Fenghe Fund Management Pte. Ltd
$2.1B 13F equity value
34 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Fenghe Fund Management Pte. Ltd covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| INTC | INTEL CORP | 1,771,800 | $213M | 10.3% |
| MKSI | MKS INC. | 771,263 | $205M | 9.9% |
| HWM | HOWMET AEROSPACE INC | 887,500 | $201M | 9.7% |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | 651,956 | $186M | 9.0% |
| GOOGL | ALPHABET INC | 445,060 | $153M | 7.4% |
| AMZN | AMAZON COM INC | 571,800 | $142M | 6.9% |
| ASML | ASML HLDG NV | 61,775 | $112M | 5.4% |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 420,144 | $82M | 4.0% |
| CIEN | CIENA CORP | 221,194 | $78M | 3.8% |
| WDC | WESTERN DIGITAL CORP | 138,361 | $63M | 3.0% |
Track Fenghe Fund Management Pte. Ltd's 13F portfolio: $2.1B in reported holdings, 34 positions. Top holdings and quarterly changes on SentiSense.
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