StockDriftsStockDriftsTop 31 Fenghe Fund Management PTE LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MKSI | MKS INC. | 14.49% | 456.3K | $104.9M | new | $194.81(+87.65%) | 2026-03-31 | |
| BWXT | BWX TECHNOLOGIES INC | 11.11% | 393.2K | $80.4M | new | $188.67(+1.27%) | 2026-03-31 | |
| TER | TERADYNE INC | 8.06% | 196.8K | $58.3M | new | $177.51(+107.92%) | 2026-03-31 | |
| ONON | ON HLDG AG | 7.99% | 1.70M | $57.8M | -44.54%(-1.36M) | $44.41(-17.08%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.18% | 110.8K | $37.5M | -64.80%(-204.09K) | $222.17(+95.42%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.15% | 129.5K | $37.2M | -75.10%(-390.62K) | $273.83(+31.44%) | 2026-03-31 | |
| SITM | SITIME CORP | 5.14% | 107.7K | $37.2M | -16.12%(-20.69K) | $327.25(+83.85%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 5.13% | 52.8K | $37.1M | -72.53%(-139.40K) | $92.83(+684.53%) | 2026-03-31 | |
| LHX | L3HARRIS TECHNOLOGIES INC | 4.86% | 101.9K | $35.2M | -62.34%(-168.64K) | $299.49(+0.86%) | 2026-03-31 | |
| CIEN | CIENA CORP | 4.79% | 89.3K | $34.7M | -86.50%(-571.73K) | $160.88(+162.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +75.19% | +437.73% |
| Top 20 Holdings Unweighted | +54.59% | +269.44% |
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