13F HOLDINGS REPORT
FengHe Fund Management Pte. Ltd.
Quarter ended Q1 2024 · Filed May 13, 2024 · Accession 0001172661-24-002173
Total Value
$793.9M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WESTERN DIGITAL CORP. | WDC | 1,331,331 | $90.9M | 11.44% |
| 2 | CADENCE DESIGN SYSTEM INC | CDNS | 275,000 | $85.6M | 10.78% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 616,700 | $83.9M | 10.57% |
| 4 | SYNOPSYS INC | SNPS | 144,900 | $82.8M | 10.43% |
| 5 | LUMENTUM HLDGS INC | LITE | 1,472,909 | $69.7M | 8.79% |
| 6 | FUTU HLDGS LTD | FUTU | 933,712 | $50.6M | 6.37% |
| 7 | ADVANCED MICRO DEVICES INC | AMD | 228,393 | $41.2M | 5.19% |
| 8 | NVIDIA CORPORATION | NVDA | 42,600 | $38.5M | 4.85% |
| 9 | COHERENT CORP | COHR | 452,024 | $27.4M | 3.45% |
| 10 | WOLFSPEED INC | WOLF | 921,427 | $27.2M | 3.42% |
| 11 | UNIVERSAL DISPLAY CORP | OLED | 152,055 | $25.6M | 3.23% |
| 12 | TAL EDUCATION GROUP | TAL | 2,088,710 | $23.7M | 2.99% |
| 13 | ARM HOLDINGS PLC | 042068205 | 176,400 | $22.0M | 2.78% |
| 14 | BROADCOM INC | AVGO | 15,600 | $20.7M | 2.60% |
| 15 | DISNEY WALT CO | 254687106 | 162,800 | $19.9M | 2.51% |
| 16 | ASML HOLDING N V | ASMLF | 18,300 | $17.8M | 2.24% |
| 17 | DELL TECHNOLOGIES INC | DELL | 134,946 | $15.4M | 1.94% |
| 18 | DAQO NEW ENERGY CORP | DQ | 368,400 | $10.4M | 1.31% |
| 19 | QUALCOMM INC | QCOM | 60,100 | $10.2M | 1.28% |
| 20 | COINBASE GLOBAL INC | COIN | 23,900 | $6.3M | 0.80% |
| 21 | ALIBABA GROUP HLDG LTD | BBAAY | 87,100 | $6.3M | 0.79% |
| 22 | MICROSOFT CORP | MSFT | 12,070 | $5.1M | 0.64% |
| 23 | YUM CHINA HLDGS INC | YUMC | 119,100 | $4.7M | 0.60% |
| 24 | PDD HOLDINGS INC | PDD | 37,210 | $4.3M | 0.54% |
| 25 | GITLAB INC | GTLB | 62,400 | $3.6M | 0.46% |