FengHe Fund Management Pte. Ltd. 13F Holdings · Q2 2026
FengHe Fund Management Pte. Ltd. reported 18 securities worth $1.05B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MKSI (24.54%), TXN (16.26%), CRDO (16.04%). Among its top 25 positions this quarter: 5 new, 7 added, 6 trimmed, 7 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MKSI | MKS INC. | $258.7M | 24.54% | 581,687 | Added |
| 2 | TXN | TEXAS INSTRS INC | $171.4M | 16.26% | 575,100 | New |
| 3 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $169.1M | 16.04% | 621,749 | Added |
| 4 | HWM | HOWMET AEROSPACE INC | $83.8M | 7.95% | 311,800 | New |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $79.3M | 7.52% | 166,075 | Added |
| 6 | SIMO | SILICON MOTION TECHNOLOGY CO | $60.5M | 5.74% | 181,482 | New |
| 7 | MOD | MODINE MFG CO | $49.8M | 4.72% | 186,524 | Added |
| 8 | SITM | SITIME CORP | $36.3M | 3.44% | 48,690 | Trimmed |
| 9 | WWD | WOODWARD INC | $29.0M | 2.75% | 68,200 | Added |
| 10 | CIEN | CIENA CORP | $25.3M | 2.40% | 51,667 | Trimmed |
| 11 | ALAB | ASTERA LABS INC | $25.1M | 2.38% | 52,000 | Trimmed |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $16.5M | 1.56% | 28,320 | Trimmed |
| 13 | WDC | WESTERN DIGITAL CORP | $16.4M | 1.55% | 25,661 | New |
| 14 | BWXT | BWX TECHNOLOGIES INC | $13.8M | 1.31% | 36,740 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $6.7M | 0.64% | 33,700 | Added |
| 16 | BABA | ALIBABA GROUP HLDG LTD | $5.2M | 0.50% | 54,500 | Added |
| 17 | GOOGL | ALPHABET INC | $5.3M | 0.50% | 14,800 | Trimmed |
| 18 | DQ | DAQO NEW ENERGY CORP | $1.9M | 0.18% | 140,300 | New |
| 19 | AA | ALCOA CORP | $0 | 0.00% | 0 | Exited |
| 20 | ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | Exited |
| 21 | ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | Exited |
| 22 | ASML | ASML HLDG NV | $0 | 0.00% | 0 | Exited |
| 23 | AVGO | BROADCOM INC | $0 | 0.00% | 0 | Exited |
| 24 | B | BARRICK MNG CORP | $0 | 0.00% | 0 | Exited |
| 25 | CRS | CARPENTER TECHNOLOGY CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR