13F HOLDINGS REPORT
FengHe Fund Management Pte. Ltd.
Quarter ended Q3 2024 · Filed November 7, 2024 · Accession 0001172661-24-004502
Total Value
$338.3M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 438,700 | $76.2M | 22.52% |
| 2 | TESLA INC | TSLA | 192,900 | $50.5M | 14.92% |
| 3 | TAL EDUCATION GROUP | TAL | 2,988,220 | $35.4M | 10.46% |
| 4 | SYNOPSYS INC | SNPS | 50,600 | $25.6M | 7.57% |
| 5 | NVIDIA CORPORATION | NVDA | 180,485 | $21.9M | 6.48% |
| 6 | CORNING INC | GLW | 454,300 | $20.5M | 6.06% |
| 7 | GE VERNOVA INC | GEV | 59,800 | $15.2M | 4.51% |
| 8 | LUMENTUM HLDGS INC | LITE | 200,590 | $12.7M | 3.76% |
| 9 | FULL TRUCK ALLIANCE CO LTD | YMM | 1,393,600 | $12.6M | 3.71% |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 66,700 | $10.9M | 3.24% |
| 11 | DAQO NEW ENERGY CORP | DQ | 528,836 | $10.8M | 3.18% |
| 12 | BROADCOM INC | AVGO | 61,400 | $10.6M | 3.13% |
| 13 | DISNEY WALT CO | 254687106 | 75,700 | $7.3M | 2.15% |
| 14 | UNITY SOFTWARE INC | U | 317,400 | $7.2M | 2.12% |
| 15 | CADENCE DESIGN SYSTEM INC | CDNS | 22,920 | $6.2M | 1.84% |
| 16 | MICROSOFT CORP | MSFT | 11,600 | $5.0M | 1.48% |
| 17 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 65,100 | $4.9M | 1.46% |
| 18 | KANZHUN LIMITED | BZ | 274,000 | $4.8M | 1.41% |