13F Insight
DOSSIER · 13F-HR · Q1 2026

SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD

$396M in tracked AUM across 1 positions as of Q1 2026.

ST
CIK 0001219573 · last filed Mar 31, 2026
Total AUM
$396M
as of Q1 2026
Holdings
1
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Based on the SEC 13F filing data provided for Singapore Technologies Telemedia Pte Ltd for the period ending September 30, 2025, here is a comprehensive financial analysis.

1. Portfolio Overview

Singapore Technologies Telemedia Pte Ltd (STT) exhibits an extreme concentration strategy with a highly illiquid portfolio structure. As of the reporting date, the firm manages total assets of approximately $380.64 million, spread across exactly one holding. This represents a significant dec...

The portfolio is characterized by a lack of diversification, carrying 100% of its capital in a single equity position. This suggests that STT is not operating as a typical diversified investment fund or asset manager in this specific instance, but rather maintains a strategic corporate stake or a highly focused directional bet. The reduction in total portfolio value is driven entirely by share disposals rather than market performance alone, as the firm actively reduced its exposure during the quarter.

2. Key Holdings

The sole position in the portfolio is GDS Holdings Ltd (GDS), a Chinese data center operator.

  • Value: $380.64 million
  • Shares Held: 9.84 million
  • Portfolio Weight: 100.00%

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GDS
GDS HLDGS LTD
$396M9.8M100.0%

Filing history

2026Q1Mar 31
$396M▲ 15.4%
1 positionsView →2025Q4Dec 31
$343M▼ 9.8%
1 positionsView →2025Q3Sep 30
$381M▼ 21.4%
1 positionsView →2025Q2Jun 30
$484M▲ 20.7%
1 positionsLocked2025Q1Mar 31
$401M▲ 6.6%
1 positionsLocked2024Q4Dec 31
$376M▲ 16.5%
1 positionsLocked2024Q3Sep 30
$323M▲ 119.6%
1 positionsLocked2024Q2Jun 30
$147M▲ 39.7%
1 positionsLocked2024Q1Mar 31
$105M▼ 27.1%
1 positionsLocked2023Q4Dec 31
$144M▼ 16.7%
1 positionsLocked2023Q3Sep 30
$173M▼ 0.4%
1 positionsLocked2023Q2Jun 30
$174M▼ 41.1%
1 positionsLocked
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