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Fenghe Fund Management Pte. Ltd. Top Holdings and 13F Report (2025)

About Fenghe Fund Management Pte. Ltd.

Investment Activity

  • Fenghe Fund Management Pte. Ltd. has $338.92 million in total holdings as of December 31, 2024.
  • Fenghe Fund Management Pte. Ltd. owns shares of 15 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 48.96% of the portfolio was purchased this quarter.
  • About 50.55% of the portfolio was sold this quarter.
  • This quarter, Fenghe Fund Management Pte. Ltd. has purchased 18 new stocks and bought additional shares in 5 stocks.
  • Fenghe Fund Management Pte. Ltd. sold shares of 4 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Alibaba Group
$42,174,546
NetEase
$30,563,346

Largest New Holdings this Quarter

Alibaba Group
$42,174,546 Holding
NetEase
$30,563,346 Holding
Teradyne
$14,531,168 Holding
Bitdeer Technologies Group
$10,377,763 Holding
Victoria's Secret & Co.
$2,435,496 Holding

Largest Purchases this Quarter

Advanced Micro Devices
369,000 shares (about $44.57M)
Alibaba Group
497,400 shares (about $42.17M)
NetEase
342,600 shares (about $30.56M)
Teradyne
115,400 shares (about $14.53M)
Bitdeer Technologies Group
478,900 shares (about $10.38M)

Largest Sales this Quarter

NVIDIA
122,600 shares (about $16.46M)
Daqo New Energy
272,760 shares (about $5.30M)
Walt Disney
37,900 shares (about $4.22M)
Unity Software
99,300 shares (about $2.23M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFenghe Fund Management Pte. Ltd.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$88,297,779$1,658,916 1.9%447,10026.1%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$52,628,203$44,571,510 553.2%435,70015.5%Computer and Technology
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$42,174,546$42,174,546 New Holding497,40012.4%Retail/Wholesale
TAL Education Group stock logo
TAL
TAL Education Group
$38,872,630$8,930,666 29.8%3,879,50411.5%Consumer Discretionary
NetEase, Inc. stock logo
NTES
NetEase
$30,563,346$30,563,346 New Holding342,6009.0%Computer and Technology
Corning Incorporated stock logo
GLW
Corning
$27,647,136$6,058,800 28.1%581,8008.2%Computer and Technology
Teradyne, Inc. stock logo
TER
Teradyne
$14,531,168$14,531,168 New Holding115,4004.3%Computer and Technology
Bitdeer Technologies Group stock logo
BTDR
Bitdeer Technologies Group
$10,377,763$10,377,763 New Holding478,9003.1%Business Services
NVIDIA Co. stock logo
NVDA
NVIDIA
$7,773,377$16,463,955 -67.9%57,8852.3%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$7,460,550$2,571,150 52.6%17,7002.2%Computer and Technology
Daqo New Energy Corp. stock logo
DQ
Daqo New Energy
$4,978,117$5,302,454 -51.6%256,0761.5%Basic Materials
Unity Software Inc. stock logo
U
Unity Software
$4,900,707$2,231,271 -31.3%218,1001.4%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$4,209,030$4,220,165 -50.1%37,8001.2%Consumer Discretionary
Victoria's Secret & Co. stock logo
VSCO
Victoria's Secret & Co.
$2,435,496$2,435,496 New Holding58,8000.7%Retail/Wholesale
PDD Holdings Inc. stock logo
PDD
PDD
$2,065,887$2,065,887 New Holding21,3000.6%Multi-Sector Conglomerates
Tesla, Inc. stock logo
TSLA
Tesla
$0$50,468,427 -100.0%00.0%Auto/Tires/Trucks
Synopsys, Inc. stock logo
SNPS
Synopsys
$0$25,623,334 -100.0%00.0%Computer and Technology
GE VERNOVA INC
$0$15,247,804 -100.0%00.0%COM
Lumentum Holdings Inc. stock logo
LITE
Lumentum
$0$12,713,394 -100.0%00.0%Computer and Technology
Full Truck Alliance Co. Ltd. stock logo
YMM
Full Truck Alliance
$0$12,556,336 -100.0%00.0%Business Services
Broadcom Inc. stock logo
AVGO
Broadcom
$0$10,591,500 -100.0%00.0%Computer and Technology
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$0$6,212,008 -100.0%00.0%Computer and Technology
New Oriental Education & Technology Group Inc. stock logo
EDU
New Oriental Education & Technology Group
$0$4,937,184 -100.0%00.0%Consumer Discretionary
Kanzhun Limited stock logo
BZ
Kanzhun
$0$4,756,640 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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