13F HOLDINGS REPORT
FengHe Fund Management Pte. Ltd.
Quarter ended Q3 2025 · Filed October 24, 2025 · Accession 0001172661-25-004417
Total Value
$1.10B
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 353,900 | $98.8M | 9.02% |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 566,700 | $91.7M | 8.37% |
| 3 | LUMENTUM HLDGS INC | LITE | 441,100 | $71.8M | 6.55% |
| 4 | ASTERA LABS INC | ALAB | 324,000 | $63.4M | 5.79% |
| 5 | TTM TECHNOLOGIES INC | TTMI | 940,071 | $54.1M | 4.94% |
| 6 | ANALOG DEVICES INC | ADI | 201,900 | $49.6M | 4.53% |
| 7 | COHERENT CORP | COHR | 395,400 | $42.6M | 3.89% |
| 8 | MARVELL TECHNOLOGY INC | MRVL | 500,600 | $42.1M | 3.84% |
| 9 | NVIDIA CORPORATION | NVDA | 222,500 | $41.5M | 3.79% |
| 10 | INTEL CORP | INTC | 1,164,300 | $39.1M | 3.57% |
| 11 | BARRICK MNG CORP | 06849F108 | 1,172,300 | $38.4M | 3.51% |
| 12 | AMPHENOL CORP NEW | 032095101 | 308,600 | $38.2M | 3.49% |
| 13 | CIENA CORP | CIEN | 250,400 | $36.5M | 3.33% |
| 14 | BOEING CO | BA-PA | 163,900 | $35.4M | 3.23% |
| 15 | CORNING INC | GLW | 406,000 | $33.3M | 3.04% |
| 16 | FUTU HLDGS LTD | FUTU | 186,800 | $32.5M | 2.96% |
| 17 | ALBEMARLE CORP | ALB-PA | 317,785 | $25.8M | 2.35% |
| 18 | CADENCE DESIGN SYSTEM INC | CDNS | 69,300 | $24.3M | 2.22% |
| 19 | COINBASE GLOBAL INC | COIN | 69,900 | $23.6M | 2.15% |
| 20 | ALIBABA GROUP HLDG LTD | BBAAY | 131,200 | $23.4M | 2.14% |
| 21 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 153,500 | $22.4M | 2.04% |
| 22 | HUNTINGTON INGALLS INDS INC | 446413106 | 73,000 | $21.0M | 1.92% |
| 23 | APPLIED MATLS INC | 038222105 | 97,500 | $20.0M | 1.82% |
| 24 | UNITY SOFTWARE INC | U | 447,602 | $17.9M | 1.64% |
| 25 | FRANCO NEV CORP | FNV | 70,400 | $15.7M | 1.43% |
| 26 | WERIDE INC | WRDIF | 1,398,800 | $13.8M | 1.26% |
| 27 | DAQO NEW ENERGY CORP | DQ | 469,833 | $13.2M | 1.21% |
| 28 | SYNOPSYS INC | SNPS | 25,800 | $12.7M | 1.16% |
| 29 | QUALCOMM INC | QCOM | 67,500 | $11.2M | 1.02% |
| 30 | SANDISK CORP | SNDK | 97,000 | $10.9M | 0.99% |
| 31 | TAL EDUCATION GROUP | TAL | 881,672 | $9.9M | 0.90% |
| 32 | ALPHABET INC | GOOG | 32,100 | $7.8M | 0.71% |
| 33 | JD.COM INC | JDCMF | 215,000 | $7.5M | 0.69% |
| 34 | APPLOVIN CORP | APP | 5,505 | $4.0M | 0.36% |
| 35 | FULL TRUCK ALLIANCE CO LTD | YMM | 119,100 | $1.5M | 0.14% |