FengHe Fund Management Pte. Ltd.

Q3 2026 13F-HR Holdings

Location
Singapore, U0
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
33
Total value ($000)
$2,063,556
Net value change ($000)
+1,009,323 (95.7%)
New positions
16
Sold out positions
1
Turnover %
46.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
INTC 213,024 NEW
MTSI 185,690 NEW
GOOGL 147,847 2795.4%
AMZN 142,464 NEW
HWM 116,904 139.5%
ASML 111,916 NEW
QCOM 61,635 NEW
CIEN 52,474 207.0%
LIN 48,338 NEW
WDC 46,490 283.6%
Top Reduces (Value $000, Stocks/ETFs)
TXN -136,323 -79.5%
CRDO -87,245 -51.6%
MKSI -54,072 -20.9%
SIMO -34,925 -57.7%
TSM -29,320 -37.0%
BWXT -13,789 -100.0%
WWD -3,757 -12.9%
DQ -275 -14.6%
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