FengHe Fund Management Pte. Ltd.
CIK: 0001660531SEC EDGAR →
Portfolio Value
$1.8M
Holdings
38
As of
Q4 2025
New Positions
38
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 520,100 | $162K | 9.23% |
| 2 | CIENA CORP | 660,988 | $154K | 8.77% |
| 3 | ON HLDG AG | 3,064,211 | $142K | 8.09% |
| 4 | SANDISK CORP | 431,700 | $102K | 5.81% |
| 5 | BROADCOM INC | 288,680 | $99K | 5.64% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 314,940 | $95K | 5.41% |
| 7 | MACOM TECH SOLUTIONS HLDGS I | 529,326 | $90K | 5.13% |
| 8 | ALNYLAM PHARMACEUTICALS INC | 218,700 | $86K | 4.90% |
| 9 | L3HARRIS TECHNOLOGIES INC | 270,500 | $79K | 4.50% |
| 10 | UNITY SOFTWARE INC | 1,732,002 | $76K | 4.33% |
Quarterly Changes
New Positions (38)
$162K · 520K shares
$154K · 661K shares
$142K · 3.1M shares
$102K · 432K shares
$99K · 289K shares
$95K · 315K shares
$90K · 529K shares
$86K · 219K shares
$79K · 271K shares
$76K · 1.7M shares
$70K · 192K shares
$63K · 94K shares
$55K · 51K shares
$51K · 585K shares
$45K · 128K shares
$44K · 420K shares
$38K · 240K shares
$36K · 4.2M shares
$36K · 116K shares
$35K · 164K shares
$35K · 465K shares
$25K · 191K shares
$23K · 162K shares
$20K · 121K shares
$17K · 267K shares
$15K · 73K shares
$15K · 58K shares
$10K · 10K shares
$8K · 799K shares
$6K · 44K shares
$5K · 27K shares
$5K · 29K shares
$5K · 202K shares
$3K · 39K shares
$2K · 18K shares
$2K · 13K shares
$1K · 12K shares
$1K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 22 | $1.0M | 57.4% |
| Industrials | 5 | $223K | 12.7% |
| Healthcare | 4 | $202K | 11.5% |
| Communication Services | 1 | $162K | 9.2% |
| Consumer Cyclical | 3 | $149K | 8.5% |
| Consumer Defensive | 1 | $8K | 0.5% |
| Unknown | 1 | $2K | 0.1% |
| Financial Services | 1 | $2K | 0.1% |