# FengHe Fund Management Pte. Ltd.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1660531. Source: https://holderbook.com/funds/1660531-fenghe-fund-management-pte-ltd/

- Reported value: $1.1B
- Positions: 18
- Weight of the ten largest: 91.4%
- Filed: 2026-08-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| MKS INC. | [MKSI](https://holderbook.com/stocks/MKSI/) | $258.7M | 581,687 | 24.5% | 2 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $171.4M | 575,100 | 16.3% | 1 |
| CREDO TECHNOLOGY GROUP HOLDI | [CRDO](https://holderbook.com/stocks/CRDO/) | $169.1M | 621,749 | 16.0% | 5 |
| HOWMET AEROSPACE INC | [HWM](https://holderbook.com/stocks/HWM/) | $83.8M | 311,800 | 8.0% | 1 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $79.3M | 166,075 | 7.5% | 11 |
| SILICON MOTION TECHNOLOGY CO | [SIMO](https://holderbook.com/stocks/SIMO/) | $60.5M | 181,482 | 5.7% | 1 |
| MODINE MFG CO | [MOD](https://holderbook.com/stocks/MOD/) | $49.8M | 186,524 | 4.7% | 2 |
| SITIME CORP | [SITM](https://holderbook.com/stocks/SITM/) | $36.3M | 48,690 | 3.4% | 3 |
| WOODWARD INC | [WWD](https://holderbook.com/stocks/WWD/) | $29.0M | 68,200 | 2.8% | 2 |
| CIENA CORP | [CIEN](https://holderbook.com/stocks/CIEN/) | $25.3M | 51,667 | 2.4% | 4 |
| ASTERA LABS INC | [ALAB](https://holderbook.com/stocks/ALAB/) | $25.1M | 52,000 | 2.4% | 5 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $16.5M | 28,320 | 1.6% | 8 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $16.4M | 25,661 | 1.6% | 1 |
| BWX TECHNOLOGIES INC | [BWXT](https://holderbook.com/stocks/BWXT/) | $13.8M | 36,740 | 1.3% | 2 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $6.7M | 33,700 | 0.6% | 13 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $5.3M | 14,800 | 0.5% | 4 |
| ALIBABA GROUP HLDG LTD | [BABA](https://holderbook.com/stocks/BABA/) | $5.2M | 54,500 | 0.5% | 7 |
| DAQO NEW ENERGY CORP | [DQ](https://holderbook.com/stocks/DQ/) | $1.9M | 140,300 | 0.2% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +47.6% | +14.8% | +32.8% | 100% |
| Q1 2026 | +15.8% | -4.6% | +20.5% | 100% |
| Q4 2025 | +21.3% | +2.4% | +19.0% | 100% |
| Q3 2025 | +46.1% | +7.8% | +38.3% | 100% |
| Q2 2025 | +25.5% | +10.5% | +15.0% | 100% |
| Q1 2025 | +0.6% | -4.6% | +5.1% | 100% |
| Q4 2024 | +13.6% | +2.1% | +11.5% | 100% |
| Q3 2024 | -0.8% | +5.4% | -6.3% | 150% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.1B | 18 |
| Q1 2026 | $723.6M | 31 |
| Q4 2025 | $1.8B | 38 |
| Q3 2025 | $1.1B | 35 |
| Q2 2025 | $610.3M | 22 |
| Q1 2025 | $266.7M | 25 |
| Q4 2024 | $338.9M | 15 |
| Q3 2024 | $338.3M | 18 |
| Q2 2024 | $716.9M | 22 |
| Q1 2024 | $793.9M | 25 |
| Q4 2023 | $569.6M | 19 |
| Q3 2023 | $421.0M | 16 |