13F HOLDINGS REPORT
FengHe Fund Management Pte. Ltd.
Quarter ended Q2 2024 · Filed July 26, 2024 · Accession 0001172661-24-002932
Total Value
$716.9M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WESTERN DIGITAL CORP. | WDC | 1,188,731 | $90.1M | 12.56% |
| 2 | CADENCE DESIGN SYSTEM INC | CDNS | 261,440 | $80.5M | 11.22% |
| 3 | NVIDIA CORPORATION | NVDA | 613,400 | $75.8M | 10.57% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,482,000 | $73.9M | 10.31% |
| 5 | SYNOPSYS INC | SNPS | 98,220 | $58.4M | 8.15% |
| 6 | LUMENTUM HLDGS INC | LITE | 1,015,459 | $51.7M | 7.21% |
| 7 | MARVELL TECHNOLOGY INC | MRVL | 510,997 | $35.7M | 4.98% |
| 8 | APPLE INC | AAPL | 156,500 | $33.0M | 4.60% |
| 9 | PDD HOLDINGS INC | PDD | 210,500 | $28.0M | 3.90% |
| 10 | FUTU HLDGS LTD | FUTU | 400,357 | $26.3M | 3.66% |
| 11 | ARM HOLDINGS PLC | 042068205 | 155,315 | $25.4M | 3.54% |
| 12 | ASML HOLDING N V | ASMLF | 21,400 | $21.9M | 3.05% |
| 13 | DELL TECHNOLOGIES INC | DELL | 146,056 | $20.1M | 2.81% |
| 14 | BROADCOM INC | AVGO | 10,140 | $16.3M | 2.27% |
| 15 | NETEASE INC | NETTF | 160,200 | $15.3M | 2.14% |
| 16 | MICRON TECHNOLOGY INC | MU | 91,700 | $12.1M | 1.68% |
| 17 | UNIVERSAL DISPLAY CORP | OLED | 51,456 | $10.8M | 1.51% |
| 18 | DAQO NEW ENERGY CORP | DQ | 688,028 | $10.0M | 1.40% |
| 19 | WOLFSPEED INC | WOLF | 404,700 | $9.2M | 1.28% |
| 20 | FULL TRUCK ALLIANCE CO LTD | YMM | 1,117,000 | $9.0M | 1.25% |
| 21 | KB FINL GROUP INC | 48241A105 | 122,112 | $7.0M | 0.97% |
| 22 | SHINHAN FINANCIAL GROUP CO L | SHG | 185,236 | $6.5M | 0.90% |