FengHe Fund Management Pte. Ltd.
CIK 0001660531 · SINGAPORE, null · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.05B
2026 Q2
Positions
18
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
91.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
MKSI
MKS INC.
24.5%
TXN
TEXAS INSTRS INC
16.3%
CRDO
CREDO TECHNOLOGY GROUP HOLDI
16.0%
HWM
HOWMET AEROSPACE INC
8.0%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
7.5%
SIMO
SILICON MOTION TECHNOLOGY CO
5.7%
MOD
MODINE MFG CO
4.7%
SITM
SITIME CORP
3.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.