FengHe Fund Management Pte. Ltd.
FengHe Fund Management Pte. Ltd. reported 18 US-listed holdings worth $1.05 billion in its 13F for the quarter ended 30 June 2026, filed 7 August 2026. Its largest: MKS Inc. (24.5%), Texas Instruments Inc. (16.3%) and Credo Technology Group Holdi (16.0%). Against the quarter before, it opened 5 positions, added to 7, trimmed 6 and sold out of 18.
Reported holdings$1.05B+45.7% on Q1 2026
Positions18-13 on Q1 2026
The largest ten91.4%of its reported holdings
Latest 13FQ2 2026filed 7 August 2026
OpenedAdded toTrimmed
The 14 largest of its 18 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 5Added 7Trimmed 6Sold out 18
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 5
- Texas Instruments Inc. TXN$171.4 million
- Howmet Aerospace Inc. HWM$83.8 million
- Silicon Motion Technology Corporation SIMO$60.5 million
- Western Digital Corp. WDC$16.4 million
- Daqo New Energy Corp. DQ$1.9 million
Added to 7
- Credo Technology Group Holdi CRDO+525,649 shares · +547%
- MKS Inc. MKSI+125,358 shares · +27%
- Modine Manufacturing Co MOD+123,824 shares · +197%
- Taiwan Semiconductor Manufacturing Company Limited TSM+55,225 shares · +50%
- Woodward, Inc. WWD+54,500 shares · +398%
- Alibaba Group Holding Limited BABA+10,700 shares · +24%
- NVIDIA Corp. NVDA+2,500 shares · +8%
Trimmed 6
- BWX Technologies, Inc. BWXT-356,460 shares · -91%
- Advanced Micro Devices Inc. AMD-78,020 shares · -73%
- Sitime Corp. SITM-59,005 shares · -55%
- Alphabet Inc. GOOGL-114,685 shares · -89%
- Ciena Corp. CIEN-37,587 shares · -42%
- Astera Labs Inc. ALAB-22,280 shares · -30%
Sold out of 18
- Teradyne, Inc. TER$58.3 million last quarter
- On Holding AG ONON$57.8 million last quarter
- Lumentum Holdings Inc. LITE$37.1 million last quarter
- L3Harris Technologies, Inc. LHX$35.2 million last quarter
- ASML Holding N.V. ASML$32.1 million last quarter
- Macom Technology Solutions Holdings, Inc. MTSI$24.5 million last quarter
- Broadcom Inc. AVGO$18.3 million last quarter
- Alnylam Pharmaceuticals Inc ALNY$10.8 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| MKS Inc. MKSI | 581,687 | $258.7 million | 24.54% | +125,358 |
| Texas Instruments Inc. TXN | 575,100 | $171.4 million | 16.26% | new |
| Credo Technology Group Holdi CRDO | 621,749 | $169.1 million | 16.04% | +525,649 |
| Howmet Aerospace Inc. HWM | 311,800 | $83.8 million | 7.95% | new |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 166,075 | $79.3 million | 7.52% | +55,225 |
| Silicon Motion Technology Corporation SIMO | 181,482 | $60.5 million | 5.74% | new |
| Modine Manufacturing Co MOD | 186,524 | $49.8 million | 4.72% | +123,824 |
| Sitime Corp. SITM | 48,690 | $36.3 million | 3.44% | -59,005 |
| Woodward, Inc. WWD | 68,200 | $29.0 million | 2.75% | +54,500 |
| Ciena Corp. CIEN | 51,667 | $25.3 million | 2.40% | -37,587 |
| Astera Labs Inc. ALAB | 52,000 | $25.1 million | 2.38% | -22,280 |
| Advanced Micro Devices Inc. AMD | 28,320 | $16.5 million | 1.56% | -78,020 |
| Western Digital Corp. WDC | 25,661 | $16.4 million | 1.55% | new |
| BWX Technologies, Inc. BWXT | 36,740 | $13.8 million | 1.31% | -356,460 |
| NVIDIA Corp. NVDA | 33,700 | $6.7 million | 0.64% | +2,500 |
| Alphabet Inc. GOOGL | 14,800 | $5.3 million | 0.50% | -114,685 |
| Alibaba Group Holding Limited BABA | 54,500 | $5.2 million | 0.50% | +10,700 |
| Daqo New Energy Corp. DQ | 140,300 | $1.9 million | 0.18% | new |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.