FengHe Fund Management Pte. Ltd. — 13F holdings

FengHe Fund Management Pte. Ltd. reported 18 holdings worth $1.05B in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. MKSI MKS INC. — $259M (24.5%)
2. TXN TEXAS INSTRS INC — $171M (16.3%)
3. CRDO CREDO TECHNOLOGY GROUP HOLDI — $169M (16.0%)
4. HWM HOWMET AEROSPACE INC — $83.8M (8.0%)
5. TSM TAIWAN SEMICONDUCTOR MFG LTD — $79.3M (7.5%)
6. SIMO SILICON MOTION TECHNOLOGY CO — $60.5M (5.7%)
7. MOD MODINE MFG CO — $49.8M (4.7%)
8. SITM SITIME CORP — $36.3M (3.4%)
9. WWD WOODWARD INC — $29.0M (2.8%)
10. CIEN CIENA CORP — $25.3M (2.4%)