Temasek's Q2 Holdings Show Strong Increase in Aerospace Investments

Singapore's Temasek Holdings submitted its second-quarter Form 13F filing as of June 30, 2026. The latest data shows that Temasek's total equity holdings amounted to USD 37.3 billion in the second quarter, up 22.3% from USD 30.5 billion in the prior quarter.

Temasek added 66 new positions and increased stakes in 44 stocks during the second quarter. It also reduced holdings in 49 stocks and completely exited 21 positions. The top ten holdings accounted for 51.42% of the total portfolio value.

The company's most significant move was a substantial increase in its aerospace holdings, with SpaceX emerging as the holding with the largest increase in portfolio weight. Temasek also increased its stake in Alphabet Inc., elevating it to the second-largest holding.