Fenghe Fund Management Pte. Ltd. Top Holdings and 13F Report (2024) About Fenghe Fund Management Pte. Ltd.Investment ActivityFenghe Fund Management Pte. Ltd. has $338.28 million in total holdings as of September 30, 2024.Fenghe Fund Management Pte. Ltd. owns shares of 18 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 45.59% of the portfolio was purchased this quarter.About 170.00% of the portfolio was sold this quarter.This quarter, Fenghe Fund Management Pte. Ltd. has purchased 25 new stocks and bought additional shares in 4 stocks.Fenghe Fund Management Pte. Ltd. sold shares of 7 stocks and completely divested from 14 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $76,189,029Tesla $50,468,427TAL Education Group $35,380,525Synopsys $25,623,334NVIDIA $21,918,098 Largest New Holdings this Quarter Tesla $50,468,427 HoldingCorning $20,511,645 HoldingGE VERNOVA INC $15,247,804 HoldingFull Truck Alliance $12,556,336 HoldingUnity Software $7,179,588 Holding Largest Purchases this Quarter Tesla 192,900 shares (about $50.47M)Corning 454,300 shares (about $20.51M)NVIDIA 137,885 shares (about $16.74M)GE VERNOVA INC 59,800 shares (about $15.25M)Full Truck Alliance 1,393,600 shares (about $12.56M) Largest Sales this Quarter Lumentum 1,272,319 shares (about $80.64M)Cadence Design Systems 252,080 shares (about $68.32M)Synopsys 94,300 shares (about $47.75M)Taiwan Semiconductor Manufacturing 178,000 shares (about $30.91M)Advanced Micro Devices 161,693 shares (about $26.53M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFenghe Fund Management Pte. Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSMTaiwan Semiconductor Manufacturing$76,189,029$30,913,260 ▼-28.9%438,70022.5%Computer and TechnologyTSLATesla$50,468,427$50,468,427 ▲New Holding192,90014.9%Auto/Tires/TrucksTALTAL Education Group$35,380,525$10,650,198 ▲43.1%2,988,22010.5%Consumer DiscretionarySNPSSynopsys$25,623,334$47,752,577 ▼-65.1%50,6007.6%Computer and TechnologyNVDANVIDIA$21,918,098$16,744,754 ▲323.7%180,4856.5%Computer and TechnologyGLWCorning$20,511,645$20,511,645 ▲New Holding454,3006.1%Computer and TechnologyGE VERNOVA INC$15,247,804$15,247,804 ▲New Holding59,8004.5%COMLITELumentum$12,713,394$80,639,577 ▼-86.4%200,5903.8%Computer and TechnologyYMMFull Truck Alliance$12,556,336$12,556,336 ▲New Holding1,393,6003.7%Business ServicesAMDAdvanced Micro Devices$10,944,136$26,530,587 ▼-70.8%66,7003.2%Computer and TechnologyDQDaqo New Energy$10,772,389$3,268,081 ▲43.5%528,8363.2%Basic MaterialsAVGOBroadcom$10,591,500$7,900,500 ▲293.6%61,4003.1%Computer and TechnologyDISWalt Disney$7,281,583$8,378,149 ▼-53.5%75,7002.2%Consumer DiscretionaryUUnity Software$7,179,588$7,179,588 ▲New Holding317,4002.1%Computer and TechnologyCDNSCadence Design Systems$6,212,008$68,321,247 ▼-91.7%22,9201.8%Computer and TechnologyMSFTMicrosoft$4,991,480$202,241 ▼-3.9%11,6001.5%Computer and TechnologyEDUNew Oriental Education & Technology Group$4,937,184$4,937,184 ▲New Holding65,1001.5%Consumer DiscretionaryBZKanzhun$4,756,640$4,756,640 ▲New Holding274,0001.4%Computer and TechnologyWDCWestern Digital$0$90,850,027 ▼-100.0%00.0%Computer and TechnologyFUTUFutu$0$50,560,505 ▼-100.0%00.0%Business ServicesCOHRCoherent$0$27,401,695 ▼-100.0%00.0%Business ServicesWOLFWolfspeed$0$27,182,097 ▼-100.0%00.0%Computer and TechnologyOLEDUniversal Display$0$25,613,665 ▼-100.0%00.0%Computer and TechnologyARM HOLDINGS PLC$0$22,048,236 ▼-100.0%00.0%SPONSORED ADRASMLASML$0$17,759,601 ▼-100.0%00.0%Computer and TechnologyDELLDell Technologies$0$15,398,688 ▼-100.0%00.0%Computer and TechnologyQCOMQUALCOMM$0$10,174,930 ▼-100.0%00.0%Computer and TechnologyCOINCoinbase Global$0$6,336,368 ▼-100.0%00.0%Business ServicesBABAAlibaba Group$0$6,302,556 ▼-100.0%00.0%Retail/WholesaleYUMCYum China$0$4,738,989 ▼-100.0%00.0%Retail/WholesalePDDPDD$0$4,325,663 ▼-100.0%00.0%Multi-Sector ConglomeratesGTLBGitLab$0$3,639,168 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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