$650 Million is the total value of Tairen Capital Ltd's 48 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HHLA | HH&L ACQUISITION CO | $14,595,000 | +0.1% | 1,500,000 | 0.0% | 2.25% | -38.5% | |
| ALB | ALBEMARLE CORP | $13,418,000 | +6.8% | 57,400 | 0.0% | 2.06% | -34.4% | |
| GSM | FERROGLOBE PLC | $7,140,000 | -28.6% | 1,149,800 | 0.0% | 1.10% | -56.1% | |
| SKIN | THE BEAUTY HEALTH COMPANY | $5,052,000 | -7.0% | 209,086 | 0.0% | 0.78% | -42.8% | |
| LTHM | LIVENT CORP | $3,023,000 | +5.5% | 124,000 | 0.0% | 0.46% | -35.2% | |
| SQM | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $2,824,000 | -6.1% | 56,000 | 0.0% | 0.44% | -42.2% | |
| LAC | LITHIUM AMERS CORP NEW | $2,330,000 | +30.5% | 80,000 | 0.0% | 0.36% | -19.7% | |
| CS DISCO INC | $429,000 | -25.4% | 12,000 | 0.0% | 0.07% | -54.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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 | 2024-02-13 |
| 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 |
| 13F-HR | 2021-11-15 |
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.