FengHe Fund Management Pte as of Sept. 30, 2025
Portfolio Holdings for FengHe Fund Management Pte
FengHe Fund Management Pte holds 35 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 9.0 | $99M | 354k | 279.29 | |
| Advanced Micro Devices (AMD) | 8.4 | $92M | 567k | 161.79 | |
| Lumentum Hldgs (LITE) | 6.6 | $72M | 441k | 162.71 | |
| Astera Labs (ALAB) | 5.8 | $63M | 324k | 195.80 | |
| TTM Technologies (TTMI) | 4.9 | $54M | 940k | 57.60 | |
| Analog Devices (ADI) | 4.5 | $50M | 202k | 245.70 | |
| Coherent Corp (COHR) | 3.9 | $43M | 395k | 107.72 | |
| Marvell Technology (MRVL) | 3.8 | $42M | 501k | 84.07 | |
| NVIDIA Corporation (NVDA) | 3.8 | $42M | 223k | 186.58 | |
| Intel Corporation (INTC) | 3.6 | $39M | 1.2M | 33.55 | |
| Barrick Mng Corp Com Shs (B) | 3.5 | $38M | 1.2M | 32.77 | |
| Amphenol Corp Cl A (APH) | 3.5 | $38M | 309k | 123.75 | |
| Ciena Corp Com New (CIEN) | 3.3 | $37M | 250k | 145.67 | |
| Boeing Company (BA) | 3.2 | $35M | 164k | 215.83 | |
| Corning Incorporated (GLW) | 3.0 | $33M | 406k | 82.03 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 3.0 | $33M | 187k | 173.91 | |
| Albemarle Corporation (ALB) | 2.4 | $26M | 318k | 81.08 | |
| Cadence Design Systems (CDNS) | 2.2 | $24M | 69k | 351.26 | |
| Coinbase Global Com Cl A (COIN) | 2.2 | $24M | 70k | 337.49 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.1 | $23M | 131k | 178.73 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 2.0 | $22M | 154k | 145.61 | |
| Huntington Ingalls Inds (HII) | 1.9 | $21M | 73k | 287.91 | |
| Applied Materials (AMAT) | 1.8 | $20M | 98k | 204.74 | |
| Unity Software (U) | 1.6 | $18M | 448k | 40.04 | |
| Franco-Nevada Corporation (FNV) | 1.4 | $16M | 70k | 222.91 | |
| Weride Sponsored Ads (WRD) | 1.3 | $14M | 1.4M | 9.90 | |
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 1.2 | $13M | 470k | 28.13 | |
| Synopsys (SNPS) | 1.2 | $13M | 26k | 493.39 | |
| Qualcomm (QCOM) | 1.0 | $11M | 68k | 166.36 | |
| Sandisk Corp (SNDK) | 1.0 | $11M | 97k | 112.20 | |
| Tal Education Group Sponsored Ads (TAL) | 0.9 | $9.9M | 882k | 11.20 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $7.8M | 32k | 243.10 | |
| Jd.com Spon Ads Cl A (JD) | 0.7 | $7.5M | 215k | 34.98 | |
| Applovin Corp Com Cl A (APP) | 0.4 | $4.0M | 5.5k | 718.54 | |
| Full Truck Alliance Sponsored Ads (YMM) | 0.1 | $1.5M | 119k | 12.97 |
