$16.8M+$21.1M
- Q1 20191 name$2.3M+$1.5M
- Q4 20181 name$450KFlat
- Q3 20181 name$496KFlat
- Q2 20181 name$355KFlat
- Q1 20181 name$281KFlat
- Q4 20170 names$0—
- Q3 20170 names$0—
- Q2 20170 names$0—
- Q1 20170 names$0—
- Q4 20160 names$0—
- Q3 20160 names$0—
- Q2 20160 names$0—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- Intapp, Inc.INTA17,146,805 shares · 35.6% of their software · price +$279M$1.1BFlat
- MicrosoftMSFT2,154,264 shares · 29.4% of their software · price −$19.0M$908M−$62.0M
- BILLBILL2,727,304 shares · 7.5% of their software · price +$87.1M$231MSplit
- FlywireFLYW8,684,895 shares · 5.8% of their software · price +$36.7M$179MFlat
- Global-EGLBE2,656,452 shares · 4.7% of their software · price +$42.7M$145M−$32.1M
- Payoneer Global Inc.PAYO13,748,577 shares · 4.5% of their software · price +$34.5M$138M−$46.3M
- ServiceNowNOW127,393 shares · 4.4% of their software · price +$21.1M$135M−$74.9M
- AdobeADBE169,241 shares · 2.4% of their software · price −$12.4M$75.3M−$8.5M
- OracleORCL249,939 shares · 1.3% of their software · price −$940K$41.6M+$24.7M
- ElasticESTC359,283 shares · 1.2% of their software · price +$8.0M$35.6MNew · +$27.6M
- SynopsysSNPS67,914 shares · 1.1% of their software · price −$1.4M$33.0M−$21.5M
- DynatraceDT392,365 shares · 0.7% of their software$21.3M−$24.8M
- AtlassianTEAM48,905 shares · 0.4% of their software · price +$4.1M$11.9MNew · +$7.8M
- Automatic Data Processing, Inc.ADP29,788 shares · 0.3% of their software$8.7M−$37.2M
- CadenceCDNS22,251 shares · 0.2% of their software · price +$655K$6.7M−$27.3M
- Palo Alto NetworksPANW24,850 shares · 0.1% of their software · price −$4.0M$4.5MNew · +$8.5M
- ProcorePCOR46,702 shares · 0.1% of their software · price +$617K$3.5MNew · +$2.9M
- GitLabGTLB40,374 shares · 0.1% of their software$2.3MNew · +$2.1M
- DatadogDDOG15,888 shares · 0.1% of their software$2.3MNew · +$1.8M
- SentinelOneS72,826 shares · 0.1% of their software$1.6MNew · +$1.7M
- SamsaraIOT30,148 shares · 0.0% of their software$1.3MFlat
- SnowflakeSNOW5,310 shares · 0.0% of their software$820KNew · +$610K