$136 Million is the total value of FengHe Fund Management Pte. Ltd.'s 15 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FUTU | New | FUTU HLDGS LTDspon ads cl a | $59,239,000 | – | 1,294,839 | +100.0% | 43.65% | – |
| MRVL | New | MARVELL TECHNOLOGY GROUP LTDord | $23,047,000 | – | 484,800 | +100.0% | 16.98% | – |
| LEGN | New | LEGEND BIOTECH CORPsponsored ads | $7,577,000 | – | 269,072 | +100.0% | 5.58% | – |
| DIS | New | DISNEY WALT CO | $6,956,000 | – | 38,394 | +100.0% | 5.12% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $5,899,000 | – | 54,100 | +100.0% | 4.35% | – |
| JD | New | JD.COM INCspon adr cl a | $5,714,000 | – | 65,000 | +100.0% | 4.21% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $5,699,000 | – | 43,200 | +100.0% | 4.20% | – |
| FB | New | FACEBOOK INCcl a | $5,463,000 | – | 20,000 | +100.0% | 4.02% | – |
| VIPS | New | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $4,908,000 | – | 174,600 | +100.0% | 3.62% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $2,843,000 | – | 31,000 | +100.0% | 2.10% | – |
| MSFT | New | MICROSOFT CORP | $2,825,000 | – | 12,700 | +100.0% | 2.08% | – |
| PDD | New | PINDUODUO INCsponsored ads | $1,954,000 | – | 11,000 | +100.0% | 1.44% | – |
| SE | New | SEA LTDsponsord ads | $1,537,000 | – | 7,720 | +100.0% | 1.13% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $1,076,000 | – | 614 | +100.0% | 0.79% | – |
| AMZN | New | AMAZON COM INC | $980,000 | – | 301 | +100.0% | 0.72% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TAL EDUCATION GROUP | 9 | Q3 2023 | 27.8% |
| ADVANCED MICRO DEVICES INC | 8 | Q3 2023 | 19.0% |
| LEGEND BIOTECH CORP | 7 | Q2 2022 | 25.0% |
| MARVELL TECHNOLOGY INC | 7 | Q3 2023 | 10.4% |
| TAIWAN SEMICONDUCTOR MFG LTD | 7 | Q2 2022 | 4.3% |
| DISNEY WALT CO | 7 | Q3 2023 | 5.1% |
| MICRON TECHNOLOGY INC | 6 | Q3 2023 | 33.2% |
| PINDUODUO INC | 6 | Q1 2023 | 9.0% |
| SEA LTD | 6 | Q4 2022 | 5.2% |
| FUTU HLDGS LTD | 5 | Q1 2022 | 54.2% |
View FengHe Fund Management Pte. Ltd.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| DAQO NEW ENERGY CORP.Sold out | February 04, 2021 | 0 | 0.0% |
View FengHe Fund Management Pte. Ltd.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-03 |
View FengHe Fund Management Pte. Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.