FengHe Fund Management Pte. Ltd.
FengHe Fund Management Pte. Ltd. reported 18 holdings worth US$1.05B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
FengHe Fund Management Pte. Ltd. reported 18 holdings worth US$1.05B as of Jun 30, 2026. Largest: Mks Inc., Texas Instruments Incorporated and Credo Technology Group Holding Ltd. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 18
- Value as reported
- US$1.05B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Mks Inc. | 582K | US$259M | 24.5% |
| Texas Instruments Incorporated | 575K | US$171M | 16.3% |
| Credo Technology Group Holding Ltd | 622K | US$169M | 16.0% |
| Howmet Aerospace Inc. | 312K | US$83.8M | 8.0% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 166K | US$79.3M | 7.5% |
| Modine Manufacturing Company | 187K | US$49.8M | 4.7% |
| Sitime Corporation | 48,690 | US$36.3M | 3.4% |
| Woodward, Inc. | 68,200 | US$29M | 2.8% |
| Ciena Corporation | 51,667 | US$25.3M | 2.4% |
| Astera Labs, Inc. | 52,000 | US$25.1M | 2.4% |
| Advanced Micro Devices Inc | 28,320 | US$16.5M | 1.6% |
| Western Digital Corporation | 25,661 | US$16.4M | 1.6% |
| Bwx Technologies, Inc. | 36,740 | US$13.8M | 1.3% |
| Nvidia Corporation | 33,700 | US$6.74M | 0.64% |
| Alphabet Inc (google) Class C | 14,800 | US$5.29M | 0.50% |
| Asml Holding Nv | 0 | US$0 | 0.00% |
| Barrick Mining Corporation | 0 | US$0 | 0.00% |
| Broadcom Inc. | 0 | US$0 | 0.00% |
| Carpenter Technology Corporation | 0 | US$0 | 0.00% |
| L3harris Technologies, Inc. | 0 | US$0 | 0.00% |
| Lumentum Holdings Inc. | 0 | US$0 | 0.00% |
| Macom Technology Solutions Holdings, Inc. | 0 | US$0 | 0.00% |
| Microsoft Corp. | 0 | US$0 | 0.00% |
| Tencent Music Entertainment Group Class A | 0 | US$0 | 0.00% |
| Teradyne, Inc. | 0 | US$0 | 0.00% |
| Alcoa Corporation | 0 | US$0 | 0.00% |
| Alnylam Pharmaceuticals, Inc. | 0 | US$0 | 0.00% |
| Analog Devices, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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