Fenghe Fund Management Pte. Ltd. Portfolio Stock Holdings
According to the SEC 13F filed on November 2, 2026, Fenghe Fund Management Pte. Ltd. disclosed 33 stock positions valued at approximately $2.06B as of quarter-end September 30, 2026. The largest holdings include INTEL CORP, MKS INC., and HOWMET AEROSPACE INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 33
- Portfolio Value
- $2.06B
Holdings by Sector
Fenghe Fund Management Pte. Ltd. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INTEL CORP | INTC | Technology | 10.32% | 1,771,800 | +1,771,800 | +100.00% | $213,023,514 |
| MKS INC. | MKSI | Technology | 9.92% | 771,263 | +189,576 | +32.59% | $204,662,350 |
| HOWMET AEROSPACE INC | HWM | Industrials | 9.73% | 887,500 | +575,700 | +184.64% | $200,734,750 |
| MACOM TECH SOLUTIONS HLDGS I | MTSI | Technology | 9.00% | 651,956 | +541,430 | +489.87% | $185,690,108 |
| ALPHABET INC | GOOGL | Communication Services | 7.42% | 445,060 | +430,260 | +2907.16% | $153,136,245 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 6.90% | 571,800 | +571,800 | +100.00% | $142,463,970 |
| ASML HLDG NV | ASML | Technology | 5.42% | 61,775 | +37,473 | +154.20% | $111,915,914 |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | Technology | 3.97% | 420,144 | -201,605 | -32.43% | $81,839,850 |
| CIENA CORP | CIEN | Technology | 3.77% | 221,194 | +169,527 | +328.11% | $77,820,473 |
| WESTERN DIGITAL CORP | WDC | Technology | 3.05% | 138,361 | +112,700 | +439.19% | $62,879,540 |
| MODINE MFG CO | MOD | Consumer Cyclical | 3.03% | 334,300 | +147,776 | +79.23% | $62,580,960 |
| QUALCOMM INC | QCOM | Technology | 2.99% | 334,900 | +334,900 | +100.00% | $61,634,996 |
| SITIME CORP | SITM | Technology | 2.90% | 91,892 | +43,202 | +88.73% | $59,916,341 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 2.42% | 109,586 | -56,489 | -34.01% | $49,992,037 |
| LINDE PLC | LIN | Basic Materials | 2.34% | 101,840 | +101,840 | +100.00% | $48,338,356 |
| SYNOPSYS INC | SNPS | Technology | 2.17% | 102,720 | +102,720 | +100.00% | $44,677,037 |
| ASTERA LABS INC | ALAB | Technology | 2.00% | 115,666 | +63,666 | +122.43% | $41,173,626 |
| LUMENTUM HLDGS INC | LITE | Technology | 1.88% | 39,880 | -12,920 | -24.47% | $38,733,849 |
| TEXAS INSTRS INC | TXN | Technology | 1.70% | 125,306 | -449,794 | -78.21% | $35,096,958 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.53% | 51,669 | +23,349 | +82.45% | $31,609,027 |
| FRONTLINE PLC | FRO | Energy | 1.48% | 618,400 | +618,400 | +100.00% | $30,468,568 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 1.31% | 102,400 | +63,300 | +161.89% | $27,055,104 |
| SILICON MOTION TECHNOLOGY CO | SIMO | Technology | 1.24% | 91,316 | -90,166 | -49.68% | $25,568,480 |
| WOODWARD INC | WWD | Industrials | 1.22% | 76,867 | +8,667 | +12.71% | $25,257,728 |
| ANALOG DEVICES INC | ADI | Technology | 0.52% | 26,800 | -3,185 | -10.62% | $10,631,828 |
| BIONTECH SE | BNTX | Healthcare | 0.48% | 100,000 | +100,000 | +100.00% | $9,830,000 |
| NVIDIA CORPORATION | NVDA | Technology | 0.43% | 38,500 | +4,800 | +14.24% | $8,792,630 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 0.27% | 17,140 | +17,140 | +100.00% | $5,659,371 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.26% | 49,682 | -4,818 | -8.84% | $5,342,802 |
| META PLATFORMS INC | META | Communication Services | 0.14% | 4,000 | +4,000 | +100.00% | $2,900,720 |
Showing 30 of 33 holdings in the latest reporting period.