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Size ($ in 1000's)
At 12/31/2023: $569,618
At 09/30/2023: $420,987
FengHe Fund Management Pte. Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from FengHe Fund Management Pte. Ltd. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the FengHe Fund Management Pte. Ltd. top holdings by largest position size, as per the latest 13f filing made by FengHe Fund Management Pte. Ltd..
In the FengHe Fund Management Pte. Ltd.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by FengHe Fund Management Pte. Ltd. in that top holding, then the share count change between reporting periods, and finally the FengHe Fund Management Pte. Ltd. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| COHERENT CORP |
2,647,526 |
+1,291,488 |
$115,247 | | COHR | 2,647,526 | +1,291,488 | $115,247 | | ADVANCED MICRO DEVICES INC |
732,993 |
+271,700 |
$108,050 | | AMD | 732,993 | +271,700 | $108,050 | | WOLFSPEED INC |
1,431,200 |
+1,165,600 |
$62,272 | | WOLF | 1,431,200 | +1,165,600 | $62,272 | | ARM HOLDINGS PLC |
426,914 |
+56,351 |
$32,080 | | ARM | 426,914 | +56,351 | $32,080 | | TAL EDUCATION GROUP |
2,487,186 |
UNCH |
$31,413 | | TAL | 2,487,186 | UNCH | $31,413 | | QUALCOMM INC |
215,984 |
+215,984 |
$31,238 | | QCOM | 215,984 | +215,984 | $31,238 | | MICRON TECHNOLOGY INC |
351,700 |
+194,800 |
$30,014 | | MU | 351,700 | +194,800 | $30,014 | | TAIWAN SEMICONDUCTOR MFG LTD |
281,100 |
+281,100 |
$29,234 | | TSM | 281,100 | +281,100 | $29,234 | | PDD HOLDINGS INC |
189,400 |
+189,400 |
$27,711 | | PDD | 189,400 | +189,400 | $27,711 | | LUMENTUM HLDGS INC |
372,900 |
+372,900 |
$19,547 | | LITE | 372,900 | +372,900 | $19,547 | | NVIDIA CORPORATION |
35,300 |
-337,900 |
$17,481 | | NVDA | 35,300 | -337,900 | $17,481 | | DISNEY WALT CO |
162,800 |
UNCH |
$14,699 | | DIS | 162,800 | UNCH | $14,699 | | DAQO NEW ENERGY CORP |
431,586 |
+431,586 |
$11,480 | | DQ | 431,586 | +431,586 | $11,480 | | WESTERN DIGITAL CORP. |
202,400 |
-220,793 |
$10,600 | | WDC | 202,400 | -220,793 | $10,600 | | DELL TECHNOLOGIES INC |
134,946 |
+134,946 |
$10,323 | | DELL | 134,946 | +134,946 | $10,323 | | ISHARES TR (IWM) |
30,900 |
+30,900 |
$6,202 | | IWM | 30,900 | +30,900 | $6,202 | | UNIVERSAL DISPLAY CORP |
28,500 |
+28,500 |
$5,451 | | OLED | 28,500 | +28,500 | $5,451 | | MICROSOFT CORP |
12,070 |
UNCH |
$4,539 | | MSFT | 12,070 | UNCH | $4,539 |
See Full List: All Stocks Held By FengHe Fund Management Pte. Ltd.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By FengHe Fund Management Pte. Ltd.
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