Q2 2026 13F · SEC CIK 1660531
FengHe Fund Management Pte. Ltd.
Hedge fundFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $1.1B
- Reported positions
- 18
- Top holdings a year, 3 yrs
- +63.5%
- Average holding period
- 3 qtrs
FengHe Fund Management Pte. Ltd. is a hedge fund that reported 18 positions worth $1.1B in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Mks Inc. (MKSI, 24.5%), Texas Instrs Inc (TXN, 16.3%), Credo Technology Group Holdi (CRDO, 16.0%). A portfolio copying its top holdings returned 63.5% a year over the last 3 years, against 20.4% for the S&P 500.
FengHe Fund Management Pte. Ltd. holdings all 18 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| MKSIMks Inc. | 24.5% | +27.5% | $258.7M |
| TXNTexas Instrs Inc | 16.3% | — | $171.4M |
| CRDOCredo Technology Group Holdi | 16.0% | +547.0% | $169.1M |
| HWMHowmet Aerospace Inc | 8.0% | — | $83.8M |
| TSMTaiwan Semiconductor Manufac | 7.5% | +49.8% | $79.3M |
| SIMOSilicon Motion Technology Co | 5.7% | — | $60.5M |
| MODModine Manufacturing Co | 4.7% | +197.5% | $49.8M |
| SITMSitime Corp | 3.4% | -54.8% | $36.3M |
| WWDWoodward, Inc. | 2.8% | +397.8% | $29.0M |
| CIENCiena Corp | 2.4% | -42.1% | $25.3M |
| ALABAstera Labs Inc | 2.4% | -30.0% | $25.1M |
| AMDAdvanced Micro Devices Inc | 1.6% | -73.4% | $16.5M |
| WDCWestern Digital Corp Com | 1.6% | — | $16.4M |
| BWXTBwx Technologies Inc | 1.3% | -90.7% | $13.8M |
| NVDANvidia Corporation | 0.6% | +8.0% | $6.7M |
| GOOGLAlphabet Inc | 0.5% | -88.6% | $5.3M |
| BABAAlibaba Group Hldg Ltd | 0.5% | +24.4% | $5.2M |
| DQDaqo New Energy Corp | 0.2% | — | $1.9M |
What FengHe Fund Management Pte. Ltd. bought and sold in Q2 2026, against Q1 2026.
New positions
- TXN Texas Instrs Inc16.3% of 13F
- HWM Howmet Aerospace Inc8.0% of 13F
- SIMO Silicon Motion Technology Co5.7% of 13F
- WDC Western Digital Corp Com1.6% of 13F
- DQ Daqo New Energy Corp0.2% of 13F
Added to
- CRDO Credo Technology Group Holdi+547.0% shares
- WWD Woodward, Inc.+397.8% shares
- MOD Modine Manufacturing Co+197.5% shares
- TSM Taiwan Semiconductor Manufac+49.8% shares
- MKSI Mks Inc.+27.5% shares
- BABA Alibaba Group Hldg Ltd+24.4% shares
- NVDA Nvidia Corporation+8.0% shares
Reduced
- BWXT Bwx Technologies Inc-90.7% shares
- GOOGL Alphabet Inc-88.6% shares
- AMD Advanced Micro Devices Inc-73.4% shares
- SITM Sitime Corp-54.8% shares
- CIEN Ciena Corp-42.1% shares
- ALAB Astera Labs Inc-30.0% shares
Sold out
- TER Teradyne Incwas 8.1%
- ONON On Hldg AGwas 8.0%
- LITE Lumentum Hldgs Incwas 5.1%
- LHX L3harris Technologies Incwas 4.9%
- ASML Asml Hldg NVwas 4.4%
- MTSI Macom Tech Solutions Hldgs Iwas 3.4%
- AVGO Broadcom Incwas 2.5%
- ALNY Alnylam Pharmaceuticals Incwas 1.5%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +90.4% /yr
- S&P 500 +20.1%
- 3 years
- +63.5% /yr
- S&P 500 +20.4%
- 5 years
- +36.5% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $1.1B | 18 |
| Q1 2026 | $723.6M | 31 |
| Q4 2025 | $1.8B | 38 |
| Q3 2025 | $1.1B | 35 |
| Q2 2025 | $610.3M | 22 |
| Q1 2025 | $266.7M | 25 |
| Q4 2024 | $338.9M | 15 |
| Q3 2024 | $338.3M | 18 |
| Q2 2024 | $716.9M | 22 |
| Q1 2024 | $793.9M | 25 |
| Q4 2023 | $569.6M | 19 |
| Q3 2023 | $421.0M | 16 |
Questions about FengHe Fund Management Pte. Ltd.'s portfolio
What stocks does FengHe Fund Management Pte. Ltd. own?
FengHe Fund Management Pte. Ltd.'s latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 18 positions worth $1.1B. The largest are Mks Inc. (MKSI) at 24.5%, Texas Instrs Inc (TXN) at 16.3%, Credo Technology Group Holdi (CRDO) at 16.0%, Howmet Aerospace Inc (HWM) at 8.0% and Taiwan Semiconductor Manufac (TSM) at 7.5%.
What did FengHe Fund Management Pte. Ltd. buy last quarter?
In Q2 2026, FengHe Fund Management Pte. Ltd. added a new position in Texas Instrs Inc (TXN), a new position in Howmet Aerospace Inc (HWM), a new position in Silicon Motion Technology Co (SIMO), a new position in Western Digital Corp Com (WDC), a new position in Daqo New Energy Corp (DQ), Credo Technology Group Holdi (CRDO) (+547.0% shares), Woodward, Inc. (WWD) (+397.8% shares) and Modine Manufacturing Co (MOD) (+197.5% shares), compared with its Q1 2026 filing.
What did FengHe Fund Management Pte. Ltd. sell last quarter?
In Q2 2026, FengHe Fund Management Pte. Ltd. sold all of Teradyne Inc (TER), sold all of On Hldg AG (ONON), sold all of Lumentum Hldgs Inc (LITE), sold all of L3harris Technologies Inc (LHX), sold all of Asml Hldg NV (ASML), Bwx Technologies Inc (BWXT) (-90.7% shares), Alphabet Inc (GOOGL) (-88.6% shares) and Advanced Micro Devices Inc (AMD) (-73.4% shares), compared with its Q1 2026 filing.
How has FengHe Fund Management Pte. Ltd.'s portfolio performed?
A portfolio copying FengHe Fund Management Pte. Ltd.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +63.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +90.4% against +20.1%. Over 5 years: +36.5% a year against +11.6%.
When is FengHe Fund Management Pte. Ltd.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. FengHe Fund Management Pte. Ltd.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.