FENGHE FUND MANAGEMENT PTE. LTD.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WRD | 4.18M | $36.24M |
 | ONON | 3.06M | $142.42M |
 | U | 1.73M | $76.50M |
 | TAL | 799K | $8.72M |
 | CIEN | 661K | $154.59M |
 | GLW | 585K | $51.18M |
 | MTSI | 529K | $90.66M |
 | GOOGL | 520K | $162.79M |
 | KTOS | 465K | $35.29M |
 | SNDK | 432K | $102.48M |
 | MRK | 420K | $44.25M |
 | TSM | 315K | $95.71M |
 | AVGO | 289K | $99.91M |
 | LHX | 271K | $79.41M |
 | ARWR | 267K | $17.71M |
 | VRT | 240K | $38.85M |
 | ALNY | 219K | $86.97M |
 | DQ | 202K | $5.97M |
 | LITE | 192K | $70.84M |
 | APH | 191K | $25.77M |
WeRide Inc.
WRD
Shares Held
4.18M
Value
$36.24M
On Holding AG
ONON
Shares Held
3.06M
Value
$142.42M
Unity Software Inc.
U
Shares Held
1.73M
Value
$76.50M
TAL Education Group
TAL
Shares Held
799K
Value
$8.72M
Ciena Corporation
CIEN
Shares Held
661K
Value
$154.59M
Corning Incorporated
GLW
Shares Held
585K
Value
$51.18M
MACOM Technology Solutions Holdings, Inc.
MTSI
Shares Held
529K
Value
$90.66M
Alphabet Inc.
GOOGL
Shares Held
520K
Value
$162.79M
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
465K
Value
$35.29M
Sandisk Corporation
SNDK
Shares Held
432K
Value
$102.48M
Merck & Co., Inc.
MRK
Shares Held
420K
Value
$44.25M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
315K
Value
$95.71M
Broadcom Inc.
AVGO
Shares Held
289K
Value
$99.91M
L3Harris Technologies, Inc.
LHX
Shares Held
271K
Value
$79.41M
Arrowhead Pharmaceuticals, Inc.
ARWR
Shares Held
267K
Value
$17.71M
Vertiv Holdings Co
VRT
Shares Held
240K
Value
$38.85M
Alnylam Pharmaceuticals, Inc.
ALNY
Shares Held
219K
Value
$86.97M
Daqo New Energy Corp.
DQ
Shares Held
202K
Value
$5.97M
Lumentum Holdings Inc.
LITE
Shares Held
192K
Value
$70.84M
Amphenol Corporation
APH
Shares Held
191K
Value
$25.77M