FengHe Fund Management Pte. Ltd.
18 holdingsFiling period: 2026-06-30Current AUM: $810.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MKSI | Mks Inc. | 581.7K | $258.7M | $125.7M | 15.51% | +125.4K | 2026-06-30 |
| 2 | TXN | Texas Instrs Inc | 575.1K | $171.4M | $180.0M | 22.20% | -- | 2026-06-30 |
| 3 | — | Credo Technology Group Holdi | 621.7K | $169.1M | $169.1M | 20.86% | +525.6K | 2026-06-30 |
| 4 | HWM | Howmet Aerospace Inc | 311.8K | $83.8M | $64.2M | 7.92% | -- | 2026-06-30 |
| 5 | TSM | Taiwan Semiconductor Manufac | 166.1K | $79.3M | $71.7M | 8.85% | +55.2K | 2026-06-30 |
| 6 | SIMO | Silicon Motion Technology Co | 181.5K | $60.5M | $41.3M | 5.10% | -- | 2026-06-30 |
| 7 | MOD | Modine Mfg Co | 186.5K | $49.8M | $25.9M | 3.19% | +123.8K | 2026-06-30 |
| 8 | SITM | Sitime Corp | 48.7K | $36.3M | $23.8M | 2.93% | -59,005 | 2026-06-30 |
| 9 | WWD | Woodward Inc | 68.2K | $29.0M | $21.5M | 2.65% | +54.5K | 2026-06-30 |
| 10 | CIEN | Ciena Corp | 51.7K | $25.3M | $18.1M | 2.23% | -37,587 | 2026-06-30 |
| 11 | ALAB | Astera Labs Inc | 52.0K | $25.1M | $15.1M | 1.86% | -22,280 | 2026-06-30 |
| 12 | AMD | Advanced Micro Devices Inc | 28.3K | $16.5M | $16.0M | 1.98% | -78,020 | 2026-06-30 |
| 13 | WDC | Western Digital Corp | 25.7K | $16.4M | $10.1M | 1.25% | -- | 2026-06-30 |
| 14 | BWXT | Bwx Technologies Inc | 36.7K | $13.8M | $9.8M | 1.21% | -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 | $4.2M | 0.52% | -114,685 | 2026-06-30 |
| 17 | BABA | Alibaba Group Hldg Ltd | 54.5K | $5.2M | $5.4M | 0.67% | +10.7K | 2026-06-30 |
| 18 | DQ | Daqo New Energy Corp | 140.3K | $1.9M | $1.6M | 0.19% | -- | 2026-06-30 |
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