Dear Valued Visitor,

We have noticed that you are using an ad blocker software.

Although advertisements on the web pages may degrade your experience, our business certainly depends on them and we can only keep providing you high-quality research based articles as long as we can display ads on our pages.

To view this article, you can disable your ad blocker and refresh this page or simply login.

We only allow registered users to use ad blockers. You can sign up for free by clicking here or you can login if you are already a member.

Temasek Holdings’ Latest Moves

Temasek Holdings is a Singapore-based global investment company with a long-term-focused investment horizon. It was founded back 1974, and since then it has achieved compounded annualized return of 15% in Singapore dollar terms. Even though it is based in Singapore, it offers 11 offices around the world. Temasek Holdings look for the investment opportunities in all kinds of sectors, such as media, technology, transportation, energy and resources, financial services, industrials, telecommunications, life sciences, and agribusinesses. In this article, we are going to observe some of its latest investment moves.

Temasek Holdings’ Latest Moves


Insider Monkey’s flagship strategy identifies the best performing 100 hedge funds at the end of each quarter and invests in their consensus stock picks. This way it is always invested in the best ideas of the best performing hedge funds and is able to generate much higher returns than the market. Since its inception in May 2014, our flagship strategy generated a cumulative return of 103%, beating the S&P 500 ETF (SPY) by nearly 38 percentage points (see the details here). Our best performing hedge funds strategy also returned 26.4% year-to-date and outperformed the S&P 500 Index by nearly 12 percentage points. We take a closer look at hedge funds like Temasek Holdings in order to identify their best and worst ideas.

At the end of Q1 2019, Temasek Holdings’ portfolio carried a value of $14.44 billion and it had 49 long holdings. Among them, the top new buys were SVMK Inc. (NASDAQ:SVMK), Microsoft Corporation (NASDAQ:MSFT), and Amyris, Inc. (NASDAQ:AMRS), and the existent stake that was raised during the quarter was in Alteryx, Inc. (NYSE:AYX).

In Q1 2019, the company also exited Gilead Sciences, Inc. (NASDAQ:GILD), International, Ltd. (NASDAQ:CTRP), The Boeing Company (NYSE:BA), and Turquoise Hill Resources Ltd. (NYSE:TRQ). And, it trimmed its stakes in Alibaba Group Holding Limited (NYSE:BABA), CenturyLink, Inc. (NYSE:CTL), IHS Markit Ltd. (NASDAQ:INFO), and Univar Inc. (NYSE:UNVR).

Disclosure: None.

This article is originally published at Insider Monkey.

DOWNLOAD FREE REPORT: Warren Buffett's Best Stock Picks

Let Warren Buffett, George Soros, Steve Cohen, and Daniel Loeb WORK FOR YOU.

If you want to beat the low cost index funds by 19 percentage points per year, look no further than our monthly newsletter.In this free report you can find an in-depth analysis of the performance of Warren Buffett's entire historical stock picks. We uncovered Warren Buffett's Best Stock Picks and a way to for Buffett to improve his returns by more than 4 percentage points per year.

Bonus Biotech Stock Pick: You can also find a detailed bonus biotech stock pick that we expect to return more than 50% within 12 months.
Subscribe me to Insider Monkey's Free Daily Newsletter
This is a FREE report from Insider Monkey. Credit Card is NOT required.