FengHe Fund Management Pte. Ltd.
•CIK: 1660531•Filing: Q4 2025
**FengHe Fund Management Pte. Ltd.** manages $1.8B across a diversified portfolio of 38 positions. The fund exhibits significant concentration in technology and semiconductor names, notably holding GOOGL at $162.8M and CIEN at $154.6M. Further top-tier allocations include DSECF ($142.4M), SNDK ($102.5M), and AVGO ($99.9M). This structure suggests a conviction-driven, large-cap growth mandate with deep exposure to key industrial and digital infrastructure themes.
Total AUM
$1.8B
QoQ Performance
+62.1%
Positions
38
Top 10 Concentration
61.4%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
CIEN
ONON
SNDK
AVGO
TSM
MTSI
GOOGL9.2%
CIEN8.7%
ONON8.0%
SNDK5.8%
AVGO5.6%
TSM5.4%
MTSI5.1%
ALNY4.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.4%
Technology16.0%
Healthcare5.6%
Industrial2.0%
🚪 Exited Positionssold since Q3 2025
+8 more exited positions
Changes from Q3 2025
NEW16 new positions
↑8 increased
↓13 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023