FF

FengHe Fund Management Pte. Ltd.

13F
FengHe Fund Management Pte. Ltd.
Last update 2025-05-13 25 Stocks (16 new)
Value $267.00 Mil Turnover 72 %
Countries:
Top Holdings: OLED(15.43%)VRT(12.52%)TSM(9.19%)QCOM(5.59%)NVDA(5.18%)
Summary Stock Picks Current Portfolio
FengHe Fund Management Pte. Lt... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
OLED
Universal Display Corp
295,000
41,146.6
New Holding
15.430
+15.43%
0.620
+50.73%
+10.23%
7,614.2
Hardware
VRT
Vertiv Holdings Co
462,450
33,388.9
New Holding
12.520
+12.52%
0.120
+101.41%
+11.56%
48,263.9
Industrial Products
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
147,600
24,501.6
-66.99%
9.190
-17.45%
0.000
+62.75%
+16.95%
1,189,113.4
Semiconductors
QCOM
Qualcomm Inc
97,100
14,915.5
New Holding
5.590
+5.59%
0.010
+29.26%
+5.46%
175,866.7
Semiconductors
NVDA
NVIDIA Corp
127,600
13,829.3
+120.44%
5.180
+2.83%
0.000
+65.68%
+18.82%
3,890,790.9
Semiconductors
GEHC
GE HealthCare Technologies Inc
170,600
13,769.1
New Holding
5.160
+5.16%
0.040
+29.51%
-2.63%
34,822.2
Healthcare Providers & Services
CFLT
Confluent Inc
554,136
12,989.0
New Holding
4.870
+4.87%
0.160
+29.98%
-8.51%
8,707.2
Software
BTDR
Bitdeer Technologies Group
1,332,200
11,763.3
+178.18%
4.410
+2.82%
0.680
+70.95%
-42.10%
2,468.7
Software
RBLX
Roblox Corp
188,900
11,011.0
New Holding
4.130
+4.13%
0.030
+103.01%
+79.71%
70,528.0
Interactive Media
TAL
TAL Education Group
800,021
10,568.3
-79.38%
3.960
-9.10%
0.130
+6.65%
+4.09%
6,346.9
Education

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 Ltd
Taiwan Semiconductor Manufacturing Co Ltd
2025-03-31
Reduce
Reduce
-17.45%
●
165.25 ($194.34) 224.62
$229.27
17.97%
Reduce -66.99%
147,600
-299,500
OLED
Universal Display Corp
2025-03-31
New Buy
New Buy
+15.43%
●
139.48 ($149.41) 161.59
$160.21
7.23%
New holding
295,000
295,000
AMD
Advanced Micro Devices Inc
2025-03-31
Reduce
Reduce
-12.96%
●
96.63 ($111.19) 129.55
$137.37
23.55%
Reduce -83.43%
72,200
-363,500
VRT
Vertiv Holdings Co
2025-03-31
New Buy
New Buy
+12.52%
●
72.2 ($106.44) 153.49
$126.64
18.98%
New holding
462,450
462,450
BABA
Alibaba Group Holding Ltd
2025-03-31
Reduce
Reduce
-11.13%
●
80.53 ($115.31) 147.57
$108.77
-5.67%
Reduce -89.51%
52,200
-445,200
TAL
TAL Education Group
2025-03-31
Reduce
Reduce
-9.10%
●
9.04 ($12.47) 14.79
$10.43
-16.36%
Reduce -79.38%
800,021
-3,079,483
GLW
Corning Inc
2025-03-31
Sold Out
Sold Out
-8.16%
●
44.91 ($49.38) 54.25
$52.80
6.92%
Sold Out
0
-581,800
NTES
NetEase Inc
2025-03-31
Reduce
Reduce
-7.60%
●
87.76 ($100.54) 109.14
$134.07
33.35%
Reduce -84.24%
54,000
-288,600
QCOM
Qualcomm Inc
2025-03-31
New Buy
New Buy
+5.59%
●
151.94 ($163) 175.86
$160.17
-1.74%
New holding
97,100
97,100
GEHC
GE HealthCare Technologies Inc
2025-03-31
New Buy
New Buy
+5.16%
●
78.38 ($85.94) 93.48
$76.05
-11.51%
New holding
170,600
170,600

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 2025-03-31

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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