The Analysis of FengHe Fund Management Pte. Ltd.'s Holdings


Currently, FengHe Fund Management Pte. Ltd. holds 35 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in LITE (+441.1K shares, valued at $71.8M), TSM (+253.8K shares, valued at $70.9M), TTMI (+940.1K shares, valued at $54.1M); decreased their positions in ALAB (-856.8K shares, valued at $167.8M), CRDO (-527.1K shares, valued at $76.7M), APP (-86.7K shares, valued at $62.3M); initiated new positions in LITE (+441.1K shares, valued at $71.8M), TTMI (+940.1K shares, valued at $54.1M), ADI (+201.9K shares, valued at $49.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
TSM TAIWAN SEMICONDUCTOR MFG LTD353.9K shares253.55%2025-09-302025-10-24history
AMD ADVANCED MICRO DEVICES INC566.7K shares-1.10%2025-09-302025-10-24history
LITE LUMENTUM HLDGS INC441.1K sharesnew addition2025-09-302025-10-24history
ALAB ASTERA LABS INC324.0K shares-72.56%2025-09-302025-10-24history
TTMI TTM TECHNOLOGIES INC940.1K sharesnew addition2025-09-302025-10-24history
ADI ANALOG DEVICES INC201.9K sharesnew addition2025-09-302025-10-24history
COHR COHERENT CORP395.4K shares15.48%2025-09-302025-10-24history
MRVL MARVELL TECHNOLOGY INC500.6K shares-25.78%2025-09-302025-10-24history
Sponsored
NVDA NVIDIA CORPORATION222.5K shares43.09%2025-09-302025-10-24history
INTC INTEL CORP1.2M sharesnew addition2025-09-302025-10-24history
B BARRICK MNG CORP1.2M shares19.44%2025-09-302025-10-24history
APH AMPHENOL CORP NEW308.6K shares150.28%2025-09-302025-10-24history
CIEN CIENA CORP250.4K sharesnew addition2025-09-302025-10-24history
BA BOEING CO163.9K sharesnew addition2025-09-302025-10-24history
GLW CORNING INC406.0K sharesnew addition2025-09-302025-10-24history
FUTU FUTU HLDGS LTD186.8K sharesnew addition2025-09-302025-10-24history
Sponsored
ALB ALBEMARLE CORP317.8K shares-39.47%2025-09-302025-10-24history
CDNS CADENCE DESIGN SYSTEM INC69.3K shares0.00%2025-09-302025-10-24history
COIN COINBASE GLOBAL INC69.9K shares119.12%2025-09-302025-10-24history
BABA ALIBABA GROUP HLDG LTD131.2K shares175.63%2025-09-302025-10-24history
CRDO CREDO TECHNOLOGY GROUP HOLDI153.5K shares-77.44%2025-09-302025-10-24history
HII HUNTINGTON INGALLS INDS INC73.0K sharesnew addition2025-09-302025-10-24history
AMAT APPLIED MATLS INC97.5K sharesnew addition2025-09-302025-10-24history
U UNITY SOFTWARE INC447.6K shares-59.59%2025-09-302025-10-24history
Sponsored
FNV FRANCO NEV CORP70.4K sharesnew addition2025-09-302025-10-24history
WRD WERIDE INC1.4M shares0.00%2025-09-302025-10-24history
DQ DAQO NEW ENERGY CORP469.8K shares62.36%2025-09-302025-10-24history
SNPS SYNOPSYS INC25.8K sharesnew addition2025-09-302025-10-24history
QCOM QUALCOMM INC67.5K sharesnew addition2025-09-302025-10-24history
SNDK SANDISK CORP97.0K sharesnew addition2025-09-302025-10-24history
TAL TAL EDUCATION GROUP881.7K shares12.35%2025-09-302025-10-24history
GOOGL ALPHABET INC32.1K sharesnew addition2025-09-302025-10-24history
Sponsored
JD JD.COM INC215.0K shares106.73%2025-09-302025-10-24history
APP APPLOVIN CORP5.5K shares-94.03%2025-09-302025-10-24history
YMM FULL TRUCK ALLIANCE CO LTD119.1K sharesnew addition2025-09-302025-10-24history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available