account_balance
Investment manager · 13F filer · SEC CIK 1660531
FengHe Fund Management Pte. Ltd.
Reported value$2.06Bas of Sep 30, 2026
Positions33 16 new, 1 sold out
Top 10 weight69.5%INTC alone is 10%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
INTCIntel Corp
10.3%New
MKSIMKS Inc
9.9%Added +33%
HWMHowmet Aerospace Inc.
9.7%Added +185%
MTSIMacom Technology Solutions Holdings, Inc.
9.0%New
GOOGLAlphabet Inc.
7.4%Added +2907%
AMZNAmazon.com Inc
6.9%New
ASMLASML Holding NV
5.4%New
CRDOCredo Technology Group Holding Ltd
4.0%Trimmed −32%
CIENCiena Corp
3.8%Added +328%
WDCWestern Digital Corp
3.0%+439%
MODModine Manufacturing Co
3.0%+79%
QCOMQualcomm Inc
3.0%New
INTCIntel Corp
10.3%New
MKSIMKS Inc
9.9%Added +33%
HWMHowmet Aerospace Inc.
9.7%+185%
MTSIMacom Technology Solutions Holdings, Inc.
9.0%New
GOOGLAlphabet Inc.
7.4%+2907%
AMZNAmazon.com Inc
6.9%
ASMLASML Holding NV
5.4%
CRDOCredo Technology Group Holding Ltd
4.0%
CIEN3.8%WDCMOD3.0%QCOMBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
INTC Intel Corp 10.3% NewMKSI MKS Inc 9.9% Added +33%HWM Howmet Aerospace Inc. 9.7% Added +185%MTSI Macom Technology Solutions Holdings, Inc. 9.0% NewGOOGL Alphabet Inc. 7.4% Added +2907%AMZN Amazon.com Inc 6.9% NewASML ASML Holding NV 5.4% NewCRDO Credo Technology Group Holding Ltd 4.0% Trimmed −32%CIEN Ciena Corp 3.8% Added +328%WDC Western Digital Corp 3.0% Added +439%MOD Modine Manufacturing Co 3.0% Added +79%QCOM Qualcomm Inc 3.0% New
What changed
Biggest moves since Jun 30, 2026
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