13F HOLDINGS REPORT
FengHe Fund Management Pte. Ltd.
Quarter ended Q2 2023 · Filed April 20, 2023 · Accession 0001172661-23-001738
Total Value
$445.6M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICRON TECHNOLOGY INC | MU | 2,453,300 | $148.0M | 33.22% |
| 2 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 2,823,668 | $109.0M | 24.47% |
| 3 | MARVELL TECHNOLOGY INC | MRVL | 1,069,600 | $46.3M | 10.39% |
| 4 | GRAB HOLDINGS LIMITED | GRABW | 10,154,622 | $30.6M | 6.86% |
| 5 | PDD HOLDINGS INC | PDD | 328,000 | $24.9M | 5.59% |
| 6 | TAL EDUCATION GROUP | TAL | 3,483,490 | $22.3M | 5.01% |
| 7 | DISNEY WALT CO | 254687106 | 139,600 | $14.0M | 3.14% |
| 8 | QUALCOMM INC | QCOM | 109,500 | $14.0M | 3.14% |
| 9 | VANECK ETF TRUST | 92189H607 | 34,400 | $9.5M | 2.14% |
| 10 | KANZHUN LIMITED | BZ | 441,900 | $8.4M | 1.89% |
| 11 | ADVANCED MICRO DEVICES INC | AMD | 64,950 | $6.4M | 1.43% |
| 12 | AUTOHOME INC | ATHM | 137,200 | $4.6M | 1.03% |
| 13 | CITIGROUP INC | C-PR | 40,800 | $1.9M | 0.43% |
| 14 | JPMORGAN CHASE & CO | VYLD | 14,600 | $1.9M | 0.43% |
| 15 | BANK AMERICA CORP | 060505104 | 66,500 | $1.9M | 0.43% |
| 16 | WELLS FARGO CO NEW | 949746101 | 50,300 | $1.9M | 0.42% |