FengHe Fund Management Pte. Ltd.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 26, 2024), FengHe Fund Management Pte. Ltd. reported 22 stock positions worth $716.9 million. Its top holding was Western Digital (WDC) at 12.6% of the portfolio, followed by Cadence Design SYS (CDNS, 11.2%) and Nvidia (NVDA, 10.6%). Compared with Q1 2024, it opened 7 new positions, sold out of 10, added to 6 and reduced 9. The biggest buy was Nvidia (NVDA, shares +44%) and the biggest sale an exit from Advanced Micro Devices (AMD).
- Most Recent 13F
- Q2 2026
- Location
- Singapore, U0
- CIK
- 0001660531
- Portfolio Value
- $716.9M (Q2 2024)
- SEC Filing
- 0001172661-24-002932 ↗ filed Jul 26, 2024
Holdings Value
Holdings 22 stocks · $716.9M
| WDC Western Digital Corp. | 12.56% | 1,188,731 | $90.1M | Reduce -10.7% |
| CDNS Cadence Design SYS Inc. | 11.22% | 261,440 | $80.5M | Reduce -4.9% |
| NVDA Nvidia Corp. | 10.57% | 613,400 | $75.8M | Add +44.0% |
| TSM Taiwan Semiconductor-SP ADR | 10.31% | 2,482,000 | $73.9M | Add +302.5% |
| SNPS Synopsys Inc. | 8.15% | 98,220 | $58.4M | Reduce -32.2% |
| LITE Lumentum Holdings Inc. | 7.21% | 1,015,459 | $51.7M | Reduce -31.1% |
| MRVL Marvell Technology Inc. | 4.98% | 510,997 | $35.7M | New |
| AAPL Apple Inc. | 4.60% | 156,500 | $33.0M | New |
| PDD PDD Holdings Inc. | 3.90% | 210,500 | $28.0M | Add +465.7% |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 3.66% | 400,357 | $26.3M | Reduce -57.1% |
| ARM Arm Holdings PLC-ADR | 3.54% | 155,315 | $25.4M | Reduce -11.9% |
| ASML ASML Holding NV-NY Reg SHS | 3.05% | 21,400 | $21.9M | Add +16.9% |
| DELL Dell Technologies -C | 2.81% | 146,056 | $20.1M | Add +8.2% |
| AVGO Broadcom Inc. | 2.27% | 10,140 | $16.3M | Reduce -35.0% |
| NTES Netease Inc.-ADR | 2.14% | 160,200 | $15.3M | New |
| MU Micron Technology Inc. | 1.68% | 91,700 | $12.1M | New |
| OLED Universal Display Corp. | 1.51% | 51,456 | $10.8M | Reduce -66.2% |
| DQ Daqo New Energy Corp.-ADR | 1.40% | 688,028 | $10.0M | Add +86.8% |
| WOLF Wolfspeed Inc. | 1.28% | 404,700 | $9.2M | Reduce -56.1% |
| YMM Full Truck Alliance -SPN ADR | 1.25% | 1,117,000 | $9.0M | New |
| KB KB Financial Group Inc.-ADR filed as KB FINL GROUP INC | 0.97% | 122,112 | $7.0M | New |
| SHG Shinhan Financial Group-ADR | 0.90% | 185,236 | $6.5M | New |
Portfolio Sells Q1 2024 → Q2 2024
| AMD Advanced Micro Devices | Sold out | 0.00% | −5.19 |
| COHR Coherent Corp. | Sold out | 0.00% | −3.45 |
| TAL Tal Education Group- ADR | Sold out | 0.00% | −2.99 |
| FUTU Futu Holdings Ltd.-ADR | Reduce -57.1% | 3.66% | −2.71 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −2.51 |
| SNPS Synopsys Inc. | Reduce -32.2% | 8.15% | −2.28 |
| WOLF Wolfspeed Inc. | Reduce -56.1% | 1.28% | −2.14 |
| OLED Universal Display Corp. | Reduce -66.2% | 1.51% | −1.72 |
| LITE Lumentum Holdings Inc. | Reduce -31.1% | 7.21% | −1.57 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −1.28 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.80 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.79 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.64 |
| YUMC Yum China Holdings Inc. | Sold out | 0.00% | −0.60 |
| GTLB Gitlab Inc. Class A | Sold out | 0.00% | −0.46 |
| AVGO Broadcom Inc. | Reduce -35.0% | 2.27% | −0.33 |
| CDNS Cadence Design SYS Inc. | Reduce -4.9% | 11.22% | +0.44 |
| ARM Arm Holdings PLC-ADR | Reduce -11.9% | 3.54% | +0.77 |
| WDC Western Digital Corp. | Reduce -10.7% | 12.56% | +1.12 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +44.0% | 10.57% | +5.72 |
| MRVL Marvell Technology Inc. | New | 4.98% | +4.98 |
| AAPL Apple Inc. | New | 4.60% | +4.60 |
| PDD PDD Holdings Inc. | Add +465.7% | 3.90% | +3.36 |
| NTES Netease Inc.-ADR | New | 2.14% | +2.14 |
| MU Micron Technology Inc. | New | 1.68% | +1.68 |
| YMM Full Truck Alliance -SPN ADR | New | 1.25% | +1.25 |
| KB KB Financial Group Inc.-ADR | New | 0.97% | +0.97 |
| SHG Shinhan Financial Group-ADR | New | 0.90% | +0.90 |
| DELL Dell Technologies -C | Add +8.2% | 2.81% | +0.87 |
| ASML ASML Holding NV-NY Reg SHS | Add +16.9% | 3.05% | +0.82 |
| DQ Daqo New Energy Corp.-ADR | Add +86.8% | 1.40% | +0.09 |
| TSM Taiwan Semiconductor-SP ADR | Add +302.5% | 10.31% | −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 |