Temasek Holdings (Private) Holdings in 3rd Qtr: 13F Alert

The following is an analysis of Temasek Holdings (Private) Limited as of September 30, according to a filing with the U.S. Securities and Exchange Commission on 11/14/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Avago Technologies Ltd       AVGO US      144,689,774    4,415,312            0
Petroleo Brasileiro-Spon ADR PBR/A US      68,192,234    3,291,131            0
Amyris Inc                   AMRS US       55,176,512    2,724,766            0
Seadrill Ltd                 SDRL US       14,238,874      517,213      517,213
Isoftstone Holdings Ltd-Ads  ISS US         9,984,612    1,538,461    1,538,461
Kosmos Energy Ltd            KOS US         7,919,051      676,264            0
Mindray Medical Intl Ltd-ADR MR US          5,306,985      224,777            0
Mosaic Co/The                MOS US         5,290,033      108,026        8,026
Apple Inc                    AAPL US        1,702,975        4,466          -34
Intl Business Machines Corp  IBM US           980,671        5,608          -92
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Seadrill Ltd                 SDRL US       14,238,874      517,213      517,213
Isoftstone Holdings Ltd-Ads  ISS US         9,984,612    1,538,461    1,538,461
Merck & Co. Inc.             MRK US           696,870       21,311       21,311
Aetna Inc                    AET US           547,898       15,077       15,077
UnitedHealth Group Inc       UNH US           482,369       10,459       10,459
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Melco Crown Entertainme-ADR  MPEL US      -34,653,336            0   -2,713,652
Bank of America Corp         BAC US       -15,655,856            0   -1,428,454
Transocean Ltd               RIG US       -11,943,600            0     -185,000
Southwest Airlines Co        LUV US       -11,420,000            0   -1,000,000
Credicorp Ltd                BAP US        -9,040,500            0     -105,000
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Bruker Corp                  BRKR US          443,539       62,878       42,878
Google Inc-Cl A              GOOG US          272,032        1,708          508
QUALCOMM Inc                 QCOM US          271,772       11,194        6,394
Nasdaq OMX Group/The         NDAQ US          236,980       27,844       11,744
Suntrust Banks Inc           STI US           232,480       35,805       19,905
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
JPMorgan Chase & Co          JPM US       -26,928,904       16,630     -653,370
Caterpillar Inc              CAT US          -236,032        7,040          -60
General Electric Co          GE US           -178,628       46,628         -472
Williams Cos Inc             WMB US          -157,669       25,711         -189
Union Pacific Corp           UNP US          -149,161        6,227          -73
 
 
SOURCE: SEC 13F-HR 
FILER: Temasek Holdings (Private) Limited 
QUARTER ENDED: 09/30/2011 
SEC RECEIVED: 11/14/2011 

To contact the reporter on this story: Kimberly Williams in Princeton at kwilliams15@bloomberg.net.

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

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