FengHe Fund Management Pte as of June 30, 2026
Portfolio Holdings for FengHe Fund Management Pte
FengHe Fund Management Pte holds 18 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MKS Instruments (MKSI) | 24.5 | $259M | 582k | 444.80 | |
| Texas Instruments Incorporated (TXN) | 16.3 | $171M | 575k | 298.07 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 16.0 | $169M | 622k | 271.95 | |
| Howmet Aerospace (HWM) | 8.0 | $84M | 312k | 268.86 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 7.5 | $79M | 166k | 477.57 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 5.7 | $61M | 182k | 333.33 | |
| Modine Manufacturing (MOD) | 4.7 | $50M | 187k | 267.02 | |
| Sitime Corp (SITM) | 3.4 | $36M | 49k | 745.56 | |
| Woodward Governor Company (WWD) | 2.8 | $29M | 68k | 425.44 | |
| Ciena Corp Com New (CIEN) | 2.4 | $25M | 52k | 490.56 | |
| Astera Labs (ALAB) | 2.4 | $25M | 52k | 483.02 | |
| Advanced Micro Devices (AMD) | 1.6 | $17M | 28k | 580.91 | |
| Western Digital (WDC) | 1.6 | $16M | 26k | 638.72 | |
| Bwx Technologies (BWXT) | 1.3 | $14M | 37k | 375.32 | |
| NVIDIA Corporation (NVDA) | 0.6 | $6.7M | 34k | 200.09 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $5.3M | 15k | 357.37 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $5.2M | 55k | 95.98 | |
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 0.2 | $1.9M | 140k | 13.39 |
