Tairen Capital Ltd

Institutional manager (13F) · CIK 1652062

13F holdings · as of 2026-03-31 · top 44 · reported portfolio $924M

#	Issuer	Value	Shares
1	MICRON TECHNOLOGY INC	$88M	261,307
2	ISHARES INC	$71M	579,200
3	TAIWAN SEMICONDUCTOR MANUFAC	$55M	162,640
4	ALPHABET INC	$43M	148,200
5	META PLATFORMS INC	$39M	67,560
6	LUMENTUM HLDGS INC	$38M	54,745
7	INTEL CORP	$38M	852,600
8	CORNING INC	$37M	270,414
9	ROBINHOOD MKTS INC	$36M	516,252
10	SANDISK CORP	$33M	52,465
11	ADVANCED MICRO DEVICES INC	$33M	160,400
12	LINDE PLC	$30M	60,900
13	LAM RESEARCH CORP	$30M	140,039
14	BAKER HUGHES COMPANY	$30M	488,135
15	APPLIED MATLS INC	$30M	86,800
16	ASML HLDG NV	$28M	21,000
17	DOORDASH INC	$27M	181,440
18	ALIBABA GROUP HLDG LTD	$23M	185,000
19	ROBLOX CORP	$18M	316,900
20	ARM HOLDINGS PLC	$16M	107,400
21	MKS INC.	$16M	68,500
22	TERADYNE INC	$16M	52,887
23	SOLSTICE ADVANCED MATLS INC	$15M	203,200
24	KEYSIGHT TECHNOLOGIES INC	$14M	50,200
25	SLB LIMITED	$13M	250,000
26	COHERENT CORP	$12M	50,000
27	WABTEC	$10M	41,794
28	RAMBUS INC DEL	$10M	120,000
29	TRIP COM GROUP LTD	$9M	187,500
30	NEW ORIENTAL ED & TECHNOLOGY	$9M	155,300
31	HALLIBURTON CO	$8M	200,000
32	PARKER-HANNIFIN CORP	$8M	8,400
33	NVIDIA CORPORATION	$7M	41,500
34	SNAP INC	$7M	1,570,000
35	UNITY SOFTWARE INC	$7M	328,865
36	ROOT INC	$7M	160,798
37	NASDAQ INC	$5M	57,000
38	ADVANCED ENERGY INDS	$3M	10,456
39	FAIR ISAAC CORP	$3M	3,000
40	ENTEGRIS INC	$1M	10,000
41	ALPHABET INC	$229k	800
42	FTAI AVIATION LTD	$203k	830
43	VNET GROUP INC	$91k	10,900
44	DINGDONG CAYMAN LTD	$85k	33,000

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.