FengHe Fund Management Pte. Ltd. Q4 2025 Filing
Filed January 30, 2026
Portfolio Value
$1.8B
Holdings
38
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 520,100 | $162.8M | 9.17% | |
| 2 | CIENCIENA CORP | 660,988 | $154.6M | 8.70% | |
| 3 | ONONON HLDG AG | 3,064,211 | $142.4M | 8.02% | |
| 4 | SNDKSANDISK CORP | 431,700 | $102.5M | 5.77% | |
| 5 | AVGOBROADCOM INC | 288,680 | $99.9M | 5.63% | |
| 6 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 314,940 | $95.7M | 5.39% | |
| 7 | MTSIMACOM TECH SOLUTIONS HLDGS I | 529,326 | $90.7M | 5.10% | |
| 8 | ALNYALNYLAM PHARMACEUTICALS INC | 218,700 | $87.0M | 4.90% | |
| 9 | LHXL3HARRIS TECHNOLOGIES INC | 270,500 | $79.4M | 4.47% | |
| 10 | UUNITY SOFTWARE INC | 1,732,002 | $76.5M | 4.31% | |
| 11 | LITELUMENTUM HLDGS INC | 192,200 | $70.8M | 3.99% | |
| 12 | APPAPPLOVIN CORP | 94,010 | $63.3M | 3.57% | |
| 13 | LLYELI LILLY & CO | 51,300 | $55.1M | 3.10% | |
| 14 | GLWCORNING INC | 584,500 | $51.2M | 2.88% | |
| 15 | SITMSITIME CORP | 128,389 | $45.3M | 2.55% | |
| 16 | MRKMERCK & CO INC | 420,400 | $44.3M | 2.49% | |
| 17 | VRTVERTIV HOLDINGS CO | 239,800 | $38.8M | 2.19% | |
| 18 | CRSCARPENTER TECHNOLOGY CORP | 116,200 | $36.6M | 2.06% | |
| 19 | WRDWERIDE INC | 4,175,181 | $36.2M | 2.04% | |
| 20 | BABOEING CO | 163,900 | $35.6M | 2.00% | |
| 21 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 464,900 | $35.3M | 1.99% | |
| 22 | APHAMPHENOL CORP NEW | 190,700 | $25.8M | 1.45% | |
| 23 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 162,269 | $23.3M | 1.31% | |
| 24 | ALABASTERA LABS INC | 120,980 | $20.1M | 1.13% | |
| 25 | ARWRARROWHEAD PHARMACEUTICALS IN | 266,700 | $17.7M | 1.00% | |
| 26 | ADIANALOG DEVICES INC | 58,200 | $15.8M | 0.89% | |
| 27 | AMDADVANCED MICRO DEVICES INC | 72,800 | $15.6M | 0.88% | |
| 28 | ASMLASML HOLDING N V | 9,500 | $10.2M | 0.57% | |
| 29 | TALTAL EDUCATION GROUP | 799,195 | $8.7M | 0.49% | |
| 30 | BABAALIBABA GROUP HLDG LTD | 43,800 | $6.4M | 0.36% | |
| 31 | DQDAQO NEW ENERGY CORP | 202,371 | $6.0M | 0.34% | |
| 32 | COHRCOHERENT CORP | 28,800 | $5.3M | 0.30% | |
| 33 | NVDANVIDIA CORPORATION | 27,100 | $5.1M | 0.28% | |
| 34 | MRVLMARVELL TECHNOLOGY INC | 39,100 | $3.3M | 0.19% | |
| 35 | COINCOINBASE GLOBAL INC | 12,800 | $2.9M | 0.16% | |
| 36 | MIGASTRATEGY INC | 17,900 | $2.7M | 0.15% | |
| 37 | NTESNETEASE INC | 12,400 | $1.7M | 0.10% | |
| 38 | SESEA LTD | 11,500 | $1.5M | 0.08% |