FengHe Fund Management Pte as of Sept. 30, 2023
Portfolio Holdings for FengHe Fund Management Pte
FengHe Fund Management Pte holds 16 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 38.6 | $162M | 373k | 434.99 | |
| Advanced Micro Devices (AMD) | 11.3 | $47M | 461k | 102.82 | |
| Coherent Corp (COHR) | 10.5 | $44M | 1.4M | 32.64 | |
| Marvell Technology (MRVL) | 9.2 | $39M | 713k | 54.13 | |
| Tal Education Group Sponsored Ads (TAL) | 5.4 | $23M | 2.5M | 9.11 | |
| Arm Holdings Sponsored Adr (ARM) | 4.7 | $20M | 371k | 53.52 | |
| Western Digital (WDC) | 4.6 | $19M | 423k | 45.63 | |
| Walt Disney Company (DIS) | 3.1 | $13M | 163k | 81.05 | |
| Micron Technology (MU) | 2.5 | $11M | 157k | 68.03 | |
| Super Micro Computer (SMCI) | 2.5 | $11M | 39k | 274.22 | |
| Wolfspeed (WOLF) | 2.4 | $10M | 266k | 38.10 | |
| Unity Software (U) | 1.4 | $5.9M | 188k | 31.39 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $4.7M | 35k | 131.85 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $3.9M | 27k | 145.02 | |
| Microsoft Corporation (MSFT) | 0.9 | $3.8M | 12k | 315.75 | |
| Wells Fargo & Company (WFC) | 0.9 | $3.8M | 92k | 40.86 |
