Generalist · Singapore, Singapore
Temasek Holdings (Private)
Q2 2025 · compared with Q1 2025
Filed as Temasek Holdings (Private) LTD
- Software
- $2.9B
- Weight of 13F
- 11.4%
- Names
- 25
- Net bought
- +$110M
Filed 14 August 2025 · SEC filing.
Call exposure on these names is $53.7M across 1 line. Calls are not in the stock total.
120 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
- MicrosoftMSFT2,001,218 shares · 33.9% of their software · price +$244M$995M−$21.9M
- Intapp, Inc.INTA17,146,805 shares · 30.2% of their software · price −$116M$885MFlat
- IntuitINTU180,357 shares · 4.8% of their software · price +$31.3M$142M+$64.7M
- FlywireFLYW8,684,895 shares · 3.5% of their software · price +$19.1M$102MFlat
- Payoneer Global Inc.PAYO13,748,577 shares · 3.2% of their software · price −$6.3M$94.2MFlat
- ServiceNowNOW90,155 shares · 3.2% of their software · price +$20.9M$92.7M−$38.9M
- DescartesDSGX896,779 shares · 3.1% of their software · price +$735K$91.2MNew · +$90.4M
- Global-EGLBE2,491,323 shares · 2.8% of their software · price −$5.3M$83.6MFlat
- OracleORCL319,305 shares · 2.4% of their software · price +$25.2M$69.8M−$21.7M
- DynatraceDT883,590 shares · 1.7% of their software · price +$7.1M$48.8M+$22.9M
- ElasticESTC570,555 shares · 1.6% of their software · price −$2.7M$48.1MNew · +$50.8M
- TwilioTWLO349,729 shares · 1.5% of their software · price +$9.3M$43.5M+$15.9M
- BILLBILL919,807 shares · 1.5% of their software$42.6M−$128M
- SnowflakeSNOW182,161 shares · 1.4% of their software · price +$14.1M$40.8MNew · +$26.6M
- DatadogDDOG286,300 shares · 1.3% of their software · price +$10.1M$38.5M+$17.6M
- CadenceCDNS109,830 shares · 1.2% of their software · price +$5.9M$33.8M+$1.3M
- SynopsysSNPS45,307 shares · 0.8% of their software · price +$3.8M$23.2M+$14.5M
- Blaize Holdings, Inc.BZAI6,353,023 shares · 0.6% of their software · price +$6.1M$18.9MFlat
- SalesforceCRM46,773 shares · 0.4% of their software$12.8MNew · +$12.6M
- ServiceTitanTTAN61,685 shares · 0.2% of their software · price +$745K$6.6MNew · +$5.9M
- UnityU208,333 shares · 0.2% of their software · price +$960K$5.0MNew · +$4.1M
- WorkdayWDAY17,873 shares · 0.1% of their software$4.3MNew · +$4.2M
- Palo Alto NetworksPANW20,441 shares · 0.1% of their software · price +$695K$4.2MNew · +$3.5M
- Automatic Data Processing, Inc.ADP13,152 shares · 0.1% of their software$4.1M−$5.1M
- SamsaraIOT74,171 shares · 0.1% of their software$3.0MNew · +$2.8M