FengHe Fund Management Pte. Ltd.

CIK

1660531

Location

Singapore, U0

Portfolio Value

Mid $1,047,594,860

Diversification

Diversified

Filing Date

Global Rank

#2,441 / 8,794 ▲ 187 · as of Jun 2026

Top Industry

Semiconductors 53.9%

Period ended 3 months ago

Filed Aug 7, 2026 · 59d

23 quarters · since Dec 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

18 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

24.7%

+10.2 pts

Top 5

72.8%

+25.9 pts

Top 10

92.0%

+20.1 pts

HHI

1,353

Diversified+674

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	82.8%	$867,272,239	12
Industrials	11.5%	$119,996,997	3
Consumer Cyclical	5.3%	$55,036,548	2
Communication Services	0.5%	$5,289,076	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
CRDO	Credo Technology Group Holding Ltd	+525,649	621,749	$169,084,640
MKSI	Mks Inc	+125,358	581,687	$258,734,377
MOD	Modine Manufacturing Co	+123,824	186,524	$49,805,638
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+55,225	166,075	$79,312,437
WWD	Woodward, Inc.	+54,500	68,200	$29,015,008
BABA	Alibaba Group Holding Ltd	+10,700	54,500	$5,230,910
NVDA	Nvidia Corp	+2,500	33,700	$6,743,033
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
BWXT	BWX Technologies, Inc.	−356,460	36,740	$7,151,441
GOOGL	Alphabet Inc.	−114,685	14,800	$5,289,076
AMD	Advanced Micro Devices Inc	−78,020	28,320	$16,451,371
SITM	SITIME Corp	−59,005	48,690	$36,301,316
CIEN	Ciena Corp	−37,587	51,667	$25,345,763
ALAB	Astera Labs, Inc.	−22,280	52,000	$25,117,040
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
TXN	Texas Instruments Inc	575,100	$171,420,057
HWM	Howmet Aerospace Inc.	311,800	$83,830,548
SIMO	Silicon Motion Technology CORP	181,482	$60,493,395
WDC	Western Digital Corp	25,661	$16,390,193
DQ	Daqo New Energy Corp.	140,300	$1,878,617
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
TER	Teradyne, Inc	196,765	$58,332,951
ONON	On Holding AG	1,699,520	$57,817,670
LITE	Lumentum Holdings Inc.	52,800	$37,105,728
LHX	L3harris Technologies, Inc. /De/	101,860	$35,156,979
ASML	Asml Holding NV	24,302	$32,098,810
MTSI	MACOM Technology Solutions Holdings, Inc.	110,526	$24,544,508
AVGO	Broadcom Inc.	59,285	$18,349,300
ALNY	Alnylam Pharmaceuticals, Inc.	32,500	$10,753,275
CRS	Carpenter Technology Corp	25,000	$9,853,750
MSFT	Microsoft Corp	26,200	$9,698,454
ADI	Analog Devices Inc	29,985	$9,539,427
AA	Alcoa Corp	110,062	$7,300,412
B	Barrick Mining Corp	140,750	$5,741,192
TAL	TAL Education Group	161,900	$1,840,803
JOYY	JOYY Inc.	27,000	$1,576,530
NTES	NetEase, Inc.	12,400	$1,388,056
SE	Sea Ltd	15,800	$1,308,398
TME	Tencent Music Entertainment Group	125,100	$1,160,928
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

18 tracked positions · $1,047,594,860 total · filing declares 18 positions · $1,054,232,681 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MKSI	Mks Inc Technology	Added	581,687	+125,358	$258,734,377	+146.7%	24.70%
TXN	Texas Instruments Inc Technology	NEW	575,100	NEW	$171,420,057	NEW	16.36%
CRDO	Credo Technology Group Holding Ltd Technology	Added	621,749	+525,649	$169,084,640	+1774.4%	16.14%
HWM	Howmet Aerospace Inc. Industrials	NEW	311,800	NEW	$83,830,548	NEW	8.00%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	166,075	+55,225	$79,312,437	+111.7%	7.57%
SIMO	Silicon Motion Technology CORP Technology	NEW	181,482	NEW	$60,493,395	NEW	5.77%
MOD	Modine Manufacturing Co Consumer Cyclical	Added	186,524	+123,824	$49,805,638	+266.5%	4.75%
SITM	SITIME Corp Technology	Reduced	48,690	-59,005	$36,301,316	−2.4%	3.47%
WWD	Woodward, Inc. Industrials	Added	68,200	+54,500	$29,015,008	+491.7%	2.77%
CIEN	Ciena Corp Technology	Reduced	51,667	-37,587	$25,345,763	−26.9%	2.42%
ALAB	Astera Labs, Inc. Technology	Reduced	52,000	-22,280	$25,117,040	+208.5%	2.40%
AMD	Advanced Micro Devices Inc Technology	Reduced	28,320	-78,020	$16,451,371	−24.0%	1.57%
WDC	Western Digital Corp Technology	NEW	25,661	NEW	$16,390,193	NEW	1.56%
BWXT	BWX Technologies, Inc. Industrials	Reduced	36,740	-356,460	$7,151,441	−91.1%	0.68%
NVDA	Nvidia Corp Technology	Added	33,700	+2,500	$6,743,033	+23.9%	0.64%
GOOGL	Alphabet Inc. Communication Services	Reduced	14,800	-114,685	$5,289,076	−85.8%	0.50%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	54,500	+10,700	$5,230,910	−4.8%	0.50%
DQ	Daqo New Energy Corp. Technology	NEW	140,300	NEW	$1,878,617	NEW	0.18%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.