FengHe Fund Management Pte. Ltd.
18 holdingsFiling period: 2026-06-30Current AUM: $804.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MKSI | MKS INC. | 581.7K | $258.7M | $134.7M | 16.73% | +125.4K | 2026-06-30 |
| 2 | TXN | TEXAS INSTRS INC | 575.1K | $171.4M | $151.5M | 18.82% | -- | 2026-06-30 |
| 3 | — | CREDO TECHNOLOGY GROUP HOLDI | 621.7K | $169.1M | $169.1M | 21.01% | +525.6K | 2026-06-30 |
| 4 | HWM | HOWMET AEROSPACE INC | 311.8K | $83.8M | $70.1M | 8.70% | -- | 2026-06-30 |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 166.1K | $79.3M | $68.7M | 8.54% | +55.2K | 2026-06-30 |
| 6 | SIMO | SILICON MOTION TECHNOLOGY CO | 181.5K | $60.5M | $43.4M | 5.39% | -- | 2026-06-30 |
| 7 | MOD | MODINE MFG CO | 186.5K | $49.8M | $33.4M | 4.15% | +123.8K | 2026-06-30 |
| 8 | SITM | SITIME CORP | 48.7K | $36.3M | $26.8M | 3.33% | -59,005 | 2026-06-30 |
| 9 | WWD | WOODWARD INC | 68.2K | $29.0M | $21.8M | 2.71% | +54.5K | 2026-06-30 |
| 10 | CIEN | CIENA CORP | 51.7K | $25.3M | $17.3M | 2.15% | -37,587 | 2026-06-30 |
| 11 | ALAB | ASTERA LABS INC | 52.0K | $25.1M | $13.1M | 1.63% | -22,280 | 2026-06-30 |
| 12 | AMD | ADVANCED MICRO DEVICES INC | 28.3K | $16.5M | $14.3M | 1.77% | -78,020 | 2026-06-30 |
| 13 | WDC | WESTERN DIGITAL CORP | 25.7K | $16.4M | $10.6M | 1.31% | -- | 2026-06-30 |
| 14 | BWXT | BWX TECHNOLOGIES INC | 36.7K | $13.8M | $10.4M | 1.29% | -356,460 | 2026-06-30 |
| 15 | NVDA | NVIDIA CORPORATION | 33.7K | $6.7M | $7.2M | 0.89% | +2.5K | 2026-06-30 |
| 16 | GOOGL | ALPHABET INC | 14.8K | $5.3M | $5.1M | 0.63% | -114,685 | 2026-06-30 |
| 17 | BABA | ALIBABA GROUP HLDG LTD | 54.5K | $5.2M | $6.0M | 0.74% | +10.7K | 2026-06-30 |
| 18 | DQ | DAQO NEW ENERGY CORP | 140.3K | $1.9M | $1.6M | 0.20% | -- | 2026-06-30 |
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