13F HOLDINGS REPORT
FengHe Fund Management Pte. Ltd.
Quarter ended Q4 2024 · Filed January 31, 2025 · Accession 0001172661-25-000440
Total Value
$338.9M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 447,100 | $88.3M | 26.05% |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 435,700 | $52.6M | 15.53% |
| 3 | ALIBABA GROUP HLDG LTD | BBAAY | 497,400 | $42.2M | 12.44% |
| 4 | TAL EDUCATION GROUP | TAL | 3,879,504 | $38.9M | 11.47% |
| 5 | NETEASE INC | NETTF | 342,600 | $30.6M | 9.02% |
| 6 | CORNING INC | GLW | 581,800 | $27.6M | 8.16% |
| 7 | TERADYNE INC | TER | 115,400 | $14.5M | 4.29% |
| 8 | BITDEER TECHNOLOGIES GROUP | BTDR | 478,900 | $10.4M | 3.06% |
| 9 | NVIDIA CORPORATION | NVDA | 57,885 | $7.8M | 2.29% |
| 10 | MICROSOFT CORP | MSFT | 17,700 | $7.5M | 2.20% |
| 11 | DAQO NEW ENERGY CORP | DQ | 256,076 | $5.0M | 1.47% |
| 12 | UNITY SOFTWARE INC | U | 218,100 | $4.9M | 1.45% |
| 13 | DISNEY WALT CO | 254687106 | 37,800 | $4.2M | 1.24% |
| 14 | VICTORIAS SECRET AND CO | 926400102 | 58,800 | $2.4M | 0.72% |
| 15 | PDD HOLDINGS INC | PDD | 21,300 | $2.1M | 0.61% |