FengHe Fund Management Pte. Ltd.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 7, 2024), FengHe Fund Management Pte. Ltd. reported 18 stock positions worth $338.3 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 22.5% of the portfolio, followed by Tesla (TSLA, 14.9%) and Tal Education Group- ADR (TAL, 10.5%). Compared with Q2 2024, it opened 10 new positions, sold out of 14, added to 1 and reduced 7. The biggest buy was a new position in Tesla (TSLA) and the biggest sale an exit from Western Digital (WDC).
- Most Recent 13F
- Q2 2026
- Location
- Singapore, U0
- CIK
- 0001660531
- Portfolio Value
- $338.3M (Q3 2024)
- SEC Filing
- 0001172661-24-004502 ↗ filed Nov 7, 2024
Holdings Value
Holdings 18 stocks · $338.3M
| TSM Taiwan Semiconductor-SP ADR | 22.52% | 438,700 | $76.2M | Reduce -82.3% |
| TSLA Tesla Inc. | 14.92% | 192,900 | $50.5M | New |
| TAL Tal Education Group- ADR | 10.46% | 2,988,220 | $35.4M | New |
| SNPS Synopsys Inc. | 7.57% | 50,600 | $25.6M | Reduce -48.5% |
| NVDA Nvidia Corp. | 6.48% | 180,485 | $21.9M | Reduce -70.6% |
| GLW Corning Inc. | 6.06% | 454,300 | $20.5M | New |
| GEV GE Vernova Inc. | 4.51% | 59,800 | $15.2M | New |
| LITE Lumentum Holdings Inc. | 3.76% | 200,590 | $12.7M | Reduce -80.3% |
| YMM Full Truck Alliance -SPN ADR | 3.71% | 1,393,600 | $12.6M | Add +24.8% |
| AMD Advanced Micro Devices | 3.24% | 66,700 | $10.9M | New |
| DQ Daqo New Energy Corp.-ADR | 3.18% | 528,836 | $10.8M | Reduce -23.1% |
| AVGO Broadcom Inc. | 3.13% | 61,400 | $10.6M | Reduce -39.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.15% | 75,700 | $7.3M | New |
| U Unity Software Inc. | 2.12% | 317,400 | $7.2M | New |
| CDNS Cadence Design SYS Inc. | 1.84% | 22,920 | $6.2M | Reduce -91.2% |
| MSFT Microsoft Corp. | 1.48% | 11,600 | $5.0M | New |
| EDU New Oriental Educatio-SP ADR | 1.46% | 65,100 | $4.9M | New |
| BZ Kanzhun Ltd. - ADR | 1.41% | 274,000 | $4.8M | New |
Portfolio Sells Q2 2024 → Q3 2024
| WDC Western Digital Corp. | Sold out | 0.00% | −12.56 |
| CDNS Cadence Design SYS Inc. | Reduce -91.2% | 1.84% | −9.39 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −4.98 |
| AAPL Apple Inc. | Sold out | 0.00% | −4.60 |
| NVDA Nvidia Corp. | Reduce -70.6% | 6.48% | −4.09 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −3.90 |
| FUTU Futu Holdings Ltd.-ADR | Sold out | 0.00% | −3.66 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −3.54 |
| LITE Lumentum Holdings Inc. | Reduce -80.3% | 3.76% | −3.45 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −3.05 |
| DELL Dell Technologies -C | Sold out | 0.00% | −2.81 |
| NTES Netease Inc.-ADR | Sold out | 0.00% | −2.14 |
| MU Micron Technology Inc. | Sold out | 0.00% | −1.68 |
| OLED Universal Display Corp. | Sold out | 0.00% | −1.51 |
| WOLF Wolfspeed Inc. | Sold out | 0.00% | −1.28 |
| KB KB Financial Group Inc.-ADR | Sold out | 0.00% | −0.97 |
| SHG Shinhan Financial Group-ADR | Sold out | 0.00% | −0.90 |
| SNPS Synopsys Inc. | Reduce -48.5% | 7.57% | −0.58 |
| AVGO Broadcom Inc. | Reduce -39.5% | 3.13% | +0.86 |
| DQ Daqo New Energy Corp.-ADR | Reduce -23.1% | 3.18% | +1.78 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -82.3% | 22.52% | +12.21 |
Portfolio Buys Q2 2024 → Q3 2024
| TSLA Tesla Inc. | New | 14.92% | +14.92 |
| TAL Tal Education Group- ADR | New | 10.46% | +10.46 |
| GLW Corning Inc. | New | 6.06% | +6.06 |
| GEV GE Vernova Inc. | New | 4.51% | +4.51 |
| AMD Advanced Micro Devices | New | 3.24% | +3.24 |
| YMM Full Truck Alliance -SPN ADR | Add +24.8% | 3.71% | +2.46 |
| DIS The Walt Disney Co. | New | 2.15% | +2.15 |
| U Unity Software Inc. | New | 2.12% | +2.12 |
| MSFT Microsoft Corp. | New | 1.48% | +1.48 |
| EDU New Oriental Educatio-SP ADR | New | 1.46% | +1.46 |
| BZ Kanzhun Ltd. - ADR | New | 1.41% | +1.41 |
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 |