Back to funds
View filing
FengHe Fund Management Pte. Ltd.
hedge fundUpdated 34 days agoManaged by Fenghe Fund Management Pte. Ltd. • Latest filing Q2 2026
Portfolio value
$1.1B
Q2 2026
Filings
13
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
65.3%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 13 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q2 2023 | $505.7M |
| Q3 2023 | $421M |
| Q4 2023 | $569.6M |
| Q1 2024 | $793.9M |
| Q2 2024 | $716.9M |
| Q3 2024 | $338.3M |
| Q4 2024 | $338.9M |
| Q1 2025 | $266.7M |
| Q2 2025 | $610.3M |
| Q3 2025 | $1.1B |
| Q4 2025 | $1.8B |
| Q1 2026 | $723.6M |
| Q2 2026 | $1.1B |
Top holdings
18 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MKSI MKS INC. | $258.7M | 581.7K | 24.54% | — |
| 2 | T TXN TEXAS INSTRS INC | $171.4M | 575.1K | 16.26% | — |
| 3 | C CRDO CREDO TECHNOLOGY GROUP HOLDI | $169.1M | 621.7K | 16.04% | — |
| 4 | H HWM HOWMET AEROSPACE INC | $83.8M | 311.8K | 7.95% | — |
| 5 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $79.3M | 166.1K | 7.52% | — |
| 6 | S SIMO SILICON MOTION TECHNOLOGY CO | $60.5M | 181.5K | 5.74% | — |
| 7 | M MOD MODINE MFG CO | $49.8M | 186.5K | 4.72% | — |
| 8 | S SITM SITIME CORP | $36.3M | 48.7K | 3.44% | — |
| 9 | W WWD WOODWARD INC | $29M | 68.2K | 2.75% | — |
| 10 | C CIEN CIENA CORP | $25.3M | 51.7K | 2.40% | — |
| 11 | A ALAB ASTERA LABS INC | $25.1M | 52.0K | 2.38% | — |
| 12 | A AMD ADVANCED MICRO DEVICES INC | $16.5M | 28.3K | 1.56% | — |
| 13 | W WDC WESTERN DIGITAL CORP | $16.4M | 25.7K | 1.55% | — |
| 14 | B BWXT BWX TECHNOLOGIES INC | $13.8M | 36.7K | 1.31% | — |
| 15 | N NVDA NVIDIA CORPORATION | $6.7M | 33.7K | 0.64% | — |
| 16 | G GOOGN ALPHABET INC | $5.3M | 14.8K | 0.50% | — |
| 17 | B BBAAY ALIBABA GROUP HLDG LTD | $5.2M | 54.5K | 0.50% | — |
| 18 | D DQ DAQO NEW ENERGY CORP | $1.9M | 140.3K | 0.18% | — |