$894 Million is the total value of Tairen Capital Ltd's 31 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMD | New | ADVANCED MICRO DEVICES INC | $102,370,000 | – | 4,011,374 | +100.0% | 11.45% | – |
| PDD | New | PINDUODUO INCsponsored ads | $94,282,000 | – | 3,801,676 | +100.0% | 10.54% | – |
| CTRP | New | CTRIP COM INTL LTDsponsored ads | $82,490,000 | – | 1,888,068 | +100.0% | 9.23% | – |
| TSLA | New | TESLA INC | $42,289,000 | – | 151,106 | +100.0% | 4.73% | – |
| ACIA | New | ACACIA COMMUNICATIONS INC | $22,767,000 | – | 396,984 | +100.0% | 2.55% | – |
| CSCO | New | CISCO SYS INC | $21,202,000 | – | 392,700 | +100.0% | 2.37% | – |
| AVGO | New | BROADCOM INC | $18,376,000 | – | 61,109 | +100.0% | 2.06% | – |
| MXL | New | MAXLINEAR INC | $17,327,000 | – | 678,689 | +100.0% | 1.94% | – |
| OLED | New | UNIVERSAL DISPLAY CORP | $10,425,000 | – | 68,206 | +100.0% | 1.17% | – |
| TWLO | New | TWILIO INCcl a | $9,766,000 | – | 75,600 | +100.0% | 1.09% | – |
| CREE | New | CREE INC | $8,506,000 | – | 148,647 | +100.0% | 0.95% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $7,532,000 | – | 6,400 | +100.0% | 0.84% | – |
| ADI | New | ANALOG DEVICES INC | $5,969,000 | – | 56,700 | +100.0% | 0.67% | – |
| NOW | New | SERVICENOW INC | $5,373,000 | – | 21,800 | +100.0% | 0.60% | – |
| ZS | New | ZSCALER INC | $2,639,000 | – | 37,200 | +100.0% | 0.30% | – |
| MDB | New | MONGODB INCcl a | $2,514,000 | – | 17,100 | +100.0% | 0.28% | – |
| ZEN | New | ZENDESK INC | $2,482,000 | – | 29,200 | +100.0% | 0.28% | – |
| LYFT | New | LYFT INC | $1,566,000 | – | 20,000 | +100.0% | 0.18% | – |
| NOK | New | NOKIA CORPsponsored adr | $1,430,000 | – | 250,000 | +100.0% | 0.16% | – |
| INTC | New | INTEL CORP | $859,000 | – | 16,000 | +100.0% | 0.10% | – |
| TIGR | New | UP FINTECH HLDG LTDsponsored ads | $647,000 | – | 50,000 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 26 | Q2 2023 | 20.6% |
| MICROSOFT CORP | 23 | Q3 2023 | 40.3% |
| META PLATFORMS INC | 19 | Q3 2023 | 11.4% |
| ALIBABA GROUP HLDG LTD | 18 | Q4 2022 | 42.0% |
| PINDUODUO INC | 15 | Q3 2023 | 42.9% |
| ZTO EXPRESS CAYMAN INC | 15 | Q2 2021 | 19.2% |
| TAL EDUCATION GROUP | 14 | Q1 2023 | 28.5% |
| ADVANCED MICRO DEVICES INC | 14 | Q2 2023 | 18.0% |
| NEW ORIENTAL ED & TECH GRP I | 13 | Q1 2020 | 30.2% |
| NVIDIA CORPORATION | 13 | Q2 2023 | 7.5% |
View Tairen Capital Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View Tairen Capital Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.