FengHe Fund Management Pte. Ltd. Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$266.7B
Holdings
25
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | OLEDUNIVERSAL DISPLAY CORP | 295,000 | $41.1B | 15.43% | |
| 2 | VRTVERTIV HOLDINGS CO | 462,450 | $33.4B | 12.52% | |
| 3 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 147,600 | $24.5B | 9.19% | |
| 4 | QCOMQUALCOMM INC | 97,100 | $14.9B | 5.59% | |
| 5 | NVDANVIDIA CORPORATION | 127,600 | $13.8B | 5.18% | |
| 6 | GEHCGE HEALTHCARE TECHNOLOGIES I | 170,600 | $13.8B | 5.16% | |
| 7 | CFLTCONFLUENT INC | 554,136 | $13.0B | 4.87% | |
| 8 | BTDRBITDEER TECHNOLOGIES GROUP | 1,332,200 | $11.8B | 4.41% | |
| 9 | RBLXROBLOX CORP | 188,900 | $11.0B | 4.13% | |
| 10 | TALTAL EDUCATION GROUP | 800,021 | $10.6B | 3.96% | |
| 11 | NKENIKE INC | 160,200 | $10.2B | 3.81% | |
| 12 | BEKEKE HLDGS INC | 392,500 | $7.9B | 2.96% | |
| 13 | AMDADVANCED MICRO DEVICES INC | 72,200 | $7.4B | 2.78% | |
| 14 | UUNITY SOFTWARE INC | 365,600 | $7.2B | 2.69% | |
| 15 | BABAALIBABA GROUP HLDG LTD | 52,200 | $6.9B | 2.59% | |
| 16 | EPAMEPAM SYS INC | 38,700 | $6.5B | 2.45% | |
| 17 | NTESNETEASE INC | 54,000 | $5.6B | 2.08% | |
| 18 | ARMARM HOLDINGS PLC | 50,000 | $5.3B | 2.00% | |
| 19 | DQDAQO NEW ENERGY CORP | 256,076 | $4.6B | 1.74% | |
| 20 | BZKANZHUN LIMITED | 232,800 | $4.5B | 1.67% | |
| 21 | INTCINTEL CORP | 137,600 | $3.1B | 1.17% | |
| 22 | SNDKSANDISK CORP | 53,266 | $2.5B | 0.95% | |
| 23 | DDOGDATADOG INC | 24,700 | $2.5B | 0.92% | |
| 24 | WDCWESTERN DIGITAL CORP | 57,900 | $2.3B | 0.88% | |
| 25 | COINCOINBASE GLOBAL INC | 13,500 | $2.3B | 0.87% |