FengHe Fund Management Pte. Ltd.
Singapore U0 · SEC CIK 0001660531
$10.54亿2026Q2 申报市值
18持仓数
91.4%前十大占比 · 第一大 24.5%
4 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TXN 新建仓+$1.71亿
CRDO 加仓+$1.43亿
HWM 新建仓+$8,383.05万
SIMO 新建仓+$6,049.34万
MKSI 加仓+$5,575.92万
2026Q2 卖出最多 按季末市值估算
BWXT 减仓-$1.34亿
TER 清仓-$5,833.30万
ONON 清仓-$5,781.77万
AMD 减仓-$4,532.26万
SITM 减仓-$4,399.18万
2026Q2 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. | $2.59亿 | 24.54% | 581,687 | 125,358 | 27.5% | $5,575.92万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1.71亿 | 16.26% | 575,100 | 575,100 | — | $1.71亿 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1.69亿 | 16.04% | 621,749 | 525,649 | 547.0% | $1.43亿 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $8,383.05万 | 7.95% | 311,800 | 311,800 | — | $8,383.05万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7,931.24万 | 7.52% | 166,075 | 55,225 | 49.8% | $2,637.38万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $6,049.34万 | 5.74% | 181,482 | 181,482 | — | $6,049.34万 | 新建仓 |
| MOD | MODINE MFG CO | $4,980.56万 | 4.72% | 186,524 | 123,824 | 197.5% | $3,306.35万 | 加仓 |
| SITM | SITIME CORP | $3,630.13万 | 3.44% | 48,690 | -59,005 | -54.8% | -$4,399.18万 | 减仓 |
| WWD | WOODWARD INC | $2,901.50万 | 2.75% | 68,200 | 54,500 | 397.8% | $2,318.65万 | 加仓 |
| CIEN | CIENA CORP | $2,534.58万 | 2.40% | 51,667 | -37,587 | -42.1% | -$1,843.87万 | 减仓 |
| ALAB | ASTERA LABS INC | $2,511.70万 | 2.38% | 52,000 | -22,280 | -30.0% | -$1,076.17万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,645.14万 | 1.56% | 28,320 | -78,020 | -73.4% | -$4,532.26万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $1,639.02万 | 1.55% | 25,661 | 25,661 | — | $1,639.02万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $1,378.93万 | 1.31% | 36,740 | -356,460 | -90.7% | -$1.34亿 | 减仓 |
| NVDA | NVIDIA CORPORATION | $674.30万 | 0.64% | 33,700 | 2,500 | 8.0% | $50.02万 | 加仓 |
| GOOGL | ALPHABET INC | $528.91万 | 0.50% | 14,800 | -114,685 | -88.6% | -$4,098.50万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $523.09万 | 0.50% | 54,500 | 10,700 | 24.4% | $102.70万 | 加仓 |
| DQ | DAQO NEW ENERGY CORP | $187.86万 | 0.18% | 140,300 | -62,071 | -30.7% | -$83.11万 | 重新持有 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -196,765 | -100.0% | -$5,833.30万 | 清仓 |
| ONON | ON HLDG AG | $0 | 0.00% | 0 | -1,699,520 | -100.0% | -$5,781.77万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -52,800 | -100.0% | -$3,710.57万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -101,860 | -100.0% | -$3,515.70万 | 清仓 |
| ASML | ASML HLDG NV | $0 | 0.00% | 0 | -24,302 | -100.0% | -$3,209.88万 | 清仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $0 | 0.00% | 0 | -110,526 | -100.0% | -$2,454.45万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -59,285 | -100.0% | -$1,834.93万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -32,500 | -100.0% | -$1,075.33万 | 清仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $0 | 0.00% | 0 | -25,000 | -100.0% | -$985.38万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -26,200 | -100.0% | -$969.85万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -29,985 | -100.0% | -$953.94万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -110,062 | -100.0% | -$730.04万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -140,750 | -100.0% | -$574.12万 | 清仓 |
| TAL | TAL ED GROUP | $0 | 0.00% | 0 | -161,900 | -100.0% | -$184.08万 | 清仓 |
| JOYY | JOYY INC | $0 | 0.00% | 0 | -27,000 | -100.0% | -$157.65万 | 清仓 |
| NTES | NETEASE COM INC | $0 | 0.00% | 0 | -12,400 | -100.0% | -$138.81万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -15,800 | -100.0% | -$130.84万 | 清仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $0 | 0.00% | 0 | -125,100 | -100.0% | -$116.09万 | 清仓 |