FengHe Fund Management Pte as of March 31, 2026
Portfolio Holdings for FengHe Fund Management Pte
FengHe Fund Management Pte holds 31 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MKS Instruments (MKSI) | 14.5 | $105M | 456k | 229.81 | |
| Bwx Technologies (BWXT) | 11.1 | $80M | 393k | 204.49 | |
| Teradyne (TER) | 8.1 | $58M | 197k | 296.46 | |
| On Hldg Namen Akt A (ONON) | 8.0 | $58M | 1.7M | 34.02 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 5.2 | $38M | 111k | 337.95 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.1 | $37M | 130k | 287.56 | |
| Sitime Corp (SITM) | 5.1 | $37M | 108k | 345.35 | |
| Lumentum Hldgs (LITE) | 5.1 | $37M | 53k | 702.76 | |
| L3harris Technologies (LHX) | 4.9 | $35M | 102k | 345.15 | |
| Ciena Corp Com New (CIEN) | 4.8 | $35M | 89k | 388.23 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 4.4 | $32M | 24k | 1320.83 | |
| M/a (MTSI) | 3.4 | $25M | 111k | 222.07 | |
| Advanced Micro Devices (AMD) | 3.0 | $22M | 106k | 203.43 | |
| Broadcom (AVGO) | 2.5 | $18M | 59k | 309.51 | |
| Modine Manufacturing (MOD) | 1.9 | $14M | 63k | 216.71 | |
| Alnylam Pharmaceuticals (ALNY) | 1.5 | $11M | 33k | 330.87 | |
| Carpenter Technology Corporation (CRS) | 1.4 | $9.9M | 25k | 394.15 | |
| Microsoft Corporation (MSFT) | 1.3 | $9.7M | 26k | 370.17 | |
| Analog Devices (ADI) | 1.3 | $9.5M | 30k | 318.14 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 1.2 | $9.0M | 96k | 93.87 | |
| Astera Labs (ALAB) | 1.1 | $8.1M | 74k | 109.60 | |
| Alcoa (AA) | 1.0 | $7.3M | 110k | 66.33 | |
| Barrick Mng Corp Com Shs (B) | 0.8 | $5.7M | 141k | 40.79 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.8 | $5.5M | 44k | 125.46 | |
| NVIDIA Corporation (NVDA) | 0.8 | $5.4M | 31k | 174.40 | |
| Woodward Governor Company (WWD) | 0.7 | $4.9M | 14k | 357.92 | |
| Tal Ed Group Sponsored Ads (TAL) | 0.3 | $1.8M | 162k | 11.37 | |
| Joyy Ads Repstg Com A (JOYY) | 0.2 | $1.6M | 27k | 58.39 | |
| Netease Sponsored Ads (NTES) | 0.2 | $1.4M | 12k | 111.94 | |
| Sea Sponsord Ads (SE) | 0.2 | $1.3M | 16k | 82.81 | |
| Tencent Music Entmt Group Spon Ads (TME) | 0.2 | $1.2M | 125k | 9.28 |