FengHe Fund Management Pte. Ltd.
FengHe Fund Management Pte. Ltd., managed by Kwek Hyen Yong, reported 18 positions worth $1.05B in its 2026 Q2 13F filing: 5 new and 18 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +280.0% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +25.5% | +11.4% |
| 2025 Q3 | +46.1% | +7.6% |
| 2025 Q4 | +21.3% | +3.1% |
| 2026 Q1 | +15.8% | -5.8% |
| 2026 Q2 | +47.6% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| MKSI | MKS INC. | $258.73M | 24.50% | +27.5% |
| TXN | TEXAS INSTRS INC | $171.42M | 16.30% | NEW |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $169.08M | 16.00% | +547% |
| HWM | HOWMET AEROSPACE INC | $83.83M | 8.00% | NEW |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $79.31M | 7.50% | +49.8% |
| SIMO | SILICON MOTION TECHNOLOGY CO | $60.49M | 5.70% | NEW |
| MOD | MODINE MFG CO | $49.81M | 4.70% | +197.5% |
| SITM | SITIME CORP | $36.30M | 3.40% | -54.8% |
| WWD | WOODWARD INC | $29.02M | 2.80% | +397.8% |
| CIEN | CIENA CORP | $25.35M | 2.40% | -42.1% |
| ALAB | ASTERA LABS INC | $25.12M | 2.40% | -30% |
| AMD | ADVANCED MICRO DEVICES INC | $16.45M | 1.60% | -73.4% |
| WDC | WESTERN DIGITAL CORP | $16.39M | 1.60% | NEW |
| BWXT | BWX TECHNOLOGIES INC | $13.79M | 1.30% | -90.7% |
| NVDA | NVIDIA CORPORATION | $6.74M | 0.64% | +8% |
| GOOGL | ALPHABET INC | $5.29M | 0.50% | -88.6% |
| BABA | ALIBABA GROUP HLDG LTD | $5.23M | 0.50% | +24.4% |
| DQ | DAQO NEW ENERGY CORP | $1.88M | 0.18% | NEW |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.