FengHe Fund Management Pte as of March 31, 2024
Portfolio Holdings for FengHe Fund Management Pte
FengHe Fund Management Pte holds 25 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Western Digital (WDC) | 11.4 | $91M | 1.3M | 68.24 | |
| Cadence Design Systems (CDNS) | 10.8 | $86M | 275k | 311.28 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 10.6 | $84M | 617k | 136.05 | |
| Synopsys (SNPS) | 10.4 | $83M | 145k | 571.50 | |
| Lumentum Hldgs (LITE) | 8.8 | $70M | 1.5M | 47.35 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 6.4 | $51M | 934k | 54.15 | |
| Advanced Micro Devices (AMD) | 5.2 | $41M | 228k | 180.49 | |
| NVIDIA Corporation (NVDA) | 4.8 | $39M | 43k | 903.56 | |
| Coherent Corp (COHR) | 3.5 | $27M | 452k | 60.62 | |
| Wolfspeed (WOLF) | 3.4 | $27M | 921k | 29.50 | |
| Universal Display Corporation (OLED) | 3.2 | $26M | 152k | 168.45 | |
| Tal Education Group Sponsored Ads (TAL) | 3.0 | $24M | 2.1M | 11.35 | |
| Arm Holdings Sponsored Adr (ARM) | 2.8 | $22M | 176k | 124.99 | |
| Broadcom (AVGO) | 2.6 | $21M | 16k | 1325.41 | |
| Walt Disney Company (DIS) | 2.5 | $20M | 163k | 122.36 | |
| Asml Holding N V N Y Registry Shs (ASML) | 2.2 | $18M | 18k | 970.47 | |
| Dell Technologies CL C (DELL) | 1.9 | $15M | 135k | 114.11 | |
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 1.3 | $10M | 368k | 28.15 | |
| Qualcomm (QCOM) | 1.3 | $10M | 60k | 169.30 | |
| Coinbase Global Com Cl A (COIN) | 0.8 | $6.3M | 24k | 265.12 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.8 | $6.3M | 87k | 72.36 | |
| Microsoft Corporation (MSFT) | 0.6 | $5.1M | 12k | 420.72 | |
| Yum China Holdings (YUMC) | 0.6 | $4.7M | 119k | 39.79 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.5 | $4.3M | 37k | 116.25 | |
| Gitlab Class A Com (GTLB) | 0.5 | $3.6M | 62k | 58.32 |
