Back to funds

FengHe Fund Management Pte. Ltd.

Updated 3 days ago

Managed by Fenghe Fund Management Pte. Ltd. • Latest filing Q3 2026

Portfolio value
$2.1B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$1.8B
Q1 2026$723.6M
Q2 2026$1.1B
Q3 2026$2.1B

Top holdings

33 positions as of Q3 2026

View filing
I

INTEL CORP

Value
$213M
Shares
1.77M
% Port
10.32%
M

MKS INC.

Value
$204.7M
Shares
771.3K
% Port
9.92%
H

HOWMET AEROSPACE INC

Value
$200.7M
Shares
887.5K
% Port
9.73%
M

MACOM TECH SOLUTIONS HLDGS I

Value
$185.7M
Shares
652.0K
% Port
9.00%
G

ALPHABET INC

Value
$153.1M
Shares
445.1K
% Port
7.42%
A

AMAZON COM INC

Value
$142.5M
Shares
571.8K
% Port
6.90%
A

ASML HLDG NV

Value
$111.9M
Shares
61.8K
% Port
5.42%
C

CREDO TECHNOLOGY GROUP HOLDI

Value
$81.8M
Shares
420.1K
% Port
3.97%
C

CIENA CORP

Value
$77.8M
Shares
221.2K
% Port
3.77%
W

WESTERN DIGITAL CORP

Value
$62.9M
Shares
138.4K
% Port
3.05%
M

MODINE MFG CO

Value
$62.6M
Shares
334.3K
% Port
3.03%
Q

QUALCOMM INC

Value
$61.6M
Shares
334.9K
% Port
2.99%
S

SITIME CORP

Value
$59.9M
Shares
91.9K
% Port
2.90%
T

TAIWAN SEMICONDUCTOR MANUFAC

Value
$50M
Shares
109.6K
% Port
2.42%
L

LINDE PLC

Value
$48.3M
Shares
101.8K
% Port
2.34%
S

SYNOPSYS INC

Value
$44.7M
Shares
102.7K
% Port
2.17%
A

ASTERA LABS INC

Value
$41.2M
Shares
115.7K
% Port
2.00%
L

LUMENTUM HLDGS INC

Value
$38.7M
Shares
39.9K
% Port
1.88%
T

TEXAS INSTRS INC

Value
$35.1M
Shares
125.3K
% Port
1.70%
A

ADVANCED MICRO DEVICES INC

Value
$31.6M
Shares
51.7K
% Port
1.53%

Explore