Fenghe Fund Management Pte 13F Portfolio Q4 2025

Fenghe Fund Management Pte. Ltd. (CIK: 0001660531) is a financial institution headquartered at Six Battery Road #32-01, , Singapore, Singapore 049909. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $1,776,167,544, comprising 38 distinct securities. Over its filing history, it has submitted 21 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Top Buys

Q4 2025

1. GOOGL Alphabet Inc.

+$152.74 M

2. ONON On Holding AG

+$142.42 M

3. AVGO Broadcom Inc.

+$99.91 M

4. CIEN Ciena Corporation

+$96.02 M

5. MTSI MACOM Technology Solutions Holdings, Inc.

+$90.66 M

Top Sells

Q4 2025

1. AMD Advanced Micro Devices, Inc.

−$105.77 M

2. LITE Lumentum Holdings Inc.

−$91.74 M

3. COHR Coherent Corp.

−$67.66 M

4. TTMI TTM Technologies, Inc.

−$54.15 M

5. MRVL Marvell Technology, Inc.

−$39.22 M

Stocks/ETFs

+62.10%

$1.78 B 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Alphabet Inc. GOOGL	520,100	$162.79 M	9.17%	▲ 488,000	Add 1520.3%
Ciena Corporation CIEN	660,988	$154.59 M	8.70%	▲ 410,588	Add 164.0%
On Holding AG ONON	3.06 M	$142.42 M	8.02%	▲ 3,064,211	New Buy
Sandisk Corporation SNDK	431,700	$102.48 M	5.77%	▲ 334,700	Add 345.1%
Broadcom Inc. AVGO	288,680	$99.91 M	5.63%	▲ 288,680	New Buy
Taiwan Semiconductor Manufacturing Company Limited TSM	314,940	$95.71 M	5.39%	▼ 38,960	Reduce -11.0%
MACOM Technology Solutions Holdings, Inc. MTSI	529,326	$90.66 M	5.10%	▲ 529,326	New Buy
Alnylam Pharmaceuticals, Inc. ALNY	218,700	$86.97 M	4.90%	▲ 218,700	New Buy
L3Harris Technologies, Inc. LHX	270,500	$79.41 M	4.47%	▲ 270,500	New Buy
Unity Software Inc. U	1.73 M	$76.5 M	4.31%	▲ 1,284,400	Add 287.0%

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Fenghe Fund Management Pte. Ltd.'s Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Fenghe Fund Management Pte. Ltd. each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 21 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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Fenghe Fund Management Pte. Ltd. Quarterly 13F Statistics

Discover detailed insights into Fenghe Fund Management Pte. Ltd.’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Fenghe Fund Management Pte. Ltd.'s All 13F Filings

This section lists all SEC Form 13F filings submitted by Fenghe Fund Management Pte. Ltd.. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Fenghe Fund Management Pte. Ltd. 13F Filings, Portfolio & Analysis

Fenghe Fund Management Pte. Ltd. — Portfolio Overview & Company Profile

Portfolio Summary (Q4 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Historical Portfolio Charts

Fenghe Fund Management Pte. Ltd.'s Portfolio

Fenghe Fund Management Pte. Ltd. Quarterly 13F Statistics

Fenghe Fund Management Pte. Ltd.'s All 13F Filings