Generalist · Singapore, Singapore
Temasek Holdings (Private)
Q4 2025 · compared with Q3 2025
Filed as Temasek Holdings (Private) LTD
- Software
- $3.7B
- Weight of 13F
- 11.9%
- Names
- 29
- Net bought
- +$1.0B
Filed 17 February 2026 · SEC filing.
Call exposure on these names is $15.4M 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
- MicrosoftMSFT2,703,988 shares · 35.5% of their software · price −$92.8M$1.3B+$409M
- Intapp, Inc.INTA17,146,805 shares · 21.3% of their software · price +$84.4M$786MFlat
- SalesforceCRM683,790 shares · 4.9% of their software · price +$19.1M$181M+$5.8M
- WorkdayWDAY811,988 shares · 4.7% of their software · price −$21.1M$174M+$69.7M
- DescartesDSGX1,464,165 shares · 3.5% of their software · price −$9.6M$128MFlat
- UnityU2,520,421 shares · 3.0% of their software · price +$10.4M$111M+$41.6M
- ServiceNowNOW662,380 shares · 2.8% of their software · price −$508M$101M+$502M
- ElasticESTC1,294,465 shares · 2.6% of their software · price −$11.7M$97.7M+$9.3M
- AppLovinAPP140,727 shares · 2.6% of their software · price −$6.3M$94.8MNew · +$101M
- FlywireFLYW6,390,857 shares · 2.5% of their software · price +$4.0M$90.5M−$31.1M
- Global-EGLBE2,096,739 shares · 2.2% of their software · price +$7.4M$82.4M−$14.1M
- SnowflakeSNOW368,528 shares · 2.2% of their software · price −$2.3M$80.8M+$40.8M
- WixWIX756,866 shares · 2.1% of their software · price −$55.8M$78.6M+$60.7M
- DynatraceDT1,670,417 shares · 2.0% of their software · price −$8.5M$72.4M−$15.4M
- IntuitINTU104,239 shares · 1.9% of their software · price −$2.1M$69.0M−$65.8M
- CadenceCDNS178,576 shares · 1.5% of their software · price −$6.9M$55.8M+$18.1M
- TwilioTWLO309,573 shares · 1.2% of their software · price +$13.0M$44.0MNew · +$31.0M
- Payoneer Global Inc.PAYO7,494,353 shares · 1.1% of their software · price −$3.2M$42.1M−$16.1M
- SynopsysSNPS55,642 shares · 0.7% of their software · price −$1.3M$26.1M+$5.1M
- WeRide Inc.WRD2,978,803 shares · 0.7% of their software · price −$3.6M$25.9M+$16.1M
- Blaize Holdings, Inc.BZAI6,353,023 shares · 0.3% of their software · price −$9.5M$12.4MFlat
- HubSpotHUBS17,965 shares · 0.2% of their software · price −$1.2M$7.2MNew · +$8.4M
- ProcorePCOR66,627 shares · 0.1% of their software$4.8MNew · +$4.9M
- OracleORCL17,065 shares · 0.1% of their software · price −$1.5M$3.3M−$65.9M
- Pagaya Technologies Ltd.PGY144,068 shares · 0.1% of their software · price −$1.3M$3.0MFlat
- SamsaraIOT39,821 shares · 0.0% of their software$1.4M−$637K
- ServiceTitanTTAN12,937 shares · 0.0% of their software$1.4MFlat
- GitLabGTLB21,494 shares · 0.0% of their software$807KFlat
- Chime Financial, Inc.CHYM29,695 shares · 0.0% of their software$747KNew · +$599K