FengHe Fund Management Pte as of June 30, 2024
Portfolio Holdings for FengHe Fund Management Pte
FengHe Fund Management Pte holds 22 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Western Digital (WDC) | 12.6 | $90M | 1.2M | 75.77 | |
| Cadence Design Systems (CDNS) | 11.2 | $81M | 261k | 307.75 | |
| NVIDIA Corporation (NVDA) | 10.6 | $76M | 613k | 123.54 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 10.3 | $74M | 2.5M | 29.78 | |
| Synopsys (SNPS) | 8.2 | $58M | 98k | 595.06 | |
| Lumentum Hldgs (LITE) | 7.2 | $52M | 1.0M | 50.92 | |
| Marvell Technology (MRVL) | 5.0 | $36M | 511k | 69.90 | |
| Apple (AAPL) | 4.6 | $33M | 157k | 210.62 | |
| Pdd Holdings Sponsored Ads (PDD) | 3.9 | $28M | 211k | 132.95 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 3.7 | $26M | 400k | 65.61 | |
| Arm Holdings Sponsored Ads (ARM) | 3.5 | $25M | 155k | 163.62 | |
| Asml Holding N V N Y Registry Shs (ASML) | 3.1 | $22M | 21k | 1022.73 | |
| Dell Technologies CL C (DELL) | 2.8 | $20M | 146k | 137.91 | |
| Broadcom (AVGO) | 2.3 | $16M | 10k | 1605.53 | |
| Netease Sponsored Ads (NTES) | 2.1 | $15M | 160k | 95.58 | |
| Micron Technology (MU) | 1.7 | $12M | 92k | 131.53 | |
| Universal Display Corporation (OLED) | 1.5 | $11M | 52k | 210.25 | |
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 1.4 | $10M | 688k | 14.60 | |
| Wolfspeed (WOLF) | 1.3 | $9.2M | 405k | 22.76 | |
| Full Truck Alliance Sponsored Ads (YMM) | 1.3 | $9.0M | 1.1M | 8.04 | |
| Kb Finl Group Sponsored Adr (KB) | 1.0 | $7.0M | 122k | 57.03 | |
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.9 | $6.5M | 185k | 34.98 |
