Temasek Holdings discloses updated portfolio positions in 13F filing:
Highlights from 2017 Q2 filing as compared to 2017 Q1 filing:
- New positions in: NFX (~6.33 mln shares), KREF (~2.44 mln), GRA (~2.19 mln), NETS (~2.07 mln), BAC (~0.8 mln), KRE (~0.52 mln), AVGO (~0.38 mln), JPM (~0.26 mln), WFC (~0.26 mln)
- Increased positions in: RDS.B (to ~2.45 mln shares from ~0.41 mln shares), ALXN (to ~1.45 mln from ~1.23 mln), REGN (to ~0.18 mln from ~0.13 mln)
- Maintained positions in: LVLT (~65.03 mln shares), BABA (~35.5 mln shares), INFO (~21.17 mln shares), UNVR (~14.17 mln shares)
- Closed positions in: DVMT (from ~1.21 mln shares), SNAP (from ~0.3 mln)
- Decreased positions in: AMRS (to ~3.3 mln shares from ~51.83 mln shares), GILD (to ~11.13 mln from ~14.44 mln), PTLA (to ~4.88 mln from ~6.58 mln), ATH (to ~0.86 mln from ~2.31 mln)