FengHe Fund Management’s Daqo New Energy DQ Stock Holding History

FengHe Fund Management’s Portfolio DQ Stock Details DQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.88M	Buy	+140,300	New	+$2.55M	0.18%	18
2026 Q1	–	Sell	-202,371	Closed	-$5.97M	–	38
2025 Q4	$5.97M	Sell	202,371 -267,462	-57%	-$8.16M	0.34%	31
2025 Q3	$13.2M	Buy	469,833 +180,457	+62%	+$4.23M	1.21%	27
2025 Q2	$4.39M	Buy	289,376 +33,300	+13%	+$473K	0.72%	19
2025 Q1	$4.64M	Hold	256,076	–	–	1.74%	19
2024 Q4	$4.98M	Sell	256,076 -272,760	-52%	-$5.57M	1.47%	11
2024 Q3	$10.8M	Sell	528,836 -159,192	-23%	-$2.57M	3.18%	11
2024 Q2	$10M	Buy	688,028 +319,628	+87%	+$6.73M	1.4%	18
2024 Q1	$10.4M	Sell	368,400 -63,186	-15%	-$1.41M	1.31%	18
2023 Q4	$11.5M	Buy	+431,586	New	+$11M	2.02%	13

Other funds holding DQ

CGIC

Continental General Insurance Company Austin, Texas $480M AUM 101.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Ariose Capital Management Central, Hong Kong, Hong Kong $234M AUM 640.82% 1-Year Est. Return

FengHe Fund Management's DQ Position: Q2 2026 in Review

FengHe Fund Management opened a new position in Daqo New Energy (DQ) in Q2 2026: 140,300 shares worth $1.88M. The stake represents 0.18% of the portfolio and ranks #18 among its holdings. This is a return to the name: FengHe Fund Management previously reported a position in DQ as recently as Q4 2025.

FengHe Fund Management first reported a position in DQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.2M in Q3 2025. 115 funds tracked by Wall St. Rank hold DQ as of Q2 2026.

FengHe Fund Management held 140,300 shares of Daqo New Energy worth $1.88M as of Q2 2026.
Daqo New Energy was a new FengHe Fund Management position in Q2 2026.
Daqo New Energy made up 0.18% of FengHe Fund Management's portfolio in Q2 2026, its #18 holding.
FengHe Fund Management first reported a position in Daqo New Energy in Q4 2023 and has held it in 10 quarters since.
FengHe Fund Management's Daqo New Energy position peaked at $13.2M in Q3 2025.
115 funds tracked by Wall St. Rank held Daqo New Energy as of Q2 2026.

Based on FengHe Fund Management's 13F filing for Q2 2026, filed 7 Aug 2026.