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

Currently, FengHe Fund Management Pte. Ltd. holds 38 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in N/A (+488.0K shares, valued at $152.7M), ONON (+3.1M shares, valued at $142.4M), N/A (+288.7K shares, valued at $99.9M); decreased their positions in AMD (-493.9K shares, valued at $105.8M), LITE (-248.9K shares, valued at $91.7M), N/A (-366.6K shares, valued at $67.7M); initiated new positions in ONON (+3.1M shares, valued at $142.4M), N/A (+288.7K shares, valued at $99.9M), MTSI (+529.3K shares, valued at $90.7M).

1M P&L

+376.0M+21.35%

3M P&L

+541.6M+33.95%

HY P&L

+865.5M+68.06%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors311.6M

21.6%

2Communication Equipment225.4M

15.6%

3Software - Application178.8M

12.4%

Top Industries by Stock Count

1Semiconductors8 stocks

25.0%

2Software - Application4 stocks

12.5%

3Aerospace & Defense3 stocks

9.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC ALPHABET INC520.1K shares1520.25%2025-12-312026-01-30

CIEN CIENA CORP661.0K shares163.97%2025-12-312026-01-30

ONON ON HLDG AG3.1M sharesnew addition2025-12-312026-01-30

SNDK SANDISK CORP431.7K shares345.05%2025-12-312026-01-30

BROADCOM INC BROADCOM INC288.7K sharesnew addition2025-12-312026-01-30

TSM TAIWAN SEMICONDUCTOR MFG LTD314.9K shares-11.01%2025-12-312026-01-30

MTSI MACOM TECH SOLUTIONS HLDGS I529.3K sharesnew addition2025-12-312026-01-30

ALNY ALNYLAM PHARMACEUTICALS INC218.7K sharesnew addition2025-12-312026-01-30

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LHX L3HARRIS TECHNOLOGIES INC270.5K sharesnew addition2025-12-312026-01-30

U UNITY SOFTWARE INC1.7M shares286.95%2025-12-312026-01-30

LITE LUMENTUM HLDGS INC192.2K shares-56.43%2025-12-312026-01-30

APP APPLOVIN CORP94.0K shares1607.72%2025-12-312026-01-30

LLY ELI LILLY & CO51.3K sharesnew addition2025-12-312026-01-30

GLW CORNING INC584.5K shares43.97%2025-12-312026-01-30

SITM SITIME CORP128.4K sharesnew addition2025-12-312026-01-30

MERCK & CO INC MERCK & CO INC420.4K sharesnew addition2025-12-312026-01-30

Sponsored

VRT VERTIV HOLDINGS CO239.8K sharesnew addition2025-12-312026-01-30

CRS CARPENTER TECHNOLOGY CORP116.2K sharesnew addition2025-12-312026-01-30

WRD WERIDE INC4.2M shares198.48%2025-12-312026-01-30

BA BOEING CO163.9K shares0.00%2025-12-312026-01-30

KTOS KRATOS DEFENSE & SEC SOLUTIO464.9K sharesnew addition2025-12-312026-01-30

APH AMPHENOL CORP NEW190.7K shares-38.20%2025-12-312026-01-30

CRDO CREDO TECHNOLOGY GROUP HOLDI162.3K shares5.71%2025-12-312026-01-30

ALAB ASTERA LABS INC121.0K shares-62.66%2025-12-312026-01-30

Sponsored

ARROWHEAD PHARMACEUTICALS IN ARROWHEAD PHARMACEUTICALS IN266.7K sharesnew addition2025-12-312026-01-30

ADI ANALOG DEVICES INC58.2K shares-71.17%2025-12-312026-01-30

AMD ADVANCED MICRO DEVICES INC72.8K shares-87.15%2025-12-312026-01-30

ASML ASML HOLDING N V9.5K sharesnew addition2025-12-312026-01-30

TAL TAL EDUCATION GROUP799.2K shares-9.35%2025-12-312026-01-30

BABA ALIBABA GROUP HLDG LTD43.8K shares-66.62%2025-12-312026-01-30

DQ DAQO NEW ENERGY CORP202.4K shares-56.93%2025-12-312026-01-30

COHERENT CORP COHERENT CORP28.8K shares-92.72%2025-12-312026-01-30

Sponsored

NVDA NVIDIA CORPORATION27.1K shares-87.82%2025-12-312026-01-30

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC39.1K shares-92.19%2025-12-312026-01-30

COIN COINBASE GLOBAL INC12.8K shares-81.69%2025-12-312026-01-30

MSTR STRATEGY INC17.9K sharesnew addition2025-12-312026-01-30

NTES NETEASE INC12.4K sharesnew addition2025-12-312026-01-30

SE SEA LTD11.5K sharesnew addition2025-12-312026-01-30

ALPHABET INC

1520.25%

Shares520.1K

Event2025-12-31

Filed2026-01-30

CIEN

CIENA CORP

163.97%

Shares661.0K

Event2025-12-31

Filed2026-01-30

ONON

ON HLDG AG

New

Shares3.1M

Event2025-12-31

Filed2026-01-30

SNDK

SANDISK CORP

345.05%

Shares431.7K

Event2025-12-31

Filed2026-01-30

BROADCOM INC

New

Shares288.7K

Event2025-12-31

Filed2026-01-30

TSM

TAIWAN SEMICONDUCTOR MFG LTD

-11.01%

Shares314.9K

Event2025-12-31

Filed2026-01-30

MTSI

MACOM TECH SOLUTIONS HLDGS I

New

Shares529.3K

Event2025-12-31

Filed2026-01-30

ALNY

ALNYLAM PHARMACEUTICALS INC

New

Shares218.7K

Event2025-12-31

Filed2026-01-30

LHX

L3HARRIS TECHNOLOGIES INC

New

Shares270.5K

Event2025-12-31

Filed2026-01-30

UNITY SOFTWARE INC

286.95%

Shares1.7M

Event2025-12-31

Filed2026-01-30

LITE

LUMENTUM HLDGS INC

-56.43%

Shares192.2K

Event2025-12-31

Filed2026-01-30

APP

APPLOVIN CORP

1607.72%

Shares94.0K

Event2025-12-31

Filed2026-01-30

LLY

ELI LILLY & CO

New

Shares51.3K

Event2025-12-31

Filed2026-01-30

GLW

CORNING INC

43.97%

Shares584.5K

Event2025-12-31

Filed2026-01-30

SITM

SITIME CORP

New

Shares128.4K

Event2025-12-31

Filed2026-01-30

MERCK & CO INC

New

Shares420.4K

Event2025-12-31

Filed2026-01-30

VRT

VERTIV HOLDINGS CO

New

Shares239.8K

Event2025-12-31

Filed2026-01-30

CRS

CARPENTER TECHNOLOGY CORP

New

Shares116.2K

Event2025-12-31

Filed2026-01-30

WRD

WERIDE INC

198.48%

Shares4.2M

Event2025-12-31

Filed2026-01-30

BOEING CO

0.00%

Shares163.9K

Event2025-12-31

Filed2026-01-30

KTOS

KRATOS DEFENSE & SEC SOLUTIO

New

Shares464.9K

Event2025-12-31

Filed2026-01-30

APH

AMPHENOL CORP NEW

-38.20%

Shares190.7K

Event2025-12-31

Filed2026-01-30

CRDO

CREDO TECHNOLOGY GROUP HOLDI

5.71%

Shares162.3K

Event2025-12-31

Filed2026-01-30

ALAB

ASTERA LABS INC

-62.66%

Shares121.0K

Event2025-12-31

Filed2026-01-30

ARROWHEAD PHARMACEUTICALS IN

New

Shares266.7K

Event2025-12-31

Filed2026-01-30

ADI

ANALOG DEVICES INC

-71.17%

Shares58.2K

Event2025-12-31

Filed2026-01-30

AMD

ADVANCED MICRO DEVICES INC

-87.15%

Shares72.8K

Event2025-12-31

Filed2026-01-30

ASML

ASML HOLDING N V

New

Shares9.5K

Event2025-12-31

Filed2026-01-30

TAL

TAL EDUCATION GROUP

-9.35%

Shares799.2K

Event2025-12-31

Filed2026-01-30

BABA

ALIBABA GROUP HLDG LTD

-66.62%

Shares43.8K

Event2025-12-31

Filed2026-01-30

DAQO NEW ENERGY CORP

-56.93%

Shares202.4K

Event2025-12-31

Filed2026-01-30

COHERENT CORP

-92.72%

Shares28.8K

Event2025-12-31

Filed2026-01-30

NVDA

NVIDIA CORPORATION

-87.82%

Shares27.1K

Event2025-12-31

Filed2026-01-30

MARVELL TECHNOLOGY INC

-92.19%

Shares39.1K

Event2025-12-31

Filed2026-01-30

COIN

COINBASE GLOBAL INC

-81.69%

Shares12.8K

Event2025-12-31

Filed2026-01-30

MSTR

STRATEGY INC

New

Shares17.9K

Event2025-12-31

Filed2026-01-30

NTES

NETEASE INC

New

Shares12.4K

Event2025-12-31

Filed2026-01-30

SEA LTD

New

Shares11.5K

Event2025-12-31

Filed2026-01-30

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available