Temasek’s Quiet High-Conviction Bet on Big Finance, Big Tech and Asian Platforms

18th November, 2025
Temasek’s US-listed equity portfolio has grown steadily more concentrated, more tech-heavy and more tied to global financial infrastructure over the past 18 months, according to its quarterly 13F filings.The filings, which cover only US-listed holdings, show that big themes dominate its public equities: asset-management giant BlackRock, global card networks, US...
Temasek’s US-listed equity portfolio has grown steadily more concentrated, more tech-heavy and more tied to global financial infrastructure over the past 18 months, according to its quarterly 13F filings.The filings, which cover only US-listed holdings, show that big themes dominate its public equities: asset-management giant BlackRock, global card networks, US...

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