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FengHe Fund Management Pte. Ltd.

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13F filer, CIK 1660531, Singapore, Singapore

FengHe Fund Management Pte. Ltd. reported $1,776,167,544 across 38 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-30. Its ten largest share positions make up 61.45% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-000399

Period
2025-12-31
Reported value
$1.78B
Holdings
38
Top 10 weight
61.45%
New
16
Sold out
13

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGLadded+488,000$153M
ONONnew+3,064,211$142M
AVGOnew+288,680$99.9M
CIENadded+410,588$96M
MTSInew+529,326$90.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AMDreduced-493,900-$106M
LITEreduced-248,900-$91.7M
COHRreduced-366,600-$67.7M
TTMIexited-940,071-$54.1M
MRVLreduced-461,500-$39.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001172661-26-000399, largest first. % of portfolio is the value over $1,776,167,544, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,100 shares; 2025Q4: 520,100 shares 520,100$163M9.17%+488,000Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250,400 shares; 2025Q4: 660,988 shares 660,988$155M8.7%+410,588Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,064,211 shares 3,064,211$142M8.02%newTimeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,266 shares; 2025Q2: not reported; 2025Q3: 97,000 shares; 2025Q4: 431,700 shares 431,700$102M5.77%+334,700Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 288,680 shares 288,680$99.9M5.63%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438,700 shares; 2024Q4: 447,100 shares; 2025Q1: 147,600 shares; 2025Q2: 100,100 shares; 2025Q3: 353,900 shares; 2025Q4: 314,940 shares 314,940$95.7M5.39%-38,960Timeline
MTSIMACOM TECH SOLUTIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 529,326 shares 529,326$90.7M5.1%newTimeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 218,700 shares 218,700$87M4.9%newTimeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 270,500 shares 270,500$79.4M4.47%newTimeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,400 shares; 2024Q4: 218,100 shares; 2025Q1: 365,600 shares; 2025Q2: 1,107,702 shares; 2025Q3: 447,602 shares; 2025Q4: 1,732,002 shares 1,732,002$76.5M4.31%+1,284,400Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,590 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 441,100 shares; 2025Q4: 192,200 shares 192,200$70.8M3.99%-248,900Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,234 shares; 2025Q3: 5,505 shares; 2025Q4: 94,010 shares 94,010$63.3M3.57%+88,505Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,300 shares 51,300$55.1M3.1%newTimeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454,300 shares; 2024Q4: 581,800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 406,000 shares; 2025Q4: 584,500 shares 584,500$51.2M2.88%+178,500Timeline
SITMSITIME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 128,389 shares 128,389$45.3M2.55%newTimeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 420,400 shares 420,400$44.3M2.49%newTimeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 462,450 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 239,800 shares 239,800$38.8M2.19%newTimeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,200 shares 116,200$36.6M2.06%newTimeline
WRDWERIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,398,800 shares; 2025Q3: 1,398,800 shares; 2025Q4: 4,175,181 shares 4,175,181$36.2M2.04%+2,776,381Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 163,900 shares; 2025Q4: 163,900 shares 163,900$35.6M2%0Timeline
KTOSKRATOS DEFENSE & SEC SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 464,900 shares 464,900$35.3M1.99%newTimeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123,300 shares; 2025Q3: 308,600 shares; 2025Q4: 190,700 shares 190,700$25.8M1.45%-117,900Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 680,555 shares; 2025Q3: 153,500 shares; 2025Q4: 162,269 shares 162,269$23.3M1.31%+8,769Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,180,848 shares; 2025Q3: 324,000 shares; 2025Q4: 120,980 shares 120,980$20.1M1.13%-203,020Timeline
ARWRARROWHEAD PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 266,700 shares 266,700$17.7M1%newTimeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 201,900 shares; 2025Q4: 58,200 shares 58,200$15.8M0.89%-143,700Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,700 shares; 2024Q4: 435,700 shares; 2025Q1: 72,200 shares; 2025Q2: 573,000 shares; 2025Q3: 566,700 shares; 2025Q4: 72,800 shares 72,800$15.6M0.88%-493,900Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,500 shares 9,500$10.2M0.57%newTimeline
TALTAL ED GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,988,220 shares; 2024Q4: 3,879,504 shares; 2025Q1: 800,021 shares; 2025Q2: 784,777 shares; 2025Q3: 881,672 shares; 2025Q4: 799,195 shares 799,195$8.72M0.49%-82,477Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 497,400 shares; 2025Q1: 52,200 shares; 2025Q2: 47,600 shares; 2025Q3: 131,200 shares; 2025Q4: 43,800 shares 43,800$6.42M0.36%-87,400Timeline
DQDAQO NEW ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528,836 shares; 2024Q4: 256,076 shares; 2025Q1: 256,076 shares; 2025Q2: 289,376 shares; 2025Q3: 469,833 shares; 2025Q4: 202,371 shares 202,371$5.97M0.34%-267,462Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 342,400 shares; 2025Q3: 395,400 shares; 2025Q4: 28,800 shares 28,800$5.32M0.3%-366,600Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,485 shares; 2024Q4: 57,885 shares; 2025Q1: 127,600 shares; 2025Q2: 155,500 shares; 2025Q3: 222,500 shares; 2025Q4: 27,100 shares 27,100$5.05M0.28%-195,400Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 674,500 shares; 2025Q3: 500,600 shares; 2025Q4: 39,100 shares 39,100$3.32M0.19%-461,500Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,500 shares; 2025Q2: 31,900 shares; 2025Q3: 69,900 shares; 2025Q4: 12,800 shares 12,800$2.89M0.16%-57,100Timeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,900 shares 17,900$2.72M0.15%newTimeline
NTESNETEASE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 342,600 shares; 2025Q1: 54,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,400 shares 12,400$1.71M0.1%newTimeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,500 shares 11,500$1.47M0.08%newTimeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TTMITTM TECHNOLOGIES INC940,071$54.1Mshares
INTCINTEL CORP1,164,300$39.1Mshares
BBARRICK MNG CORP1,172,300$38.4Mshares
FUTUFUTU HLDGS LTD186,800$32.5Mshares
ALBALBEMARLE CORP317,785$25.8Mshares
CDNSCADENCE DESIGN SYSTEM INC69,300$24.3Mshares
HIIHUNTINGTON INGALLS INDS INC73,000$21Mshares
AMATAPPLIED MATLS INC97,500$20Mshares
FNVFRANCO NEV CORP70,400$15.7Mshares
SNPSSYNOPSYS INC25,800$12.7Mshares
QCOMQUALCOMM INC67,500$11.2Mshares
JDJD.COM INC215,000$7.52Mshares
YMMFULL TRUCK ALLIANCE CO LTD119,100$1.54Mshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-000399 base2026-01-30acceptance time not in the bulk data set