AiSiWhale

AI & tech investing

FengHe Fund Management Pte. Ltd.

CIK 1660531

13F filing for Q2 2026・No. 2,493

Holdings
US$1.05B
Quarter change
+US$330.63M
Entries
18
Net bought (estimate)
+US$86.5M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 5
  • Sold out 18
  • Cut 5
  • Added 8
  • Corporate actions 0
  • Unchanged 0

Largest holdings

18 stocks worth US$1.05B, options and bonds left out.

StockThis quarterValueWeight
MKSIMKS INC.COMAddedUS$258.73M24.54%
TXNTEXAS INSTRS INCCOMNewUS$171.42M16.26%
CRDOCREDO TECHNOLOGY GROUP HOLDIORDINARY SHARESAddedUS$169.08M16.04%
HWMHOWMET AEROSPACE INCCOMNewUS$83.83M7.95%
TSMTSMC ADRSPONSORED ADSAddedUS$79.31M7.52%
SILICON MOTION TECHNOLOGY COSPONSORED ADRNewUS$60.49M5.74%
MODMODINE MFG COCOMAddedUS$49.81M4.72%
SITMSITIME CORPCOMCutSplit 1:2US$36.3M3.44%
WWDWOODWARD INCCOMAddedUS$29.02M2.75%
CIENCIENA CORPCOM NEWCutUS$25.35M2.40%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.