$680 Million is the total value of Tairen Capital Ltd's 40 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 190.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EDU | Buy | NEW ORIENTAL ED & TECH GRP Ispon adr | $90,153,000 | +623.1% | 813,946 | +530.5% | 13.27% | +450.9% |
| ESTC | New | ELASTIC N V | $70,662,000 | – | 858,172 | +100.0% | 10.40% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $43,341,000 | – | 932,462 | +100.0% | 6.38% | – |
| EL | New | LAUDER ESTEE COS INCcl a | $36,840,000 | – | 185,174 | +100.0% | 5.42% | – |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $28,438,000 | +483.9% | 980,948 | +511.7% | 4.18% | +344.7% |
| ASML | Buy | ASML HOLDING N V | $23,335,000 | +346.5% | 93,934 | +273.7% | 3.43% | +240.3% |
| SNPS | New | SYNOPSYS INC | $22,248,000 | – | 162,100 | +100.0% | 3.27% | – |
| WDC | New | WESTERN DIGITAL CORP | $18,416,000 | – | 308,794 | +100.0% | 2.71% | – |
| MDB | Buy | MONGODB INCcl a | $15,754,000 | +56.9% | 130,764 | +98.0% | 2.32% | +19.5% |
| SINA | New | SINA CORPord | $15,651,000 | – | 399,361 | +100.0% | 2.30% | – |
| FB | Buy | FACEBOOK INCcl a | $12,828,000 | +328.7% | 72,033 | +364.7% | 1.89% | +226.6% |
| TTD | New | THE TRADE DESK INC | $11,907,000 | – | 63,486 | +100.0% | 1.75% | – |
| LRCX | New | LAM RESEARCH CORP | $11,833,000 | – | 51,200 | +100.0% | 1.74% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $10,779,000 | – | 163,125 | +100.0% | 1.59% | – |
| AMAT | New | APPLIED MATLS INC | $10,103,000 | – | 202,472 | +100.0% | 1.49% | – |
| MXL | Buy | MAXLINEAR INC | $9,244,000 | +4.4% | 413,040 | +9.3% | 1.36% | -20.5% |
| CREE | Buy | CREE INC | $7,546,000 | +25.3% | 154,000 | +43.7% | 1.11% | -4.6% |
| AMZN | New | AMAZON COM INC | $6,890,000 | – | 3,969 | +100.0% | 1.01% | – |
| AAPL | New | APPLE INC | $6,563,000 | – | 29,301 | +100.0% | 0.97% | – |
| ALGN | New | ALIGN TECHNOLOGY INC | $6,512,000 | – | 35,996 | +100.0% | 0.96% | – |
| ZEN | Buy | ZENDESK INC | $5,897,000 | +49.9% | 80,907 | +83.0% | 0.87% | +14.2% |
| AYX | New | ALTERYX INC | $5,672,000 | – | 52,795 | +100.0% | 0.84% | – |
| TAL | Buy | TAL EDUCATION GROUPsponsored ads | $5,494,000 | +20.2% | 160,448 | +33.7% | 0.81% | -8.5% |
| TWLO | Buy | TWILIO INCcl a | $5,046,000 | +64.0% | 45,888 | +103.3% | 0.74% | +24.9% |
| COHR | New | COHERENT INC | $4,842,000 | – | 31,500 | +100.0% | 0.71% | – |
| MSFT | Buy | MICROSOFT CORP | $2,786,000 | +85.7% | 20,037 | +78.9% | 0.41% | +41.4% |
| PDD | New | PINDUODUO INCsponsored ads | $1,611,000 | – | 50,000 | +100.0% | 0.24% | – |
| STM | New | STMICROELECTRONICS N Vny registry | $1,025,000 | – | 53,000 | +100.0% | 0.15% | – |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC | $924,000 | – | 9,500 | +100.0% | 0.14% | – |
| GOTU | New | GSX TECHEDU INCsponsored ads | $632,000 | – | 41,275 | +100.0% | 0.09% | – |
| SLAB | New | SILICON LABORATORIES INC | $523,000 | – | 4,700 | +100.0% | 0.08% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $524,000 | – | 4,800 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-14
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.