Back to FengHe Fund Management Pte. Ltd.
FengHe Fund Management Pte. Ltd.
Q3 2026 13F filing
Updated 3 days ago33 disclosed positions worth $2.1B
Portfolio value
$2.1B
Total holdings
33
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-11-02
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | I INTEL CORP | $213M | 1.77M | 10.32% | — |
| 2 | M MKS INC. | $204.7M | 771.3K | 9.92% | — |
| 3 | H HOWMET AEROSPACE INC | $200.7M | 887.5K | 9.73% | — |
| 4 | M MACOM TECH SOLUTIONS HLDGS I | $185.7M | 652.0K | 9.00% | — |
| 5 | G ALPHABET INC | $153.1M | 445.1K | 7.42% | — |
| 6 | A AMAZON COM INC | $142.5M | 571.8K | 6.90% | — |
| 7 | A ASML HLDG NV | $111.9M | 61.8K | 5.42% | — |
| 8 | C CREDO TECHNOLOGY GROUP HOLDI | $81.8M | 420.1K | 3.97% | — |
| 9 | C CIENA CORP | $77.8M | 221.2K | 3.77% | — |
| 10 | W WESTERN DIGITAL CORP | $62.9M | 138.4K | 3.05% | — |
| 11 | M MODINE MFG CO | $62.6M | 334.3K | 3.03% | — |
| 12 | Q QUALCOMM INC | $61.6M | 334.9K | 2.99% | — |
| 13 | S SITIME CORP | $59.9M | 91.9K | 2.90% | — |
| 14 | T TAIWAN SEMICONDUCTOR MANUFAC | $50M | 109.6K | 2.42% | — |
| 15 | L LINDE PLC | $48.3M | 101.8K | 2.34% | — |
| 16 | S SYNOPSYS INC | $44.7M | 102.7K | 2.17% | — |
| 17 | A ASTERA LABS INC | $41.2M | 115.7K | 2.00% | — |
| 18 | L LUMENTUM HLDGS INC | $38.7M | 39.9K | 1.88% | — |
| 19 | T TEXAS INSTRS INC | $35.1M | 125.3K | 1.70% | — |
| 20 | A ADVANCED MICRO DEVICES INC | $31.6M | 51.7K | 1.53% | — |
| 21 | F FRONTLINE PLC | $30.5M | 618.4K | 1.48% | — |
| 22 | M MARVELL TECHNOLOGY INC | $27.1M | 102.4K | 1.31% | — |
| 23 | S SILICON MOTION TECHNOLOGY CO | $25.6M | 91.3K | 1.24% | — |
| 24 | W WOODWARD INC | $25.3M | 76.9K | 1.22% | — |
| 25 | A ANALOG DEVICES INC | $10.6M | 26.8K | 0.52% | — |
| 26 | B BIONTECH SE | $9.8M | 100.0K | 0.48% | — |
| 27 | N NVIDIA CORPORATION | $8.8M | 38.5K | 0.43% | — |
| 28 | C CADENCE DESIGN SYSTEM INC | $5.7M | 17.1K | 0.27% | — |
| 29 | B ALIBABA GROUP HLDG LTD | $5.3M | 49.7K | 0.26% | — |
| 30 | M META PLATFORMS INC | $2.9M | 4.0K | 0.14% | — |
| 31 | C CIRCLE INTERNET GROUP INC | $1.6M | 19.8K | 0.08% | — |
| 32 | D DAQO NEW ENERGY CORP | $1.6M | 140.3K | 0.08% | — |
| 33 | Y YUM CHINA HLDGS INC | $898K | 21.9K | 0.04% | — |