FengHe Fund Management Pte. Ltd. 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
FengHe Fund Management Pte. Ltd. disclosed 15 US equity positions worth $338.9m in its Q4 2024 13F filing. The largest position was TSM at 26.1% of the reported book, followed by AMD and BABA. Against the Q3 2024 filing, it opened 6 new positions, added to 5 and reduced 4 among the top 15 holdings.
What did FengHe Fund Management Pte. Ltd. own in Q4 2024? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 26.1% | $88.3m | 447,100 | 2% | added |
| 2 | AMD ADVANCED MICRO DEVICES INC | Technology | 15.5% | $52.6m | 435,700 | 553% | added |
| 3 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 12.4% | $42.2m | 497,400 | – | new |
| 4 | TAL TAL EDUCATION GROUP | Consumer Defensive | 11.5% | $38.9m | 3,879,504 | 30% | added |
| 5 | NTES NETEASE INC | Communication Services | 9.0% | $30.6m | 342,600 | – | new |
| 6 | GLW CORNING INC | Technology | 8.2% | $27.6m | 581,800 | 28% | added |
| 7 | TER TERADYNE INC | Technology | 4.3% | $14.5m | 115,400 | – | new |
| 8 | BTDR BITDEER TECHNOLOGIES GROUP | Technology | 3.1% | $10.4m | 478,900 | – | new |
| 9 | NVDA NVIDIA CORPORATION | Technology | 2.3% | $7.8m | 57,885 | -68% | reduced |
| 10 | MSFT MICROSOFT CORP | Technology | 2.2% | $7.5m | 17,700 | 53% | added |
| 11 | DQ DAQO NEW ENERGY CORP | Technology | 1.5% | $5.0m | 256,076 | -52% | reduced |
| 12 | U UNITY SOFTWARE INC | Technology | 1.4% | $4.9m | 218,100 | -31% | reduced |
| 13 | DIS DISNEY WALT CO | Communication Services | 1.2% | $4.2m | 37,800 | -50% | reduced |
| 14 | VSXY VICTORIAS SECRET AND CO | Consumer Cyclical | 0.7% | $2.4m | 58,800 | – | new |
| 15 | PDD PDD HOLDINGS INC | Consumer Cyclical | 0.6% | $2.1m | 21,300 | – | new |
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.