Temasek Holdings (Private) Holdings in 2nd Qtr: 13F Alert

The following is an analysis of Temasek Holdings (Private) Limited as of June 30, according to a filing with the U.S. Securities and Exchange Commission on 08/15/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Avago Technologies Ltd       AVGO US      167,781,856    4,415,312   -2,675,121
Petroleo Brasileiro-Spon ADR PBR/A US     100,971,899    3,291,131            0
Amyris Inc                   AMRS US       76,538,677    2,724,766            0
Melco Crown Entertainme-ADR  MPEL US       34,653,336    2,713,652    2,713,652
JPMorgan Chase & Co          JPM US        27,429,800      670,000       47,000
Bank of America Corp         BAC US        15,655,856    1,428,454      166,100
Transocean Ltd               RIG US        11,943,600      185,000      185,000
Kosmos Energy Ltd            KOS US        11,482,963      676,264      676,264
Southwest Airlines Co        LUV US        11,420,000    1,000,000    1,000,000
Credicorp Ltd                BAP US         9,040,500      105,000      105,000
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Melco Crown Entertainme-ADR  MPEL US       34,653,336    2,713,652    2,713,652
Transocean Ltd               RIG US        11,943,600      185,000      185,000
Kosmos Energy Ltd            KOS US        11,482,963      676,264      676,264
Southwest Airlines Co        LUV US        11,420,000    1,000,000    1,000,000
Credicorp Ltd                BAP US         9,040,500      105,000      105,000
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Financial Select Sector SPDR XLF US       -17,603,942            0   -1,074,066
Bitauto Holdings Ltd-ADR     BITA US         -966,731            0      -80,898
Juniper Networks Inc         JNPR US         -677,488            0      -16,100
Metropcs Communications Inc  PCS US          -636,608            0      -39,200
Johnson & Johnson            JNJ US          -633,975            0      -10,700
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Intl Business Machines Corp  IBM US           423,397        5,700        2,300
Wal-Mart Stores Inc          WMT US           403,346       11,900        7,500
Broadcom Corp-Cl A           BRCM US          275,302       17,900        9,600
MasterCard Inc-Class A       MA US            205,252        1,600          500
Oracle Corp                  ORCL US          202,630       21,700        6,400
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Avago Technologies Ltd       AVGO US      -52,730,610    4,415,312   -2,675,121
Mead Johnson Nutrition Co    MJN US        -8,646,231        5,100     -150,100
Bona Film Group Ltd-Spon ADR BONA US       -3,014,816      196,390     -388,213
Ctrip.com International-ADR  CTRP US       -2,672,250      161,600      -70,600
Ambow Education Holding-ADR  AMBO US       -2,470,578       47,535     -295,004
 
 
SOURCE: SEC 13F-HR 
FILER: Temasek Holdings (Private) Limited 
QUARTER ENDED: 06/30/2011 
SEC RECEIVED: 08/15/2011 

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.

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