FENGHE FUND MANAGEMENT PTE. LTD.
FENGHE FUND MANAGEMENT PTE. LTD. runs FENGHE FUND MANAGEMENT PTE. LTD. and currently holds 18 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.05B. Their top holdings are MKSI, TXN, CRDO, HWM, TSM. The top five represent 72.3% of reported portfolio weight. FENGHE FUND MANAGEMENT PTE. LTD. ranks #10 out of 1000 investors tracked by Alpha Score. In the most recent quarter, FENGHE FUND MANAGEMENT PTE. LTD. initiated 4 new positions. They added to 7 existing positions. They trimmed 6 positions. Their current best-performing preview position is ALAB with returns of +340.71%.
18 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
MKSI MKS INC. | 24.54% | $276.14 | $279.11 | +1.08% | Added +27.47% |
TXN TEXAS INSTRS INC | 16.26% | $298.07 | $264.36 | -11.31% | New Buy |
CRDO CREDO TECHNOLOGY GROUP HOLDI | 16.04% | $244.66 | $230.57 | -5.76% | Added +546.98% |
HWM HOWMET AEROSPACE INC | 7.95% | $268.86 | $271.71 | +1.06% | New Buy |
TSM TAIWAN SEMICONDUCTOR MANUFAC | 7.52% | $322.91 | $418.87 | +29.72% | Added +49.82% |
SIMO SILICON MOTION TECHNOLOGY CO | 5.74% | $333.33 | $258.36 | -22.49% | New Buy |
MOD MODINE MFG CO | 4.72% | $250.11 | $197.77 | -20.93% | Added +197.49% |
SITM SITIME CORP | 3.44% | $353.19 | $614.83 | +74.08% | Trimmed -54.79% |
WWD WOODWARD INC | 2.75% | $411.88 | $343.26 | -16.66% | Added +397.81% |
CIEN CIENA CORP | 2.40% | $200.46 | $396.06 | +97.58% | Trimmed -42.11% |
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