FengHe Fund Management Pte. Ltd. Q2 2025 Filing
Filed July 18, 2025
Portfolio Value
$610.3B
Holdings
22
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ALABASTERA LABS INC | 1,180,848 | $106.8B | 17.50% | |
| 2 | AMDADVANCED MICRO DEVICES INC | 573,000 | $81.3B | 13.32% | |
| 3 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 680,555 | $63.0B | 10.33% | |
| 4 | MRVLMARVELL TECHNOLOGY INC | 674,500 | $52.2B | 8.55% | |
| 5 | OLEDUNIVERSAL DISPLAY CORP | 229,800 | $35.5B | 5.82% | |
| 6 | ALBALBEMARLE CORP | 525,016 | $32.9B | 5.39% | |
| 7 | APPAPPLOVIN CORP | 92,234 | $32.3B | 5.29% | |
| 8 | COHRCOHERENT CORP | 342,400 | $30.5B | 5.01% | |
| 9 | UUNITY SOFTWARE INC | 1,107,702 | $26.8B | 4.39% | |
| 10 | NVDANVIDIA CORPORATION | 155,500 | $24.6B | 4.03% | |
| 11 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 100,100 | $22.7B | 3.72% | |
| 12 | CDNSCADENCE DESIGN SYSTEM INC | 69,300 | $21.4B | 3.50% | |
| 13 | BBARRICK MNG CORP | 981,500 | $20.4B | 3.35% | |
| 14 | APHAMPHENOL CORP NEW | 123,300 | $12.2B | 2.00% | |
| 15 | COINCOINBASE GLOBAL INC | 31,900 | $11.2B | 1.83% | |
| 16 | WRDWERIDE INC | 1,398,800 | $11.0B | 1.81% | |
| 17 | TALTAL EDUCATION GROUP | 784,777 | $8.0B | 1.31% | |
| 18 | BABAALIBABA GROUP HLDG LTD | 47,600 | $5.4B | 0.88% | |
| 19 | DQDAQO NEW ENERGY CORP | 289,376 | $4.4B | 0.72% | |
| 20 | JDJD.COM INC | 104,000 | $3.4B | 0.56% | |
| 21 | BTDRBITDEER TECHNOLOGIES GROUP | 290,700 | $3.3B | 0.55% | |
| 22 | VSCOVICTORIAS SECRET AND CO | 52,800 | $977.9M | 0.16% |