Fenghe Fund Management Pte. Ltd. Top Holdings and 13F Report (2025) About Fenghe Fund Management Pte. Ltd.Investment ActivityFenghe Fund Management Pte. Ltd. has $266.73 million in total holdings as of March 31, 2025.Fenghe Fund Management Pte. Ltd. owns shares of 25 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 72.12% of the portfolio was purchased this quarter.About 102.97% of the portfolio was sold this quarter.This quarter, Fenghe Fund Management Pte. Ltd. has purchased 15 new stocks and bought additional shares in 3 stocks.Fenghe Fund Management Pte. Ltd. sold shares of 5 stocks and completely divested from 6 stocks this quarter.Largest Holdings Universal Display $41,146,600Vertiv $33,388,890Taiwan Semiconductor Manufacturing $24,501,600QUALCOMM $14,915,531NVIDIA $13,829,288 Largest New Holdings this Quarter 91347P105 - Universal Display $41,146,600 Holding92537N108 - Vertiv $33,388,890 Holding747525103 - QUALCOMM $14,915,531 Holding36266G107 - GE HealthCare Technologies $13,769,126 Holding20717M103 - Confluent $12,988,948 Holding Largest Purchases this Quarter Universal Display 295,000 shares (about $41.15M)Vertiv 462,450 shares (about $33.39M)QUALCOMM 97,100 shares (about $14.92M)GE HealthCare Technologies 170,600 shares (about $13.77M)Confluent 554,136 shares (about $12.99M) Largest Sales this Quarter Alibaba Group 445,200 shares (about $58.87M)Taiwan Semiconductor Manufacturing 299,500 shares (about $49.72M)TAL Education Group 3,079,483 shares (about $40.68M)Advanced Micro Devices 363,500 shares (about $37.35M)NetEase 288,600 shares (about $29.70M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFenghe Fund Management Pte. Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorOLEDUniversal Display$41,146,600$41,146,600 ▲New Holding295,00015.4%Computer and TechnologyVRTVertiv$33,388,890$33,388,890 ▲New Holding462,45012.5%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$24,501,600$49,717,000 ▼-67.0%147,6009.2%Computer and TechnologyQCOMQUALCOMM$14,915,531$14,915,531 ▲New Holding97,1005.6%Computer and TechnologyNVDANVIDIA$13,829,288$7,555,712 ▲120.4%127,6005.2%Computer and TechnologyGEHCGE HealthCare Technologies$13,769,126$13,769,126 ▲New Holding170,6005.2%MedicalCFLTConfluent$12,988,948$12,988,948 ▲New Holding554,1364.9%Computer and TechnologyBTDRBitdeer Technologies Group$11,763,326$7,534,639 ▲178.2%1,332,2004.4%Business ServicesRBLXRoblox$11,010,981$11,010,981 ▲New Holding188,9004.1%Consumer DiscretionaryTALTAL Education Group$10,568,277$40,679,969 ▼-79.4%800,0214.0%Consumer DiscretionaryNKENIKE$10,169,496$10,169,496 ▲New Holding160,2003.8%Consumer DiscretionaryBEKEKE$7,885,325$7,885,325 ▲New Holding392,5003.0%Computer and TechnologyAMDAdvanced Micro Devices$7,417,828$37,345,990 ▼-83.4%72,2002.8%Computer and TechnologyUUnity Software$7,162,104$2,889,525 ▲67.6%365,6002.7%Computer and TechnologyBABAAlibaba Group$6,902,406$58,868,796 ▼-89.5%52,2002.6%Retail/WholesaleEPAMEPAM Systems$6,534,108$6,534,108 ▲New Holding38,7002.4%Computer and TechnologyNTESNetEase$5,557,680$29,702,712 ▼-84.2%54,0002.1%Computer and TechnologyARM HOLDINGS PLC$5,339,500$5,339,500 ▲New Holding50,0002.0%SPONSORED ADSDQDaqo New Energy$4,637,5360.0%256,0761.7%Basic MaterialsBZKanzhun$4,462,776$4,462,776 ▲New Holding232,8001.7%Computer and TechnologyINTCIntel$3,124,896$3,124,896 ▲New Holding137,6001.2%Computer and TechnologySANDISK CORP$2,535,994$2,535,994 ▲New Holding53,2661.0%COMDDOGDatadog$2,450,487$2,450,487 ▲New Holding24,7000.9%Computer and TechnologyWDCWestern Digital$2,340,897$2,340,897 ▲New Holding57,9000.9%Computer and TechnologyCOINCoinbase Global$2,325,105$2,325,105 ▲New Holding13,5000.9%FinanceGLWCorning$0$27,647,136 ▼-100.0%00.0%Computer and TechnologyTERTeradyne$0$14,531,168 ▼-100.0%00.0%Computer and TechnologyMSFTMicrosoft$0$7,460,550 ▼-100.0%00.0%Computer and TechnologyDISWalt Disney$0$4,209,030 ▼-100.0%00.0%Consumer DiscretionaryVSCOVictoria's Secret & Co.$0$2,435,496 ▼-100.0%00.0%Retail/WholesalePDDPDD$0$2,065,887 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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