§ 13F · FUND PROFILE
FengHe Fund Management Pte. Ltd..
AUM · $1.1B (13F)Positions · 18Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$334M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MKSI | MKS INC. | 582K | $259M | 24.5% | +27% |
| 2 | TXN | TEXAS INSTRS INC | 575K | $171M | 16.3% | NEW |
| 3 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | 622K | $169M | 16.0% | +547% |
| 4 | HWM | HOWMET AEROSPACE INC | 312K | $84M | 8.0% | NEW |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 166K | $79M | 7.5% | +50% |
| 6 | SIMO | SILICON MOTION TECHNOLOGY CO | 181K | $60M | 5.7% | NEW |
| 7 | MOD | MODINE MFG CO | 187K | $50M | 4.7% | +197% |
| 8 | SITM | SITIME CORP | 49K | $36M | 3.4% | −55% |
| 9 | WWD | WOODWARD INC | 68K | $29M | 2.8% | +398% |
| 10 | CIEN | CIENA CORP | 52K | $25M | 2.4% | −42% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FENGHE SIGNAL
AC read
FengHe Fund Management Pte. Ltd. is a Other fund managing $1.1 billion in assets. The fund runs a focused portfolio of just 18 positions.
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