FF

FengHe Fund Management Pte. Ltd.

13F
FengHe Fund Management Pte. Ltd.
Last update 2024-07-26 22 Stocks (7 new)
Value $717.00 Mil Turnover 32 %
Countries:
Top Holdings: WDC(12.56%)CDNS(11.22%)NVDA(10.57%)TSM(10.31%)SNPS(8.15%)
Portfolio Report
Summary Stock Picks Current Portfolio
FengHe Fund Management Pte. Lt... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
WDC 		Western Digital Corp
1,188,731
90070.150
-10.71%
12.560
-1.23%
0.360
-8.70%
+27.19%
23025.327
Hardware
CDNS 		Cadence Design Systems Inc
261,440
80458.160
-4.93%
11.220
-0.53%
0.100
-11.98%
-8.55%
68205.824
Software
NVDA 		NVIDIA Corp
613,400
75779.440
+43.99%
10.570
+3.23%
0.000
+13.85%
+181.87%
3423406.800
Semiconductors
TSM 		Taiwan Semiconductor Manufacturing Co Ltd
2,482,000
73905.700
+302.46%
10.310
+7.75%
0.050
+18.71%
+95.23%
1041676.029
Semiconductors
SNPS 		Synopsys Inc
98,220
58446.790
-32.22%
8.150
-3.36%
0.060
-16.13%
-4.18%
75794.557
Software
LITE 		Lumentum Holdings Inc
1,015,459
51707.170
-31.06%
7.210
-2.73%
1.500
+19.82%
+25.26%
4505.985
Hardware
MRVL 		Marvell Technology Inc
510,997
35718.690
New Holding
4.980
+4.98%
0.060
+19.75%
+36.17%
70881.146
Semiconductors
AAPL 		Apple Inc
156,500
32962.030
New Holding
4.600
+4.60%
0.000
+2.67%
+20.31%
3508506.654
Hardware
PDD 		PDD Holdings Inc
210,500
27985.980
+465.71%
3.900
+3.21%
0.020
-8.07%
-16.38%
169902.122
Retail - Cyclical
FUTU 		Futu Holdings Ltd
400,357
26265.420
-57.12%
3.660
-3.64%
0.290
+41.38%
+62.55%
12247.296
Capital Markets

FengHe Fund Management Pte. Ltd.'s Historical Top Holdings Breakdowns

FengHe Fund Management Pte. Ltd.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2024-06-30Add
+7.75%
●
127.7 ($151.69) 179.69
$200.86
32.41%
Add 302.46%
2,482,000
1,865,300
AMD 		Advanced Micro Devices Inc2024-06-30Sold Out
-5.19%
●
144.27 ($160.87) 183.34
$152.91
-4.95%
Sold Out
0
-228,393
MRVL 		Marvell Technology Inc2024-06-30New Buy
+4.98%
●
62.13 ($70.08) 78.33
$81.83
16.77%
New holding
510,997
510,997
AAPL 		Apple Inc2024-06-30New Buy
+4.60%
●
165 ($186.49) 216.67
$230.76
23.74%
New holding
156,500
156,500
FUTU 		Futu Holdings Ltd2024-06-30Reduce
-3.64%
●
54.33 ($67.63) 80.41
$88.80
31.30%
Reduce -57.12%
400,357
-533,355
COHR 		Coherent Corp2024-06-30Sold Out
-3.45%
●
49.26 ($60.12) 73.98
$97.82
62.71%
Sold Out
0
-452,024
SNPS 		Synopsys Inc2024-06-30Reduce
-3.36%
●
510.71 ($565.46) 620.31
$493.41
-12.74%
Reduce -32.22%
98,220
-46,680
NVDA 		NVIDIA Corp2024-06-30Add
+3.23%
●
76.2 ($101.1) 135.58
$139.56
38.04%
Add 43.99%
613,400
187,400
PDD 		PDD Holdings Inc2024-06-30Add
+3.21%
●
113.43 ($135.42) 157.57
$122.34
-9.66%
Add 465.71%
210,500
173,290
TAL 		TAL Education Group2024-06-30Sold Out
-2.99%
●
10.22 ($11.81) 13.79
$10.21
-13.55%
Sold Out
0
-2,088,710

FengHe Fund Management Pte. Ltd. Total Holding History ($B)

To

FengHe Fund Management Pte. Ltd.'s Asset Allocation

To

FengHe Fund Management Pte. Ltd. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

FengHe Fund Management Pte. Ltd.'s Hypothetical Growth since 2024-06-30

FengHe Fund Management Pte. Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

FengHe Fund Management Pte. Ltd.'s Holdings Heat Map

Size field:

FengHe Fund Management Pte. Ltd.'s Holdings Bubble Chart

FengHe Fund Management Pte. Ltd. News

  • 1

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