FengHe Fund Management Pte as of Dec. 31, 2025
Portfolio Holdings for FengHe Fund Management Pte
FengHe Fund Management Pte holds 38 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 9.2 | $163M | 520k | 313.00 | |
| Ciena Corp Com New (CIEN) | 8.7 | $155M | 661k | 233.87 | |
| On Hldg Namen Akt A (ONON) | 8.0 | $142M | 3.1M | 46.48 | |
| Sandisk Corp (SNDK) | 5.8 | $103M | 432k | 237.38 | |
| Broadcom (AVGO) | 5.6 | $100M | 289k | 346.10 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.4 | $96M | 315k | 303.89 | |
| M/a (MTSI) | 5.1 | $91M | 529k | 171.28 | |
| Alnylam Pharmaceuticals (ALNY) | 4.9 | $87M | 219k | 397.65 | |
| L3harris Technologies (LHX) | 4.5 | $79M | 271k | 293.57 | |
| Unity Software (U) | 4.3 | $77M | 1.7M | 44.17 | |
| Lumentum Hldgs (LITE) | 4.0 | $71M | 192k | 368.59 | |
| Applovin Corp Com Cl A (APP) | 3.6 | $63M | 94k | 673.82 | |
| Eli Lilly & Co. (LLY) | 3.1 | $55M | 51k | 1074.68 | |
| Corning Incorporated (GLW) | 2.9 | $51M | 585k | 87.56 | |
| Sitime Corp (SITM) | 2.6 | $45M | 128k | 353.19 | |
| Merck & Co (MRK) | 2.5 | $44M | 420k | 105.26 | |
| Vertiv Holdings Com Cl A (VRT) | 2.2 | $39M | 240k | 162.01 | |
| Carpenter Technology Corporation (CRS) | 2.1 | $37M | 116k | 314.84 | |
| Weride Sponsored Ads (WRD) | 2.0 | $36M | 4.2M | 8.68 | |
| Boeing Company (BA) | 2.0 | $36M | 164k | 217.12 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 2.0 | $35M | 465k | 75.91 | |
| Amphenol Corp Cl A (APH) | 1.5 | $26M | 191k | 135.14 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 1.3 | $23M | 162k | 143.89 | |
| Astera Labs (ALAB) | 1.1 | $20M | 121k | 166.36 | |
| Arrowhead Pharmaceuticals (ARWR) | 1.0 | $18M | 267k | 66.39 | |
| Analog Devices (ADI) | 0.9 | $16M | 58k | 271.20 | |
| Advanced Micro Devices (AMD) | 0.9 | $16M | 73k | 214.16 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.6 | $10M | 9.5k | 1069.86 | |
| Tal Education Group Sponsored Ads (TAL) | 0.5 | $8.7M | 799k | 10.91 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $6.4M | 44k | 146.58 | |
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 0.3 | $6.0M | 202k | 29.50 | |
| Coherent Corp (COHR) | 0.3 | $5.3M | 29k | 184.57 | |
| NVIDIA Corporation (NVDA) | 0.3 | $5.1M | 27k | 186.50 | |
| Marvell Technology (MRVL) | 0.2 | $3.3M | 39k | 84.98 | |
| Coinbase Global Com Cl A (COIN) | 0.2 | $2.9M | 13k | 226.14 | |
| Strategy Cl A New (MSTR) | 0.2 | $2.7M | 18k | 151.95 | |
| Netease Sponsored Ads (NTES) | 0.1 | $1.7M | 12k | 137.62 | |
| Sea Sponsord Ads (SE) | 0.1 | $1.5M | 12k | 127.57 |
