13F HOLDINGS REPORT
FengHe Fund Management Pte. Ltd.
Quarter ended Q4 2023 · Filed October 19, 2023 · Accession 0001172661-23-003450
Total Value
$421.0M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 373,200 | $162.3M | 38.56% |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 461,293 | $47.4M | 11.27% |
| 3 | COHERENT CORP | COHR | 1,356,038 | $44.3M | 10.51% |
| 4 | MARVELL TECHNOLOGY INC | MRVL | 713,000 | $38.6M | 9.17% |
| 5 | TAL EDUCATION GROUP | TAL | 2,487,186 | $22.7M | 5.38% |
| 6 | ARM HOLDINGS PLC | 042068205 | 370,563 | $19.8M | 4.71% |
| 7 | WESTERN DIGITAL CORP. | WDC | 423,193 | $19.3M | 4.59% |
| 8 | DISNEY WALT CO | 254687106 | 162,800 | $13.2M | 3.13% |
| 9 | MICRON TECHNOLOGY INC | MU | 156,900 | $10.7M | 2.54% |
| 10 | SUPER MICRO COMPUTER INC | SMCI | 38,500 | $10.6M | 2.51% |
| 11 | WOLFSPEED INC | WOLF | 265,600 | $10.1M | 2.40% |
| 12 | UNITY SOFTWARE INC | U | 187,900 | $5.9M | 1.40% |
| 13 | ALPHABET INC | GOOG | 35,300 | $4.7M | 1.11% |
| 14 | JPMORGAN CHASE & CO | VYLD | 26,800 | $3.9M | 0.92% |
| 15 | MICROSOFT CORP | MSFT | 12,070 | $3.8M | 0.91% |
| 16 | WELLS FARGO CO NEW | 949746101 | 92,200 | $3.8M | 0.89% |