FengHe Fund Management Pte as of Dec. 31, 2023
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 | 2.6M | 43.53 | |
| Advanced Micro Devices (AMD) | 19.0 | $108M | 733k | 147.41 | |
| Wolfspeed (WOLF) | 10.9 | $62M | 1.4M | 43.51 | |
| Arm Holdings Sponsored Adr (ARM) | 5.6 | $32M | 427k | 75.14 | |
| Tal Education Group Sponsored Ads (TAL) | 5.5 | $31M | 2.5M | 12.63 | |
| Qualcomm (QCOM) | 5.5 | $31M | 216k | 144.63 | |
| Micron Technology (MU) | 5.3 | $30M | 352k | 85.34 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.1 | $29M | 281k | 104.00 | |
| Pdd Holdings Sponsored Ads (PDD) | 4.9 | $28M | 189k | 146.31 | |
| Lumentum Hldgs (LITE) | 3.4 | $20M | 373k | 52.42 | |
| NVIDIA Corporation (NVDA) | 3.1 | $18M | 35k | 495.22 | |
| Walt Disney Company (DIS) | 2.6 | $15M | 163k | 90.29 | |
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 2.0 | $12M | 432k | 26.60 | |
| Western Digital (WDC) | 1.9 | $11M | 202k | 52.37 | |
| Dell Technologies CL C (DELL) | 1.8 | $10M | 135k | 76.50 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.1 | $6.2M | 31k | 200.71 | |
| Universal Display Corporation (OLED) | 1.0 | $5.5M | 29k | 191.26 | |
| Microsoft Corporation (MSFT) | 0.8 | $4.5M | 12k | 376.04 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 0.4 | $2.0M | 28k | 73.28 |
