13F HOLDINGS REPORT
FengHe Fund Management Pte. Ltd.
Quarter ended Q2 2025 · Filed July 18, 2025 · Accession 0001172661-25-002651
Total Value
$610.3M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ASTERA LABS INC | ALAB | 1,180,848 | $106.8M | 17.50% |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 573,000 | $81.3M | 13.32% |
| 3 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 680,555 | $63.0M | 10.33% |
| 4 | MARVELL TECHNOLOGY INC | MRVL | 674,500 | $52.2M | 8.55% |
| 5 | UNIVERSAL DISPLAY CORP | OLED | 229,800 | $35.5M | 5.82% |
| 6 | ALBEMARLE CORP | ALB-PA | 525,016 | $32.9M | 5.39% |
| 7 | APPLOVIN CORP | APP | 92,234 | $32.3M | 5.29% |
| 8 | COHERENT CORP | COHR | 342,400 | $30.5M | 5.01% |
| 9 | UNITY SOFTWARE INC | U | 1,107,702 | $26.8M | 4.39% |
| 10 | NVIDIA CORPORATION | NVDA | 155,500 | $24.6M | 4.03% |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 100,100 | $22.7M | 3.72% |
| 12 | CADENCE DESIGN SYSTEM INC | CDNS | 69,300 | $21.4M | 3.50% |
| 13 | BARRICK MNG CORP | 06849F108 | 981,500 | $20.4M | 3.35% |
| 14 | AMPHENOL CORP NEW | 032095101 | 123,300 | $12.2M | 2.00% |
| 15 | COINBASE GLOBAL INC | COIN | 31,900 | $11.2M | 1.83% |
| 16 | WERIDE INC | WRDIF | 1,398,800 | $11.0M | 1.81% |
| 17 | TAL EDUCATION GROUP | TAL | 784,777 | $8.0M | 1.31% |
| 18 | ALIBABA GROUP HLDG LTD | BBAAY | 47,600 | $5.4M | 0.88% |
| 19 | DAQO NEW ENERGY CORP | DQ | 289,376 | $4.4M | 0.72% |
| 20 | JD.COM INC | JDCMF | 104,000 | $3.4M | 0.56% |
| 21 | BITDEER TECHNOLOGIES GROUP | BTDR | 290,700 | $3.3M | 0.55% |
| 22 | VICTORIAS SECRET AND CO | 926400102 | 52,800 | $977,856 | 0.16% |