Filed: 10/24/2025ACC: 0001172661-25-004417
📋 What this filing means
FENGHE FUND MANAGEMENT PTE. LTD. filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $1.10B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$1.10B
Total AUM (reported)
12.34M
Total Shares
Allocation by class
COM$724.13M66.1%
SPONSORED ADS$147.56M13.5%
SPON ADS CL A$40.01M3.7%
COM SHS$38.42M3.5%
CL A$38.19M3.5%
COM NEW$36.48M3.3%
COM CL A$27.55M2.5%
Portfolio Concentration
Top 3$262.30M23.9%
4–10$332.45M30.3%
11–25$408.34M37.3%
Rest$92.61M8.5%
Top 3 weight
23.9%
Top 10 weight
54.3%
Voting Authority Distribution
Total shares with voting rights: 12.34M
Sole
Full voting authority
12.34M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole35
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings35
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares353.90K
TypeSH
Market value$98.84M
9.02%
Sole
353.90K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares566.70K
TypeSH
Market value$91.69M
8.37%
Sole
566.70K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares441.10K
TypeSH
Market value$71.77M
6.55%
Sole
441.10K
Shared
0.00
None
0.00
ASTERA LABS INC
SOLEShares324K
TypeSH
Market value$63.44M
5.79%
Sole
324K
Shared
0.00
None
0.00
TTM TECHNOLOGIES INC
SOLEShares940.07K
TypeSH
Market value$54.15M
4.94%
Sole
940.07K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares201.90K
TypeSH
Market value$49.61M
4.53%
Sole
201.90K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares395.40K
TypeSH
Market value$42.59M
3.89%
Sole
395.40K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares500.60K
TypeSH
Market value$42.09M
3.84%
Sole
500.60K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares222.50K
TypeSH
Market value$41.51M
3.79%
Sole
222.50K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares1.16M
TypeSH
Market value$39.06M
3.57%
Sole
1.16M
Shared
0.00
None
0.00
BARRICK MNG CORP
SOLEShares1.17M
TypeSH
Market value$38.42M
3.51%
Sole
1.17M
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares308.60K
TypeSH
Market value$38.19M
3.49%
Sole
308.60K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares250.40K
TypeSH
Market value$36.48M
3.33%
Sole
250.40K
Shared
0.00
None
0.00
BOEING CO
SOLEShares163.90K
TypeSH
Market value$35.37M
3.23%
Sole
163.90K
Shared
0.00
None
0.00
CORNING INC
SOLEShares406K
TypeSH
Market value$33.30M
3.04%
Sole
406K
Shared
0.00
None
0.00
FUTU HLDGS LTD
SOLEShares186.80K
TypeSH
Market value$32.49M
2.96%
Sole
186.80K
Shared
0.00
None
0.00
ALBEMARLE CORP
SOLEShares317.79K
TypeSH
Market value$25.77M
2.35%
Sole
317.79K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares69.30K
TypeSH
Market value$24.34M
2.22%
Sole
69.30K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares69.90K
TypeSH
Market value$23.59M
2.15%
Sole
69.90K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares131.20K
TypeSH
Market value$23.45M
2.14%
Sole
131.20K
Shared
0.00
None
0.00
CREDO TECHNOLOGY GROUP HOLDI
SOLEShares153.50K
TypeSH
Market value$22.35M
2.04%
Sole
153.50K
Shared
0.00
None
0.00
HUNTINGTON INGALLS INDS INC
SOLEShares73K
TypeSH
Market value$21.02M
1.92%
Sole
73K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares97.50K
TypeSH
Market value$19.96M
1.82%
Sole
97.50K
Shared
0.00
None
0.00
UNITY SOFTWARE INC
SOLEShares447.60K
TypeSH
Market value$17.92M
1.64%
Sole
447.60K
Shared
0.00
None
0.00
FRANCO NEV CORP
SOLEShares70.40K
TypeSH
Market value$15.69M
1.43%
Sole
70.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 353.90K | SH | $98.84M 9.02% | 353.90K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 566.70K | SH | $91.69M 8.37% | 566.70K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 441.10K | SH | $71.77M 6.55% | 441.10K | 0.00 | 0.00 |
ASTERA LABS INCSOLE | COM | 324K | SH | $63.44M 5.79% | 324K | 0.00 | 0.00 |
TTM TECHNOLOGIES INCSOLE | COM | 940.07K | SH | $54.15M 4.94% | 940.07K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 201.90K | SH | $49.61M 4.53% | 201.90K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 395.40K | SH | $42.59M 3.89% | 395.40K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 500.60K | SH | $42.09M 3.84% | 500.60K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 222.50K | SH | $41.51M 3.79% | 222.50K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 1.16M | SH | $39.06M 3.57% | 1.16M | 0.00 | 0.00 |
BARRICK MNG CORPSOLE | COM SHS | 1.17M | SH | $38.42M 3.51% | 1.17M | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 308.60K | SH | $38.19M 3.49% | 308.60K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 250.40K | SH | $36.48M 3.33% | 250.40K | 0.00 | 0.00 |
BOEING COSOLE | COM | 163.90K | SH | $35.37M 3.23% | 163.90K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 406K | SH | $33.30M 3.04% | 406K | 0.00 | 0.00 |
FUTU HLDGS LTDSOLE | SPON ADS CL A | 186.80K | SH | $32.49M 2.96% | 186.80K | 0.00 | 0.00 |
ALBEMARLE CORPSOLE | COM | 317.79K | SH | $25.77M 2.35% | 317.79K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 69.30K | SH | $24.34M 2.22% | 69.30K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 69.90K | SH | $23.59M 2.15% | 69.90K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 131.20K | SH | $23.45M 2.14% | 131.20K | 0.00 | 0.00 |
CREDO TECHNOLOGY GROUP HOLDISOLE | ORDINARY SHARES | 153.50K | SH | $22.35M 2.04% | 153.50K | 0.00 | 0.00 |
HUNTINGTON INGALLS INDS INCSOLE | COM | 73K | SH | $21.02M 1.92% | 73K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 97.50K | SH | $19.96M 1.82% | 97.50K | 0.00 | 0.00 |
UNITY SOFTWARE INCSOLE | COM | 447.60K | SH | $17.92M 1.64% | 447.60K | 0.00 | 0.00 |
FRANCO NEV CORPSOLE | COM | 70.40K | SH | $15.69M 1.43% | 70.40K | 0.00 | 0.00 |
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