Fenghe Fund Management Pte. Ltd.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$723.6M
Q ending 2026-03-31
Prior quarter
$1.78B
Q ending 2025-12-31
Change
-59.3% QoQ · +171.3% YoY
Positions
31
reported holdings
Largest positions
All 31 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Mks Inc. | MKSI | Shares | $104.9M | 456K |
| Bwx Technologies Inc | BWXT | Shares | $80.4M | 393K |
| Teradyne Inc | TER | Shares | $58.3M | 197K |
| On Hldg Ag | Shares | $57.8M | 1.7M | |
| Taiwan Semiconductor Manufac | TSM | Shares | $37.5M | 111K |
| Alphabet Inc | GOOGL | Shares | $37.2M | 129K |
| Sitime Corp | SITM | Shares | $37.2M | 108K |
| Lumentum Hldgs Inc | LITE | Shares | $37.1M | 53K |
| L3Harris Technologies Inc | LHX | Shares | $35.2M | 102K |
| Ciena Corp | CIEN | Shares | $34.7M | 89K |
| Asml Hldg Nv | Shares | $32.1M | 24K | |
| Macom Tech Solutions Hldgs I | MTSI | Shares | $24.5M | 111K |
| Advanced Micro Devices Inc | AMD | Shares | $21.6M | 106K |
| Broadcom Inc | AVGO | Shares | $18.3M | 59K |
| Modine Mfg Co | MOD | Shares | $13.6M | 63K |
| Alnylam Pharmaceuticals Inc | ALNY | Shares | $10.8M | 33K |
| Carpenter Technology Corp | CRS | Shares | $9.9M | 25K |
| Microsoft Corp | MSFT | Shares | $9.7M | 26K |
| Analog Devices Inc | ADI | Shares | $9.5M | 30K |
| Credo Technology Group Holdi | Shares | $9.0M | 96K | |
| Astera Labs Inc | ALAB | Shares | $8.1M | 74K |
| Alcoa Corp | AA | Shares | $7.3M | 110K |
| Barrick Mng Corp | B | Shares | $5.7M | 141K |
| Alibaba Group Hldg Ltd | BABA | Shares | $5.5M | 44K |
| Nvidia Corporation | NVDA | Shares | $5.4M | 31K |
| Woodward Inc | WWD | Shares | $4.9M | 14K |
| Tal Ed Group | TAL | Shares | $1.8M | 162K |
| Joyy Inc | JOYY | Shares | $1.6M | 27K |
| Netease Com Inc | NTES | Shares | $1.4M | 12K |
| Sea Ltd | SE | Shares | $1.3M | 16K |
| Tencent Music Entmt Group | TME | Shares | $1.2M | 125K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.