FengHe Fund Management Pte. Ltd. holds a focused book of 31 stocks worth $723.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened MKS Inc and trimmed On Holding AG-Class A. Their largest long position is MKS Inc at 14% of the equity book. Cloning the disclosed picks since 2025 would be +128% (+122.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1660531/holdings"
Use Arkolith to show FengHe Fund Management Pte. Ltd.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.4 points over this window.
Growth of $10,000 cloning FengHe Fund Management Pte. Ltd.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as FengHe Fund Management Pte. Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 48 / 31 | $1.1T |
| STATE STREET CORP | 48 / 31 | $538.3B |
| FMR LLC | 48 / 31 | $504.4B |
| JPMORGAN CHASE & CO | 48 / 31 | $234.2B |
| MORGAN STANLEY | 48 / 31 | $223.3B |
| BANK OF AMERICA CORP /DE/ | 48 / 31 | $142.1B |
| GOLDMAN SACHS GROUP INC | 48 / 31 | $112.6B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 48 / 31 | $109.2B |
Ranked by how many of FengHe Fund Management Pte. Ltd.'s top 31 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | MKS Inc. COM | $104.9M | 456.3K | 14.5% | ▲New New position | |
| 2 | BWX Technologies Inc COM | $80.4M | 393.2K | 11.1% | ▲New New position | |
| 3 | Teradyne Inc COM | $58.3M | 196.8K | 8.1% | ▲New New position | |
| 4 | On Hldg AG NAMEN AKT A | $57.8M | 1.70M | 8.0% | ▼−45% Reduced · −1.4M sh | |
| 5 | Taiwan Semiconductor Manufac SPONSORED ADS | $37.5M | 110.8K | 5.2% | ▼−65% Reduced · −204K sh | |
| 6 | Alphabet Inc CAP STK CL A | $37.2M | 129.5K | 5.1% | ▼−75% Reduced · −391K sh | |
| 7 | Sitime Corp COM | $37.2M | 107.7K | 5.1% | ▼−16% Reduced · −21K sh | |
| 8 | Lumentum Hldgs Inc COM | $37.1M | 52.8K | 5.1% | ▼−73% Reduced · −139K sh | |
| 9 | L3harris Technologies Inc COM | $35.2M | 101.9K | 4.9% | ▼−62% Reduced · −169K sh | |
| 10 | Ciena Corp COM NEW | $34.7M | 89.3K | 4.8% | ▼−86% Reduced · −572K sh | |
| 11 | ASML Hldg NV N Y REGISTRY SHS | $32.1M | 24.3K | 4.4% | ▲+156% Added · +15K sh | |
| 12 | Macom Tech Solutions Hldgs I COM | $24.5M | 110.5K | 3.4% | ▼−79% Reduced · −419K sh | |
| 13 | Advanced Micro Devices Inc COM | $21.6M | 106.3K | 3.0% | ▲+46% Added · +34K sh | |
| 14 | Broadcom Inc COM | $18.3M | 59.3K | 2.5% | ▼−79% Reduced · −229K sh | |
| 15 | Modine MFG Co COM | $13.6M | 62.7K | 1.9% | ▲New New position | |
| 16 | Alnylam Pharmaceuticals Inc COM | $10.8M | 32.5K | 1.5% | ▼−85% Reduced · −186K sh | |
| 17 | Carpenter Technology Corp COM | $9.9M | 25.0K | 1.4% | ▼−78% Reduced · −91K sh | |
| 18 | Microsoft Corp COM | $9.7M | 26.2K | 1.3% | ▲New New position | |
| 19 | Analog Devices Inc COM | $9.5M | 30.0K | 1.3% | ▼−48% Reduced · −28K sh | |
| 20 | Credo Technology Group Holdi ORDINARY SHARES | $9.0M | 96.1K | 1.2% | ▼−41% Reduced · −66K sh | |
| 21 | Astera Labs Inc COM | $8.1M | 74.3K | 1.1% | ▼−39% Reduced · −47K sh | |
| 22 | Alcoa Corp COM | $7.3M | 110.1K | 1.0% | ▲New New position | |
| 23 | Barrick MNG Corp COM SHS | $5.7M | 140.8K | 0.8% | ▲New New position | |
| 24 | Alibaba Group Hldg Ltd SPONSORED ADS | $5.5M | 43.8K | 0.8% | —Held | |
| 25 | Nvidia Corporation COM | $5.4M | 31.2K | 0.8% | ▲+15% Added · +4K sh | |
| 26 | Woodward Inc COM | $4.9M | 13.7K | 0.7% | ▲New New position | |
| 27 | Tal Ed Group SPONSORED ADS | $1.8M | 161.9K | 0.3% | ▼−80% Reduced · −637K sh | |
| 28 | Joyy Inc ADS REPSTG COM A | $1.6M | 27.0K | 0.2% | ▲New New position | |
| 29 | Netease Com Inc SPONSORED ADS | $1.4M | 12.4K | 0.2% | —Held | |
| 30 | Sea Ltd SPONSORD ADS | $1.3M | 15.8K | 0.2% | ▲+37% Added · +4K sh | |
| 31 | Tencent Music Entmt Group SPON ADS | $1.2M | 125.1K | 0.2% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.