$399 Million is the total value of Tairen Capital Ltd's 39 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGFY | Exit | AGRIFY CORP | $0 | – | -37,000 | -100.0% | -0.08% | – |
| COIN | Exit | COINBASE GLOBAL INC | $0 | – | -3,500 | -100.0% | -0.16% | – |
| HTHT | Exit | HUAZHU GROUP LTDsponsored ads | $0 | – | -44,290 | -100.0% | -0.41% | – |
| KLIC | Exit | KULICKE & SOFFA INDS INC | $0 | – | -47,300 | -100.0% | -0.51% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -3,913 | -100.0% | -1.00% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -11,199 | -100.0% | -1.20% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -172,379 | -100.0% | -1.60% | – |
| CREE | Exit | CREE INC | $0 | – | -139,268 | -100.0% | -2.39% | – |
| ZTO | Exit | ZTO EXPRESS CAYMAN INCsponsored ads a | $0 | – | -1,086,064 | -100.0% | -5.77% | – |
| BNTX | Exit | BIONTECH SEsponsored ads | $0 | – | -283,508 | -100.0% | -11.11% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -1,092,700 | -100.0% | -17.96% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-15
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.