13F HOLDINGS REPORT
FengHe Fund Management Pte. Ltd.
Quarter ended Q4 2025 · Filed January 30, 2026 · Accession 0001172661-26-000399
Total Value
$1.78B
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 520,100 | $162.8M | 9.17% |
| 2 | CIENA CORP | CIEN | 660,988 | $154.6M | 8.70% |
| 3 | ON HLDG AG | H5919C104 | 3,064,211 | $142.4M | 8.02% |
| 4 | SANDISK CORP | SNDK | 431,700 | $102.5M | 5.77% |
| 5 | BROADCOM INC | AVGO | 288,680 | $99.9M | 5.63% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 314,940 | $95.7M | 5.39% |
| 7 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 529,326 | $90.7M | 5.10% |
| 8 | ALNYLAM PHARMACEUTICALS INC | ALNY | 218,700 | $87.0M | 4.90% |
| 9 | L3HARRIS TECHNOLOGIES INC | LHX | 270,500 | $79.4M | 4.47% |
| 10 | UNITY SOFTWARE INC | U | 1,732,002 | $76.5M | 4.31% |
| 11 | LUMENTUM HLDGS INC | LITE | 192,200 | $70.8M | 3.99% |
| 12 | APPLOVIN CORP | APP | 94,010 | $63.3M | 3.57% |
| 13 | ELI LILLY & CO | LLY | 51,300 | $55.1M | 3.10% |
| 14 | CORNING INC | GLW | 584,500 | $51.2M | 2.88% |
| 15 | SITIME CORP | SITM | 128,389 | $45.3M | 2.55% |
| 16 | MERCK & CO INC | MRK | 420,400 | $44.3M | 2.49% |
| 17 | VERTIV HOLDINGS CO | VRT | 239,800 | $38.8M | 2.19% |
| 18 | CARPENTER TECHNOLOGY CORP | CRS | 116,200 | $36.6M | 2.06% |
| 19 | WERIDE INC | WRDIF | 4,175,181 | $36.2M | 2.04% |
| 20 | BOEING CO | BA-PA | 163,900 | $35.6M | 2.00% |
| 21 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 464,900 | $35.3M | 1.99% |
| 22 | AMPHENOL CORP NEW | 032095101 | 190,700 | $25.8M | 1.45% |
| 23 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 162,269 | $23.3M | 1.31% |
| 24 | ASTERA LABS INC | ALAB | 120,980 | $20.1M | 1.13% |
| 25 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 266,700 | $17.7M | 1.00% |
| 26 | ANALOG DEVICES INC | ADI | 58,200 | $15.8M | 0.89% |
| 27 | ADVANCED MICRO DEVICES INC | AMD | 72,800 | $15.6M | 0.88% |
| 28 | ASML HOLDING N V | ASMLF | 9,500 | $10.2M | 0.57% |
| 29 | TAL EDUCATION GROUP | TAL | 799,195 | $8.7M | 0.49% |
| 30 | ALIBABA GROUP HLDG LTD | BBAAY | 43,800 | $6.4M | 0.36% |
| 31 | DAQO NEW ENERGY CORP | DQ | 202,371 | $6.0M | 0.34% |
| 32 | COHERENT CORP | COHR | 28,800 | $5.3M | 0.30% |
| 33 | NVIDIA CORPORATION | NVDA | 27,100 | $5.1M | 0.28% |
| 34 | MARVELL TECHNOLOGY INC | MRVL | 39,100 | $3.3M | 0.19% |
| 35 | COINBASE GLOBAL INC | COIN | 12,800 | $2.9M | 0.16% |
| 36 | STRATEGY INC | STRK | 17,900 | $2.7M | 0.15% |
| 37 | NETEASE INC | NETTF | 12,400 | $1.7M | 0.10% |
| 38 | SEA LTD | SE | 11,500 | $1.5M | 0.08% |