Generalist · Singapore, Singapore
Temasek Holdings (Private)
Q1 2026 · compared with Q4 2025
Filed as Temasek Holdings (Private) LTD
- Software
- $2.5B
- Weight of 13F
- 8.6%
- Names
- 18
- Net bought
- −$64.7M
Call exposure on these names is $23.4M across 1 line. Calls are not in the stock total.
132 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
- MicrosoftMSFT2,667,081 shares · 38.8% of their software · price −$303M$987M−$17.8M
- Intapp, Inc.INTA17,146,805 shares · 17.3% of their software · price −$345M$441MFlat
- CadenceCDNS749,113 shares · 8.2% of their software · price −$26.0M$208M+$178M
- SalesforceCRM809,900 shares · 5.9% of their software · price −$63.4M$151M+$33.4M
- WorkdayWDAY889,318 shares · 4.5% of their software · price −$75.5M$116M+$16.6M
- DescartesDSGX1,464,165 shares · 4.1% of their software · price −$23.6M$105MFlat
- UnityU4,582,843 shares · 4.0% of their software · price −$102M$101M+$91.1M
- Palo Alto NetworksPANW464,118 shares · 2.9% of their software · price −$11.1M$74.4MNew · +$85.5M
- FlywireFLYW6,173,385 shares · 2.8% of their software · price −$15.6M$71.9M−$3.1M
- Global-EGLBE1,807,183 shares · 2.2% of their software · price −$15.3M$55.8M−$11.4M
- AppLovinAPP131,822 shares · 2.1% of their software · price −$36.4M$52.5M−$6.0M
- IntuitINTU85,100 shares · 1.4% of their software · price −$19.6M$36.8M−$12.7M
- ServiceNowNOW342,230 shares · 1.4% of their software · price −$16.6M$35.8M−$49.0M
- Payoneer Global Inc.PAYO6,725,231 shares · 1.3% of their software · price −$5.3M$32.5M−$4.3M
- SnowflakeSNOW203,750 shares · 1.2% of their software · price −$14.0M$30.7M−$36.1M
- SynopsysSNPS71,676 shares · 1.1% of their software · price −$5.2M$28.4M+$7.5M
- WixWIX115,282 shares · 0.4% of their software · price −$1.6M$10.4M−$66.7M
- Blaize Holdings, Inc.BZAI2,594,264 shares · 0.2% of their software$4.7M−$7.3M