Q4 2023 · 13F-HR
FengHe Fund Management Pte. Ltd.holdings as filed
Filed 2024-01-22 · accession 0001172661-24-000296
$569.6M
Reported value
19
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 19247G107 | COHR | COHERENT CORP | $115.2M | 20.2% | 2,647,526 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $108.1M | 19.0% | 732,993 | Common | SOLE |
| 977852102 | WOLF* | WOLFSPEED INC | $62.3M | 10.9% | 1,431,200 | Common | SOLE |
| 042068205 | ARM | ARM HOLDINGS PLC | $32.1M | 5.63% | 426,914 | Common | SOLE |
| 874080104 | TAL | TAL EDUCATION GROUP | $31.4M | 5.51% | 2,487,186 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $31.2M | 5.48% | 215,984 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $30.0M | 5.27% | 351,700 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $29.2M | 5.13% | 281,100 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $27.7M | 4.86% | 189,400 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $19.5M | 3.43% | 372,900 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $17.5M | 3.07% | 35,300 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $14.7M | 2.58% | 162,800 | Common | SOLE |
| 23703Q203 | DQ | DAQO NEW ENERGY CORP | $11.5M | 2.02% | 431,586 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP. | $10.6M | 1.86% | 202,400 | Common | SOLE |
| 24703L202 | DELL | DELL TECHNOLOGIES INC | $10.3M | 1.81% | 134,946 | Common | SOLE |
| 464287655 | IWM | ISHARES TR | $6.2M | 1.09% | 30,900 | Common | SOLE |
| 91347P105 | OLED | UNIVERSAL DISPLAY CORP | $5.5M | 0.96% | 28,500 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $4.5M | 0.80% | 12,070 | Common | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $2.0M | 0.36% | 27,800 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.