S&P 500: 691.76 -0.3%
NASDAQ 100: 623.36 -1.0%
Dow Jones: 488.23 -0.4%

Fenghe Fund Management Pte - Q4 2025 13F Filings

FE

Fenghe Fund Management Pte. Ltd.

CIK: 0001660531
Address: Singapore Singapore Six Battery Road #32-01
$1.78 B
Portfolio Value
38
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 01/30/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

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

Asset Allocation

Stocks/ETFs
+62.10%
$1.78 B 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Fenghe Fund Management Pte Q4 2025 Filing Summary

Fenghe Fund Management Pte. Ltd. filed its 13F report for Q4 2025 on January 30, 2026. The portfolio totaled 1.78 B reflecting a +62.10% change from the prior quarter, spanning 38 assets. The top 10 holdings comprised 61.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 16 new positions and 13 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Fenghe Fund Management Pte’s Q4 2025 Filing

Fenghe Fund Management Pte submitted their Form 13F-HR for the Q4 2025 period on 01/30/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Fenghe Fund Management Pte reported a managed portfolio value of 1.78 B, consisting of 38 individual positions.

This page displays the raw filing documents. To see which stocks Fenghe Fund Management Pte bought or sold during Q4 2025, please visit Fenghe Fund Management Pte's Portfolio Analysis page.