FengHe Fund Management Pte. Ltd.

13F filer · CIK 0001660531

Reported Aug 7, 2026

Net seller this quarter

13F portfolio value$1.05BU.S. long equity reported on 13F

Positions185 new · 18 closed

Net flow last quarter-$20.4MBuys minus sells

Top 10 positions weight91.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 202618 positions
MKSIMKS Inc	$259M	24.54%	0.86%	+27.5%	Q1 2026
TXNTexas Instruments Inc	$171M	16.26%	0.06%	New	Q2 2026
CRDOCredo Technology Group Holding Ltd	$169M	16.04%	0.33%	+547.0%	Q2 2025
HWMHowmet Aerospace Inc.	$83.8M	7.95%	0.08%	New	Q2 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd	$79.3M	7.52%	0.00%	+49.8%	Q4 2020
SIMOSilicon Motion Technology CORP	$60.5M	5.74%	0.14%	New	Q2 2026
MODModine Manufacturing Co	$49.8M	4.72%	0.35%	+197.5%	Q1 2026
SITMSITIME Corp	$36.3M	3.44%	0.18%	-54.8%	Q4 2025
WWDWoodward, Inc.	$29M	2.75%	0.11%	+397.8%	Q1 2026
CIENCiena Corp	$25.3M	2.40%	0.04%	-42.1%	Q3 2025
ALABAstera Labs, Inc.	$25.1M	2.38%	0.03%	-30.0%	Q2 2025
AMDAdvanced Micro Devices Inc	$16.5M	1.56%	0.00%	-73.4%	Q4 2020
WDCWestern Digital Corp	$16.4M	1.55%	0.01%	Not reported	Q2 2022
BWXTBWX Technologies, Inc.	$13.8M	1.31%	0.04%	-90.7%	Q1 2026
NVDANvidia Corp	$6.74M	0.64%	0.00%	+8.0%	Q4 2021
GOOGLAlphabet Inc.	$5.29M	0.50%	0.00%	-88.6%	Q3 2025
BABAAlibaba Group Holding Ltd	$5.23M	0.50%	0.00%	+24.4%	Q4 2022
DQDaqo New Energy Corp.	$1.88M	0.18%	0.04%	Not reported	Q4 2023
Q1 2026Reported May 15, 202631 positions
MKSIMKS Inc	$105M	14.49%	0.68%	New	Q1 2026
BWXTBWX Technologies, Inc.	$80.4M	11.11%	0.43%	New	Q1 2026
TERTeradyne, Inc	$58.3M	8.06%	0.13%	Not reported	Q4 2024
ONONOn Holding AG	$57.8M	7.99%	0.57%	-44.5%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$37.5M	5.18%	0.00%	-64.8%	Q4 2020
GOOGLAlphabet Inc.	$37.2M	5.15%	0.00%	-75.1%	Q3 2025
SITMSITIME Corp	$37.2M	5.14%	0.41%	-16.1%	Q4 2025
LITELumentum Holdings Inc.	$37.1M	5.13%	0.07%	-72.5%	Q4 2023
LHXL3harris Technologies, Inc.	$35.2M	4.86%	0.05%	-62.3%	Q4 2025
CIENCiena Corp	$34.7M	4.79%	0.06%	-86.5%	Q3 2025
ASMLAsml Holding NV	$32.1M	4.44%	0.01%	+155.8%	Q1 2024
MTSIMACOM Technology Solutions Holdings, Inc.	$24.5M	3.39%	0.15%	-79.1%	Q4 2025
AMDAdvanced Micro Devices Inc	$21.6M	2.99%	0.01%	+46.1%	Q4 2020
AVGOBroadcom Inc.	$18.3M	2.54%	0.00%	-79.5%	Q3 2022
MODModine Manufacturing Co	$13.6M	1.88%	0.12%	New	Q1 2026
ALNYAlnylam Pharmaceuticals, Inc.	$10.8M	1.49%	0.02%	-85.1%	Q4 2025
CRSCarpenter Technology Corp	$9.85M	1.36%	0.05%	-78.5%	Q4 2025
MSFTMicrosoft Corp	$9.7M	1.34%	0.00%	Not reported	Q4 2020
ADIAnalog Devices Inc	$9.54M	1.32%	0.01%	-48.5%	Q1 2022
CRDOCredo Technology Group Holding Ltd	$9.02M	1.25%	0.05%	-40.8%	Q2 2025
ALABAstera Labs, Inc.	$8.14M	1.13%	0.04%	-38.6%	Q2 2025
AAAlcoa Corp	$7.3M	1.01%	0.04%	New	Q1 2026
BBarrick Mining Corp	$5.74M	0.79%	0.01%	Not reported	Q2 2025
BABAAlibaba Group Holding Ltd	$5.5M	0.76%	0.00%	Not reported	Q4 2022
NVDANvidia Corp	$5.44M	0.75%	0.00%	+15.1%	Q4 2021
WWDWoodward, Inc.	$4.9M	0.68%	0.02%	New	Q1 2026
TALTAL Education Group	$1.84M	0.25%	Not reported	-79.7%	Q1 2021
JOYYJOYY Inc.	$1.58M	0.22%	Not reported	New	Q1 2026
NTESNetEase, Inc.	$1.39M	0.19%	0.00%	Not reported	Q4 2021
SESea Ltd	$1.31M	0.18%	0.01%	+37.4%	Q4 2020
TMETencent Music Entertainment Group	$1.16M	0.16%	0.00%	New	Q1 2026
Q4 2025Reported Jan 30, 202638 positions
GOOGLAlphabet Inc.	$163M	9.17%	0.00%	+1520.3%	Q3 2025
CIENCiena Corp	$155M	8.70%	0.47%	+164.0%	Q3 2025
ONONOn Holding AG	$142M	8.02%	1.03%	New	Q4 2025
SNDKSandisk Corp	$102M	5.77%	0.29%	+345.1%	Q1 2025
AVGOBroadcom Inc.	$99.9M	5.63%	0.01%	Not reported	Q3 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$95.7M	5.39%	0.00%	-11.0%	Q4 2020
MTSIMACOM Technology Solutions Holdings, Inc.	$90.7M	5.10%	0.71%	New	Q4 2025
ALNYAlnylam Pharmaceuticals, Inc.	$87M	4.90%	0.17%	New	Q4 2025
LHXL3harris Technologies, Inc.	$79.4M	4.47%	0.14%	New	Q4 2025
UUnity Software Inc.	$76.5M	4.31%	0.40%	+287.0%	Q3 2022
LITELumentum Holdings Inc.	$70.8M	3.99%	0.27%	-56.4%	Q4 2023
APPAppLovin Corp	$63.3M	3.57%	0.03%	+1607.7%	Q2 2025
LLYELI LILLY & Co	$55.1M	3.10%	0.01%	New	Q4 2025
GLWCorning Inc	$51.2M	2.88%	0.07%	+44.0%	Q3 2024
SITMSITIME Corp	$45.3M	2.55%	0.49%	New	Q4 2025
MRKMerck & Co., Inc.	$44.3M	2.49%	0.02%	New	Q4 2025
VRTVertiv Holdings Co	$38.8M	2.19%	0.06%	Not reported	Q1 2025
CRSCarpenter Technology Corp	$36.6M	2.06%	0.23%	New	Q4 2025
WRDWeRide Inc.	$36.2M	2.04%	Not reported	+198.5%	Q2 2025
BABoeing Co	$35.6M	2.00%	0.02%	Not reported	Q3 2025
KTOSKratos Defense & Security Solutions, Inc.	$35.3M	1.99%	0.28%	New	Q4 2025
APHAmphenol Corp	$25.8M	1.45%	0.02%	-38.2%	Q2 2025
CRDOCredo Technology Group Holding Ltd	$23.3M	1.31%	0.09%	+5.7%	Q2 2025
ALABAstera Labs, Inc.	$20.1M	1.13%	0.07%	-62.7%	Q2 2025
ARWRArrowhead Pharmaceuticals, Inc.	$17.7M	1.00%	0.19%	New	Q4 2025
ADIAnalog Devices Inc	$15.8M	0.89%	0.01%	-71.2%	Q1 2022
AMDAdvanced Micro Devices Inc	$15.6M	0.88%	0.00%	-87.2%	Q4 2020
ASMLAsml Holding NV	$10.2M	0.57%	0.00%	Not reported	Q1 2024
TALTAL Education Group	$8.72M	0.49%	Not reported	-9.4%	Q1 2021
BABAAlibaba Group Holding Ltd	$6.42M	0.36%	0.00%	-66.6%	Q4 2022
DQDaqo New Energy Corp.	$5.97M	0.34%	0.06%	-56.9%	Q4 2023
COHRCoherent Corp.	$5.32M	0.30%	0.02%	-92.7%	Q2 2023
NVDANvidia Corp	$5.05M	0.28%	0.00%	-87.8%	Q4 2021
MRVLMarvell Technology, Inc.	$3.32M	0.19%	0.00%	-92.2%	Q4 2020
COINCoinbase Global, Inc.	$2.89M	0.16%	0.00%	-81.7%	Q1 2024
MSTRStrategy Inc	$2.72M	0.15%	Not reported	New	Q4 2025
NTESNetEase, Inc.	$1.71M	0.10%	0.00%	Not reported	Q4 2021
SESea Ltd	$1.47M	0.08%	0.01%	Not reported	Q4 2020
Q3 2025Reported Oct 24, 202535 positions
TSMTaiwan Semiconductor Manufacturing Co Ltd	$98.8M	9.02%	0.00%	+253.6%	Q4 2020
AMDAdvanced Micro Devices Inc	$91.7M	8.37%	0.03%	-1.1%	Q4 2020
LITELumentum Holdings Inc.	$71.8M	6.55%	0.62%	Not reported	Q4 2023
ALABAstera Labs, Inc.	$63.4M	5.79%	0.19%	-72.6%	Q2 2025
TTMITTM Technologies Inc	$54.1M	4.94%	0.91%	New	Q3 2025
ADIAnalog Devices Inc	$49.6M	4.53%	0.04%	Not reported	Q1 2022
COHRCoherent Corp.	$42.6M	3.89%	0.25%	+15.5%	Q2 2023
MRVLMarvell Technology, Inc.	$42.1M	3.84%	0.06%	-25.8%	Q4 2020
NVDANvidia Corp	$41.5M	3.79%	0.00%	+43.1%	Q4 2021
INTCIntel Corp	$39.1M	3.57%	0.02%	Not reported	Q1 2025
BBarrick Mining Corp	$38.4M	3.51%	0.07%	+19.4%	Q2 2025
APHAmphenol Corp	$38.2M	3.49%	0.03%	+150.3%	Q2 2025
CIENCiena Corp	$36.5M	3.33%	0.18%	New	Q3 2025
BABoeing Co	$35.4M	3.23%	0.02%	New	Q3 2025
GLWCorning Inc	$33.3M	3.04%	0.05%	Not reported	Q3 2024
FUTUFutu Holdings Ltd	$32.5M	2.96%	0.05%	Not reported	Q4 2020
ALBAlbemarle Corp	$25.8M	2.35%	0.27%	-39.5%	Q2 2025
CDNSCadence Design Systems Inc	$24.3M	2.22%	0.03%	Not reported	Q1 2024
COINCoinbase Global, Inc.	$23.6M	2.15%	0.03%	+119.1%	Q1 2024
BABAAlibaba Group Holding Ltd	$23.4M	2.14%	0.00%	+175.6%	Q4 2022
CRDOCredo Technology Group Holding Ltd	$22.4M	2.04%	0.09%	-77.4%	Q2 2025
HIIHuntington Ingalls Industries, Inc.	$21M	1.92%	0.19%	New	Q3 2025
AMATApplied Materials Inc	$20M	1.82%	0.01%	New	Q3 2025
UUnity Software Inc.	$17.9M	1.64%	0.10%	-59.6%	Q3 2022
FNVFRANCO NEVADA Corp	$15.7M	1.43%	0.04%	New	Q3 2025
WRDWeRide Inc.	$13.8M	1.26%	Not reported	Not reported	Q2 2025
DQDaqo New Energy Corp.	$13.2M	1.21%	0.14%	+62.4%	Q4 2023
SNPSSynopsys Inc	$12.7M	1.16%	0.01%	Not reported	Q1 2024
QCOMQualcomm Inc	$11.2M	1.02%	0.01%	Not reported	Q3 2022
SNDKSandisk Corp	$10.9M	0.99%	0.07%	Not reported	Q1 2025
TALTAL Education Group	$9.87M	0.90%	Not reported	+12.4%	Q1 2021
GOOGLAlphabet Inc.	$7.8M	0.71%	0.00%	New	Q3 2025
JDJD.com, Inc.	$7.52M	0.69%	0.01%	+106.7%	Q4 2020
APPAppLovin Corp	$3.96M	0.36%	0.00%	-94.0%	Q2 2025
YMMFull Truck Alliance Co. Ltd.	$1.54M	0.14%	Not reported	Not reported	Q2 2024

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