Funds › FengHe Fund Management Pte. Ltd.
FengHe Fund Management Pte. Ltd.
13F for Q3 2026, filed Nov 2, 2026. 33 positions worth $2.1B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | INTC Intel Corporation | 1.77M | $213.0M | 10.3% | New | 13F ↗ |
| 2 | MKSI MKS Inc. | 771,263 | $204.7M | 9.9% | +32.6% | 13F ↗ |
| 3 | HWM Howmet Aerospace Inc. | 887,500 | $200.7M | 9.7% | +185% | 13F ↗ |
| 4 | MTSI MACOM Technology Solutions Holdings, Inc. | 651,956 | $185.7M | 9.0% | New | 13F ↗ |
| 5 | GOOGL Alphabet Inc. Class A | 445,060 | $153.1M | 7.4% | +2907% | 13F ↗ |
| 6 | AMZN Amazon.com, Inc. | 571,800 | $142.5M | 6.9% | New | 13F ↗ |
| 7 | ASML ASML Holding N.V. · Equities | 61,775 | $111.9M | 5.4% | New | 13F ↗ |
| 8 | CRDO Credo Technology Group Holding Ltd | 420,144 | $81.8M | 4.0% | -32.4% | 13F ↗ |
| 9 | CIEN Ciena Corporation | 221,194 | $77.8M | 3.8% | +328% | 13F ↗ |
| 10 | WDC Western Digital Corporation | 138,361 | $62.9M | 3.0% | +439% | 13F ↗ |
| 11 | MOD Modine Manufacturing Company | 334,300 | $62.6M | 3.0% | +79.2% | 13F ↗ |
| 12 | QCOM QUALCOMM Incorporated | 334,900 | $61.6M | 3.0% | New | 13F ↗ |
| 13 | SITM SiTime Corporation | 91,892 | $59.9M | 2.9% | +88.7% | 13F ↗ |
| 14 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 109,586 | $50.0M | 2.4% | -34.0% | 13F ↗ |
| 15 | LIN Linde plc | 101,840 | $48.3M | 2.3% | New | 13F ↗ |
| 16 | SNPS Synopsys, Inc. | 102,720 | $44.7M | 2.2% | New | 13F ↗ |
| 17 | ALAB Astera Labs, Inc. | 115,666 | $41.2M | 2.0% | +122% | 13F ↗ |
| 18 | LITE Lumentum Holdings Inc. | 39,880 | $38.7M | 1.9% | New | 13F ↗ |
| 19 | TXN Texas Instruments Incorporated | 125,306 | $35.1M | 1.7% | -78.2% | 13F ↗ |
| 20 | AMD Advanced Micro Devices, Inc. | 51,669 | $31.6M | 1.5% | +82.4% | 13F ↗ |
| 21 | FRO Frontline Plc | 618,400 | $30.5M | 1.5% | New | 13F ↗ |
| 22 | MRVL Marvell Technology, Inc. | 102,400 | $27.1M | 1.3% | New | 13F ↗ |
| 23 | SIMO Silicon Motion Technology Corporation · ADR | 91,316 | $25.6M | 1.2% | -49.7% | 13F ↗ |
| 24 | WWD Woodward, Inc. | 76,867 | $25.3M | 1.2% | +12.7% | 13F ↗ |
| 25 | ADI Analog Devices, Inc. | 26,800 | $10.6M | 0.5% | New | 13F ↗ |
| 26 | BNTX BioNTech SE · ADR | 100,000 | $9.8M | 0.5% | New | 13F ↗ |
| 27 | NVDA NVIDIA Corporation | 38,500 | $8.8M | 0.4% | +14.2% | 13F ↗ |
| 28 | CDNS Cadence Design Systems, Inc. | 17,140 | $5.7M | 0.3% | New | 13F ↗ |
| 29 | BABA Alibaba Group Holding Limited · ADR | 49,682 | $5.3M | 0.3% | -8.8% | 13F ↗ |
| 30 | META Meta Platforms, Inc. | 4,000 | $2.9M | 0.1% | New | 13F ↗ |
| 31 | CRCL Circle Internet Group, Inc. | 19,800 | $1.6M | 0.1% | New | 13F ↗ |
| 32 | DQ DAQO New Energy Corp. | 140,300 | $1.6M | 0.1% | Unchanged | 13F ↗ |
| 33 | YUMC Yum China Holdings, Inc. | 21,850 | $898.0K | <0.1% | New | 13F ↗ |
Changes since Q2 2026
16 new, 11 added to, 5 trimmed, 1 exited, 1 unchanged. By estimated dollars.
New positions (16)
| INTC Intel Corporation | 1.77M | New | $213.0M |
| MTSI MACOM Technology Solutions Holdings, Inc. | 651,956 | New | $185.7M |
| AMZN Amazon.com, Inc. | 571,800 | New | $142.5M |
| ASML ASML Holding N.V. · Equities | 61,775 | New | $111.9M |
| QCOM QUALCOMM Incorporated | 334,900 | New | $61.6M |
| LIN Linde plc | 101,840 | New | $48.3M |
| SNPS Synopsys, Inc. | 102,720 | New | $44.7M |
| LITE Lumentum Holdings Inc. | 39,880 | New | $38.7M |
| FRO Frontline Plc | 618,400 | New | $30.5M |
| MRVL Marvell Technology, Inc. | 102,400 | New | $27.1M |
Added to (11)
| GOOGL Alphabet Inc. Class A | 445,060 | +2907% | $148.0M |
| HWM Howmet Aerospace Inc. | 887,500 | +185% | $130.2M |
| CIEN Ciena Corporation | 221,194 | +328% | $59.6M |
| WDC Western Digital Corporation | 138,361 | +439% | $51.2M |
| MKSI MKS Inc. | 771,263 | +32.6% | $50.3M |
| SITM SiTime Corporation | 91,892 | +88.7% | $28.2M |
| MOD Modine Manufacturing Company | 334,300 | +79.2% | $27.7M |
| ALAB Astera Labs, Inc. | 115,666 | +122% | $22.7M |
| AMD Advanced Micro Devices, Inc. | 51,669 | +82.4% | $14.3M |
| WWD Woodward, Inc. | 76,867 | +12.7% | $2.8M |
Trimmed (5)
| TXN Texas Instruments Incorporated | 125,306 | -78.2% | -$126.0M |
| CRDO Credo Technology Group Holding Ltd | 420,144 | -32.4% | -$39.3M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 109,586 | -34.0% | -$25.8M |
| SIMO Silicon Motion Technology Corporation · ADR | 91,316 | -49.7% | -$25.2M |
| BABA Alibaba Group Holding Limited · ADR | 49,682 | -8.8% | -$518.1K |
Exited (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| BWXT BWX Technologies, Inc. | 36,740 | Exited | -$13.8M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 2, 2026 | 13F-HR | 33 | $2.1B | Current | SEC ↗ |
| Q2 2026 | Aug 7, 2026 | 13F-HR | 18 | $1.1B | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 31 | $723.6M | Current | SEC ↗ |
| Q4 2025 | Jan 30, 2026 | 13F-HR | 38 | $1.8B | Current | SEC ↗ |
| Q3 2025 | Oct 24, 2025 | 13F-HR | 35 | $1.1B | Current | SEC ↗ |
| Q2 2025 | Jul 18, 2025 | 13F-HR | 22 | $610.3M | Current | SEC ↗ |
| Q1 2025 | May 13, 2025 | 13F-HR | 25 | $266.7M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer