FengHe Fund Management Pte. Ltd. 13F Holdings

CIK 0001660531 · Singapore, U0

As of Sep 30, 2025, FengHe Fund Management Pte. Ltd. reported 35 positions worth .1B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology353,900$98.8M9.02%
ADVANCED MICRO DEVICES INCAMDEquity566,700$91.7M8.37%
LUMENTUM HOLDINGS INCLITETechnology441,100$71.8M6.55%
ASTERA LABS INCALABTechnology324,000$63.4M5.79%
TTM TECHNOLOGIES INCTTMITechnology940,071$54.1M4.94%
ANALOG DEVICES INCADITechnology201,900$49.6M4.53%
COHERENT CORPCOHRTechnology395,400$42.6M3.89%
MARVELL TECHNOLOGY INCMRVLTechnology500,600$42.1M3.84%
NVIDIA CORPNVDATechnology222,500$41.5M3.79%
INTEL CORPINTCTechnology1,164,300$39.1M3.57%
BARRICK MINING CORPBBasic Materials1,172,300$38.4M3.51%
AMPHENOL CORP-CL AAPHTechnology308,600$38.2M3.49%
CIENA CORPCIENTechnology250,400$36.5M3.33%
BOEING COBAIndustrials163,900$35.4M3.23%
CORNING INCGLWTechnology406,000$33.3M3.04%
FUTU HOLDINGS LTDFUTUFinancial Services186,800$32.5M2.96%
ALBEMARLE CORPALBBasic Materials317,785$25.8M2.35%
CADENCE DESIGN SYSTEMS INCCDNSTechnology69,300$24.3M2.22%
COINBASE GLOBAL INCCOINFinancial Services69,900$23.6M2.15%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical131,200$23.4M2.14%
CREDO TECHNOLOGY GROUP HOLDING LTDCRDOTechnology153,500$22.4M2.04%
HUNTINGTON INGALLS INDUSTRIES INCHIIIndustrials73,000$21.0M1.92%
APPLIED MATERIALS INCAMATTechnology97,500$20.0M1.82%
UNITY SOFTWARE INCUTechnology447,602 7.9M1.64%
FRANCO NEVADA CORPFNVBasic Materials70,400 5.7M1.43%