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FENGHE FUND MANAGEMENT PTE. LTD. 13F portfolio summary

FENGHE FUND MANAGEMENT PTE. LTD. of FENGHE FUND MANAGEMENT PTE. LTD. has 18 current stock holdings with a reported portfolio value of $1.05B. The portfolio 1 year return is +150.27%. Top holdings include MKSI (24.54%), TXN (16.26%), CRDO (16.04%), HWM (7.95%), TSM (7.52%).

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FENGHE FUND MANAGEMENT PTE. LTD.

FENGHE FUND MANAGEMENT PTE. LTD.
Latest filing: 2026-06-30

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%.

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Top 5 Holdings
MKSI24.5%
TXN16.3%
CRDO16.0%
HWM8.0%
TSM7.5%
Top 5: 72.3%
Portfolio Returns
1 Year
+150.27%
#33/1000
3 Year
+357.96%
#19/1000
5 Year
+597.49%
#7/1000

Portfolio Value

$1.05B

Alpha Score

380.0

#10 of 1000

Holdings

18

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18 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter 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%

Showing 1-10 of 18