FengHe Fund Management Pte. Ltd.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), FengHe Fund Management Pte. Ltd. reported 25 stock positions worth $793.9 million. Its top holding was Western Digital (WDC) at 11.4% of the portfolio, followed by Cadence Design SYS (CDNS, 10.8%) and Taiwan Semiconductor-SP ADR (TSM, 10.6%). Compared with Q4 2023, it opened 9 new positions, sold out of 3, added to 5 and reduced 8. The biggest buy was a new position in Cadence Design SYS (CDNS) and the biggest sale Coherent (COHR, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- Singapore, U0
- CIK
- 0001660531
- Portfolio Value
- $793.9M (Q1 2024)
- SEC Filing
- 0001172661-24-002173 ↗ filed May 13, 2024
Holdings Value
Holdings 25 stocks · $793.9M
| WDC Western Digital Corp. | 11.44% | 1,331,331 | $90.9M | Add +557.8% |
| CDNS Cadence Design SYS Inc. | 10.78% | 275,000 | $85.6M | New |
| TSM Taiwan Semiconductor-SP ADR | 10.57% | 616,700 | $83.9M | Add +119.4% |
| SNPS Synopsys Inc. | 10.43% | 144,900 | $82.8M | New |
| LITE Lumentum Holdings Inc. | 8.79% | 1,472,909 | $69.7M | Add +295.0% |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 6.37% | 933,712 | $50.6M | New |
| AMD Advanced Micro Devices | 5.19% | 228,393 | $41.2M | Reduce -68.8% |
| NVDA Nvidia Corp. | 4.85% | 42,600 | $38.5M | Add +20.7% |
| COHR Coherent Corp. | 3.45% | 452,024 | $27.4M | Reduce -82.9% |
| WOLF Wolfspeed Inc. | 3.42% | 921,427 | $27.2M | Reduce -35.6% |
| OLED Universal Display Corp. | 3.23% | 152,055 | $25.6M | Add +433.5% |
| TAL Tal Education Group- ADR | 2.99% | 2,088,710 | $23.7M | Reduce -16.0% |
| ARM Arm Holdings PLC-ADR | 2.78% | 176,400 | $22.0M | Reduce -58.7% |
| AVGO Broadcom Inc. | 2.60% | 15,600 | $20.7M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.51% | 162,800 | $19.9M | No change |
| ASML ASML Holding NV-NY Reg SHS | 2.24% | 18,300 | $17.8M | New |
| DELL Dell Technologies -C | 1.94% | 134,946 | $15.4M | No change |
| DQ Daqo New Energy Corp.-ADR | 1.31% | 368,400 | $10.4M | Reduce -14.6% |
| QCOM Qualcomm Inc. | 1.28% | 60,100 | $10.2M | Reduce -72.2% |
| COIN Coinbase Global Inc. Class A | 0.80% | 23,900 | $6.3M | New |
| BABA Alibaba Group Holding-SP ADR | 0.79% | 87,100 | $6.3M | New |
| MSFT Microsoft Corp. | 0.64% | 12,070 | $5.1M | No change |
| YUMC Yum China Holdings Inc. | 0.60% | 119,100 | $4.7M | New |
| PDD PDD Holdings Inc. | 0.54% | 37,210 | $4.3M | Reduce -80.3% |
| GTLB Gitlab Inc. Class A | 0.46% | 62,400 | $3.6M | New |
Portfolio Sells Q4 2023 → Q1 2024
| COHR Coherent Corp. | Reduce -82.9% | 3.45% | −16.78 |
| AMD Advanced Micro Devices | Reduce -68.8% | 5.19% | −13.78 |
| WOLF Wolfspeed Inc. | Reduce -35.6% | 3.42% | −7.51 |
| MU Micron Technology Inc. | Sold out | 0.00% | −5.27 |
| PDD PDD Holdings Inc. | Reduce -80.3% | 0.54% | −4.32 |
| QCOM Qualcomm Inc. | Reduce -72.2% | 1.28% | −4.20 |
| ARM Arm Holdings PLC-ADR | Reduce -58.7% | 2.78% | −2.85 |
| TAL Tal Education Group- ADR | Reduce -16.0% | 2.99% | −2.53 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −1.09 |
| DQ Daqo New Energy Corp.-ADR | Reduce -14.6% | 1.31% | −0.71 |
| EDU New Oriental Educatio-SP ADR | Sold out | 0.00% | −0.36 |
Portfolio Buys Q4 2023 → Q1 2024
| CDNS Cadence Design SYS Inc. | New | 10.78% | +10.78 |
| SNPS Synopsys Inc. | New | 10.43% | +10.43 |
| WDC Western Digital Corp. | Add +557.8% | 11.44% | +9.58 |
| FUTU Futu Holdings Ltd.-ADR | New | 6.37% | +6.37 |
| TSM Taiwan Semiconductor-SP ADR | Add +119.4% | 10.57% | +5.44 |
| LITE Lumentum Holdings Inc. | Add +295.0% | 8.79% | +5.35 |
| AVGO Broadcom Inc. | New | 2.60% | +2.60 |
| OLED Universal Display Corp. | Add +433.5% | 3.23% | +2.27 |
| ASML ASML Holding NV-NY Reg SHS | New | 2.24% | +2.24 |
| NVDA Nvidia Corp. | Add +20.7% | 4.85% | +1.78 |
| COIN Coinbase Global Inc. Class A | New | 0.80% | +0.80 |
| BABA Alibaba Group Holding-SP ADR | New | 0.79% | +0.79 |
| YUMC Yum China Holdings Inc. | New | 0.60% | +0.60 |
| GTLB Gitlab Inc. Class A | New | 0.46% | +0.46 |
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 |