§ 13F · FUND PROFILE
FengHe Fund Management Pte. Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 35Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$288M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MKSI | MKS INC. | 456K | $105M | 14.5% | NEW |
| 2 | BWXT | BWX TECHNOLOGIES INC | 393K | $80M | 11.1% | NEW |
| 3 | TER | TERADYNE INC | 197K | $58M | 8.1% | NEW |
| 4 | ONON | ON HLDG AG | 1.70M | $58M | 8.0% | −45% |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 111K | $37M | 5.2% | −65% |
| 6 | GOOGL | ALPHABET INC | 129K | $37M | 5.1% | −75% |
| 7 | SITM | SITIME CORP | 108K | $37M | 5.1% | −16% |
| 8 | LITE | LUMENTUM HLDGS INC | 53K | $37M | 5.1% | −73% |
| 9 | LHX | L3HARRIS TECHNOLOGIES INC | 102K | $35M | 4.9% | −62% |
| 10 | CIEN | CIENA CORP | 89K | $35M | 4.8% | −86% |
§ 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 portfolio of 35 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed