FengHe Fund Management Pte. Ltd. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FF FengHe Fund Management Pte. Ltd. | Institutional Filer | ▼ 59.26% | $723.6M | 31 |
Current Portfolio Holdings
Showing all 31 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MKSI | MKS Inc. | Technology | 456K | $104.9M | 14.49% |
| 2 | BWXT | BWX Technologies, Inc. | Industrials | 393K | $80.4M | 11.11% |
| 3 | TER | Teradyne, Inc. | Technology | 197K | $58.3M | 8.06% |
| 4 | ONON | On Holding AG | Consumer Cyclical | 1.7M | $57.8M | 7.99% |
| 5 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 111K | $37.5M | 5.18% |
| 6 | GOOGL | Alphabet Inc. | Technology | 129K | $37.2M | 5.15% |
| 7 | SITM | SiTime Corporation | Technology | 108K | $37.2M | 5.14% |
| 8 | LITE | Lumentum Holdings Inc. | Technology | 53K | $37.1M | 5.13% |
| 9 | LHX | L3Harris Technologies, Inc. | Industrials | 102K | $35.2M | 4.86% |
| 10 | CIEN | Ciena Corporation | Technology | 89K | $34.7M | 4.79% |
| 11 | ASML | ASML Holding N.V. | Technology | 24K | $32.1M | 4.44% |
| 12 | MTSI | MACOM Technology Solutions Holdings, Inc. | Technology | 111K | $24.5M | 3.39% |
| 13 | AMD | Advanced Micro Devices, Inc. | Technology | 106K | $21.6M | 2.99% |
| 14 | AVGO | Broadcom Inc. | Technology | 59K | $18.3M | 2.54% |
| 15 | MOD | Modine Manufacturing Company | Consumer Cyclical | 63K | $13.6M | 1.88% |
Showing 1 to 15 of 31 holdings