Fenghe Fund Management Pte. Ltd
$1.1B 13F equity value
36 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MKSI | MKS INC. | 581,687 | $259M | 24.5% |
| TXN | TEXAS INSTRS INC | 575,100 | $171M | 16.3% |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 621,749 | $169M | 16.0% |
| HWM | HOWMET AEROSPACE INC | 311,800 | $84M | 8.0% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 166,075 | $79M | 7.5% |
| SIMO | SILICON MOTION TECHNOLOGY CO | 181,482 | $60M | 5.7% |
| MOD | MODINE MFG CO | 186,524 | $50M | 4.7% |
| SITM | SITIME CORP | 48,690 | $36M | 3.4% |
| WWD | WOODWARD INC | 68,200 | $29M | 2.8% |
| CIEN | CIENA CORP | 51,667 | $25M | 2.4% |
Track Fenghe Fund Management Pte. Ltd's 13F portfolio: $1.1B in reported holdings, 36 positions. Top holdings and quarterly changes on SentiSense.
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