S58.SI Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2026 Q2	Jul 16, 2026	Temasek Holdings	-	-	0700.HK, 5GI.SI, BLK, C31.SI, C6L.SI, D05.SI, NVDA, S51.SI, S58.SI, S63.SI, Z74.SI	Active Stewardship, geopolitics, Long-Term Returns, Portfolio Transformation, Singapore, Structural Trends, sustainability			View
2026 Q2	Jul 14, 2026	Oakmark Fund- International Small Cap	4.8%	-3.7%	BIRK, DOKA.SW, G24.DE, REY.MI, S58.SI	Europe, industrials, semiconductors, small caps, technology, value		G24.DE S58.SI REY.MI DOKA.SW BIRK	View
2025 Q2	Jul 1, 2025	Temasek Holdings	-	-	068270.KS, 0700.HK, 1299.HK, 2318.HK, 3690.HK, 5E1.SI, ADYEY, AMZN, AXSB.NS, BABA, BLK, BN4.SI, C6L.SI, D05.SI, HDFCBANK.NS, ICICIBANK.NS, INTA, MA, NVDA, S57.SI, S58.SI, S68.SI, STAN.L, U96.SI, V, Z74.SI	AI, Asia, energy, infrastructure, Resilience, Singapore, sustainability, technology	Temasek continued investing in AI infrastructure and applications, recognizing the transformative potential of AI technologies on the global economy. Investments included major technology companies like Alphabet, Amazon, Microsoft, and Nvidia, as well as data infrastructure companies like Databricks and Veeam Software.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jul 15, 2026	Fund Letters	Oakmark Fund- International Small Cap	SATS	Airports & Air Services	Airport Services	Bull	Singapore Exchange	Airport Services, Aviation Services, Cargo Handling, consolidation, margin expansion, market leader, Network Scale, Singapore	View Pitch

BSD Shareholders of S58-SI

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

S58-SI

S58-SI

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of S58-SI

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