Instuitional Investor - Fenghe Fund Management Pte. Ltd.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Taiwan Semiconductor Mfg Co Ltd	TSM	353,900	$98,840,731	9.02%
2.	Advanced Micro Devices Inc	AMD	566,700	$91,686,393	8.37%
3.	Lumentum Holdings Inc.	LITE	441,100	$71,771,381	6.55%
4.	Astera Labs Inc.	ALAB	324,000	$63,439,200	5.79%
5.	Ttm Technologies Inc	TTMI	940,071	$54,148,090	4.94%