13F HOLDINGS REPORT
FengHe Fund Management Pte. Ltd.
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001172661-25-001720
Total Value
$266.7M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNIVERSAL DISPLAY CORP | OLED | 295,000 | $41.1M | 15.43% |
| 2 | VERTIV HOLDINGS CO | VRT | 462,450 | $33.4M | 12.52% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 147,600 | $24.5M | 9.19% |
| 4 | QUALCOMM INC | QCOM | 97,100 | $14.9M | 5.59% |
| 5 | NVIDIA CORPORATION | NVDA | 127,600 | $13.8M | 5.18% |
| 6 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 170,600 | $13.8M | 5.16% |
| 7 | CONFLUENT INC | 20717M103 | 554,136 | $13.0M | 4.87% |
| 8 | BITDEER TECHNOLOGIES GROUP | BTDR | 1,332,200 | $11.8M | 4.41% |
| 9 | ROBLOX CORP | RBLX | 188,900 | $11.0M | 4.13% |
| 10 | TAL EDUCATION GROUP | TAL | 800,021 | $10.6M | 3.96% |
| 11 | NIKE INC | NKE | 160,200 | $10.2M | 3.81% |
| 12 | KE HLDGS INC | BEKE | 392,500 | $7.9M | 2.96% |
| 13 | ADVANCED MICRO DEVICES INC | AMD | 72,200 | $7.4M | 2.78% |
| 14 | UNITY SOFTWARE INC | U | 365,600 | $7.2M | 2.69% |
| 15 | ALIBABA GROUP HLDG LTD | BBAAY | 52,200 | $6.9M | 2.59% |
| 16 | EPAM SYS INC | EPAM | 38,700 | $6.5M | 2.45% |
| 17 | NETEASE INC | NETTF | 54,000 | $5.6M | 2.08% |
| 18 | ARM HOLDINGS PLC | 042068205 | 50,000 | $5.3M | 2.00% |
| 19 | DAQO NEW ENERGY CORP | DQ | 256,076 | $4.6M | 1.74% |
| 20 | KANZHUN LIMITED | BZ | 232,800 | $4.5M | 1.67% |
| 21 | INTEL CORP | INTC | 137,600 | $3.1M | 1.17% |
| 22 | SANDISK CORP | SNDK | 53,266 | $2.5M | 0.95% |
| 23 | DATADOG INC | DDOG | 24,700 | $2.5M | 0.92% |
| 24 | WESTERN DIGITAL CORP | WDC | 57,900 | $2.3M | 0.88% |
| 25 | COINBASE GLOBAL INC | COIN | 13,500 | $2.3M | 0.87% |