FengHe Fund Management Pte. Ltd.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), FengHe Fund Management Pte. Ltd. reported 18 stock positions worth $1.1 billion. Its top holding was MKS (MKSI) at 24.5% of the portfolio, followed by Texas Instruments (TXN, 16.3%) and Credo Technology Group Holdi (CRDO, 16.0%). Compared with Q1 2026, it opened 5 new positions, sold out of 18, added to 7 and reduced 6. The biggest buy was a new position in Texas Instruments (TXN) and the biggest sale BWX Technologies (BWXT, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- Singapore, U0
- CIK
- 0001660531
- Portfolio Value
- $1.1B (Q2 2026)
- SEC Filing
- 0001172661-26-003145 ↗ filed Aug 7, 2026
Holdings Value
Holdings 18 stocks · $1.1B
| MKSI MKS Inc. | 24.54% | 581,687 | $258.7M | Add +27.5% |
| TXN Texas Instruments Inc. | 16.26% | 575,100 | $171.4M | New |
| CRDO Credo Technology Group Holdi | 16.04% | 621,749 | $169.1M | Add +547.0% |
| HWM Howmet Aerospace Inc. | 7.95% | 311,800 | $83.8M | New |
| TSM Taiwan Semiconductor-SP ADR | 7.52% | 166,075 | $79.3M | Add +49.8% |
| SIMO Silicon Motion Technol-ADR | 5.74% | 181,482 | $60.5M | New |
| MOD Modine Manufacturing Co. | 4.72% | 186,524 | $49.8M | Add +197.5% |
| SITM Sitime Corp. | 3.44% | 48,690 | $36.3M | Reduce -54.8% |
| WWD Woodward Inc. | 2.75% | 68,200 | $29.0M | Add +397.8% |
| CIEN Ciena Corp. | 2.40% | 51,667 | $25.3M | Reduce -42.1% |
| ALAB Astera Labs Inc. | 2.38% | 52,000 | $25.1M | Reduce -30.0% |
| AMD Advanced Micro Devices | 1.56% | 28,320 | $16.5M | Reduce -73.4% |
| WDC Western Digital Corp. | 1.55% | 25,661 | $16.4M | New |
| BWXT BWX Technologies Inc. | 1.31% | 36,740 | $13.8M | Reduce -90.7% |
| NVDA Nvidia Corp. | 0.64% | 33,700 | $6.7M | Add +8.0% |
| GOOGL Alphabet Inc. Class A | 0.50% | 14,800 | $5.3M | Reduce -88.6% |
| BABA Alibaba Group Holding-SP ADR | 0.50% | 54,500 | $5.2M | Add +24.4% |
| DQ Daqo New Energy Corp.-ADR | 0.18% | 140,300 | $1.9M | New |
Portfolio Sells Q1 2026 → Q2 2026
| BWXT BWX Technologies Inc. | Reduce -90.7% | 1.31% | −9.80 |
| TER Teradyne Inc. | Sold out | 0.00% | −8.06 |
| ONON On Holding AG Class A | Sold out | 0.00% | −7.99 |
| LITE Lumentum Holdings Inc. | Sold out | 0.00% | −5.13 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −4.86 |
| GOOGL Alphabet Inc. Class A | Reduce -88.6% | 0.50% | −4.64 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −4.44 |
| MTSI Macom Technology Solutions H | Sold out | 0.00% | −3.39 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −2.54 |
| CIEN Ciena Corp. | Reduce -42.1% | 2.40% | −2.38 |
| SITM Sitime Corp. | Reduce -54.8% | 3.44% | −1.70 |
| ALNY Alnylam Pharmaceuticals Inc. | Sold out | 0.00% | −1.49 |
| AMD Advanced Micro Devices | Reduce -73.4% | 1.56% | −1.43 |
| CRS Carpenter Technology | Sold out | 0.00% | −1.36 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −1.34 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −1.32 |
| AA Alcoa Corp. | Sold out | 0.00% | −1.01 |
| B Barrick Mining Corp. | Sold out | 0.00% | −0.79 |
| TAL Tal Education Group- ADR | Sold out | 0.00% | −0.25 |
| JOYY Joyy Inc.-ADR | Sold out | 0.00% | −0.22 |
| NTES Netease Inc.-ADR | Sold out | 0.00% | −0.19 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −0.18 |
| TME Tencent Music Entertainm-ADR | Sold out | 0.00% | −0.16 |
| ALAB Astera Labs Inc. | Reduce -30.0% | 2.38% | +1.26 |
Portfolio Buys Q1 2026 → Q2 2026
| TXN Texas Instruments Inc. | New | 16.26% | +16.26 |
| CRDO Credo Technology Group Holdi | Add +547.0% | 16.04% | +14.79 |
| MKSI MKS Inc. | Add +27.5% | 24.54% | +10.05 |
| HWM Howmet Aerospace Inc. | New | 7.95% | +7.95 |
| SIMO Silicon Motion Technol-ADR | New | 5.74% | +5.74 |
| MOD Modine Manufacturing Co. | Add +197.5% | 4.72% | +2.85 |
| TSM Taiwan Semiconductor-SP ADR | Add +49.8% | 7.52% | +2.35 |
| WWD Woodward Inc. | Add +397.8% | 2.75% | +2.07 |
| WDC Western Digital Corp. | New | 1.55% | +1.55 |
| DQ Daqo New Energy Corp.-ADR | New | 0.18% | +0.18 |
| NVDA Nvidia Corp. | Add +8.0% | 0.64% | −0.11 |
| BABA Alibaba Group Holding-SP ADR | Add +24.4% | 0.50% | −0.26 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 18 | $1.1B | MKSI, TXN, CRDO, HWM, TSM |
| Q1 2026 | 31 | $723.6M | MKSI, BWXT, TER, ONON, TSM |
| Q4 2025 | 38 | $1.8B | GOOGL, CIEN, ONON, SNDK, AVGO |
| Q3 2025 | 35 | $1.1B | TSM, AMD, LITE, ALAB, TTMI |
| Q2 2025 | 22 | $610.3M | ALAB, AMD, CRDO, MRVL, OLED |
| Q1 2025 | 25 | $266.7M | OLED, VRT, TSM, QCOM, NVDA |
| Q4 2024 | 15 | $338.9M | TSM, AMD, BABA, TAL, NTES |
| Q3 2024 | 18 | $338.3M | TSM, TSLA, TAL, SNPS, NVDA |
| Q2 2024 | 22 | $716.9M | WDC, CDNS, NVDA, TSM, SNPS |
| Q1 2024 | 25 | $793.9M | WDC, CDNS, TSM, SNPS, LITE |