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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 $723,604,014 across 31 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 71.89% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002020

Period
2026-03-31
Reported value
$724M
Holdings
31
Top 10 weight
71.89%
New
10
Sold out
17

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MKSInew+456,329$105M
BWXTnew+393,200$80.4M
TERnew+196,765$58.3M
ASMLadded+14,802$19.6M
MODnew+62,700$13.6M

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
CIENreduced-571,734-$222M
GOOGLreduced-390,615-$112M
SNDKexited-431,700-$102M
LITEreduced-139,400-$98M
MTSIreduced-418,800-$93M

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, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-002020, largest first. % of portfolio is the value over $723,604,014, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 456,329 shares 456,329$105M14.49%newTimeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 393,200 shares 393,200$80.4M11.11%newTimeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115,400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 196,765 shares 196,765$58.3M8.06%newTimeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,064,211 shares; 2026Q1: 1,699,520 shares 1,699,520$57.8M7.99%-1,364,691Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 110,850 shares 110,850$37.5M5.18%-204,090Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,100 shares; 2025Q4: 520,100 shares; 2026Q1: 129,485 shares 129,485$37.2M5.15%-390,615Timeline
SITMSITIME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 128,389 shares; 2026Q1: 107,695 shares 107,695$37.2M5.14%-20,694Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,590 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 441,100 shares; 2025Q4: 192,200 shares; 2026Q1: 52,800 shares 52,800$37.1M5.13%-139,400Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 270,500 shares; 2026Q1: 101,860 shares 101,860$35.2M4.86%-168,640Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250,400 shares; 2025Q4: 660,988 shares; 2026Q1: 89,254 shares 89,254$34.7M4.79%-571,734Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,500 shares; 2026Q1: 24,302 shares 24,302$32.1M4.44%+14,802Timeline
MTSIMACOM TECH SOLUTIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 529,326 shares; 2026Q1: 110,526 shares 110,526$24.5M3.39%-418,800Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 106,340 shares 106,340$21.6M2.99%+33,540Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 288,680 shares; 2026Q1: 59,285 shares 59,285$18.3M2.54%-229,395Timeline
MODMODINE MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,700 shares 62,700$13.6M1.88%newTimeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 218,700 shares; 2026Q1: 32,500 shares 32,500$10.8M1.49%-186,200Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,200 shares; 2026Q1: 25,000 shares 25,000$9.85M1.36%-91,200Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,600 shares; 2024Q4: 17,700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,200 shares 26,200$9.7M1.34%newTimeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 201,900 shares; 2025Q4: 58,200 shares; 2026Q1: 29,985 shares 29,985$9.54M1.32%-28,215Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 680,555 shares; 2025Q3: 153,500 shares; 2025Q4: 162,269 shares; 2026Q1: 96,100 shares 96,100$9.02M1.25%-66,169Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,180,848 shares; 2025Q3: 324,000 shares; 2025Q4: 120,980 shares; 2026Q1: 74,280 shares 74,280$8.14M1.13%-46,700Timeline
AAALCOA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110,062 shares 110,062$7.3M1.01%newTimeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 981,500 shares; 2025Q3: 1,172,300 shares; 2025Q4: not reported; 2026Q1: 140,750 shares 140,750$5.74M0.79%newTimeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 43,800 shares 43,800$5.5M0.76%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 31,200 shares 31,200$5.44M0.75%+4,100Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,700 shares 13,700$4.9M0.68%newTimeline
TALTAL ED GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 161,900 shares 161,900$1.84M0.25%-637,295Timeline
JOYYJOYY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,000 shares 27,000$1.58M0.22%newTimeline
NTESNETEASE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 342,600 shares; 2025Q1: 54,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,400 shares; 2026Q1: 12,400 shares 12,400$1.39M0.19%0Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,500 shares; 2026Q1: 15,800 shares 15,800$1.31M0.18%+4,300Timeline
TMETENCENT MUSIC ENTMT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125,100 shares 125,100$1.16M0.16%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
SNDKSANDISK CORP431,700$102Mshares
UUNITY SOFTWARE INC1,732,002$76.5Mshares
APPAPPLOVIN CORP94,010$63.3Mshares
LLYELI LILLY & CO51,300$55.1Mshares
GLWCORNING INC584,500$51.2Mshares
MRKMERCK & CO INC420,400$44.3Mshares
VRTVERTIV HOLDINGS CO239,800$38.8Mshares
WRDWERIDE INC4,175,181$36.2Mshares
BABOEING CO163,900$35.6Mshares
KTOSKRATOS DEFENSE & SEC SOLUTIO464,900$35.3Mshares
APHAMPHENOL CORP190,700$25.8Mshares
ARWRARROWHEAD PHARMACEUTICALS IN266,700$17.7Mshares
DQDAQO NEW ENERGY CORP202,371$5.97Mshares
COHRCOHERENT CORP28,800$5.32Mshares
MRVLMARVELL TECHNOLOGY INC39,100$3.32Mshares
COINCOINBASE GLOBAL INC12,800$2.89Mshares
MSTRSTRATEGY INC17,900$2.72Mshares

How Q1 2026 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 0001172661-26-002020 base2026-05-15acceptance time not in the bulk data set