Fenghe Fund Management Pte. Ltd. Top Holdings and 13F Report (2026) About Fenghe Fund Management Pte. Ltd.Investment ActivityFenghe Fund Management Pte. Ltd. has $723.60 million in total holdings as of March 31, 2026.Fenghe Fund Management Pte. Ltd. owns shares of 31 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 43.54% of the portfolio was purchased this quarter.About 207.94% of the portfolio was sold this quarter.This quarter, Fenghe Fund Management Pte. Ltd. has purchased 38 new stocks and bought additional shares in 4 stocks.Fenghe Fund Management Pte. Ltd. sold shares of 15 stocks and completely divested from 17 stocks this quarter.Largest Holdings MKS $104,868,967BWX Technologies $80,405,468Teradyne $58,332,952ON $57,817,670Taiwan Semiconductor Manufacturing $37,461,758 Largest New Holdings this Quarter 55306N104 - MKS $104,868,967 Holding05605H100 - BWX Technologies $80,405,468 Holding880770102 - Teradyne $58,332,952 Holding607828100 - Modine Manufacturing $13,587,717 Holding594918104 - Microsoft $9,698,454 Holding Largest Purchases this Quarter MKS 456,329 shares (about $104.87M)BWX Technologies 393,200 shares (about $80.41M)Teradyne 196,765 shares (about $58.33M)ASML 14,802 shares (about $19.55M)Modine Manufacturing 62,700 shares (about $13.59M) Largest Sales this Quarter Ciena 571,734 shares (about $221.96M)Alphabet 390,615 shares (about $112.33M)Lumentum 139,400 shares (about $97.96M)MACOM Technology Solutions 418,800 shares (about $93.00M)Broadcom 229,395 shares (about $71.00M) 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 PortfolioSectorMKSIMKS$104,868,967$104,868,967 â–²New Holding456,32914.5%Computer and TechnologyBWXTBWX Technologies$80,405,468$80,405,468 â–²New Holding393,20011.1%AerospaceTERTeradyne$58,332,952$58,332,952 â–²New Holding196,7658.1%Computer and TechnologyONONON$57,817,670$46,426,787 â–¼-44.5%1,699,5208.0%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$37,461,758$68,972,216 â–¼-64.8%110,8505.2%Computer and TechnologyGOOGLAlphabet$37,234,707$112,325,251 â–¼-75.1%129,4855.1%Computer and TechnologySITMSiTime$37,192,468$7,146,673 â–¼-16.1%107,6955.1%Computer and TechnologyLITELumentum$37,105,728$97,964,744 â–¼-72.5%52,8005.1%Computer and TechnologyLHXL3Harris Technologies$35,156,979$58,206,096 â–¼-62.3%101,8604.9%AerospaceCIENCiena$34,651,080$221,964,288 â–¼-86.5%89,2544.8%Computer and TechnologyASMLASML$32,098,811$19,550,926 â–²155.8%24,3024.4%Computer and TechnologyMTSIMACOM Technology Solutions$24,544,509$93,002,917 â–¼-79.1%110,5263.4%Computer and TechnologyAMDAdvanced Micro Devices$21,632,746$6,823,042 â–²46.1%106,3403.0%Computer and TechnologyAVGOBroadcom$18,349,300$71,000,045 â–¼-79.5%59,2852.5%Computer and TechnologyMODModine Manufacturing$13,587,717$13,587,717 â–²New Holding62,7001.9%Auto/Tires/TrucksALNYAlnylam Pharmaceuticals$10,753,275$61,607,994 â–¼-85.1%32,5001.5%MedicalCRSCarpenter Technology$9,853,750$35,946,480 â–¼-78.5%25,0001.4%Basic MaterialsMSFTMicrosoft$9,698,454$9,698,454 â–²New Holding26,2001.3%Computer and TechnologyADIAnalog Devices$9,539,428$8,976,320 â–¼-48.5%29,9851.3%Computer and TechnologyCRDOCredo Technology Group$9,020,907$6,211,284 â–¼-40.8%96,1001.2%Computer and TechnologyASTERA LABS INC$8,141,088$5,118,320 â–¼-38.6%74,2801.1%COMAAAlcoa$7,300,412$7,300,412 â–²New Holding110,0621.0%IndustrialsBARRICK MNG CORP$5,741,193$5,741,193 â–²New Holding140,7500.8%COM SHSBABAAlibaba Group$5,495,1480.0%43,8000.8%Retail/WholesaleNVDANVIDIA$5,441,280$715,040 â–²15.1%31,2000.8%Computer and TechnologyWWDWoodward$4,903,504$4,903,504 â–²New Holding13,7000.7%AerospaceTALTAL Education Group$1,840,803$7,246,044 â–¼-79.7%161,9000.3%Consumer DiscretionaryYYJOYY$1,576,530$1,576,530 â–²New Holding27,0000.2%Computer and TechnologyNTESNetEase$1,388,0560.0%12,4000.2%Computer and TechnologySESEA$1,308,398$356,083 â–²37.4%15,8000.2%Computer and TechnologyTMETencent Music Entertainment Group$1,160,928$1,160,928 â–²New Holding125,1000.2%Consumer DiscretionarySANDISK CORP$0$102,476,946 â–¼-100.0%00.0%COMUUnity Software$0$76,502,528 â–¼-100.0%00.0%Computer and TechnologyAPPLOVIN CORP$0$63,345,818 â–¼-100.0%00.0%COM CL ALLYEli Lilly and Company$0$55,131,084 â–¼-100.0%00.0%MedicalGLWCorning$0$51,178,820 â–¼-100.0%00.0%Computer and TechnologyMRKMerck & Co., Inc.$0$44,251,304 â–¼-100.0%00.0%MedicalVRTVertiv$0$38,849,998 â–¼-100.0%00.0%Computer and TechnologyWERIDE INC$0$36,240,571 â–¼-100.0%00.0%SPONSORED ADSBABoeing$0$35,585,968 â–¼-100.0%00.0%AerospaceKTOSKratos Defense & Security Solutions$0$35,290,559 â–¼-100.0%00.0%AerospaceAPHAmphenol$0$25,771,198 â–¼-100.0%00.0%Computer and TechnologyARWRArrowhead Pharmaceuticals$0$17,706,213 â–¼-100.0%00.0%MedicalDQDAQO New Energy$0$5,969,945 â–¼-100.0%00.0%Basic MaterialsCOHRCoherent$0$5,315,616 â–¼-100.0%00.0%Business ServicesMRVLMarvell Technology$0$3,322,718 â–¼-100.0%00.0%Computer and TechnologyCOINCoinbase Global$0$2,894,592 â–¼-100.0%00.0%FinanceMSTRStrategy$0$2,719,905 â–¼-100.0%00.0%Computer and TechnologyShowing 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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