Universe · entity
FengHe Fund Management Pte. Ltd.
Institutional manager (13F) · CIK 1660531
13F holdings · as of 2026-03-31 · top 31 · reported portfolio $724M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | MKS INC. | $105M | 456,329 |
| 2 | BWX TECHNOLOGIES INC | $80M | 393,200 |
| 3 | TERADYNE INC | $58M | 196,765 |
| 4 | ON HLDG AG | $58M | 1,699,520 |
| 5 | TAIWAN SEMICONDUCTOR MANUFAC | $37M | 110,850 |
| 6 | ALPHABET INC | $37M | 129,485 |
| 7 | SITIME CORP | $37M | 107,695 |
| 8 | LUMENTUM HLDGS INC | $37M | 52,800 |
| 9 | L3HARRIS TECHNOLOGIES INC | $35M | 101,860 |
| 10 | CIENA CORP | $35M | 89,254 |
| 11 | ASML HLDG NV | $32M | 24,302 |
| 12 | MACOM TECH SOLUTIONS HLDGS I | $25M | 110,526 |
| 13 | ADVANCED MICRO DEVICES INC | $22M | 106,340 |
| 14 | BROADCOM INC | $18M | 59,285 |
| 15 | MODINE MFG CO | $14M | 62,700 |
| 16 | ALNYLAM PHARMACEUTICALS INC | $11M | 32,500 |
| 17 | CARPENTER TECHNOLOGY CORP | $10M | 25,000 |
| 18 | MICROSOFT CORP | $10M | 26,200 |
| 19 | ANALOG DEVICES INC | $10M | 29,985 |
| 20 | CREDO TECHNOLOGY GROUP HOLDI | $9M | 96,100 |
| 21 | ASTERA LABS INC | $8M | 74,280 |
| 22 | ALCOA CORP | $7M | 110,062 |
| 23 | BARRICK MNG CORP | $6M | 140,750 |
| 24 | ALIBABA GROUP HLDG LTD | $5M | 43,800 |
| 25 | NVIDIA CORPORATION | $5M | 31,200 |
| 26 | WOODWARD INC | $5M | 13,700 |
| 27 | TAL ED GROUP | $2M | 161,900 |
| 28 | JOYY INC | $2M | 27,000 |
| 29 | NETEASE COM INC | $1M | 12,400 |
| 30 | SEA LTD | $1M | 15,800 |
| 31 | TENCENT MUSIC ENTMT GROUP | $1M | 125,100 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.