Long-term investor
Fenghe Fund Management Pte. Ltd. @fenghefundmanagementptel
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001660531).
Record
- Tracked since 2025-06-30 (470 days), 153 trades recorded
- Returns: week n/a · month n/a · 90 days -17.7% · 6 months +30.5% · 1 year +93.1% · all +93.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MKSI · 24.5% · long · since 2026-03-31
- TXN · 16.3% · long · since 2026-06-30
- CRDO · 16.0% · long · since 2025-06-30
- HWM · 8.0% · long · since 2026-06-30
- TSM · 7.5% · long · since 2025-06-30
- SIMO · 5.7% · long · since 2026-06-30
- MOD · 4.7% · long · since 2026-03-31
- SITM · 3.4% · long · since 2025-12-31
- WWD · 2.8% · long · since 2026-03-31
- CIEN · 2.4% · long · since 2025-09-30
- ALAB · 2.4% · long · since 2025-06-30
- AMD · 1.6% · long · since 2025-06-30