FF

FengHe Fund Management Pte. Ltd.

13F
FengHe Fund Management Pte. Ltd.
Last update 2024-07-26 22 Stocks (7 new)
Value $717.00 Mil Turnover 32 %
Countries:
Top Holdings: WDC(12.56%)CDNS(11.22%)NVDA(10.57%)TSM(10.31%)SNPS(8.15%)
Portfolio Report
Summary Stock Picks Current Portfolio
FengHe Fund Management Pte. Lt... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
WDC 		Western Digital Corp
1,188,731
90070.150
-10.71%
12.560
-1.23%
0.360
-6.64%
+34.54%
24199.599
Hardware
CDNS 		Cadence Design Systems Inc
261,440
80458.160
-4.93%
11.220
-0.53%
0.100
-11.32%
+0.71%
75111.564
Software
NVDA 		NVIDIA Corp
613,400
75779.440
+43.99%
10.570
+3.23%
0.000
-1.86%
+150.53%
3042701.200
Semiconductors
TSM 		Taiwan Semiconductor Manufacturing Co Ltd
2,482,000
73905.700
+302.46%
10.310
+7.75%
0.050
+8.98%
+81.60%
968915.326
Semiconductors
SNPS 		Synopsys Inc
98,220
58446.790
-32.22%
8.150
-3.36%
0.060
-13.91%
+0.07%
79154.090
Software
LITE 		Lumentum Holdings Inc
1,015,459
51707.170
-31.06%
7.210
-2.73%
1.500
+31.73%
+23.46%
4400.960
Hardware
MRVL 		Marvell Technology Inc
510,997
35718.690
New Holding
4.980
+4.98%
0.060
+7.68%
+22.13%
63626.721
Semiconductors
AAPL 		Apple Inc
156,500
32962.030
New Holding
4.600
+4.60%
0.000
+6.92%
+18.74%
3462590.160
Hardware
PDD 		PDD Holdings Inc
210,500
27985.980
+465.71%
3.900
+3.21%
0.020
-6.39%
-11.56%
179706.838
Retail - Cyclical
FUTU 		Futu Holdings Ltd
400,357
26265.420
-57.12%
3.660
-3.64%
0.290
+20.64%
+49.15%
11237.722
Capital Markets

FengHe Fund Management Pte. Ltd.'s Historical Top Holdings Breakdowns

FengHe Fund Management Pte. Ltd.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2024-06-30Add
+7.75%
●
127.7 ($151.69) 179.69
$186.83
23.17%
Add 302.46%
2,482,000
1,865,300
AMD 		Advanced Micro Devices Inc2024-06-30Sold Out
-5.19%
●
144.27 ($160.87) 183.34
$167.49
4.12%
Sold Out
0
-228,393
MRVL 		Marvell Technology Inc2024-06-30New Buy
+4.98%
●
62.13 ($70.08) 78.33
$73.45
4.82%
New holding
510,997
510,997
AAPL 		Apple Inc2024-06-30New Buy
+4.60%
●
165 ($186.49) 216.67
$227.74
22.12%
New holding
156,500
156,500
FUTU 		Futu Holdings Ltd2024-06-30Reduce
-3.64%
●
54.33 ($67.63) 80.41
$81.48
20.48%
Reduce -57.12%
400,357
-533,355
COHR 		Coherent Corp2024-06-30Sold Out
-3.45%
●
49.26 ($60.12) 73.98
$92.42
53.73%
Sold Out
0
-452,024
SNPS 		Synopsys Inc2024-06-30Reduce
-3.36%
●
510.71 ($565.46) 620.31
$515.28
-8.87%
Reduce -32.22%
98,220
-46,680
NVDA 		NVIDIA Corp2024-06-30Add
+3.23%
●
76.2 ($101.1) 135.58
$124.04
22.69%
Add 43.99%
613,400
187,400
PDD 		PDD Holdings Inc2024-06-30Add
+3.21%
●
113.43 ($135.42) 157.57
$129.40
-4.45%
Add 465.71%
210,500
173,290
TAL 		TAL Education Group2024-06-30Sold Out
-2.99%
●
10.22 ($11.81) 13.79
$10.28
-12.96%
Sold Out
0
-2,088,710

FengHe Fund Management Pte. Ltd. Total Holding History ($B)

To

FengHe Fund Management Pte. Ltd.'s Asset Allocation

To

FengHe Fund Management Pte. Ltd. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

FengHe Fund Management Pte. Ltd.'s Hypothetical Growth since 2024-06-30

FengHe Fund Management Pte. Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

FengHe Fund Management Pte. Ltd.'s Holdings Heat Map

Size field:

FengHe Fund Management Pte. Ltd.'s Holdings Bubble Chart

FengHe Fund Management Pte. Ltd. News

  • 1

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