$650 Million is the total value of Tairen Capital Ltd's 25 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LYFT | New | LYFT INC | $16,099,000 | – | 374,231 | +100.0% | 2.48% | – |
| COST | New | COSTCO WHSL CORP NEW | $13,902,000 | – | 47,300 | +100.0% | 2.14% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $11,746,000 | – | 8,770 | +100.0% | 1.81% | – |
| BYND | New | BEYOND MEAT INC | $10,375,000 | – | 137,235 | +100.0% | 1.60% | – |
| UBER | New | UBER TECHNOLOGIES INC | $8,362,000 | – | 281,167 | +100.0% | 1.29% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $6,953,000 | – | 5,200 | +100.0% | 1.07% | – |
| VIPS | New | VIPSHOP HLDGS LTDsponsored ads a | $2,126,000 | – | 150,000 | +100.0% | 0.33% | – |
| TCOM | New | TRIP COM GROUP LTDads | $738,000 | – | 22,000 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-14
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.