FENGHE FUND MANAGEMENT PTE. LTD.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ONON | 1.70M | $57.82M |
 | MKSI | 456K | $104.87M |
 | BWXT | 393K | $80.41M |
 | TER | 197K | $58.33M |
 | TAL | 162K | $1.84M |
 | B | 141K | $5.74M |
 | GOOGL | 129K | $37.23M |
 | TME | 125K | $1.16M |
 | TSM | 111K | $37.46M |
 | MTSI | 111K | $24.54M |
 | AA | 110K | $7.30M |
 | SITM | 108K | $37.19M |
 | AMD | 106K | $21.63M |
 | LHX | 102K | $35.16M |
 | CRDO | 96K | $9.02M |
 | CIEN | 89K | $34.65M |
 | ALAB | 74K | $8.14M |
 | MOD | 63K | $13.59M |
 | AVGO | 59K | $18.35M |
 | LITE | 53K | $37.11M |
On Holding AG
ONON
Shares Held
1.70M
Value
$57.82M
MKS Inc.
MKSI
Shares Held
456K
Value
$104.87M
BWX Technologies, Inc.
BWXT
Shares Held
393K
Value
$80.41M
Teradyne, Inc.
TER
Shares Held
197K
Value
$58.33M
TAL Education Group
TAL
Shares Held
162K
Value
$1.84M
Barrick Mining Corporation
B
Shares Held
141K
Value
$5.74M
Alphabet Inc.
GOOGL
Shares Held
129K
Value
$37.23M
Tencent Music Entertainment Group
TME
Shares Held
125K
Value
$1.16M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
111K
Value
$37.46M
MACOM Technology Solutions Holdings, Inc.
MTSI
Shares Held
111K
Value
$24.54M
Alcoa Corporation
AA
Shares Held
110K
Value
$7.30M
SiTime Corporation
SITM
Shares Held
108K
Value
$37.19M
Advanced Micro Devices, Inc.
AMD
Shares Held
106K
Value
$21.63M
L3Harris Technologies, Inc.
LHX
Shares Held
102K
Value
$35.16M
Credo Technology Group Holding Ltd
CRDO
Shares Held
96K
Value
$9.02M
Ciena Corporation
CIEN
Shares Held
89K
Value
$34.65M
Astera Labs, Inc. Common Stock
ALAB
Shares Held
74K
Value
$8.14M
Modine Manufacturing Company
MOD
Shares Held
63K
Value
$13.59M
Broadcom Inc.
AVGO
Shares Held
59K
Value
$18.35M
Lumentum Holdings Inc.
LITE
Shares Held
53K
Value
$37.11M