Generalist · Singapore, Singapore
Temasek Holdings (Private)
Q3 2025 · compared with Q2 2025
Filed as Temasek Holdings (Private) LTD
- Software
- $3.3B
- Weight of 13F
- 11.4%
- Names
- 27
- Net bought
- +$500M
Filed 14 November 2025 · SEC filing.
Call exposure on these names is $44.3M across 2 lines. Calls are not in the stock total.
117 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
- MicrosoftMSFT1,914,180 shares · 30.4% of their software · price +$39.3M$991M−$43.3M
- Intapp, Inc.INTA17,146,805 shares · 21.5% of their software · price −$184M$701MFlat
- SalesforceCRM659,458 shares · 4.8% of their software · price −$23.5M$156M+$167M
- DescartesDSGX1,464,165 shares · 4.2% of their software · price −$10.9M$138M+$57.7M
- IntuitINTU200,641 shares · 4.2% of their software · price −$21.0M$137M+$16.0M
- WorkdayWDAY522,383 shares · 3.9% of their software$126M+$121M
- FlywireFLYW8,684,895 shares · 3.6% of their software · price +$16.0M$118MFlat
- ServiceNowNOW117,005 shares · 3.3% of their software · price −$12.6M$108M+$27.6M
- ElasticESTC1,184,857 shares · 3.1% of their software$100M+$51.8M
- DynatraceDT1,989,098 shares · 3.0% of their software · price −$13.4M$96.4M+$61.0M
- Global-EGLBE2,491,323 shares · 2.7% of their software · price +$5.5M$89.1MFlat
- WixWIX414,997 shares · 2.3% of their software · price +$8.0M$73.7MNew · +$65.8M
- OracleORCL251,426 shares · 2.2% of their software · price +$15.7M$70.7M−$14.8M
- AtlassianTEAM433,165 shares · 2.1% of their software · price −$18.8M$69.2MNew · +$88.0M
- Payoneer Global Inc.PAYO10,152,388 shares · 1.9% of their software · price −$8.1M$61.4M−$24.6M
- UnityU1,480,545 shares · 1.8% of their software · price +$23.5M$59.3M+$30.8M
- CadenceCDNS127,094 shares · 1.4% of their software · price +$5.5M$44.6M+$5.3M
- SnowflakeSNOW187,427 shares · 1.3% of their software$42.3M+$1.2M
- SynopsysSNPS45,307 shares · 0.7% of their software · price −$874K$22.4MFlat
- Blaize Holdings, Inc.BZAI6,353,023 shares · 0.7% of their software · price +$3.0M$21.9MFlat
- WeRide Inc.WRD1,355,647 shares · 0.4% of their software · price +$2.7M$13.4MNew · +$10.7M
- Palo Alto NetworksPANW35,410 shares · 0.2% of their software$7.2M+$3.1M
- Automatic Data Processing, Inc.ADP21,605 shares · 0.2% of their software$6.3M+$2.6M
- Pagaya Technologies Ltd.PGY144,068 shares · 0.1% of their software · price +$1.2M$4.3MNew · +$3.1M
- SamsaraIOT56,930 shares · 0.1% of their software$2.1M−$686K
- ServiceTitanTTAN12,937 shares · 0.0% of their software$1.3M−$5.2M
- GitLabGTLB21,494 shares · 0.0% of their software$969KNew · +$970K