Temasek Holdings (Private) Holdings in 1st Qtr: 13F Alert

The following is an analysis of Temasek Holdings (Private) Limited as of March 31, according to a filing with the U.S. Securities and Exchange Commission on 05/13/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Avago Technologies Ltd       AVGO US      220,512,466    7,090,433   -5,350,242
Petroleo Brasileiro-Spon ADR PBR/A US     116,966,796    3,291,131            0
Amyris Inc                   AMRS US       77,764,822    2,724,766            0
JPMorgan Chase & Co          JPM US        28,720,300      623,000      349,300
Financial Select Sector SPDR XLF US        17,603,942    1,074,066    1,074,066
Bank of America Corp         BAC US        16,827,179    1,262,354      -51,300
Ctrip.com International-ADR  CTRP US        9,633,978      232,200      120,000
Mead Johnson Nutrition Co    MJN US         8,990,736      155,200        5,200
Tenaris SA-ADR               TS US          7,419,000      150,000      150,000
Mindray Medical Intl Ltd-ADR MR US          5,664,380      224,777            0
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Financial Select Sector SPDR XLF US        17,603,942    1,074,066    1,074,066
Tenaris SA-ADR               TS US          7,419,000      150,000      150,000
Walter Energy Inc            WLT US           487,548        3,600        3,600
Netlogic Microsystems Inc    NETL US          445,412       10,600       10,600
Marriott International-Cl A  MAR US           327,336        9,200        9,200
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Yahoo! Inc                   YHOO US      -24,895,110            0   -1,497,000
Trina Solar Ltd-Spon ADR     TSL US       -14,525,084            0     -620,200
Tam SA-Sponsored ADR         TAM US       -11,179,635            0     -459,500
BRF - Brasil Foods SA-ADR    BRFS US      -10,128,000            0     -600,000
Chevron Corp                 CVX US        -4,562,500            0      -50,000
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
JPMorgan Chase & Co          JPM US        17,109,946      623,000      349,300
Ctrip.com International-ADR  CTRP US        5,095,488      232,200      120,000
Amazon.com Inc               AMZN US          270,442        3,400        1,500
Pfizer Inc                   PFE US           115,431       40,600          100
Cigna Corp                   CI US             94,344       11,900          100
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
BlackRock Inc                BLK US      -262,474,073        2,900   -1,377,397
Avago Technologies Ltd       AVGO US     -132,958,212    7,090,433   -5,350,242
United Continental Holdings  UAL US        -6,874,718       11,800     -288,200
Ambow Education Holding-ADR  AMBO US       -3,496,705      342,539     -103,800
Makemytrip Ltd               MMYT US       -1,352,377      169,371      -64,319
 
 
SOURCE: SEC 13F-HR 
FILER: Temasek Holdings (Private) Limited 
QUARTER ENDED: 03/31/2011 
SEC RECEIVED: 05/13/2011 

To contact the reporter on this story: Chris Cappucci in Princeton at ccappucci1@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.