Q2 2025 · 13F-HR
FengHe Fund Management Pte. Ltd.holdings as filed
Filed 2025-07-18 · accession 0001172661-25-002651
$610.3M
Reported value
22
Positions
2025-06-30
Period end
The Brief · FengHe Fund Management Pte. Ltd. · Q2 2025
AI · grounded in 13F
FengHe Fund Management Pte. Ltd. established a new position in Astera Labs Inc ALAB valued at $106.8M. The fund also initiated new stakes in Advanced Micro Devices Inc AMD for $81.3M and Credo Technology Group Holdi CRDO for $63M. Other new additions include Marvell Technology Inc MRVL and Universal Display Corp OLED.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 04626A103 | ALAB | ASTERA LABS INC | $106.8M | 17.5% | 1,180,848 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $81.3M | 13.3% | 573,000 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $63.0M | 10.3% | 680,555 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $52.2M | 8.55% | 674,500 | Common | SOLE |
| 91347P105 | OLED | UNIVERSAL DISPLAY CORP | $35.5M | 5.82% | 229,800 | Common | SOLE |
| 012653101 | ALB | ALBEMARLE CORP | $32.9M | 5.39% | 525,016 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $32.3M | 5.29% | 92,234 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $30.5M | 5.01% | 342,400 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $26.8M | 4.39% | 1,107,702 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $24.6M | 4.03% | 155,500 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $22.7M | 3.72% | 100,100 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $21.4M | 3.50% | 69,300 | Common | SOLE |
| 06849F108 | B | BARRICK MNG CORP | $20.4M | 3.35% | 981,500 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $12.2M | 2.00% | 123,300 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $11.2M | 1.83% | 31,900 | Common | SOLE |
| 950915108 | WRD | WERIDE INC | $11.0M | 1.81% | 1,398,800 | Common | SOLE |
| 874080104 | TAL | TAL EDUCATION GROUP | $8.0M | 1.31% | 784,777 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $5.4M | 0.88% | 47,600 | Common | SOLE |
| 23703Q203 | DQ | DAQO NEW ENERGY CORP | $4.4M | 0.72% | 289,376 | Common | SOLE |
| 47215P106 | JD | JD.COM INC | $3.4M | 0.56% | 104,000 | Common | SOLE |
| G11448100 | BTDR | BITDEER TECHNOLOGIES GROUP | $3.3M | 0.55% | 290,700 | Common | SOLE |
| 926400102 | VSCO | VICTORIAS SECRET AND CO | $977,856 | 0.16% | 52,800 | 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.