FengHe Fund Management Pte. Ltd. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
FengHe Fund Management Pte. Ltd. disclosed 18 US equity positions worth $1.1bn in its Q2 2026 13F filing. The largest position was MKSI at 24.5% of the reported book, followed by TXN and CRDO. Against the Q1 2026 filing, it opened 5 new positions, added to 7 and reduced 6 among the top 18 holdings.
What did FengHe Fund Management Pte. Ltd. own in Q2 2026? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | MKSI MKS INC. | Technology | 24.5% | $258.7m | 581,687 | 27% | added |
| 2 | TXN TEXAS INSTRS INC | Technology | 16.3% | $171.4m | 575,100 | – | new |
| 3 | CRDO CREDO TECHNOLOGY GROUP HOLDI | Technology | 16.0% | $169.1m | 621,749 | 547% | added |
| 4 | HWM HOWMET AEROSPACE INC | Industrials | 8.0% | $83.8m | 311,800 | – | new |
| 5 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 7.5% | $79.3m | 166,075 | 50% | added |
| 6 | SIMO SILICON MOTION TECHNOLOGY CO | Technology | 5.7% | $60.5m | 181,482 | – | new |
| 7 | MOD MODINE MFG CO | Consumer Cyclical | 4.7% | $49.8m | 186,524 | 197% | added |
| 8 | SITM SITIME CORP | Technology | 3.4% | $36.3m | 48,690 | -55% | reduced |
| 9 | WWD WOODWARD INC | Industrials | 2.8% | $29.0m | 68,200 | 398% | added |
| 10 | CIEN CIENA CORP | Technology | 2.4% | $25.3m | 51,667 | -42% | reduced |
| 11 | ALAB ASTERA LABS INC | Technology | 2.4% | $25.1m | 52,000 | -30% | reduced |
| 12 | AMD ADVANCED MICRO DEVICES INC | Technology | 1.6% | $16.5m | 28,320 | -73% | reduced |
| 13 | WDC WESTERN DIGITAL CORP | Technology | 1.6% | $16.4m | 25,661 | – | new |
| 14 | BWXT BWX TECHNOLOGIES INC | Industrials | 1.3% | $13.8m | 36,740 | -91% | reduced |
| 15 | NVDA NVIDIA CORPORATION | Technology | 0.6% | $6.7m | 33,700 | 8% | added |
| 16 | GOOGL ALPHABET INC | Communication Services | 0.5% | $5.3m | 14,800 | -89% | reduced |
| 17 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 0.5% | $5.2m | 54,500 | 24% | added |
| 18 | DQ DAQO NEW ENERGY CORP | Technology | 0.2% | $1.9m | 140,300 | – | 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.