FFM
FengHe Fund Management Portfolio holdings
AUM
$1.1B
1-Year Est. Return
76.69%
1 Year Est. Return
+76.69%
AUM
$1.1B
AUM Growth
+$485M
(+80%)
Holding
38
Top Buys
| 1 | +$71.8M | |
| 2 | +$70.9M | |
| 3 | +$54.1M | |
| 4 |
Analog Devices
ADI
|
+$49.6M |
| 5 |
Intel
INTC
|
+$39.1M |
Top Sells
| 1 | +$168M | |
| 2 | +$76.7M | |
| 3 | +$62.3M | |
| 4 |
Universal Display
OLED
|
+$35.5M |
| 5 |
Unity
U
|
+$26.4M |
Sector Composition
| 1 | Technology | 77.64% |
| 2 | Materials | 7.29% |
| 3 | Industrials | 5.15% |
| 4 | Financials | 5.12% |
| 5 | Consumer Discretionary | 2.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
WRD
26
WeRide Inc
WRD
$2.91B
| $13.8M | 1.26% |
1,398,800
|
|
||
|
DQ
27
Daqo New Energy
DQ
$2.19B
| $13.2M | 1.21% |
469,833
+180,457
|
|
||
28
Synopsys
SNPS
$81.4B
| $12.7M | 1.16% |
+25,800
|
|
||
29
Qualcomm
QCOM
$180B
| $11.2M | 1.02% |
+67,500
|
|
||
|
SNDK
30
Sandisk
SNDK
$30.8B
| $10.9M | 0.99% |
+97,000
|
|
||
31
TAL Education Group
TAL
$6.77B
| $9.87M | 0.9% |
881,672
+96,895
|
|
||
32
Alphabet (Google) Class A
GOOGL
$3.8T
| $7.8M | 0.71% |
+32,100
|
|
||
33
JD.com
JD
$42.4B
| $7.52M | 0.69% |
215,000
+111,000
|
|
||
34
Applovin
APP
$211B
| $3.96M | 0.36% |
5,505
-86,729
|
|
||
35
Full Truck Alliance
YMM
$11.8B
| $1.54M | 0.14% |
+119,100
|
|
||
36
Bitdeer Technologies
BTDR
$3.01B
| – | – |
-290,700
|
|
||
|
37
Universal Display
OLED
$5.62B
| – | – |
-229,800
|
|
||
38
Victoria's Secret
VSCO
$3.54B
| – | – |
-52,800
|
|