Fenghe Fund Management Pte. Ltd. Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Fenghe Fund Management Pte. Ltd. disclosed 18 stock positions valued at approximately $1.05B as of quarter-end June 30, 2026. The largest holdings include MKS INC., TEXAS INSTRS INC, and CREDO TECHNOLOGY GROUP HOLDI.
- Report Period
- June 30, 2026
- No. of Stocks
- 18
- Portfolio Value
- $1.05B
Holdings by Sector
Fenghe Fund Management Pte. Ltd. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MKS INC. | MKSI | Technology | 24.54% | 581,687 | +125,358 | +27.47% | $258,734,378 |
| TEXAS INSTRS INC | TXN | Technology | 16.26% | 575,100 | +575,100 | +100.00% | $171,420,057 |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | Technology | 16.04% | 621,749 | +525,649 | +546.98% | $169,084,641 |
| HOWMET AEROSPACE INC | HWM | Industrials | 7.95% | 311,800 | +311,800 | +100.00% | $83,830,548 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 7.52% | 166,075 | +55,225 | +49.82% | $79,312,438 |
| SILICON MOTION TECHNOLOGY CO | SIMO | Technology | 5.74% | 181,482 | +181,482 | +100.00% | $60,493,395 |
| MODINE MFG CO | MOD | Consumer Cyclical | 4.72% | 186,524 | +123,824 | +197.49% | $49,805,638 |
| SITIME CORP | SITM | Technology | 3.44% | 48,690 | -59,005 | -54.79% | $36,301,316 |
| WOODWARD INC | WWD | Industrials | 2.75% | 68,200 | +54,500 | +397.81% | $29,015,008 |
| CIENA CORP | CIEN | Technology | 2.40% | 51,667 | -37,587 | -42.11% | $25,345,764 |
| ASTERA LABS INC | ALAB | Technology | 2.38% | 52,000 | -22,280 | -29.99% | $25,117,040 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.56% | 28,320 | -78,020 | -73.37% | $16,451,371 |
| WESTERN DIGITAL CORP | WDC | Technology | 1.55% | 25,661 | +25,661 | +100.00% | $16,390,194 |
| BWX TECHNOLOGIES INC | BWXT | Industrials | 1.31% | 36,740 | -356,460 | -90.66% | $13,789,257 |
| NVIDIA CORPORATION | NVDA | Technology | 0.64% | 33,700 | +2,500 | +8.01% | $6,743,033 |
| ALPHABET INC | GOOGL | Communication Services | 0.50% | 14,800 | -114,685 | -88.57% | $5,289,076 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.50% | 54,500 | +10,700 | +24.43% | $5,230,910 |
| DAQO NEW ENERGY CORP | DQ | Technology | 0.18% | 140,300 | -62,071 | -30.67% | $1,878,617 |
Showing 18 of 18 holdings in the latest reporting period.