FFM

FengHe Fund Management Portfolio holdings

AUM $1.1B
1-Year Est. Return 76.69%
This Quarter Est. Return
1 Year Est. Return
+76.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$717M
AUM Growth
-$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$55.5M
2
+$35.7M
3
+$33M
4
NVDA icon
NVIDIA
NVDA
+$23.2M
5
PDD icon
Pinduoduo
PDD
+$23M

Top Sells

1
+$41.2M
2
+$35M
3
+$27.8M
4
COHR icon
Coherent
COHR
+$27.4M
5
TAL icon
TAL Education Group
TAL
+$23.7M

Sector Composition

1 Technology 88.42%
2 Financials 5.54%
3 Consumer Discretionary 3.9%
4 Communication Services 2.14%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-23,900
27
– –
-162,800
28
– –
-62,400
29
– –
-12,070
30
– –
-60,100
31
– –
-2,088,710
32
– –
-119,100
1
2