FengHe Fund Management Pte. Ltd. 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
FengHe Fund Management Pte. Ltd. disclosed 18 US equity positions worth $338.3m in its Q3 2024 13F filing. The largest position was TSM at 22.5% of the reported book, followed by TSLA and TAL.
What did FengHe Fund Management Pte. Ltd. own in Q3 2024? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 22.5% | $76.2m | 438,700 | – | |
| 2 | TSLA TESLA INC | Consumer Cyclical | 14.9% | $50.5m | 192,900 | – | |
| 3 | TAL TAL EDUCATION GROUP | Consumer Defensive | 10.5% | $35.4m | 2,988,220 | – | |
| 4 | SNPS SYNOPSYS INC | Technology | 7.6% | $25.6m | 50,600 | – | |
| 5 | NVDA NVIDIA CORPORATION | Technology | 6.5% | $21.9m | 180,485 | – | |
| 6 | GLW CORNING INC | Technology | 6.1% | $20.5m | 454,300 | – | |
| 7 | GEV GE VERNOVA INC | Industrials | 4.5% | $15.2m | 59,800 | – | |
| 8 | LITE LUMENTUM HLDGS INC | Technology | 3.8% | $12.7m | 200,590 | – | |
| 9 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 3.7% | $12.6m | 1,393,600 | – | |
| 10 | AMD ADVANCED MICRO DEVICES INC | Technology | 3.2% | $10.9m | 66,700 | – | |
| 11 | DQ DAQO NEW ENERGY CORP | Technology | 3.2% | $10.8m | 528,836 | – | |
| 12 | AVGO BROADCOM INC | Technology | 3.1% | $10.6m | 61,400 | – | |
| 13 | DIS DISNEY WALT CO | Communication Services | 2.2% | $7.3m | 75,700 | – | |
| 14 | U UNITY SOFTWARE INC | Technology | 2.1% | $7.2m | 317,400 | – | |
| 15 | CDNS CADENCE DESIGN SYSTEM INC | Technology | 1.8% | $6.2m | 22,920 | – | |
| 16 | MSFT MICROSOFT CORP | Technology | 1.5% | $5.0m | 11,600 | – | |
| 17 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 1.5% | $4.9m | 65,100 | – | |
| 18 | BZ KANZHUN LIMITED | Communication Services | 1.4% | $4.8m | 274,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.