FFM
FengHe Fund Management Portfolio holdings
AUM
$1.78B
1-Year Est. Return
120.87%
This Fund
S&P 500
1 Year Est. Return
+120.87%
AUM
$1.78B
AUM Growth
+$680M
(+62%)
Holding
51
Top Buys
| 1 | +$139M | |
| 2 | +$132M | |
| 3 | +$103M | |
| 4 |
Alnylam Pharmaceuticals
ALNY
|
+$96.8M |
| 5 |
MACOM Technology Solutions
MTSI
|
+$84M |
Top Sells
| 1 | +$111M | |
| 2 | +$63.9M | |
| 3 | +$54.8M | |
| 4 |
TTM Technologies
TTMI
|
+$54.1M |
| 5 |
Marvell Technology
MRVL
|
+$40.4M |
Sector Composition
| 1 | Technology | 53.86% |
| 2 | Communication Services | 12.83% |
| 3 | Industrials | 12.71% |
| 4 | Healthcare | 11.49% |
| 5 | Consumer Discretionary | 8.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Full Truck Alliance
YMM
$9.75B
| – | – |
-119,100
|
|