StockDriftsStockDriftsTop 18 FengHe Fund Management Pte. Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MKSI | MKS INC. | 24.54% | 581.7K | $258.7M | +27.47%(+125.36K) | $223.43(+32.96%) | 2026-06-30 | |
| TXN | TEXAS INSTRS INC | 16.26% | 575.1K | $171.4M | new | $242.25(+17.52%) | 2026-06-30 | |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 16.04% | 621.7K | $169.1M | +546.98%(+525.65K) | $163.02(+48.08%) | 2026-06-30 | |
| HWM | HOWMET AEROSPACE INC | 7.95% | 311.8K | $83.8M | new | $245.92(+15.63%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 7.52% | 166.1K | $79.3M | +49.82%(+55.23K) | $280.32(+51.12%) | 2026-06-30 | |
| SIMO | SILICON MOTION TECHNOLOGY CO | 5.74% | 181.5K | $60.5M | new | $219.39(+5.57%) | 2026-06-30 | |
| MOD | MODINE MFG CO | 4.72% | 186.5K | $49.8M | +197.49%(+123.82K) | $214.60(-7.20%) | 2026-06-30 | |
| SITM | SITIME CORP | 3.44% | 48.7K | $36.3M | -54.79%(-59.01K) | $327.25(+111.42%) | 2026-06-30 | |
| WWD | WOODWARD INC | 2.75% | 68.2K | $29.0M | +397.81%(+54.50K) | $372.76(-2.87%) | 2026-06-30 | |
| CIEN | CIENA CORP | 2.4% | 51.7K | $25.3M | -42.11%(-37.59K) | $160.88(+140.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +95.61% | +648.49% | +60.30% | +958.51% |
| Top 20 Holdings Unweighted | +75.38% | +439.40% | +40.08% | +439.40% |
FengHe Fund Management Pte. Ltd. reports $1.05B in US-listed equity holdings across 18 positions in its most recent 13F filing. Its largest disclosed positions are MKSI (24.5%), TXN (16.3%) and CRDO (16.0%). The top 20 holdings account for 99.98% of reported assets. Its disclosed equity book has returned +648.49% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from FengHe Fund Management Pte. Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1660531). View FengHe Fund Management Pte. Ltd.’s 13F filings on SEC