FengHe Fund Management Pte

Latest statistics and disclosures from FengHe Fund Management Pte's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are COHR, AMD, WOLF, ARM, TAL, and represent 61.28% of FengHe Fund Management Pte's stock portfolio.
  • Added to shares of these 10 stocks: COHR (+$56M), WOLF (+$51M), AMD (+$40M), QCOM (+$31M), TSM (+$29M), PDD (+$28M), LITE (+$20M), MU (+$17M), DQ (+$12M), DELL (+$10M).
  • Started 9 new stock positions in TSM, OLED, DQ, EDU, LITE, IWM, QCOM, PDD, DELL.
  • Reduced shares in these 8 stocks: NVDA (-$167M), MRVL (-$39M), WDC (-$12M), , U (-$5.9M), GOOG, , WFC.
  • Sold out of its positions in GOOG, JPM, MRVL, SMCI, U, WFC.
  • FengHe Fund Management Pte was a net buyer of stock by $65M.
  • FengHe Fund Management Pte has $570M in assets under management (AUM), dropping by 35.31%.
  • Central Index Key (CIK): 0001660531

Tip: Access up to 7 years of quarterly data

Positions held by FengHe Fund Management Pte consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for FengHe Fund Management Pte

FengHe Fund Management Pte holds 19 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Coherent Corp (COHR) 20.2 $115M +95% 2.6M 43.53
 View chart
Advanced Micro Devices (AMD) 19.0 $108M +58% 733k 147.41
 View chart
Wolfspeed (WOLF) 10.9 $62M +438% 1.4M 43.51
 View chart
Arm Holdings Sponsored Adr (ARM) 5.6 $32M +15% 427k 75.14
 View chart
Tal Education Group Sponsored Ads (TAL) 5.5 $31M 2.5M 12.63
 View chart
Qualcomm (QCOM) 5.5 $31M NEW 216k 144.63
 View chart
Micron Technology (MU) 5.3 $30M +124% 352k 85.34
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 5.1 $29M NEW 281k 104.00
 View chart
Pdd Holdings Sponsored Ads (PDD) 4.9 $28M NEW 189k 146.31
 View chart
Lumentum Hldgs (LITE) 3.4 $20M NEW 373k 52.42
 View chart
NVIDIA Corporation (NVDA) 3.1 $18M -90% 35k 495.22
 View chart
Walt Disney Company (DIS) 2.6 $15M 163k 90.29
 View chart
Daqo New Energy Corp Spnsrd Ads New (DQ) 2.0 $12M NEW 432k 26.60
 View chart
Western Digital (WDC) 1.9 $11M -52% 202k 52.37
 View chart
Dell Technologies CL C (DELL) 1.8 $10M NEW 135k 76.50
 View chart
Ishares Tr Russell 2000 Etf (IWM) 1.1 $6.2M NEW 31k 200.71
 View chart
Universal Display Corporation (OLED) 1.0 $5.5M NEW 29k 191.26
 View chart
Microsoft Corporation (MSFT) 0.8 $4.5M 12k 376.04
 View chart
New Oriental Ed & Technology Spon Adr (EDU) 0.4 $2.0M NEW 28k 73.28
 View chart

Past Filings by FengHe Fund Management Pte

SEC 13F filings are viewable for FengHe Fund Management Pte going back to 2020