1y return−1.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2024: $147 against $130 in the S&P 500.2
Singapore Technologies Telemedia Pte LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GDSGds Hldgs Ltd | $295.4M | 100.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GDSGds Hldgs Ltd | June 30, 2020 | −62.3% | $295.4M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −25.5% | +14.8% |
| March 31, 2026 | +15.4% | −4.6% |
| December 31, 2025 | −9.8% | +2.4% |
| September 30, 2025 | +26.6% | +7.8% |
| June 30, 2025 | +20.7% | +10.5% |
| March 31, 2025 | +6.6% | −4.6% |
| December 31, 2024 | +16.5% | +2.1% |
| June 30, 2024 | +39.7% | +4.0% |
| March 31, 2024 | −27.1% | +10.0% |
| December 31, 2023 | −16.7% | +11.2% |
| September 30, 2023 | −0.4% | −3.6% |
| June 30, 2023 | −41.1% | +8.3% |
| March 31, 2023 | −9.5% | +7.0% |
| December 31, 2022 | +16.8% | +7.1% |
| September 30, 2022 | −47.1% | −5.3% |
| June 30, 2022 | −14.9% | −16.5% |
| March 31, 2022 | −16.8% | −4.9% |
| December 31, 2021 | −16.7% | +10.7% |
| September 30, 2021 | −27.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Singapore Technologies Telemedia Pte Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1219573&type=13F-HR&dateb=&owner=include&count=40CIK 1219573
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1219573/000119312526339094/Filed August 7, 2026 · accession 0001193125-26-339094