FengHe Fund Management Pte. Ltd.

Singapore, U0 · CIK 1660531 · 13F filing filed 2026-08-07

Exempt reporting adviser since 2017 · corporation

As an employer

$1.1bn reported value +45.7% vs Q1 2026

18positions

91.4%in top 10

5 new 7 added 6 reduced 18 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MKS INC. COM MKSI	MKSI	581,687	$258.7m24.54%	24.54%	Added +125.4k	+125,358 27.5%
2	TEXAS INSTRS INC COM TXN	TXN	575,100	$171.4m16.26%	16.26%	New
3	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	621,749	$169.1m16.04%	16.04%	Added +525.6k	+525,649 547.0%
4	HOWMET AEROSPACE INC COM HWM	HWM	311,800	$83.8m7.95%	7.95%	New
5	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	166,075	$79.3m7.52%	7.52%	Added +55.2k	+55,225 49.8%
6	SILICON MOTION TECHNOLOGY CO SPONSORED ADR SIMO	SIMO	181,482	$60.5m5.74%	5.74%	New
7	MODINE MFG CO COM MOD	MOD	186,524	$49.8m4.72%	4.72%	Added +123.8k	+123,824 197.5%
8	SITIME CORP COM SITM	SITM	48,690	$36.3m3.44%	3.44%	Reduced -59.0k	-59,005 -54.8%
9	WOODWARD INC COM WWD	WWD	68,200	$29.0m2.75%	2.75%	Added +54.5k	+54,500 397.8%
10	CIENA CORP COM NEW CIEN	CIEN	51,667	$25.3m2.40%	2.40%	Reduced -37.6k	-37,587 -42.1%
11	ASTERA LABS INC COM ALAB	ALAB	52,000	$25.1m2.38%	2.38%	Reduced -22.3k	-22,280 -30.0%
12	ADVANCED MICRO DEVICES INC COM AMD	AMD	28,320	$16.5m1.56%	1.56%	Reduced -78.0k	-78,020 -73.4%
13	WESTERN DIGITAL CORP COM WDC	WDC	25,661	$16.4m1.55%	1.55%	New
14	BWX TECHNOLOGIES INC COM BWXT	BWXT	36,740	$13.8m1.31%	1.31%	Reduced -356.5k	-356,460 -90.7%
15	NVIDIA CORPORATION COM NVDA	NVDA	33,700	$6.7m0.64%	0.64%	Added +2.5k	+2,500 8.0%
16	ALPHABET INC CAP STK CL A GOOGL	GOOGL	14,800	$5.3m0.50%	0.50%	Reduced -114.7k	-114,685 -88.6%
17	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	54,500	$5.2m0.50%	0.50%	Added +10.7k	+10,700 24.4%
18	DAQO NEW ENERGY CORP SPNSRD ADS NEW DQ	DQ	140,300	$1.9m0.18%	0.18%	New

Security	Ticker	Shares held before	Value then
TERADYNE INC TER	TER	196,765	$58.3m196.8k shares
ON HLDG AG ONON	ONON	1,699,520	$57.8m1.7m shares
LUMENTUM HLDGS INC LITE	LITE	52,800	$37.1m52.8k shares
L3HARRIS TECHNOLOGIES INC LHX	LHX	101,860	$35.2m101.9k shares
ASML HOLDING N V ASML	ASML	24,302	$32.1m24.3k shares
MACOM TECH SOLUTIONS HLDGS I MTSI	MTSI	110,526	$24.5m110.5k shares
BROADCOM INC AVGO	AVGO	59,285	$18.3m59.3k shares
ALNYLAM PHARMACEUTICALS INC ALNY	ALNY	32,500	$10.8m32.5k shares
CARPENTER TECHNOLOGY CORP CRS	CRS	25,000	$9.9m25.0k shares
MICROSOFT CORP MSFT	MSFT	26,200	$9.7m26.2k shares
ANALOG DEVICES INC ADI	ADI	29,985	$9.5m30.0k shares
ALCOA CORP AA	AA	110,062	$7.3m110.1k shares
BARRICK MNG CORP B	B	140,750	$5.7m140.8k shares
TAL EDUCATION GROUP TAL	TAL	161,900	$1.8m161.9k shares
JOYY INC JOYY	JOYY	27,000	$1.6m27.0k shares
NETEASE INC NTES	NTES	12,400	$1.4m12.4k shares
SEA LTD SE	SE	15,800	$1.3m15.8k shares
TENCENT MUSIC ENTMT GROUP TME	TME	125,100	$1.2m125.1k shares