Singapore Technologies Telemedia Pte Ltd

Singapore Technologies Telemedia Pte Ltd declares $295.4M in 1 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 100.0% of its $295.4M 13F portfolio. Largest positions: GDS Holdings (4.9% of the company). Over time: $295.4M in 1 of these companies for Q2 2026, against $816.8M in 1 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought nothing and sold nothing of these stocks, at the quarter's prices: a net purchase of $0.00.

Performance of its AI picks

The AI-stock portfolio Singapore Technologies Telemedia Pte Ltd declared for Q2 2026 (Form 13F), held unchanged, returned +4.0% in Q3 2026 (SMH -7.1%). Over the last 12 months, quarter after quarter: -19.3% (SMH +87.2%). Over three years, quarter after quarter: +185.2% (SMH +325.8%). Over five years, quarter after quarter: -44.8% (SMH +389.8%). Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

GDS Holdings (GDS) — $295.4M: 9.8M shares, 4.9% of the company, 100.0% of its portfolio; held since Q4 2019 or earlier

By sector

Neoclouds & data centers — $295.4M, 100% of its AI holdings, 1 company

Schedule 13D/G declarations

GDS Holdings (GDS) — 13D filed Sep 10, 2025: 445.3M shares as of Sep 10, 2025, 28.7% as declared
GDS Holdings (GDS) — 13D filed Feb 19, 2025: 493.3M shares as of Feb 17, 2025, 34.2% as declared

Other holders of this size

Vanguard — $3.6T in 225 of these companies
BlackRock — $3.1T in 226 of these companies
State Street — $1.6T in 222 of these companies
Fidelity (FMR) — $1.2T in 223 of these companies
Geode Capital — $890.9B in 220 of these companies
Capital Group — $881.7B in 132 of these companies
JPMorgan — $717.8B in 225 of these companies
Invesco — $683.3B in 220 of these companies

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