FengHe Fund Management Pte. Ltd.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 31, 2025), FengHe Fund Management Pte. Ltd. reported 15 stock positions worth $338.9 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 26.1% of the portfolio, followed by Advanced Micro Devices (AMD, 15.5%) and Alibaba Group Holding-SP ADR (BABA, 12.4%). Compared with Q3 2024, it opened 6 new positions, sold out of 9, added to 5 and reduced 4. The biggest buy was a new position in Alibaba Group Holding-SP ADR (BABA) and the biggest sale an exit from Tesla (TSLA).
- Most Recent 13F
- Q2 2026
- Location
- Singapore, U0
- CIK
- 0001660531
- Portfolio Value
- $338.9M (Q4 2024)
- SEC Filing
- 0001172661-25-000440 ↗ filed Jan 31, 2025
Holdings Value
Holdings 15 stocks · $338.9M
| TSM Taiwan Semiconductor-SP ADR | 26.05% | 447,100 | $88.3M | Add +1.9% |
| AMD Advanced Micro Devices | 15.53% | 435,700 | $52.6M | Add +553.2% |
| BABA Alibaba Group Holding-SP ADR | 12.44% | 497,400 | $42.2M | New |
| TAL Tal Education Group- ADR | 11.47% | 3,879,504 | $38.9M | Add +29.8% |
| NTES Netease Inc.-ADR | 9.02% | 342,600 | $30.6M | New |
| GLW Corning Inc. | 8.16% | 581,800 | $27.6M | Add +28.1% |
| TER Teradyne Inc. | 4.29% | 115,400 | $14.5M | New |
| BTDR Bitdeer Technologies Group-A | 3.06% | 478,900 | $10.4M | New |
| NVDA Nvidia Corp. | 2.29% | 57,885 | $7.8M | Reduce -67.9% |
| MSFT Microsoft Corp. | 2.20% | 17,700 | $7.5M | Add +52.6% |
| DQ Daqo New Energy Corp.-ADR | 1.47% | 256,076 | $5.0M | Reduce -51.6% |
| U Unity Software Inc. | 1.45% | 218,100 | $4.9M | Reduce -31.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.24% | 37,800 | $4.2M | Reduce -50.1% |
| VSXY Victoria's Secret & Co. | 0.72% | 58,800 | $2.4M | New |
| PDD PDD Holdings Inc. | 0.61% | 21,300 | $2.1M | New |
Portfolio Sells Q3 2024 → Q4 2024
| TSLA Tesla Inc. | Sold out | 0.00% | −14.92 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −7.57 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −4.51 |
| NVDA Nvidia Corp. | Reduce -67.9% | 2.29% | −4.19 |
| LITE Lumentum Holdings Inc. | Sold out | 0.00% | −3.76 |
| YMM Full Truck Alliance -SPN ADR | Sold out | 0.00% | −3.71 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −3.13 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −1.84 |
| DQ Daqo New Energy Corp.-ADR | Reduce -51.6% | 1.47% | −1.72 |
| EDU New Oriental Educatio-SP ADR | Sold out | 0.00% | −1.46 |
| BZ Kanzhun Ltd. - ADR | Sold out | 0.00% | −1.41 |
| DIS The Walt Disney Co. | Reduce -50.1% | 1.24% | −0.91 |
| U Unity Software Inc. | Reduce -31.3% | 1.45% | −0.68 |
Portfolio Buys Q3 2024 → Q4 2024
| BABA Alibaba Group Holding-SP ADR | New | 12.44% | +12.44 |
| AMD Advanced Micro Devices | Add +553.2% | 15.53% | +12.29 |
| NTES Netease Inc.-ADR | New | 9.02% | +9.02 |
| TER Teradyne Inc. | New | 4.29% | +4.29 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.9% | 26.05% | +3.53 |
| BTDR Bitdeer Technologies Group-A | New | 3.06% | +3.06 |
| GLW Corning Inc. | Add +28.1% | 8.16% | +2.09 |
| TAL Tal Education Group- ADR | Add +29.8% | 11.47% | +1.01 |
| MSFT Microsoft Corp. | Add +52.6% | 2.20% | +0.73 |
| VSXY Victoria's Secret & Co. | New | 0.72% | +0.72 |
| PDD PDD Holdings Inc. | New | 0.61% | +0.61 |
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 |