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
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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 |
|
Advanced Micro Devices (AMD) | 19.0 | $108M | +58% | 733k | 147.41 |
|
Wolfspeed (WOLF) | 10.9 | $62M | +438% | 1.4M | 43.51 |
|
Arm Holdings Sponsored Adr (ARM) | 5.6 | $32M | +15% | 427k | 75.14 |
|
Tal Education Group Sponsored Ads (TAL) | 5.5 | $31M | 2.5M | 12.63 |
|
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Qualcomm (QCOM) | 5.5 | $31M | NEW | 216k | 144.63 |
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Micron Technology (MU) | 5.3 | $30M | +124% | 352k | 85.34 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.1 | $29M | NEW | 281k | 104.00 |
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Pdd Holdings Sponsored Ads (PDD) | 4.9 | $28M | NEW | 189k | 146.31 |
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Lumentum Hldgs (LITE) | 3.4 | $20M | NEW | 373k | 52.42 |
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NVIDIA Corporation (NVDA) | 3.1 | $18M | -90% | 35k | 495.22 |
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Walt Disney Company (DIS) | 2.6 | $15M | 163k | 90.29 |
|
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Daqo New Energy Corp Spnsrd Ads New (DQ) | 2.0 | $12M | NEW | 432k | 26.60 |
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Western Digital (WDC) | 1.9 | $11M | -52% | 202k | 52.37 |
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Dell Technologies CL C (DELL) | 1.8 | $10M | NEW | 135k | 76.50 |
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Ishares Tr Russell 2000 Etf (IWM) | 1.1 | $6.2M | NEW | 31k | 200.71 |
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Universal Display Corporation (OLED) | 1.0 | $5.5M | NEW | 29k | 191.26 |
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Microsoft Corporation (MSFT) | 0.8 | $4.5M | 12k | 376.04 |
|
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New Oriental Ed & Technology Spon Adr (EDU) | 0.4 | $2.0M | NEW | 28k | 73.28 |
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Past Filings by FengHe Fund Management Pte
SEC 13F filings are viewable for FengHe Fund Management Pte going back to 2020
- FengHe Fund Management Pte 2023 Q4 filed Jan. 22, 2024
- FengHe Fund Management Pte 2023 Q3 filed Oct. 19, 2023
- FengHe Fund Management Pte 2023 Q2 filed Aug. 3, 2023
- FengHe Fund Management Pte 2023 Q1 filed April 20, 2023
- FengHe Fund Management Pte 2022 Q4 filed Jan. 27, 2023
- FengHe Fund Management Pte 2022 Q3 filed Nov. 4, 2022
- FengHe Fund Management Pte 2022 Q2 filed Aug. 15, 2022
- FengHe Fund Management Pte 2022 Q1 filed May 5, 2022
- FengHe Fund Management Pte 2021 Q4 filed Feb. 14, 2022
- FengHe Fund Management Pte 2021 Q3 filed Nov. 3, 2021
- FengHe Fund Management Pte 2021 Q2 filed Aug. 16, 2021
- FengHe Fund Management Pte 2021 Q1 filed April 21, 2021
- FengHe Fund Management Pte 2020 Q4 filed Feb. 3, 2021