EdgeMarket › What Fenghe Fund Management Pte. Ltd. reported owning
What Fenghe Fund Management Pte. Ltd. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
723.6MPositions
31Quarter
2026-03-31Shown below
31largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MKSI MKS INC | 104.9M | 14.5% | 456.3K | 279.11 | +180.9% |
| BWXT BWX Technologies, Inc. | 80.4M | 11.1% | 393.2K | 156.78 | -4.1% |
| TER TERADYNE, INC | 58.3M | 8.1% | 196.8K | 375.74 | +243.1% |
| ONON On Holding AG | 57.8M | 8.0% | 1.7M | 30.02 | -33.6% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 37.5M | 5.2% | 110.8K | 418.95 | +83.3% |
| GOOGL Alphabet Inc. | 37.2M | 5.1% | 129.5K | 344.82 | +73.0% |
| SITM SITIME Corp | 37.2M | 5.1% | 107.7K | 614.83 | +177.5% |
| LITE Lumentum Holdings Inc. | 37.1M | 5.1% | 52.8K | 866.71 | +647.9% |
| LHX L3HARRIS TECHNOLOGIES, INC. /DE/ | 35.2M | 4.9% | 101.9K | 266.73 | -3.4% |
| CIEN CIENA CORP | 34.7M | 4.8% | 89.3K | 395.79 | +356.8% |
| ASML ASML HOLDING NV | 32.1M | 4.4% | 24.3K | 1,763.76 | +135.3% |
| MTSI MACOM Technology Solutions Holdings, Inc. | 24.5M | 3.4% | 110.5K | 266.61 | +120.1% |
| AMD ADVANCED MICRO DEVICES INC | 21.6M | 3.0% | 106.3K | 473.25 | +186.5% |
| AVGO Broadcom Inc. | 18.3M | 2.5% | 59.3K | 368.45 | +26.5% |
| MOD MODINE MANUFACTURING CO | 13.6M | 1.9% | 62.7K | 197.68 | +46.5% |
| ALNY ALNYLAM PHARMACEUTICALS, INC. | 10.8M | 1.5% | 32.5K | 236.22 | -48.5% |
| CRS CARPENTER TECHNOLOGY CORP | 9.9M | 1.4% | 25.0K | 492.38 | +105.1% |
| MSFT MICROSOFT CORP | 9.7M | 1.3% | 26.2K | 483.24 | -4.4% |
| ADI ANALOG DEVICES INC | 9.5M | 1.3% | 30.0K | 373.09 | +52.4% |
| CRDO Credo Technology Group Holding Ltd | 9.0M | 1.2% | 96.1K | 230.57 | +117.5% |
| ALAB Astera Labs, Inc. | 8.1M | 1.1% | 74.3K | 284.97 | +65.2% |
| AA Alcoa Corp | 7.3M | 1.0% | 110.1K | 51.85 | +76.8% |
| B BARRICK MINING CORP | 5.7M | 0.8% | 140.8K | 47.60 | +91.6% |
| BABA Alibaba Group Holding Ltd | 5.5M | 0.8% | 43.8K | 119.34 | -0.1% |
| NVDA NVIDIA CORP | 5.4M | 0.8% | 31.2K | 214.72 | +22.4% |
| WWD Woodward, Inc. | 4.9M | 0.7% | 13.7K | 343.26 | +39.4% |
| TAL TAL Education Group | 1.8M | 0.3% | 161.9K | 11.32 | +2.9% |
| JOYY JOYY Inc. | 1.6M | 0.2% | 27.0K | 73.61 | +46.2% |
| NTES NetEase, Inc. | 1.4M | 0.2% | 12.4K | 128.17 | -1.8% |
| SE Sea Ltd | 1.3M | 0.2% | 15.8K | 117.53 | -34.2% |
| TME Tencent Music Entertainment Group | 1.2M | 0.2% | 125.1K | 8.80 | -64.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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