FengHe Fund Management Pte. Ltd. Buys NetEase Inc, JD.com Inc, Futu Holdings, Sells ON Semiconductor Corp, Allegro Microsystems Inc, Advanced Micro Devices Inc

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Feb 16, 2022
Investment company FengHe Fund Management Pte. Ltd. (Current Portfolio) buys NetEase Inc, JD.com Inc, Futu Holdings, Xilinx Inc, NVIDIA Corp, sells ON Semiconductor Corp, Allegro Microsystems Inc, Advanced Micro Devices Inc, Sea, Marvell Technology Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, FengHe Fund Management Pte. Ltd.. As of 2021Q4, FengHe Fund Management Pte. Ltd. owns 9 stocks with a total value of $144 million. These are the details of the buys and sells.

For the details of FengHe Fund Management Pte. Ltd.'s stock buys and sells, go to https://www.gurufocus.com/guru/fenghe+fund+management+pte.+ltd./current-portfolio/portfolio

These are the top 5 holdings of FengHe Fund Management Pte. Ltd.
  1. ON Semiconductor Corp (ON) - 516,300 shares, 24.35% of the total portfolio. Shares reduced by 31.43%
  2. Legend Biotech Corp (LEGN) - 560,506 shares, 18.14% of the total portfolio. Shares reduced by 0.76%
  3. NetEase Inc (NTES) - 240,000 shares, 16.96% of the total portfolio. New Position
  4. JD.com Inc (JD) - 310,700 shares, 15.12% of the total portfolio. New Position
  5. Xilinx Inc (XLNX) - 66,000 shares, 9.72% of the total portfolio. Shares added by 119.27%
New Purchase: NetEase Inc (NTES)

FengHe Fund Management Pte. Ltd. initiated holding in NetEase Inc. The purchase prices were between $82.14 and $115.55, with an estimated average price of $101.98. The stock is now traded at around $100.210000. The impact to a portfolio due to this purchase was 16.96%. The holding were 240,000 shares as of 2021-12-31.

New Purchase: JD.com Inc (JD)

FengHe Fund Management Pte. Ltd. initiated holding in JD.com Inc. The purchase prices were between $65.63 and $91.55, with an estimated average price of $79.25. The stock is now traded at around $75.300000. The impact to a portfolio due to this purchase was 15.12%. The holding were 310,700 shares as of 2021-12-31.

New Purchase: Futu Holdings Ltd (FUTU)

FengHe Fund Management Pte. Ltd. initiated holding in Futu Holdings Ltd. The purchase prices were between $37.34 and $87.64, with an estimated average price of $56.36. The stock is now traded at around $45.640000. The impact to a portfolio due to this purchase was 5.6%. The holding were 186,200 shares as of 2021-12-31.

New Purchase: NVIDIA Corp (NVDA)

FengHe Fund Management Pte. Ltd. initiated holding in NVIDIA Corp. The purchase prices were between $197.32 and $333.76, with an estimated average price of $277.31. The stock is now traded at around $265.110000. The impact to a portfolio due to this purchase was 1.84%. The holding were 9,000 shares as of 2021-12-31.

Added: Xilinx Inc (XLNX)

FengHe Fund Management Pte. Ltd. added to a holding in Xilinx Inc by 119.27%. The purchase prices were between $148.02 and $233.08, with an estimated average price of $198.72. The stock is now traded at around $194.920000. The impact to a portfolio due to this purchase was 5.29%. The holding were 66,000 shares as of 2021-12-31.

Added: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

FengHe Fund Management Pte. Ltd. added to a holding in Taiwan Semiconductor Manufacturing Co Ltd by 81.11%. The purchase prices were between $109.02 and $124.75, with an estimated average price of $117.32. The stock is now traded at around $123.600000. The impact to a portfolio due to this purchase was 1.47%. The holding were 39,300 shares as of 2021-12-31.

Sold Out: Allegro Microsystems Inc (ALGM)

FengHe Fund Management Pte. Ltd. sold out a holding in Allegro Microsystems Inc. The sale prices were between $29.66 and $36.18, with an estimated average price of $32.58.

Sold Out: Advanced Micro Devices Inc (AMD)

FengHe Fund Management Pte. Ltd. sold out a holding in Advanced Micro Devices Inc. The sale prices were between $100.34 and $161.91, with an estimated average price of $135.45.

Sold Out: Sea Ltd (SE)

FengHe Fund Management Pte. Ltd. sold out a holding in Sea Ltd. The sale prices were between $205.68 and $366.99, with an estimated average price of $296.89.

Sold Out: Meta Platforms Inc (FB)

FengHe Fund Management Pte. Ltd. sold out a holding in Meta Platforms Inc. The sale prices were between $306.84 and $347.56, with an estimated average price of $332.02.

Sold Out: Shopify Inc (SHOP)

FengHe Fund Management Pte. Ltd. sold out a holding in Shopify Inc. The sale prices were between $1282.17 and $1690.6, with an estimated average price of $1465.14.

Sold Out: DocuSign Inc (DOCU)

FengHe Fund Management Pte. Ltd. sold out a holding in DocuSign Inc. The sale prices were between $135.09 and $284.11, with an estimated average price of $226.68.



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