Fenghe Fund Management Pte. Ltd. Top Holdings and 13F Report (2026) About Fenghe Fund Management Pte. Ltd.Investment ActivityFenghe Fund Management Pte. Ltd. has $1.05 billion in total holdings as of June 30, 2026.Fenghe Fund Management Pte. Ltd. owns shares of 18 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 58.51% of the portfolio was purchased this quarter.About 58.51% of the portfolio was sold this quarter.This quarter, Fenghe Fund Management Pte. Ltd. has purchased 31 new stocks and bought additional shares in 7 stocks.Fenghe Fund Management Pte. Ltd. sold shares of 6 stocks and completely divested from 18 stocks this quarter.Largest Holdings MKS $258,734,378Texas Instruments $171,420,057Credo Technology Group $169,084,641Howmet Aerospace $83,830,548Taiwan Semiconductor Manufacturing $79,312,438 Largest New Holdings this Quarter 882508104 - Texas Instruments $171,420,057 Holding443201108 - Howmet Aerospace $83,830,548 Holding82706C108 - Silicon Motion Technology $60,493,395 Holding958102105 - Western Digital $16,390,194 Holding23703Q203 - DAQO New Energy $1,878,617 Holding Largest Purchases this Quarter Texas Instruments 575,100 shares (about $171.42M)Credo Technology Group 525,649 shares (about $142.95M)Howmet Aerospace 311,800 shares (about $83.83M)Silicon Motion Technology 181,482 shares (about $60.49M)MKS 125,358 shares (about $55.76M) Largest Sales this Quarter BWX Technologies 356,460 shares (about $133.79M)Advanced Micro Devices 78,020 shares (about $45.32M)SiTime 59,005 shares (about $43.99M)Alphabet 114,685 shares (about $40.98M)Ciena 37,587 shares (about $18.44M) 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$258,734,378$55,759,238 â–²27.5%581,68724.5%TechnologyTXNTexas Instruments$171,420,057$171,420,057 â–²New Holding575,10016.3%TechnologyCRDOCredo Technology Group$169,084,641$142,950,246 â–²547.0%621,74916.0%TechnologyHWMHowmet Aerospace$83,830,548$83,830,548 â–²New Holding311,8008.0%IndustrialsTSMTaiwan Semiconductor Manufacturing$79,312,438$26,373,803 â–²49.8%166,0757.5%TechnologySIMOSilicon Motion Technology$60,493,395$60,493,395 â–²New Holding181,4825.7%TechnologyMODModine Manufacturing$49,805,638$33,063,484 â–²197.5%186,5244.7%IndustrialsSITMSiTime$36,301,316$43,991,767 â–¼-54.8%48,6903.4%TechnologyWWDWoodward$29,015,008$23,186,480 â–²397.8%68,2002.8%IndustrialsCIENCiena$25,345,764$18,438,679 â–¼-42.1%51,6672.4%TechnologyASTERA LABS INC$25,117,040$10,761,686 â–¼-30.0%52,0002.4%COMAMDAdvanced Micro Devices$16,451,371$45,322,598 â–¼-73.4%28,3201.6%TechnologyWDCWestern Digital$16,390,194$16,390,194 â–²New Holding25,6611.6%TechnologyBWXTBWX Technologies$13,789,257$133,786,569 â–¼-90.7%36,7401.3%IndustrialsNVDANVIDIA$6,743,033$500,225 â–²8.0%33,7000.6%TechnologyGOOGLAlphabet$5,289,076$40,984,978 â–¼-88.6%14,8000.5%Communication ServicesBABAAlibaba Group$5,230,910$1,026,986 â–²24.4%54,5000.5%Consumer DiscretionaryDQDAQO New Energy$1,878,617$1,878,617 â–²New Holding140,3000.2%TechnologyTERTeradyne$0$58,332,952 â–¼-100.0%00.0%TechnologyONONON$0$57,817,670 â–¼-100.0%00.0%Consumer DiscretionaryLITELumentum$0$37,105,728 â–¼-100.0%00.0%TechnologyLHXL3Harris Technologies$0$35,156,979 â–¼-100.0%00.0%IndustrialsASMLASML$0$32,098,811 â–¼-100.0%00.0%TechnologyMTSIMACOM Technology Solutions$0$24,544,509 â–¼-100.0%00.0%TechnologyAVGOBroadcom$0$18,349,300 â–¼-100.0%00.0%TechnologyALNYAlnylam Pharmaceuticals$0$10,753,275 â–¼-100.0%00.0%HealthcareCRSCarpenter Technology$0$9,853,750 â–¼-100.0%00.0%IndustrialsMSFTMicrosoft$0$9,698,454 â–¼-100.0%00.0%TechnologyADIAnalog Devices$0$9,539,428 â–¼-100.0%00.0%TechnologyAAAlcoa$0$7,300,412 â–¼-100.0%00.0%MaterialsBARRICK MNG CORP$0$5,741,193 â–¼-100.0%00.0%COM SHSTALTAL Education Group$0$1,840,803 â–¼-100.0%00.0%Consumer DiscretionaryYYJOYY$0$1,576,530 â–¼-100.0%00.0%Communication ServicesNTESNetEase$0$1,388,056 â–¼-100.0%00.0%Communication ServicesSESEA$0$1,308,398 â–¼-100.0%00.0%Consumer DiscretionaryTMETencent Music Entertainment Group$0$1,160,928 â–¼-100.0%00.0%Communication ServicesShowing largest 100 holdings. 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