Institutional Fund
Fenghe Fund Management Pte. Ltd.
Singapore, SingaporeCIK 16605315 filings on record
Portfolio Value
$723.60M
Q1 2026
Holdings
31
Reported positions
New Buys
10
Opened this quarter
QoQ Change
-59.3%
from $1.78B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Mks Inc.14.5%
- Bwx Technologies Inc11.1%
- Teradyne Inc8.1%
- On Hldg AG8.0%
- Taiwan Semiconductor Mfg Ltd5.2%
- Alphabet Inc5.1%
- Other48.0%
Portfolio Holdings
31 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Mks Inc. | 456.3K | $104.87M | 14.5% | +456.3K | New |
| 2 | Bwx Technologies Inc | 393.2K | $80.41M | 11.1% | +393.2K | New |
| 3 | Teradyne Inc | 196.8K | $58.33M | 8.1% | +196.8K | New |
| 4 | On Hldg AG | 1.70M | $57.82M | 8.0% | −1.36M | Reduced |
| 5 | Taiwan Semiconductor Mfg Ltd | 110.8K | $37.46M | 5.2% | −204.1K | Reduced |
| 6 | Alphabet Inc | 129.5K | $37.23M | 5.1% | −390.6K | Reduced |
| 7 | Sitime Corp | 107.7K | $37.19M | 5.1% | −20.7K | Reduced |
| 8 | Lumentum Hldgs Inc | 52.8K | $37.11M | 5.1% | −139.4K | Reduced |
| 9 | L3harris Technologies Inc | 101.9K | $35.16M | 4.9% | −168.6K | Reduced |
| 10 | Ciena Corp | 89.3K | $34.65M | 4.8% | −571.7K | Reduced |
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