FengHe Fund Management Pte. Ltd.

Q2 2026 13F-HR Holdings

Location
Singapore, U0
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
18
Total value ($000)
$1,054,233
Net value change ($000)
+330,629 (45.7%)
New positions
5
Sold out positions
18
Turnover %
62.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
TXN 171,420 NEW
CRDO 160,064 1774.3%
MKSI 153,865 146.7%
HWM 83,831 NEW
SIMO 60,493 NEW
TSM 41,850 111.7%
MOD 36,218 266.5%
WWD 24,111 491.7%
ALAB 16,976 208.5%
WDC 16,390 NEW
Top Reduces (Value $000, Stocks/ETFs)
BWXT -66,616 -82.9%
TER -58,333 -100.0%
ONON -57,818 -100.0%
LITE -37,106 -100.0%
LHX -35,157 -100.0%
ASML -32,099 -100.0%
GOOGL -31,946 -85.8%
MTSI -24,545 -100.0%
AVGO -18,349 -100.0%
ALNY -10,753 -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