FengHe Fund Management Pte. Ltd. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
FengHe Fund Management Pte. Ltd. disclosed 22 US equity positions worth $610.3m in its Q2 2025 13F filing. The largest position was ALAB at 17.5% of the reported book, followed by AMD and CRDO. Against the Q1 2025 filing, it opened 12 new positions, added to 5 and reduced 5 among the top 22 holdings.
What did FengHe Fund Management Pte. Ltd. own in Q2 2025? Top 22 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ALAB ASTERA LABS INC | Technology | 17.5% | $106.8m | 1,180,848 | – | new |
| 2 | AMD ADVANCED MICRO DEVICES INC | Technology | 13.3% | $81.3m | 573,000 | 694% | added |
| 3 | CRDO CREDO TECHNOLOGY GROUP HOLDI | Technology | 10.3% | $63.0m | 680,555 | – | new |
| 4 | MRVL MARVELL TECHNOLOGY INC | Technology | 8.6% | $52.2m | 674,500 | – | new |
| 5 | OLED UNIVERSAL DISPLAY CORP | Technology | 5.8% | $35.5m | 229,800 | -22% | reduced |
| 6 | ALB ALBEMARLE CORP | Basic Materials | 5.4% | $32.9m | 525,016 | – | new |
| 7 | APP APPLOVIN CORP | Communication Services | 5.3% | $32.3m | 92,234 | – | new |
| 8 | COHR COHERENT CORP | Technology | 5.0% | $30.5m | 342,400 | – | new |
| 9 | U UNITY SOFTWARE INC | Technology | 4.4% | $26.8m | 1,107,702 | 203% | added |
| 10 | NVDA NVIDIA CORPORATION | Technology | 4.0% | $24.6m | 155,500 | 22% | added |
| 11 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 3.7% | $22.7m | 100,100 | -32% | reduced |
| 12 | CDNS CADENCE DESIGN SYSTEM INC | Technology | 3.5% | $21.4m | 69,300 | – | new |
| 13 | B BARRICK MNG CORP | Basic Materials | 3.3% | $20.4m | 981,500 | – | new |
| 14 | APH AMPHENOL CORP NEW | Technology | 2.0% | $12.2m | 123,300 | – | new |
| 15 | COIN COINBASE GLOBAL INC | Financial Services | 1.8% | $11.2m | 31,900 | 136% | added |
| 16 | WRD WERIDE INC | Technology | 1.8% | $11.0m | 1,398,800 | – | new |
| 17 | TAL TAL EDUCATION GROUP | Consumer Defensive | 1.3% | $8.0m | 784,777 | -2% | reduced |
| 18 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 0.9% | $5.4m | 47,600 | -9% | reduced |
| 19 | DQ DAQO NEW ENERGY CORP | Technology | 0.7% | $4.4m | 289,376 | 13% | added |
| 20 | JD JD.COM INC | Consumer Cyclical | 0.6% | $3.4m | 104,000 | – | new |
| 21 | BTDR BITDEER TECHNOLOGIES GROUP | Technology | 0.5% | $3.3m | 290,700 | -78% | reduced |
| 22 | VSXY VICTORIAS SECRET AND CO | Consumer Cyclical | 0.2% | $977.9k | 52,800 | – | 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.