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Fenghe Fund Management Pte. Ltd. Top Holdings and 13F Report (2025)

About Fenghe Fund Management Pte. Ltd.

Investment Activity

  • Fenghe Fund Management Pte. Ltd. has $610.26 million in total holdings as of June 30, 2025.
  • Fenghe Fund Management Pte. Ltd. owns shares of 22 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 79.88% of the portfolio was purchased this quarter.
  • About 27.85% of the portfolio was sold this quarter.
  • This quarter, Fenghe Fund Management Pte. Ltd. has purchased 25 new stocks and bought additional shares in 5 stocks.
  • Fenghe Fund Management Pte. Ltd. sold shares of 5 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

ASTERA LABS INC
$106,772,276
Advanced Micro Devices
$81,308,700
Credo Technology Group
$63,012,587
Marvell Technology
$52,206,300
Universal Display
$35,494,908

Largest New Holdings this Quarter

04626A103 - ASTERA LABS INC
$106,772,276 Holding
G25457105 - Credo Technology Group
$63,012,587 Holding
573874104 - Marvell Technology
$52,206,300 Holding
012653101 - Albemarle
$32,902,753 Holding
03831W108 - APPLOVIN CORP
$32,289,279 Holding

Largest Purchases this Quarter

ASTERA LABS INC
1,180,848 shares (about $106.77M)
Advanced Micro Devices
500,800 shares (about $71.06M)
Credo Technology Group
680,555 shares (about $63.01M)
Marvell Technology
674,500 shares (about $52.21M)
Albemarle
525,016 shares (about $32.90M)

Largest Sales this Quarter

Bitdeer Technologies Group
1,041,500 shares (about $11.96M)
Taiwan Semiconductor Manufacturing
47,500 shares (about $10.76M)
Universal Display
65,200 shares (about $10.07M)
Alibaba Group
4,600 shares (about $521.69K)
TAL Education Group
15,244 shares (about $155.79K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFenghe Fund Management Pte. Ltd.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
ASTERA LABS INC
$106,772,276$106,772,276 ▲New Holding1,180,84817.5%COM
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$81,308,700$71,063,520 ▲693.6%573,00013.3%Computer and Technology
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
$63,012,587$63,012,587 ▲New Holding680,55510.3%Computer and Technology
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$52,206,300$52,206,300 ▲New Holding674,5008.6%Computer and Technology
Universal Display Corporation stock logo
OLED
Universal Display
$35,494,908$10,070,792 ▼-22.1%229,8005.8%Computer and Technology
Albemarle Corporation stock logo
ALB
Albemarle
$32,902,753$32,902,753 ▲New Holding525,0165.4%Basic Materials
APPLOVIN CORP
$32,289,279$32,289,279 ▲New Holding92,2345.3%COM CL A
Coherent Corp. stock logo
COHR
Coherent
$30,545,504$30,545,504 ▲New Holding342,4005.0%Business Services
Unity Software Inc. stock logo
U
Unity Software
$26,806,388$17,958,868 ▲203.0%1,107,7024.4%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$24,567,445$4,407,921 ▲21.9%155,5004.0%Computer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$22,671,649$10,758,275 ▼-32.2%100,1003.7%Computer and Technology
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$21,354,795$21,354,795 ▲New Holding69,3003.5%Computer and Technology
BARRICK MNG CORP
$20,434,830$20,434,830 ▲New Holding981,5003.3%COM SHS
Amphenol Corporation stock logo
APH
Amphenol
$12,175,875$12,175,875 ▲New Holding123,3002.0%Computer and Technology
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$11,180,631$6,449,016 ▲136.3%31,9001.8%Finance
WERIDE INC
$11,022,544$11,022,544 ▲New Holding1,398,8001.8%SPONSORED ADS
TAL Education Group stock logo
TAL
TAL Education Group
$8,020,421$155,794 ▼-1.9%784,7771.3%Consumer Discretionary
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$5,398,316$521,686 ▼-8.8%47,6000.9%Retail/Wholesale
DAQO New Energy Corp. stock logo
DQ
DAQO New Energy
$4,389,834$505,161 ▲13.0%289,3760.7%Basic Materials
JD.com, Inc. stock logo
JD
JD.com
$3,394,560$3,394,560 ▲New Holding104,0000.6%Retail/Wholesale
Bitdeer Technologies Group stock logo
BTDR
Bitdeer Technologies Group
$3,337,236$11,956,420 ▼-78.2%290,7000.5%Business Services
Victoria's Secret & Co. stock logo
VSCO
Victoria's Secret & Co.
$977,856$977,856 ▲New Holding52,8000.2%Retail/Wholesale
Vertiv Holdings Co. stock logo
VRT
Vertiv
$0$33,388,890 ▼-100.0%00.0%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$0$14,915,531 ▼-100.0%00.0%Computer and Technology
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$0$13,769,126 ▼-100.0%00.0%Medical
Confluent, Inc. stock logo
CFLT
Confluent
$0$12,988,948 ▼-100.0%00.0%Computer and Technology
Roblox Corporation stock logo
RBLX
Roblox
$0$11,010,981 ▼-100.0%00.0%Consumer Discretionary
NIKE, Inc. stock logo
NKE
NIKE
$0$10,169,496 ▼-100.0%00.0%Consumer Discretionary
KE Holdings Inc. Sponsored ADR stock logo
BEKE
KE
$0$7,885,325 ▼-100.0%00.0%Computer and Technology
EPAM Systems, Inc. stock logo
EPAM
EPAM Systems
$0$6,534,108 ▼-100.0%00.0%Computer and Technology
NetEase, Inc. stock logo
NTES
NetEase
$0$5,557,680 ▼-100.0%00.0%Computer and Technology
ARM HOLDINGS PLC
$0$5,339,500 ▼-100.0%00.0%SPONSORED ADS
KANZHUN LIMITED Sponsored ADR stock logo
BZ
KANZHUN
$0$4,462,776 ▼-100.0%00.0%Computer and Technology
Intel Corporation stock logo
INTC
Intel
$0$3,124,896 ▼-100.0%00.0%Computer and Technology
SANDISK CORP
$0$2,535,994 ▼-100.0%00.0%COM
Datadog, Inc. stock logo
DDOG
Datadog
$0$2,450,487 ▼-100.0%00.0%Computer and Technology
Western Digital Corporation stock logo
WDC
Western Digital
$0$2,340,897 ▼-100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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