Fenghe Fund Management Pte. Ltd. Top Holdings and 13F Report (2026) About Fenghe Fund Management Pte. Ltd.Investment ActivityFenghe Fund Management Pte. Ltd. has $2.06 billion in total holdings as of September 30, 2026.Fenghe Fund Management Pte. Ltd. owns shares of 33 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 71.32% of the portfolio was purchased this quarter.About 11.17% of the portfolio was sold this quarter.This quarter, Fenghe Fund Management Pte. Ltd. has purchased 18 new stocks and bought additional shares in 11 stocks.Fenghe Fund Management Pte. Ltd. sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings Intel $213,023,514MKS $204,662,350Howmet Aerospace $200,734,750MACOM Technology Solutions $185,690,108Alphabet $153,136,245 Largest New Holdings this Quarter 458140100 - Intel $213,023,514 Holding55405Y100 - MACOM Technology Solutions $185,690,108 Holding023135106 - Amazon.com $142,463,970 HoldingN07059210 - ASML $111,915,914 Holding747525103 - Qualcomm $61,634,996 Holding Largest Purchases this Quarter Intel 1,771,800 shares (about $213.02M)MACOM Technology Solutions 651,956 shares (about $185.69M)Alphabet 430,260 shares (about $148.04M)Amazon.com 571,800 shares (about $142.46M)Howmet Aerospace 575,700 shares (about $130.21M) Largest Sales this Quarter Texas Instruments 449,794 shares (about $125.98M)Credo Technology Group 201,605 shares (about $39.27M)Taiwan Semiconductor Manufacturing 56,489 shares (about $25.77M)Silicon Motion Technology 90,166 shares (about $25.25M)Alibaba Group 4,818 shares (about $518.13K) 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 PortfolioSectorINTCIntel$213,023,514$213,023,514 ▲New Holding1,771,80010.3%TechnologyMKSIMKS$204,662,350$50,305,887 ▲32.6%771,2639.9%TechnologyHWMHowmet Aerospace$200,734,750$130,211,826 ▲184.6%887,5009.7%IndustrialsMTSIMACOM Technology Solutions$185,690,108$185,690,108 ▲New Holding651,9569.0%TechnologyGOOGLAlphabet$153,136,245$148,043,861 ▲2,907.2%445,0607.4%Communication ServicesAMZNAmazon.com$142,463,970$142,463,970 ▲New Holding571,8006.9%Consumer DiscretionaryASMLASML$111,915,914$111,915,914 ▲New Holding61,7755.4%TechnologyCRDOCredo Technology Group$81,839,850$39,270,638 ▼-32.4%420,1444.0%TechnologyCIENCiena$77,820,473$59,642,989 ▲328.1%221,1943.8%TechnologyWDCWestern Digital$62,879,540$51,217,642 ▲439.2%138,3613.0%TechnologyMODModine Manufacturing$62,580,960$27,663,667 ▲79.2%334,3003.0%IndustrialsQCOMQualcomm$61,634,996$61,634,996 ▲New Holding334,9003.0%TechnologySITMSiTime$59,916,341$28,169,000 ▲88.7%91,8922.9%TechnologyTSMTaiwan Semiconductor Manufacturing$49,992,037$25,769,717 ▼-34.0%109,5862.4%TechnologyLINDE PLC$48,338,356$48,338,356 ▲New Holding101,8402.3%SHSSNPSSynopsys$44,677,037$44,677,037 ▲New Holding102,7202.2%TechnologyASTERA LABS INC$41,173,626$22,663,186 ▲122.4%115,6662.0%COMLITELumentum$38,733,849$38,733,849 ▲New Holding39,8801.9%TechnologyTXNTexas Instruments$35,096,958$125,982,803 ▼-78.2%125,3061.7%TechnologyAMDAdvanced Micro Devices$31,609,027$14,283,984 ▲82.4%51,6691.5%TechnologyFROFrontline$30,468,568$30,468,568 ▲New Holding618,4001.5%EnergyMRVLMarvell Technology$27,055,104$27,055,104 ▲New Holding102,4001.3%TechnologySIMOSilicon Motion Technology$25,568,480$25,246,480 ▼-49.7%91,3161.2%TechnologyWWDWoodward$25,257,728$2,847,890 ▲12.7%76,8671.2%IndustrialsADIAnalog Devices$10,631,828$10,631,828 ▲New Holding26,8000.5%TechnologyBNTXBioNTech$9,830,000$9,830,000 ▲New Holding100,0000.5%HealthcareNVDANVIDIA$8,792,630$1,096,224 ▲14.2%38,5000.4%TechnologyCDNSCadence Design Systems$5,659,371$5,659,371 ▲New Holding17,1400.3%TechnologyBABAAlibaba Group$5,342,802$518,128 ▼-8.8%49,6820.3%Consumer DiscretionaryMETAMeta Platforms$2,900,720$2,900,720 ▲New Holding4,0000.1%Communication ServicesCIRCLE INTERNET GROUP INC$1,626,966$1,626,966 ▲New Holding19,8000.1%COM CL ADQDAQO New Energy$1,603,6290.0%140,3000.1%TechnologyYUMCYum China$898,035$898,035 ▲New Holding21,8500.0%Consumer DiscretionaryBWXTBWX Technologies$0$13,789,257 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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