FengHe Fund Management Pte. Ltd.: 13F holdings
CIK 16605312026Q2
| Positions | 18 |
|---|---|
| Reported value | $1.1bn |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MKSI MKS INC. | 581,687 | $258.7m | 24.5% |
| TXN TEXAS INSTRS INC | 575,100 | $171.4m | 16.3% |
| CREDO TECHNOLOGY GROUP HOLDI | 621,749 | $169.1m | 16.0% |
| HWM HOWMET AEROSPACE INC | 311,800 | $83.8m | 8.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 166,075 | $79.3m | 7.5% |
| SIMO SILICON MOTION TECHNOLOGY CO | 181,482 | $60.5m | 5.7% |
| MOD MODINE MFG CO | 186,524 | $49.8m | 4.7% |
| SITM SITIME CORP | 48,690 | $36.3m | 3.4% |
| WWD WOODWARD INC | 68,200 | $29.0m | 2.8% |
| CIEN CIENA CORP | 51,667 | $25.3m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1660531")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.