$876 Million is the total value of Tairen Capital Ltd's 31 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ZLAB | Exit | ZAI LAB LTDadr | $0 | – | -21,600 | -100.0% | -0.48% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -113,013 | -100.0% | -0.95% | – |
| ERIC | Exit | ERICSSONadr b sek 10 | $0 | – | -512,178 | -100.0% | -1.01% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -75,000 | -100.0% | -1.35% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -7,516 | -100.0% | -1.40% | – |
| BEKE | Exit | KE HLDGS INCsponsored ads | $0 | – | -152,700 | -100.0% | -1.55% | – |
| AAPL | Exit | APPLE INC | $0 | – | -137,625 | -100.0% | -3.02% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -199,306 | -100.0% | -3.02% | – |
| SE | Exit | SEA LTDsponsord ads | $0 | – | -131,200 | -100.0% | -4.31% | – |
| MNSO | Exit | MINISO GROUP HLDG LTDsponsored ads | $0 | – | -1,398,702 | -100.0% | -6.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-18
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.