Q4 2025 · 13F-HR
FengHe Fund Management Pte. Ltd.holdings as filed
Filed 2026-01-30 · accession 0001172661-26-000399
$1.78B
Reported value
38
Positions
2025-12-31
Period end
The Brief · FengHe Fund Management Pte. Ltd. · Q4 2025
AI · grounded in 13F
FengHe Fund Management Pte. Ltd. established a new position in ONON valued at $142.4M. The fund also opened new stakes in AVGO for $99.9M and MTSI for $90.7M. On the sell side, the fund closed its positions in TTMI for $54.1M, INTC for $39.1M, and B for $38.4M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 02079K305 | GOOGL | ALPHABET INC | $162.8M | 9.17% | 520,100 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $154.6M | 8.70% | 660,988 | Common | SOLE |
| H5919C104 | ONON | ON HLDG AG | $142.4M | 8.02% | 3,064,211 | Common | SOLE |
| 80004C200 | SNDK | SANDISK CORP | $102.5M | 5.77% | 431,700 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $99.9M | 5.63% | 288,680 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $95.7M | 5.39% | 314,940 | Common | SOLE |
| 55405Y100 | MTSI | MACOM TECH SOLUTIONS HLDGS I | $90.7M | 5.10% | 529,326 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $87.0M | 4.90% | 218,700 | Common | SOLE |
| 502431109 | LHX | L3HARRIS TECHNOLOGIES INC | $79.4M | 4.47% | 270,500 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $76.5M | 4.31% | 1,732,002 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $70.8M | 3.99% | 192,200 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $63.3M | 3.57% | 94,010 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $55.1M | 3.10% | 51,300 | Common | SOLE |
| 219350105 | GLW | CORNING INC | $51.2M | 2.88% | 584,500 | Common | SOLE |
| 82982T106 | SITM | SITIME CORP | $45.3M | 2.55% | 128,389 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $44.3M | 2.49% | 420,400 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $38.8M | 2.19% | 239,800 | Common | SOLE |
| 144285103 | CRS | CARPENTER TECHNOLOGY CORP | $36.6M | 2.06% | 116,200 | Common | SOLE |
| 950915108 | WRD | WERIDE INC | $36.2M | 2.04% | 4,175,181 | Common | SOLE |
| 097023105 | BA | BOEING CO | $35.6M | 2.00% | 163,900 | Common | SOLE |
| 50077B207 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | $35.3M | 1.99% | 464,900 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $25.8M | 1.45% | 190,700 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $23.3M | 1.31% | 162,269 | Common | SOLE |
| 04626A103 | ALAB | ASTERA LABS INC | $20.1M | 1.13% | 120,980 | Common | SOLE |
| 04280A100 | ARWR | ARROWHEAD PHARMACEUTICALS IN | $17.7M | 1.00% | 266,700 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $15.8M | 0.89% | 58,200 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $15.6M | 0.88% | 72,800 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $10.2M | 0.57% | 9,500 | Common | SOLE |
| 874080104 | TAL | TAL EDUCATION GROUP | $8.7M | 0.49% | 799,195 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $6.4M | 0.36% | 43,800 | Common | SOLE |
| 23703Q203 | DQ | DAQO NEW ENERGY CORP | $6.0M | 0.34% | 202,371 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $5.3M | 0.30% | 28,800 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $5.1M | 0.28% | 27,100 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $3.3M | 0.19% | 39,100 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $2.9M | 0.16% | 12,800 | Common | SOLE |
| 594972408 | MSTR | STRATEGY INC | $2.7M | 0.15% | 17,900 | Common | SOLE |
| 64110W102 | NTES | NETEASE INC | $1.7M | 0.10% | 12,400 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $1.5M | 0.08% | 11,500 | 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.