Stock Taper 
FENGHE FUND MANAGEMENT PTE. LTD.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Credo Technology Group Holding Ltd | CRDO | 621.75K | $169.08M |
 MKS Inc. | MKSI | 581.69K | $258.73M |
 Texas Instruments Incorporated | TXN | 575.1K | $171.42M |
 Howmet Aerospace Inc. | HWM | 311.8K | $83.83M |
 Modine Manufacturing Company | MOD | 186.52K | $49.81M |
 Silicon Motion Technology Corporation | SIMO | 181.48K | $60.49M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 166.07K | $79.31M |
 Woodward, Inc. | WWD | 68.2K | $29.02M |
 Alibaba Group Holding Limited | BABA | 54.5K | $5.23M |
 Astera Labs, Inc. Common Stock | ALAB | 52K | $25.12M |
 Ciena Corporation | CIEN | 51.67K | $25.35M |
 SiTime Corporation | SITM | 48.69K | $36.3M |
 BWX Technologies, Inc. | BWXT | 36.74K | $13.79M |
 NVIDIA Corporation | NVDA | 33.7K | $6.74M |
 Advanced Micro Devices, Inc. | AMD | 28.32K | $16.45M |
 Western Digital Corporation | WDC | 25.66K | $16.39M |
 Alphabet Inc. | GOOGL | 14.8K | $5.29M |