FengHe Fund Management Pte. Ltd.
Top Portfolio Positions
31 positions ·
$723,604,007 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MKSI |
Mks Inc
Technology
|
456,329 | $104,868,967 | 14.49% | |
| BWXT |
BWX Technologies, Inc.
Industrials
|
393,200 | $80,405,468 | 11.11% | |
| TER |
Teradyne, Inc
Technology
|
196,765 | $58,332,951 | 8.06% | |
| ONON |
On Holding AG
Consumer Cyclical
|
1,699,520 | $57,817,670 | 7.99% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
110,850 | $37,461,757 | 5.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
129,485 | $37,234,706 | 5.15% | |
| SITM |
SITIME Corp
Technology
|
107,695 | $37,192,468 | 5.14% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
52,800 | $37,105,728 | 5.13% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
101,860 | $35,156,979 | 4.86% | |
| CIEN |
Ciena Corp
Technology
|
89,254 | $34,651,080 | 4.79% |
Portfolio Trend
22 quarters · across all stocks
Holdings in ONON
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,817,670 | 1,699,520 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $142,424,527 | 3,064,211 | Shares | Sole | 2026-01-30 | |
| No 13F history on record for this holder in this stock. | ||||||