Institutional Manager · CIK 0001660531
FengHe Fund Management Pte. Ltd.
Singapore, U0 · File #028-20540
Latest AUM
$1.78B
Positions
38
Top-10 Concentration
61.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202538 pos · $1.78B
- 13F HOLDINGS REPORTQ/E Sep 202535 pos · $1.10B
- 13F HOLDINGS REPORTQ/E Jun 202522 pos · $610.3M
- 13F HOLDINGS REPORTQ/E Mar 202525 pos · $266.7M
- 13F HOLDINGS REPORTQ/E Dec 202415 pos · $338.9M
- 13F HOLDINGS REPORTQ/E Sep 202418 pos · $338.3M
- 13F HOLDINGS REPORTQ/E Jun 202422 pos · $716.9M
- 13F HOLDINGS REPORTQ/E Mar 202425 pos · $793.9M
- 13F HOLDINGS REPORTQ/E Dec 202316 pos · $421.0M
- 13F HOLDINGS REPORTQ/E Sep 202317 pos · $505.7M
- 13F HOLDINGS REPORTQ/E Jun 202316 pos · $445.6M
- 13F HOLDINGS REPORTQ/E Mar 202315 pos · $739.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |