13F HOLDINGS REPORT
FengHe Fund Management Pte. Ltd.
Quarter ended Q3 2023 · Filed August 3, 2023 · Accession 0001172661-23-002719
Total Value
$505.7M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 328,900 | $139.1M | 27.51% |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 845,450 | $96.3M | 19.04% |
| 3 | WESTERN DIGITAL CORP. | WDC | 2,319,597 | $88.0M | 17.40% |
| 4 | SUPER MICRO COMPUTER INC | SMCI | 175,200 | $43.7M | 8.63% |
| 5 | COHERENT CORP | COHR | 540,939 | $27.6M | 5.45% |
| 6 | TAL EDUCATION GROUP | TAL | 4,189,899 | $25.0M | 4.94% |
| 7 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 490,745 | $19.4M | 3.83% |
| 8 | WOLFSPEED INC | WOLF | 290,300 | $16.1M | 3.19% |
| 9 | DISNEY WALT CO | 254687106 | 139,600 | $12.5M | 2.46% |
| 10 | MICRON TECHNOLOGY INC | MU | 173,500 | $10.9M | 2.17% |
| 11 | VANECK ETF TRUST | 92189H607 | 34,400 | $9.9M | 1.96% |
| 12 | MICROSOFT CORP | MSFT | 16,070 | $5.5M | 1.08% |
| 13 | ALPHABET INC | GOOG | 31,000 | $3.8M | 0.74% |
| 14 | WELLS FARGO CO NEW | 949746101 | 50,300 | $2.1M | 0.42% |
| 15 | JPMORGAN CHASE & CO | VYLD | 14,600 | $2.1M | 0.42% |
| 16 | BANK AMERICA CORP | 060505104 | 66,500 | $1.9M | 0.38% |
| 17 | CITIGROUP INC | C-PR | 40,800 | $1.9M | 0.37% |