FengHe Fund Management Pte. Ltd. 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
FengHe Fund Management Pte. Ltd. disclosed 35 US equity positions worth $1.1bn in its Q3 2025 13F filing. The largest position was TSM at 9.0% of the reported book, followed by AMD and LITE. Against the Q2 2025 filing, it opened 16 new positions, added to 10 and reduced 7 among the top 35 holdings.
What did FengHe Fund Management Pte. Ltd. own in Q3 2025? Top 35 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 9.0% | $98.8m | 353,900 | 254% | added |
| 2 | AMD ADVANCED MICRO DEVICES INC | Technology | 8.4% | $91.7m | 566,700 | -1% | reduced |
| 3 | LITE LUMENTUM HLDGS INC | Technology | 6.6% | $71.8m | 441,100 | – | new |
| 4 | ALAB ASTERA LABS INC | Technology | 5.8% | $63.4m | 324,000 | -73% | reduced |
| 5 | TTMI TTM TECHNOLOGIES INC | Technology | 4.9% | $54.1m | 940,071 | – | new |
| 6 | ADI ANALOG DEVICES INC | Technology | 4.5% | $49.6m | 201,900 | – | new |
| 7 | COHR COHERENT CORP | Technology | 3.9% | $42.6m | 395,400 | 15% | added |
| 8 | MRVL MARVELL TECHNOLOGY INC | Technology | 3.8% | $42.1m | 500,600 | -26% | reduced |
| 9 | NVDA NVIDIA CORPORATION | Technology | 3.8% | $41.5m | 222,500 | 43% | added |
| 10 | INTC INTEL CORP | Technology | 3.6% | $39.1m | 1,164,300 | – | new |
| 11 | B BARRICK MNG CORP | Basic Materials | 3.5% | $38.4m | 1,172,300 | 19% | added |
| 12 | APH AMPHENOL CORP NEW | Technology | 3.5% | $38.2m | 308,600 | 150% | added |
| 13 | CIEN CIENA CORP | Technology | 3.3% | $36.5m | 250,400 | – | new |
| 14 | BA BOEING CO | Industrials | 3.2% | $35.4m | 163,900 | – | new |
| 15 | GLW CORNING INC | Technology | 3.0% | $33.3m | 406,000 | – | new |
| 16 | FUTU FUTU HLDGS LTD | Financial Services | 3.0% | $32.5m | 186,800 | – | new |
| 17 | ALB ALBEMARLE CORP | Basic Materials | 2.4% | $25.8m | 317,785 | -39% | reduced |
| 18 | CDNS CADENCE DESIGN SYSTEM INC | Technology | 2.2% | $24.3m | 69,300 | 0% | held |
| 19 | COIN COINBASE GLOBAL INC | Financial Services | 2.2% | $23.6m | 69,900 | 119% | added |
| 20 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 2.1% | $23.4m | 131,200 | 176% | added |
| 21 | CRDO CREDO TECHNOLOGY GROUP HOLDI | Technology | 2.0% | $22.4m | 153,500 | -77% | reduced |
| 22 | HII HUNTINGTON INGALLS INDS INC | Industrials | 1.9% | $21.0m | 73,000 | – | new |
| 23 | AMAT APPLIED MATLS INC | Technology | 1.8% | $20.0m | 97,500 | – | new |
| 24 | U UNITY SOFTWARE INC | Technology | 1.6% | $17.9m | 447,602 | -60% | reduced |
| 25 | FNV FRANCO NEV CORP | Basic Materials | 1.4% | $15.7m | 70,400 | – | new |
| 26 | WRD WERIDE INC | Technology | 1.3% | $13.8m | 1,398,800 | 0% | held |
| 27 | DQ DAQO NEW ENERGY CORP | Technology | 1.2% | $13.2m | 469,833 | 62% | added |
| 28 | SNPS SYNOPSYS INC | Technology | 1.2% | $12.7m | 25,800 | – | new |
| 29 | QCOM QUALCOMM INC | Technology | 1.0% | $11.2m | 67,500 | – | new |
| 30 | SNDK SANDISK CORP | Technology | 1.0% | $10.9m | 97,000 | – | new |
| 31 | TAL TAL EDUCATION GROUP | Consumer Defensive | 0.9% | $9.9m | 881,672 | 12% | added |
| 32 | GOOGL ALPHABET INC | Communication Services | 0.7% | $7.8m | 32,100 | – | new |
| 33 | JD JD.COM INC | Consumer Cyclical | 0.7% | $7.5m | 215,000 | 107% | added |
| 34 | APP APPLOVIN CORP | Communication Services | 0.4% | $4.0m | 5,505 | -94% | reduced |
| 35 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 0.1% | $1.5m | 119,100 | – | 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.