FengHe Fund Management Pte. Ltd. reported 33 positions worth $2.06B for the quarter ended Sep 30, 2026, up 95.7% on the prior quarter. It opened 16 new positions, added to 11, trimmed 5 and exited 1. Its largest holding is Intel Corp at 10.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| INTC Intel Corp | +1.77M | – | $213.02M | 10.32% |
| MTSI MACOM Technology Solutions Holdings, Inc. | +652.0K | – | $185.69M | 9% |
| GOOGL Alphabet Inc. | +430.3K | +2,907.2% | $148.04M | 7.42% |
| AMZN Amazon Com Inc | +571.8K | – | $142.46M | 6.9% |
| HWM Howmet Aerospace Inc. | +575.7K | +184.6% | $130.21M | 9.73% |
| ASML Asml Holding Nv | +61.8K | – | $111.92M | 5.42% |
| QCOM Qualcomm Inc | +334.9K | – | $61.63M | 2.99% |
| CIEN Ciena Corp | +169.5K | +328.1% | $59.64M | 3.77% |
| WDC Western Digital Corp | +112.7K | +439.2% | $51.22M | 3.05% |
| MKSI Mks Inc | +189.6K | +32.6% | $50.31M | 9.92% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TXN Texas Instruments Inc | -449.8K | -78.2% | $125.98M | 1.7% |
| CRDO Credo Technology Group Holding Ltd | -201.6K | -32.4% | $39.27M | 3.97% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -56.5K | -34.0% | $25.77M | 2.42% |
| SIMO Silicon Motion Technology CORP | -90.2K | -49.7% | $25.25M | 1.24% |
| BWXT BWX Technologies, Inc. | -36.7K | -100.0% | $13.79M | Exited |
| BABA Alibaba Group Holding Ltd | -4,818 | -8.8% | $518.13K | 0.259% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| INTC Intel Corp | +1.77M | $213.02M | 10.32% |
| MTSI MACOM Technology Solutions Holdings, Inc. | +652.0K | $185.69M | 9% |
| AMZN Amazon Com Inc | +571.8K | $142.46M | 6.9% |
| ASML Asml Holding Nv | +61.8K | $111.92M | 5.42% |
| QCOM Qualcomm Inc | +334.9K | $61.63M | 2.99% |
| LIN Linde Plc | +101.8K | $48.34M | 2.34% |
| SNPS Synopsys Inc | +102.7K | $44.68M | 2.17% |
| LITE Lumentum Holdings Inc. | +39.9K | $38.73M | 1.88% |
| FRO Frontline plc | +618.4K | $30.47M | 1.48% |
| MRVL Marvell Technology, Inc. | +102.4K | $27.06M | 1.31% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| BWXT BWX Technologies, Inc. | -36.7K | $13.79M | 1.31% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | INTC Intel Corp | Technology | 1.77M | $213.02M | 10.32% | +1.77M | – | New | 0.03% |
| 2 | MKSI Mks Inc | Technology | 771.3K | $204.66M | 9.92% | +189.6K | +32.6% | Added | 1.14% |
| 3 | HWM Howmet Aerospace Inc. | Industrials | 887.5K | $200.73M | 9.73% | +575.7K | +184.6% | Added | 0.22% |
| 4 | MTSI MACOM Technology Solutions Holdings, Inc. | Technology | 652.0K | $185.69M | 9% | +652.0K | – | New | 0.85% |
| 5 | GOOGL Alphabet Inc. | Technology | 445.1K | $153.14M | 7.42% | +430.3K | +2,907.2% | Added | 0.01% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 571.8K | $142.46M | 6.9% | +571.8K | – | New | 0.01% |
| 7 | ASML Asml Holding Nv | Technology | 61.8K | $111.92M | 5.42% | +61.8K | – | New | 0.02% |
| 8 | CRDO Credo Technology Group Holding Ltd | Technology | 420.1K | $81.84M | 3.97% | -201.6K | -32.4% | Reduced | 0.22% |
| 9 | CIEN Ciena Corp | Technology | 221.2K | $77.82M | 3.77% | +169.5K | +328.1% | Added | 0.16% |
| 10 | WDC Western Digital Corp | Technology | 138.4K | $62.88M | 3.05% | +112.7K | +439.2% | Added | 0.04% |
| 11 | MOD Modine Manufacturing Co | Industrials | 334.3K | $62.58M | 3.03% | +147.8K | +79.2% | Added | 0.63% |
| 12 | QCOM Qualcomm Inc | Technology | 334.9K | $61.63M | 2.99% | +334.9K | – | New | 0.03% |
| 13 | SITM SITIME Corp | Technology | 91.9K | $59.92M | 2.9% | +43.2K | +88.7% | Added | 0.35% |
| 14 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 109.6K | $49.99M | 2.42% | -56.5K | -34.0% | Reduced | 0% |
| 15 | LIN Linde Plc | Basic Materials | 101.8K | $48.34M | 2.34% | +101.8K | – | New | 0.02% |
Tip. Select a row to see that position’s full history at FengHe Fund Management Pte.
As of its Q3 2026 13F filing, FengHe Fund Management Pte. Ltd.’s five largest positions were Intel Corp (INTC) at 10.3%, Mks Inc (MKSI) at 9.9%, Howmet Aerospace Inc. (HWM) at 9.7%, MACOM Technology Solutions Holdings, Inc. (MTSI) at 9.0%, Alphabet Inc. (GOOGL) at 7.4% of the reported portfolio.
FengHe Fund Management Pte. Ltd. reported a 13F portfolio worth $2.06B across 33 positions for Q3 2026. That is up 95.7% from the previous quarter.
Its largest purchases by value were Intel Corp ($213.02M), MACOM Technology Solutions Holdings, Inc. ($185.69M), Alphabet Inc. ($148.04M). It opened 16 new positions.
Its largest sales by value were Texas Instruments Inc ($125.98M), Credo Technology Group Holding Ltd ($39.27M), Taiwan Semiconductor Manufacturing Co Ltd ($25.77M). It exited 1 positions entirely.
From the Form 13F-HR reports FengHe Fund Management Pte. Ltd. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.