Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FengHe Fund Management Pte. Ltd. (CIK 1660531) reported $723.6M across 31 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MKSI ($104.9M, 14.49%), BWXT ($80.4M, 11.11%), TER ($58.3M, 8.06%), ONON ($57.8M, 7.99%), TSM ($37.5M, 5.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MKSI | MKS INC. | $104.9M | 14.49% | 456,329 | New |
| 2 | BWXT | BWX TECHNOLOGIES INC | $80.4M | 11.11% | 393,200 | New |
| 3 | TER | TERADYNE INC | $58.3M | 8.06% | 196,765 | New |
| 4 | ONON | ON HLDG AG | $57.8M | 7.99% | 1.7M | Trimmed |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $37.5M | 5.18% | 110,850 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $37.2M | 5.15% | 129,485 | Trimmed |
| 7 | SITM | SITIME CORP | $37.2M | 5.14% | 107,695 | Trimmed |
| 8 | LITE | LUMENTUM HLDGS INC | $37.1M | 5.13% | 52,800 | Trimmed |
| 9 | LHX | L3HARRIS TECHNOLOGIES INC | $35.2M | 4.86% | 101,860 | Trimmed |
| 10 | CIEN | CIENA CORP | $34.7M | 4.79% | 89,254 | Trimmed |
| 11 | ASML | ASML HLDG NV | $32.1M | 4.44% | 24,302 | Added |
| 12 | MTSI | MACOM TECH SOLUTIONS HLDGS I | $24.5M | 3.39% | 110,526 | Trimmed |
| 13 | AMD | ADVANCED MICRO DEVICES INC | $21.6M | 2.99% | 106,340 | Added |
| 14 | AVGO | BROADCOM INC | $18.3M | 2.54% | 59,285 | Trimmed |
| 15 | MOD | MODINE MFG CO | $13.6M | 1.88% | 62,700 | New |
| 16 | ALNY | ALNYLAM PHARMACEUTICALS INC | $10.8M | 1.49% | 32,500 | Trimmed |
| 17 | CRS | CARPENTER TECHNOLOGY CORP | $9.9M | 1.36% | 25,000 | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $9.7M | 1.34% | 26,200 | New |
| 19 | ADI | ANALOG DEVICES INC | $9.5M | 1.32% | 29,985 | Trimmed |
| 20 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $9.0M | 1.25% | 96,100 | Trimmed |
| 21 | ALAB | ASTERA LABS INC | $8.1M | 1.13% | 74,280 | Trimmed |
| 22 | AA | ALCOA CORP | $7.3M | 1.01% | 110,062 | New |
| 23 | B | BARRICK MNG CORP | $5.7M | 0.79% | 140,750 | New |
| 24 | BABA | ALIBABA GROUP HLDG LTD | $5.5M | 0.76% | 43,800 | Hold |
| 25 | NVDA | NVIDIA CORPORATION | $5.4M | 0.75% | 31,200 | Added |
Source: SEC Form 13F filings · as of 2026-03-31