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...