FengHe Fund Management Pte. Ltd.
Singapore U0 · SEC CIK 0001660531
$7.24亿2026Q1 申报市值
31持仓数
71.9%前十大占比 · 第一大 14.5%
9 / 16新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MKSI 新建仓+$1.05亿
BWXT 新建仓+$8,040.55万
TER 新建仓+$5,833.30万
ASML 加仓+$1,955.09万
MOD 新建仓+$1,358.77万
2026Q1 卖出最多 按季末市值估算
CIEN 减仓-$2.22亿
GOOGL 减仓-$1.12亿
SNDK 清仓-$1.02亿
LITE 减仓-$9,796.47万
MTSI 减仓-$9,300.29万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MKSI | MKS INC. | $1.05亿 | 14.49% | 456,329 | 456,329 | — | $1.05亿 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $8,040.55万 | 11.11% | 393,200 | 393,200 | — | $8,040.55万 | 新建仓 |
| TER | TERADYNE INC | $5,833.30万 | 8.06% | 196,765 | 196,765 | — | $5,833.30万 | 新建仓 |
| ONON | ON HLDG AG | $5,781.77万 | 7.99% | 1,699,520 | -1,364,691 | -44.5% | -$4,642.68万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,746.18万 | 5.18% | 110,850 | -204,090 | -64.8% | -$6,897.22万 | 减仓 |
| GOOGL | ALPHABET INC | $3,723.47万 | 5.15% | 129,485 | -390,615 | -75.1% | -$1.12亿 | 减仓 |
| SITM | SITIME CORP | $3,719.25万 | 5.14% | 107,695 | -20,694 | -16.1% | -$714.67万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $3,710.57万 | 5.13% | 52,800 | -139,400 | -72.5% | -$9,796.47万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $3,515.70万 | 4.86% | 101,860 | -168,640 | -62.3% | -$5,820.61万 | 减仓 |
| CIEN | CIENA CORP | $3,465.11万 | 4.79% | 89,254 | -571,734 | -86.5% | -$2.22亿 | 减仓 |
| ASML | ASML HLDG NV | $3,209.88万 | 4.44% | 24,302 | 14,802 | 155.8% | $1,955.09万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $2,454.45万 | 3.39% | 110,526 | -418,800 | -79.1% | -$9,300.29万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,163.27万 | 2.99% | 106,340 | 33,540 | 46.1% | $682.30万 | 加仓 |
| AVGO | BROADCOM INC | $1,834.93万 | 2.54% | 59,285 | -229,395 | -79.5% | -$7,100.00万 | 减仓 |
| MOD | MODINE MFG CO | $1,358.77万 | 1.88% | 62,700 | 62,700 | — | $1,358.77万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,075.33万 | 1.49% | 32,500 | -186,200 | -85.1% | -$6,160.80万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $985.38万 | 1.36% | 25,000 | -91,200 | -78.5% | -$3,594.65万 | 减仓 |
| MSFT | MICROSOFT CORP | $969.85万 | 1.34% | 26,200 | 26,200 | — | $969.85万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $953.94万 | 1.32% | 29,985 | -28,215 | -48.5% | -$897.63万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $902.09万 | 1.25% | 96,100 | -66,169 | -40.8% | -$621.13万 | 减仓 |
| ALAB | ASTERA LABS INC | $814.11万 | 1.13% | 74,280 | -46,700 | -38.6% | -$511.83万 | 减仓 |
| AA | ALCOA CORP | $730.04万 | 1.01% | 110,062 | 110,062 | — | $730.04万 | 新建仓 |
| B | BARRICK MNG CORP | $574.12万 | 0.79% | 140,750 | -1,031,550 | -88.0% | -$4,207.69万 | 重新持有 |
| BABA | ALIBABA GROUP HLDG LTD | $549.51万 | 0.76% | 43,800 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $544.13万 | 0.75% | 31,200 | 4,100 | 15.1% | $71.50万 | 加仓 |
| WWD | WOODWARD INC | $490.35万 | 0.68% | 13,700 | 13,700 | — | $490.35万 | 新建仓 |
| TAL | TAL ED GROUP | $184.08万 | 0.25% | 161,900 | -637,295 | -79.7% | -$724.60万 | 减仓 |
| JOYY | JOYY INC | $157.65万 | 0.22% | 27,000 | 27,000 | — | $157.65万 | 新建仓 |
| NTES | NETEASE COM INC | $138.81万 | 0.19% | 12,400 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $130.84万 | 0.18% | 15,800 | 4,300 | 37.4% | $35.61万 | 加仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $116.09万 | 0.16% | 125,100 | 125,100 | — | $116.09万 | 新建仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -431,700 | -100.0% | -$1.02亿 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -1,732,002 | -100.0% | -$7,650.25万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -94,010 | -100.0% | -$6,334.58万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -51,300 | -100.0% | -$5,513.11万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -584,500 | -100.0% | -$5,117.88万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -420,400 | -100.0% | -$4,425.13万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -239,800 | -100.0% | -$3,885.00万 | 清仓 |
| WRD | WERIDE INC | $0 | 0.00% | 0 | -4,175,181 | -100.0% | -$3,624.06万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -163,900 | -100.0% | -$3,558.60万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -464,900 | -100.0% | -$3,529.06万 | 清仓 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | -190,700 | -100.0% | -$2,577.12万 | 清仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $0 | 0.00% | 0 | -266,700 | -100.0% | -$1,770.62万 | 清仓 |
| DQ | DAQO NEW ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -28,800 | -100.0% | -$531.56万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -39,100 | -100.0% | -$332.27万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -12,800 | -100.0% | -$289.46万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -17,900 | -100.0% | -$271.99万 | 清仓 |