FengHe Fund Management Pte.
FengHe Fund Management Pte. reported 33 stocks worth $2.1B in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are INTC (10.3%), MKSI (9.9%) and HWM (9.7%). Compared with Q2 2026, the fund opened new positions in INTC, MTSI and AMZN, added to MKSI, HWM and GOOGL, trimmed CRDO, TSM and TXN and sold out of BWXT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  INTC Intel Corp | $213M | 10.3% | 1.8M | New position | 3 of 8 | |
| 2 |  MKSI Mks Inc. | $205M | 9.9% | 771K | +190K (+33%) | 3 of 8 | |
| 3 |  HWM Howmet Aerospace Inc | $201M | 9.7% | 888K | +576K (+185%) | 2 of 8 | |
| 4 |  MTSI Macom Tech Solutions Hldgs I | $186M | 9.0% | 652K | New position | 3 of 8 | |
| 5 |  GOOGL Alphabet Inc | $153M | 7.4% | 445K | +430K (+2907%) | 5 of 8 | |
| 6 |  AMZN Amazon Com Inc | $142M | 6.9% | 572K | New position | 1 of 8 | |
| 7 |  ASML Asml Holding N V | $112M | 5.4% | 62K | New position | 3 of 8 | |
| 8 |  CRDO Credo Technology Group Holdi | $81.8M | 4.0% | 420K | −202K (−32%) | 6 of 8 | |
| 9 |  CIEN Ciena Corp | $77.8M | 3.8% | 221K | +170K (+328%) | 5 of 8 | |
| 10 |  WDC Western Digital Corp | $62.9M | 3.0% | 138K | +113K (+439%) | 3 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BWXT Bwx Technologies Inc | $13.8M | 37K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →FengHe Fund Management Pte. 13F FAQ
What does FengHe Fund Management Pte. own?
FengHe Fund Management Pte. reported 33 stocks worth $2.1B in its 13F filing for Q3 2026, filed Nov 2, 2026. The table above lists every position in the filing (the top 10 without an account).
What did FengHe Fund Management Pte. buy and sell in Q3 2026?
Compared with Q2 2026: 16 new positions, 11 added to, 5 trimmed and 1 sold out. New positions include INTC, MTSI and AMZN. It sold all of BWXT.
When will FengHe Fund Management Pte. file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is FengHe Fund Management Pte.'s portfolio worth?
The Q3 2026 filing reports $2.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.