← k velikim vlagateljem
Temasek Holdings
lastnik · portfelj $37.3 mrd. · 196 pozicij · poročilo na dan 30.06.2026
Pozicije v Delnicah poročilo za 30.06.2026, oddano 07.08.2026; sprememba — v primerjavi z 31.03.2026 · 190
| Podjetje | Delnice | Vrednost | % portfelja | Sprememba v Četrtletju |
|---|---|---|---|---|
| BlackRock Inc US:BLK | 5 195 165 | $5.00 mrd. | 13.69% | −135 327 |
| Alphabet Inc. US:GOOGL | 7 076 378 | $2.53 mrd. | 6.93% | +2 373 642 |
| Visa Inc. Class A US:V | 6 597 214 | $2.26 mrd. | 6.20% | −74 414 |
| NVIDIA Corporation US:NVDA | 8 404 723 | $1.68 mrd. | 4.61% | −498 085 |
| SPACE EXPLORATION TECHNOLOGI… US:SPCX | 9 831 945 | $1.68 mrd. | 4.60% | nova |
| Mastercard Inc US:MA | 3 253 602 | $1.67 mrd. | 4.58% | +34 891 |
| Broadcom Inc. US:AVGO | 3 740 773 | $1.41 mrd. | 3.87% | +200 143 |
| Amazon.com, Inc. US:AMZN | 4 570 184 | $1.09 mrd. | 2.98% | +86 112 |
| Microsoft Corporation US:MSFT | 2 642 483 | $986 mio. | 2.70% | −24 598 |
| ICICI Bank Limited US:IBN · potrdilo o deponiranju | 29 195 789 | $848 mio. | 2.32% | — |
| Alphabet Inc. US:GOOG | 2 000 000 | $707 mio. | 1.94% | nova |
| DoorDash, Inc. Class A US:DASH | 3 461 501 | $639 mio. | 1.75% | — |
| S&P Global Inc US:SPGI | 1 506 913 | $614 mio. | 1.68% | +110 461 |
| Thermo Fisher Scientific Inc US:TMO | 1 163 729 | $583 mio. | 1.60% | −32 070 |
| GE Vernova LLC US:GEV | 477 264 | $561 mio. | 1.54% | −60 864 |
| Sea Ltd US:SE · potrdilo o deponiranju | 5 744 587 | $551 mio. | 1.51% | +461 726 |
| Intapp Inc US:INTA | 17 146 805 | $432 mio. | 1.18% | — |
| Roblox Corp US:RBLX | 7 777 760 | $423 mio. | 1.16% | — |
| TPG Inc US:TPG | 10 163 065 | $412 mio. | 1.13% | +134 958 |
| HDFC Bank Limited ADR US:HDB · potrdilo o deponiranju | 15 305 232 | $395 mio. | 1.08% | +2 745 576 |
| ERMENEGILDO ZEGNA N V CUSIP N30577105 | 27 242 276 | $355 mio. | 0.97% | — |
| Teck Resources Limited US:TECK | 5 685 453 | $338 mio. | 0.93% | — |
| KKR & Co. Inc. US:KKR | 3 669 339 | $337 mio. | 0.92% | +146 542 |
| Lam Research Corp US:LRCX | 755 004 | $327 mio. | 0.90% | −5 331 |
| Airbnb Inc US:ABNB | 2 222 194 | $318 mio. | 0.87% | — |
| Booking Holdings Inc US:BKNG | 1 710 363 | $305 mio. | 0.84% | +1 654 292 |
| JPMorgan Ultra-Short Income… US:JPST · ETF | 5 919 494 | $299 mio. | 0.82% | — |
| PDD Holdings Inc. US:PDD · potrdilo o deponiranju | 3 622 972 | $276 mio. | 0.76% | −1 303 089 |
| Transdigm Group Incorporated US:TDG | 203 419 | $271 mio. | 0.74% | −15 466 |
| Marvell Technology, Inc. US:MRVL | 860 962 | $256 mio. | 0.70% | −655 424 |
| Cadence Design Systems Inc US:CDNS | 672 466 | $252 mio. | 0.69% | −76 647 |
| LINDE PLC CUSIP G54950103 | 477 371 | $248 mio. | 0.68% | −3 983 |
| Comfort Systems USA Inc US:FIX | 124 436 | $247 mio. | 0.68% | +30 080 |
| Beone Medicines US:ONC · potrdilo o deponiranju | 845 729 | $241 mio. | 0.66% | −16 914 |
| Apollo Global Management LLC… US:APO | 2 029 395 | $240 mio. | 0.66% | −338 767 |
| GE Aerospace US:GE | 605 033 | $226 mio. | 0.62% | +1 615 |
| ASML HLDG NV CUSIP N07059210 | 112 079 | $223 mio. | 0.61% | nova |
| Eli Lilly and Company US:LLY | 151 473 | $182 mio. | 0.50% | −21 786 |
| Netflix Inc US:NFLX | 2 526 344 | $180 mio. | 0.49% | +457 897 |
| Denali Therapeutics Inc US:DNLI | 7 012 974 | $180 mio. | 0.49% | — |
| WELLS FARGO & COMPANY/MN US:WFC | 2 176 553 | $180 mio. | 0.49% | +514 781 |
| MSCI Inc US:MSCI | 306 549 | $172 mio. | 0.47% | −119 314 |
| iShares MSCI South Korea ETF US:EWY · ETF | 849 798 | $172 mio. | 0.47% | +182 742 |
| Intuitive Surgical Inc US:ISRG | 430 769 | $171 mio. | 0.47% | +203 558 |
| Meta Platforms, Inc. US:META | 297 018 | $167 mio. | 0.46% | +54 706 |
| Sterling Infrastructure, Inc… US:STRL | 193 724 | $163 mio. | 0.45% | +134 774 |
| GE HealthCare Technologies I… US:GEHC | 2 515 393 | $161 mio. | 0.44% | −745 916 |
| UNITEDHEALTH GROUP INC US:UNH | 371 886 | $155 mio. | 0.42% | −13 970 |
| Invesco KBW Bank ETF US:KBWB · ETF | 1 660 256 | $154 mio. | 0.42% | +555 394 |
| FTAI AVIATION LTD CUSIP G3730V105 | 567 875 | $154 mio. | 0.42% | +255 262 |
| Guardant Health Inc US:GH | 1 023 927 | $154 mio. | 0.42% | +38 356 |
| Micron Technology Inc US:MU | 133 006 | $154 mio. | 0.42% | +66 136 |
| Caterpillar Inc US:CAT | 140 673 | $150 mio. | 0.41% | +88 120 |
| Progressive Corp US:PGR | 671 975 | $147 mio. | 0.40% | −321 613 |
| Apple Inc. US:AAPL | 504 475 | $146 mio. | 0.40% | −8 588 |
| BioNTech SE US:BNTX · potrdilo o deponiranju | 1 506 027 | $140 mio. | 0.38% | — |
| Descartes Systems Group Inc US:DSGX | 2 011 165 | $139 mio. | 0.38% | +547 000 |
| Unity Software Inc US:U | 4 582 843 | $131 mio. | 0.36% | — |
| Alibaba Group Holding Limite… US:BABA · potrdilo o deponiranju | 1 313 262 | $126 mio. | 0.35% | — |
| Vertiv Holdings Co US:VRT | 375 695 | $126 mio. | 0.34% | −35 936 |
| Arista Networks US:ANET | 669 072 | $114 mio. | 0.31% | nova |
| CREDO TECHNOLOGY GROUP HOLDI CUSIP G25457105 | 415 508 | $113 mio. | 0.31% | nova |
| Flywire Corp US:FLYW | 6 173 385 | $108 mio. | 0.30% | — |
| MERCK & CO INC US:MRK | 816 101 | $105 mio. | 0.29% | nova |
| ASTRAZENECA PLC CUSIP G0593M107 | 554 410 | $104 mio. | 0.28% | +188 856 |
| Boston Scientific Corp US:BSX | 2 399 426 | $102 mio. | 0.28% | — |
| Palo Alto Networks Inc US:PANW | 297 538 | $101 mio. | 0.28% | −166 580 |
| iShares Ultra Short-Term Bon… US:ICSH · ETF | 1 973 943 | $99.8 mio. | 0.27% | — |
| KLA Corporation US:KLAC | 323 870 | $97.7 mio. | 0.27% | +291 483 |
| Huazhu Group Ltd US:HTHT · potrdilo o deponiranju | 2 309 215 | $96.3 mio. | 0.26% | +98 824 |
| ZTO Express (Cayman) Inc US:ZTO · potrdilo o deponiranju | 4 147 325 | $92.8 mio. | 0.25% | — |
| Cameco Corp US:CCJ | 899 442 | $91.6 mio. | 0.25% | +247 100 |
| NetEase Inc US:NTES · potrdilo o deponiranju | 708 114 | $90.7 mio. | 0.25% | — |
| MAKEMYTRIP LIMITED MAURITIUS CUSIP V5633W109 | 1 701 456 | $90.7 mio. | 0.25% | — |
| Trip.com Group Ltd ADR US:TCOM · potrdilo o deponiranju | 2 239 671 | $89.2 mio. | 0.24% | — |
| The Home Depot Inc US:HD | 252 804 | $89.2 mio. | 0.24% | +89 552 |
| Deere & Company US:DE | 136 546 | $86.6 mio. | 0.24% | +70 405 |
| PepsiCo Inc US:PEP | 579 619 | $78.5 mio. | 0.22% | — |
| Yum China Holdings Inc US:YUMC | 1 916 519 | $78.3 mio. | 0.21% | −801 029 |
| AMER SPORTS INC CUSIP G0260P102 | 2 308 829 | $78.1 mio. | 0.21% | −1 356 328 |
| Walmart Inc. US:WMT | 684 723 | $77.6 mio. | 0.21% | +471 061 |
| Applied Aerospace & Defense,… US:AADX | 3 250 000 | $74.0 mio. | 0.20% | nova |
| The TJX Companies Inc US:TJX | 479 513 | $72.6 mio. | 0.20% | nova |
| VanEck Gold Miners ETF US:GDX · ETF | 906 800 | $68.4 mio. | 0.19% | nova |
| Alcoa Corp US:AA | 1 300 647 | $67.8 mio. | 0.19% | — |
| Arxis, Inc. Class A US:ARXS | 1 373 801 | $63.4 mio. | 0.17% | nova |
| Cerebras Systems Inc. US:CBRS | 279 200 | $61.7 mio. | 0.17% | nova |
| Kanzhun Ltd ADR US:BZ · potrdilo o deponiranju | 4 345 925 | $55.9 mio. | 0.15% | — |
| Marsh & McLennan Companies,… US:MRSH | 325 980 | $54.3 mio. | 0.15% | +96 893 |
| Danaher Corporation US:DHR | 281 764 | $53.7 mio. | 0.15% | −25 012 |
| SOUTHERN COPPER CORP/ US:SCCO | 272 979 | $47.6 mio. | 0.13% | +2 702 |
| Freeport-McMoran Copper & Go… US:FCX | 669 247 | $42.1 mio. | 0.12% | — |
| Ke Holdings Inc US:BEKE · potrdilo o deponiranju | 2 896 151 | $42.1 mio. | 0.12% | −151 206 |
| Teradyne Inc US:TER | 81 246 | $39.3 mio. | 0.11% | −8 244 |
| GLOBAL E ONLINE LTD CUSIP M5216V106 | 1 095 454 | $38.0 mio. | 0.10% | −711 729 |
| QUALCOMM INC/DE US:QCOM | 195 386 | $36.1 mio. | 0.10% | nova |
| Atour Lifestyle Holdings Lim… US:ATAT · potrdilo o deponiranju | 1 076 555 | $34.2 mio. | 0.09% | +998 311 |
| Global X Copper Miners ETF US:COPX · ETF | 426 814 | $32.9 mio. | 0.09% | nova |
| Applovin Corp US:APP | 62 825 | $32.4 mio. | 0.09% | −68 997 |
| Snowflake Inc. US:SNOW | 118 671 | $30.2 mio. | 0.08% | −85 079 |
| Hudbay Minerals Inc. US:HBM | 1 269 125 | $29.9 mio. | 0.08% | +131 054 |
| Sandisk Corp US:SNDK | 13 062 | $29.7 mio. | 0.08% | −17 422 |
| Cognizant Technology Solutio… US:CTSH | 734 928 | $28.5 mio. | 0.08% | +59 900 |
| VNET Group Inc DRC US:VNET · potrdilo o deponiranju | 3 525 444 | $28.3 mio. | 0.08% | +2 079 444 |
| NexGen Energy Ltd. US:NXE | 2 777 870 | $26.1 mio. | 0.07% | +341 399 |
| York Space Systems Inc. US:YSS | 1 027 774 | $25.3 mio. | 0.07% | +577 774 |
| SPDR® Gold Shares US:GLD · ETF | 68 500 | $25.2 mio. | 0.07% | nova |
| GENPACT LIMITED CUSIP G3922B107 | 876 672 | $24.1 mio. | 0.07% | +70 320 |
| Western Digital Corporation US:WDC | 36 924 | $23.6 mio. | 0.06% | −46 168 |
| Corning Incorporated US:GLW | 88 833 | $22.7 mio. | 0.06% | nova |
| DPC HOLDINGS PLC CUSIP G2R11M108 | 450 000 | $22.1 mio. | 0.06% | nova |
| SEAGATE TECHNOLOGY HLDNGS PL CUSIP G7997R103 | 22 443 | $21.7 mio. | 0.06% | −35 661 |
| Tencent Music Entertainment… US:TME · potrdilo o deponiranju | 2 561 538 | $21.4 mio. | 0.06% | — |
| Lumentum Holdings Inc. US:LITE | 22 025 | $18.9 mio. | 0.05% | −3 901 |
| Ero Copper Corp US:ERO | 612 491 | $16.3 mio. | 0.04% | +33 329 |
| Denison Mines Corp US:DNN | 4 844 768 | $14.8 mio. | 0.04% | +1 115 775 |
| Advanced Micro Devices Inc US:AMD | 25 102 | $14.6 mio. | 0.04% | nova |
| FormFactor Inc US:FORM | 88 197 | $14.1 mio. | 0.04% | nova |
| CELESTICA INC US:CLS | 35 328 | $12.9 mio. | 0.04% | −3 128 |
| Analog Devices Inc US:ADI | 31 739 | $12.6 mio. | 0.03% | −19 421 |
| Nokia Corp ADR US:NOK · potrdilo o deponiranju | 936 787 | $12.4 mio. | 0.03% | nova |
| Argan Inc US:AGX | 15 236 | $12.2 mio. | 0.03% | −14 200 |
| Uranium Energy Corp US:UEC | 1 079 198 | $11.5 mio. | 0.03% | +309 819 |
| Energy Fuels Inc US:UUUU | 781 288 | $11.3 mio. | 0.03% | +223 335 |
| CAMTEK LTD CUSIP M20791105 | 65 875 | $10.7 mio. | 0.03% | nova |
| KraneShares CSI China Intern… US:KWEB · ETF | 422 950 | $10.3 mio. | 0.03% | −2 130 524 |
| Bank of America Corp US:BAC | 173 972 | $9.91 mio. | 0.03% | nova |
| MORGAN STANLEY US:MS | 46 402 | $9.70 mio. | 0.03% | nova |
| JPMorgan Chase & Co. US:JPM | 29 588 | $9.69 mio. | 0.03% | nova |
| Goldman Sachs Group Inc US:GS | 9 233 | $9.34 mio. | 0.03% | nova |
| Coherent Inc US:COHR | 21 300 | $8.40 mio. | 0.02% | nova |
| MACOM Technology Solutions H… US:MTSI | 21 259 | $8.09 mio. | 0.02% | nova |
| Blacksky Technology Inc US:BKSY | 288 649 | $8.06 mio. | 0.02% | nova |
| Cisco Systems Inc US:CSCO | 67 718 | $7.95 mio. | 0.02% | nova |
| Carpenter Technology Corpora… US:CRS | 10 833 | $6.68 mio. | 0.02% | — |
| CIENA CORP US:CIEN | 13 264 | $6.51 mio. | 0.02% | −31 173 |
| Natera, Inc. US:NTRA | 23 076 | $6.26 mio. | 0.02% | nova |
| Hinge Health, Inc. US:HNGE | 75 226 | $6.24 mio. | 0.02% | nova |
| FABRINET CUSIP G3323L100 | 10 932 | $6.14 mio. | 0.02% | nova |
| Synopsys Inc US:SNPS | 13 280 | $5.92 mio. | 0.02% | −58 396 |
| Tempus AI, Inc. US:TEM | 99 316 | $5.75 mio. | 0.02% | nova |
| RadNet Inc US:RDNT | 86 974 | $5.36 mio. | 0.01% | nova |
| WIX COM LTD CUSIP M98068105 | 115 282 | $5.23 mio. | 0.01% | — |
| State Street Corp US:STT | 30 590 | $5.19 mio. | 0.01% | nova |
| CITIGROUP INC US:C | 36 977 | $5.18 mio. | 0.01% | nova |
| HCA Healthcare, Inc. US:HCA | 13 094 | $5.11 mio. | 0.01% | nova |
| FIFTH THIRD BANCORP US:FITB | 89 076 | $5.02 mio. | 0.01% | nova |
| PNC Financial Services Group… US:PNC | 20 341 | $5.01 mio. | 0.01% | nova |
| U.S. Bancorp US:USB | 80 920 | $4.89 mio. | 0.01% | nova |
| The Bank of New York Mellon… US:BNY | 33 705 | $4.87 mio. | 0.01% | nova |
| McKesson Corporation US:MCK | 6 344 | $4.79 mio. | 0.01% | nova |
| M&T Bank Corporation US:MTB | 20 033 | $4.77 mio. | 0.01% | nova |
| HUNTINGTON BANCSHARES INC /M… US:HBAN | 268 473 | $4.76 mio. | 0.01% | nova |
| Capital One Financial Corpor… US:COF | 23 263 | $4.67 mio. | 0.01% | nova |
| Heartflow, Inc. US:HTFL | 157 644 | $4.63 mio. | 0.01% | nova |
| Taseko Mines Ltd US:TGB | 663 312 | $4.56 mio. | 0.01% | nova |
| Truist Financial Corp US:TFC | 91 231 | $4.55 mio. | 0.01% | nova |
| Northern Trust Corporation US:NTRS | 25 498 | $4.43 mio. | 0.01% | nova |
| Citizens Financial Group, In… US:CFG | 58 287 | $4.08 mio. | 0.01% | nova |
| Bloom Energy Corp US:BE | 12 226 | $3.70 mio. | 0.01% | −347 128 |
| Regions Financial Corporatio… US:RF | 117 916 | $3.56 mio. | 0.01% | nova |
| KEYCORP US:KEY | 149 442 | $3.44 mio. | 0.01% | nova |
| Keurig Dr Pepper Inc US:KDP | 99 805 | $3.27 mio. | 0.01% | — |
| SES AI Corp US:SES | 3 160 712 | $3.03 mio. | 0.01% | — |
| East West Bancorp Inc US:EWBC | 18 880 | $2.44 mio. | 0.01% | nova |
| Unilever PLC US:UL · potrdilo o deponiranju | 38 926 | $2.34 mio. | 0.01% | nova |
| Pinnacle Financial Partners,… US:PNFP | 20 795 | $2.10 mio. | 0.01% | nova |
| First Horizon Corporation US:FHN | 65 726 | $1.69 mio. | 0.00% | nova |
| Zions Bancorporation US:ZION | 20 277 | $1.40 mio. | 0.00% | nova |
| MAGNUM ICE CREAM CO NV CUSIP N5505D105 | 79 000 | $1.37 mio. | 0.00% | — |
| Figure Technology Solutions,… US:FIGR | 41 675 | $1.28 mio. | 0.00% | — |
| Western Alliance Bancorporat… US:WAL | 15 058 | $1.24 mio. | 0.00% | nova |
| Blaize Holdings, Inc. US:BZAI | 857 215 | $1.18 mio. | 0.00% | −1 737 049 |
| Eldorado Gold Corp US:EGO | 33 506 | $1.04 mio. | 0.00% | nova |
| Caris Life Sciences, Inc. US:CAI | 12 235 | $218 tis. | 0.00% | — |
| Pony AI Inc. American Deposi… US:PONY · potrdilo o deponiranju | 14 510 | $101 tis. | 0.00% | — |
| Rapid Micro Biosystems Inc US:RPID | 0 (bilo je 21 818) | — | — | prodana |
| Salesforce.com Inc US:CRM | 0 (bilo je 809 900) | — | — | prodana |
| ServiceNow Inc US:NOW | 0 (bilo je 342 230) | — | — | prodana |
| TASEKO MINES LTD CUSIP 876511106 | 0 (bilo je 423 901) | — | — | prodana |
| Workday, Inc. US:WDAY | 0 (bilo je 889 318) | — | — | prodana |
| Xpeng Inc US:XPEV · potrdilo o deponiranju | 0 (bilo je 1 194 538) | — | — | prodana |
| Cummins Inc US:CMI | 0 (bilo je 23 019) | — | — | prodana |
| Firefly Aerospace Inc. US:FLY | 0 (bilo je 663 155) | — | — | prodana |
| Intuit Inc US:INTU | 0 (bilo je 85 100) | — | — | prodana |
| iShares MSCI Brazil ETF US:EWZ · ETF | 0 (bilo je 1 076 815) | — | — | prodana |
| Nextera Energy Inc US:NEE | 0 (bilo je 459 165) | — | — | prodana |
| Nike Inc US:NKE | 0 (bilo je 471 984) | — | — | prodana |
| ONESTREAM INC CUSIP 68278B107 | 0 (bilo je 4 266 714) | — | — | prodana |
| Payoneer Global Inc US:PAYO | 0 (bilo je 6 725 231) | — | — | prodana |
V podjetjih iz naše baze podatkov 17
| Podjetje | Delež | Delnice | Datum Poročila |
|---|---|---|---|
| BlackRock Inc | 3.35% | 5 195 165 | 2026-06-30 |
| Descartes Systems Group Inc | 2.35% | 2 011 165 | 2026-06-30 |
| Sea Ltd | 1.01% | 5 744 587 | 2026-06-30 |
| SES AI Corp | 0.97% | 3 160 712 | 2026-06-30 |
| ICICI Bank Limited | 0.81% | 29 195 789 | 2026-06-30 |
| ZTO Express (Cayman) Inc | 0.74% | 4 147 325 | 2026-06-30 |
| BioNTech SE | 0.6% | 1 506 027 | 2026-06-30 |
| HDFC Bank Limited ADR | 0.3% | 15 305 232 | 2026-06-30 |
| Standard Chartered PLC | — | 405 300 789 | 2026-03-02 |
| Savills | — | 6 914 911 | 2026-08-04 |
| Cartrade Tech Limited | — | 3 711 139 | 2026-07-14 |
| DBS Group Holdings Ltd | — | — | — |
| Singapore Technologies Engin… | — | — | — |
| Olam Group Limited | — | — | — |
| Singapore Telecommunications… | — | — | — |
| China Construction Bank Co | — | — | — |
| Dell Technologies Inc. | — | — | — |
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