Temasek Holdings is well-known for its philosophy of long-term investment.
The investment firm recently released its 2025 Annual Review and reported a 20-year total shareholder return of 8%, an impressive feat.
The investment firm not only owns stakes in private entities, but also has stakes in Singapore blue-chip stocks.
What many investors may not realise is that Temasek also has stakes in foreign companies such as US technology and growth stocks.
Here are five US growth stocks in Temasek’s portfolio that you can consider adding to your buy watchlist.
BlackRock (NYSE: BLK)
BlackRock is the largest asset management firm in the world, and managed US$12.5 trillion of assets under management (AUM) as of 30 June 2025.
The firm reported a steady set of earnings for the first half of this year (1H 2025).
Revenue rose 12.2% year on year to US$10.7 billion.
Operating profit, however, dipped slightly by 1.8% year on year to US$3.4 billion.
Net profit inched up 1.1% year on year to US$3.1 billion.
BlackRock paid out a quarterly dividend of US$5.21 per share, higher than the previous year’s US$5.10.
The investment firm saw an 18% year-on-year increase in its AUM with total net inflows at US$67.7 billion for the second quarter of 2025.
The company also closed its acquisition of HPS Investment Partners on 1 July, adding US$165 billion of client AUM and S$118 billion of fee-paying AUM.
Earlier this month, BlackRock announced the acquisition of ElmTree Funds, a net-lease real estate investment firm with US$7.3 billion in total AUM.
Elmtree has a broad geographical footprint with six office locations and investments in 122 properties across 31 US states.
Amazon (NASDAQ: AMZN)
Amazon is one of the largest e-commerce players in the world.
The company also provides cloud services through its Amazon Web Services (AWS) service and runs a streaming television service (Amazon Prime).
The e-commerce behemoth released a stellar set of earnings for the first quarter of 2025 (1Q 2025).
Revenue rose 8.6% year on year to US$155.7 billion while operating profit climbed 20.2% year on year to US$18.4 billion.
Net profit stood at US$17.1 billion, up an impressive 64.2% year on year.
Amazon introduced its next-generation Alexa personal assistant to help and guide users with any questions they may have.
The company also announced a US$4 billion investment through 2026 to expand its rural delivery network to bring faster deliveries to rural areas of the US.
Nvidia (NASDAQ: NVDA)
Nvidia is well-known for its cutting-edge graphics processing units (GPUs) and supplies artificial intelligence (AI) hardware and software.
The company is seeing surging demand for its new Blackwell chips and is seeing strong growth in its top and bottom lines.
Nvidia announced a stellar set of earnings for the first quarter of fiscal 2026 (1Q FY2026) ending 27 April 2025.
Revenue came in at US$44.1 billion, up 69% year on year, while operating profit climbed 28% year on year to US$21.6 billion.
Net profit increased by 26% year on year to US$18.8 billion.
Nvidia will also pay out a cash dividend of US$0.01 per quarter.
Jensen Huang, CEO of Nvidia, remarked that global demand for the company’s AI infrastructure is “incredibly strong”.
The company expects to clock in revenue of US$45 billion for fiscal 2026, a 50% year-on-year increase from 2Q FY2025’s US$30 billion.
Visa (NYSE: V)
Visa is a payments technology company that facilitates quick and secure funds transfers between consumers, businesses, and financial institutions.
The company reported a commendable set of earnings for the first half of fiscal 2025 (1H FY2025) ending 31 March 2025.
Revenue increased by 9.7% year on year to US$19.1 billion while operating profit crept up 3.2% year on year to US$11.7 billion.
Net profit stood at US$9.7 billion, up 1.5% year on year.
Visa also reported a 24% year-on-year jump in free cash flow to US$9.4 billion.
The payments company also saw total cards issued rise by 7% year on year to 4.8 billion as the end of the first quarter of FY2025.
Visa paid out a quarterly dividend of US$0.59 per share, higher than the previous year’s US$0.52.
Mastercard (NYSE: MA)
Mastercard is another payments technology company that functions similarly to Visa, and is also one of several market leaders in this space.
The business saw 6% year on year card growth to reach 3.5 billion as of 31 March 2025.
For 1Q 2025, the company reported a 14.2% year-on-year increase in revenue to US$7.3 billion.
Operating profit improved by 15.1% year on year to US$4.1 billion and net profit increased by 9% year on year to US$3.3 billion.
Mastercard generated US$2 billion of free cash flow for the quarter, 56% higher than a year ago.
The payments company also paid out a quarterly dividend of US$0.76, a 15.2% year-on-year increase.
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Disclosure: Royston Yang owns shares of Visa and Mastercard.
