$572 Million is the total value of Tairen Capital Ltd's 26 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMD | New | ADVANCED MICRO DEVICES INC | $102,637,000 | – | 1,092,700 | +100.0% | 17.96% | – |
| BNTX | New | BIONTECH SEsponsored ads | $63,472,000 | – | 283,508 | +100.0% | 11.11% | – |
| SE | New | SEA LTDsponsord ads | $16,520,000 | – | 60,162 | +100.0% | 2.89% | – |
| HHLA | New | HH&L ACQUISITION CO | $14,550,000 | – | 1,500,000 | +100.0% | 2.55% | – |
| AAPL | New | APPLE INC | $9,163,000 | – | 66,900 | +100.0% | 1.60% | – |
| ALGN | New | ALIGN TECHNOLOGY INC | $6,843,000 | – | 11,199 | +100.0% | 1.20% | – |
| JKS | New | JINKOSOLAR HLDG CO LTDsponsored adr | $6,666,000 | – | 119,000 | +100.0% | 1.17% | – |
| SHOP | New | SHOPIFY INCcl a | $5,717,000 | – | 3,913 | +100.0% | 1.00% | – |
| TME | New | TENCENT MUSIC ENTMT GROUPspon ads | $5,195,000 | – | 335,617 | +100.0% | 0.91% | – |
| DASH | New | DOORDASH INCcl a | $3,989,000 | – | 22,371 | +100.0% | 0.70% | – |
| KLIC | New | KULICKE & SOFFA INDS INC | $2,895,000 | – | 47,300 | +100.0% | 0.51% | – |
| HTHT | New | HUAZHU GROUP LTDsponsored ads | $2,339,000 | – | 44,290 | +100.0% | 0.41% | – |
| COIN | New | COINBASE GLOBAL INC | $887,000 | – | 3,500 | +100.0% | 0.16% | – |
| DOCU | New | DOCUSIGN INC | $793,000 | – | 2,837 | +100.0% | 0.14% | – |
| AGFY | New | AGRIFY CORP | $440,000 | – | 37,000 | +100.0% | 0.08% | – |
| MRVL | New | MARVELL TECHNOLOGY INC | $408,000 | – | 7,000 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-16
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.