FengHe Fund Management Pte. Ltd.

Q3 2025 13F-HR Holdings

Location
Singapore, U0
Holdings as of
9/30/2025
Date filed
10/24/2025
Form type
13F-HR
Num holdings
35
Total value ($000)
$1,095,693
Net value change ($000)
+485,428 (79.5%)
New positions
16
Sold out positions
3
Turnover %
45.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/18/2025 Next filing: 1/30/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TSM 76,169 336.0%
LITE 71,771 NEW
TTMI 54,148 NEW
ADI 49,607 NEW
INTC 39,062 NEW
CIEN 36,476 NEW
BA 35,375 NEW
GLW 33,304 NEW
FUTU 32,486 NEW
APH 26,013 213.6%
Top Reduces (Value $000, Stocks/ETFs)
ALAB -43,333 -40.6%
CRDO -40,662 -64.5%
OLED -35,495 -100.0%
APP -28,333 -87.7%
MRVL -10,121 -19.4%
U -8,884 -33.1%
ALB -7,137 -21.7%
BTDR -3,337 -100.0%
VSCO -978 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type