13F HOLDINGS REPORT
FengHe Fund Management Pte. Ltd.
Quarter ended Q1 2023 · Filed January 27, 2023 · Accession 0001172661-23-000326
Total Value
$739.0M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 5,707,586 | $198.7M | 26.89% |
| 2 | QUALCOMM INC | QCOM | 905,200 | $99.5M | 13.47% |
| 3 | ADVANCED MICRO DEVICES INC | AMD | 1,482,500 | $96.0M | 12.99% |
| 4 | MICRON TECHNOLOGY INC | MU | 1,743,900 | $87.2M | 11.79% |
| 5 | PINDUODUO INC | PDD | 815,000 | $66.5M | 8.99% |
| 6 | GRAB HOLDINGS LIMITED | GRABW | 19,464,523 | $62.7M | 8.48% |
| 7 | BAIDU INC | BAIDF | 535,100 | $61.2M | 8.28% |
| 8 | LAUDER ESTEE COS INC | 518439104 | 48,400 | $12.0M | 1.63% |
| 9 | VANECK ETF TRUST | 92189H607 | 34,400 | $10.5M | 1.42% |
| 10 | DISNEY WALT CO | 254687106 | 118,100 | $10.3M | 1.39% |
| 11 | TAL EDUCATION GROUP | TAL | 1,364,386 | $9.6M | 1.30% |
| 12 | ISHARES TR | 464287515 | 35,300 | $9.0M | 1.22% |
| 13 | KANZHUN LIMITED | BZ | 441,900 | $9.0M | 1.22% |
| 14 | ALIBABA GROUP HLDG LTD | BBAAY | 41,900 | $3.7M | 0.50% |
| 15 | SEA LTD | SE | 60,200 | $3.1M | 0.42% |