Institutions / FengHe Fund Management Pte. Ltd.
FengHe Fund Management Pte. Ltd.
CIK 1660531 · Institution · as of Jun 30, 2026
Portfolio value
$1.05B
Positions
18
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$1.05B-40.6%Positions
18-52.6%Top holdings
Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| MKS Inc | $258.73M | 24.5% |
| Texas Instruments Inc | $171.42M | 16.3% |
| Credo Technology Group Holding Ltd | $169.08M | 16.0% |
| Howmet Aerospace Inc. | $83.83M | 8.0% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $79.31M | 7.5% |
| Silicon Motion Technology CORPSIMO | $60.49M | 5.7% |
| Modine Manufacturing Co | $49.81M | 4.7% |
| SITIME Corp | $36.30M | 3.4% |
| Woodward Inc | $29.02M | 2.8% |
| Ciena Corp | $25.35M | 2.4% |
| Astera Labs, Inc. | $25.12M | 2.4% |
| Advanced Micro Devices Inc | $16.45M | 1.6% |
| Western Digital Corp | $16.39M | 1.6% |
| BWX Technologies, Inc. | $13.79M | 1.3% |
| NVIDIA Corp | $6.74M | 0.6% |
| Alphabet Inc. | $5.29M | 0.5% |
| Alibaba Group Holding LtdBABA | $5.23M | 0.5% |
| Daqo New Energy Corp.DQ | $1.88M | 0.2% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | Ciena Corp | $-298.91M | -609K -92.18% | 51,667 2.40% of portfolio | high |
| Q2 2026 as of | New | MKS Inc | $258.73M | +582K | 581,687 24.54% of portfolio | high |
| Q2 2026 as of | Trim | Alphabet Inc. | $-180.58M | -505K -97.15% | 14,800 0.50% of portfolio | high |
| Q2 2026 as of | New | Texas Instruments Inc | $171.42M | +575K | 575,100 16.26% of portfolio | high |
| Q2 2026 as of | Exit | H5919C104 | $-142.42M | -3.1M -100.00% | — | high |
| Q2 2026 as of | Add | Credo Technology Group Holding Ltd | $124.96M | +459K +283.16% | 621,749 16.04% of portfolio | high |
| Q2 2026 as of | Exit | Sandisk Corp | $-102.48M | -432K -100.00% | — | high |
| Q2 2026 as of | Exit | Broadcom Inc. | $-99.91M | -289K -100.00% | — | high |
| Q2 2026 as of | Exit | MACOM Technology Solutions Holdings, Inc. | $-90.66M | -529K -100.00% | — | high |
| Q2 2026 as of | Exit | Alnylam Pharmaceuticals Inc | $-86.97M | -219K -100.00% | — | high |