Q1 2025 · 13F-HR
FengHe Fund Management Pte. Ltd.holdings as filed
Filed 2025-05-13 · accession 0001172661-25-001720
$266.7M
Reported value
25
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 91347P105 | OLED | UNIVERSAL DISPLAY CORP | $41.1M | 15.4% | 295,000 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $33.4M | 12.5% | 462,450 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $24.5M | 9.19% | 147,600 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $14.9M | 5.59% | 97,100 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $13.8M | 5.18% | 127,600 | Common | SOLE |
| 36266G107 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $13.8M | 5.16% | 170,600 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $13.0M | 4.87% | 554,136 | Common | SOLE |
| G11448100 | BTDR | BITDEER TECHNOLOGIES GROUP | $11.8M | 4.41% | 1,332,200 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $11.0M | 4.13% | 188,900 | Common | SOLE |
| 874080104 | TAL | TAL EDUCATION GROUP | $10.6M | 3.96% | 800,021 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $10.2M | 3.81% | 160,200 | Common | SOLE |
| 482497104 | BEKE | KE HLDGS INC | $7.9M | 2.96% | 392,500 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $7.4M | 2.78% | 72,200 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $7.2M | 2.69% | 365,600 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $6.9M | 2.59% | 52,200 | Common | SOLE |
| 29414B104 | EPAM | EPAM SYS INC | $6.5M | 2.45% | 38,700 | Common | SOLE |
| 64110W102 | NTES | NETEASE INC | $5.6M | 2.08% | 54,000 | Common | SOLE |
| 042068205 | ARM | ARM HOLDINGS PLC | $5.3M | 2.00% | 50,000 | Common | SOLE |
| 23703Q203 | DQ | DAQO NEW ENERGY CORP | $4.6M | 1.74% | 256,076 | Common | SOLE |
| 48553T106 | BZ | KANZHUN LIMITED | $4.5M | 1.67% | 232,800 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $3.1M | 1.17% | 137,600 | Common | SOLE |
| 80004C200 | SNDK | SANDISK CORP | $2.5M | 0.95% | 53,266 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $2.5M | 0.92% | 24,700 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $2.3M | 0.88% | 57,900 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $2.3M | 0.87% | 13,500 | 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.