$789 Million is the total value of Tairen Capital Ltd's 40 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 68.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $7,605,000 | -82.4% | 72,943 | -79.7% | 0.96% | -85.5% |
| NVDA | Sell | NVIDIA CORPORATION | $6,276,000 | -55.9% | 23,000 | -52.4% | 0.80% | -63.6% |
| PANW | Sell | PALO ALTO NETWORKS INC | $6,051,000 | -48.5% | 9,720 | -53.9% | 0.77% | -57.6% |
| ALB | Sell | ALBEMARLE CORP | $5,684,000 | -57.6% | 25,700 | -55.2% | 0.72% | -65.1% |
| DASH | Sell | DOORDASH INCcl a | $5,299,000 | -70.9% | 45,214 | -63.1% | 0.67% | -76.0% |
| UBER | Sell | UBER TECHNOLOGIES INC | $2,319,000 | -89.6% | 65,000 | -87.8% | 0.29% | -91.4% |
| DDOG | Sell | DATADOG INC | $2,272,000 | -36.5% | 15,000 | -25.4% | 0.29% | -47.7% |
| ZI | Sell | ZOOMINFO TECHNOLOGIES INC | $1,195,000 | -76.6% | 20,000 | -74.9% | 0.15% | -80.7% |
| MDB | Sell | MONGODB INCcl a | $887,000 | -94.9% | 2,000 | -93.9% | 0.11% | -95.8% |
| ESTC | Sell | ELASTIC N V | $712,000 | -92.7% | 8,000 | -90.0% | 0.09% | -94.0% |
| DOCU | Sell | DOCUSIGN INC | $214,000 | -97.1% | 2,000 | -95.9% | 0.03% | -97.6% |
| AMBA | Exit | AMBARELLA INC | $0 | – | -1,000 | -100.0% | -0.03% | – |
| BEKE | Exit | KE HLDGS INCsponsored ads | $0 | – | -10,600 | -100.0% | -0.03% | – |
| BA | Exit | BOEING CO | $0 | – | -1,850 | -100.0% | -0.06% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -700 | -100.0% | -0.08% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -3,000 | -100.0% | -0.08% | – |
| SKIN | Exit | THE BEAUTY HEALTH COMPANY | $0 | – | -209,086 | -100.0% | -0.78% | – |
| SNOW | Exit | SNOWFLAKE INCcl a | $0 | – | -15,283 | -100.0% | -0.80% | – |
| IPGP | Exit | IPG PHOTONICS CORP | $0 | – | -33,028 | -100.0% | -0.88% | – |
| JKS | Exit | JINKOSOLAR HLDG CO LTDsponsored adr | $0 | – | -161,674 | -100.0% | -1.14% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY INC. | $0 | – | -89,600 | -100.0% | -1.20% | – |
| ZS | Exit | ZSCALER INC | $0 | – | -34,483 | -100.0% | -1.70% | – |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -46,317 | -100.0% | -1.88% | – |
| TSLA | Exit | TESLA INC | $0 | – | -11,700 | -100.0% | -1.90% | – |
| NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -2,149,700 | -100.0% | -2.06% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -101,300 | -100.0% | -3.19% | – |
| SE | Exit | SEA LTDsponsord ads | $0 | – | -98,749 | -100.0% | -3.40% | – |
| ON | Exit | ON SEMICONDUCTOR CORP | $0 | – | -443,135 | -100.0% | -4.63% | – |
| BILL | Exit | BILL COM HLDGS INC | $0 | – | -121,122 | -100.0% | -4.64% | – |
| Exit | WOLFSPEED INC | $0 | – | -291,876 | -100.0% | -5.02% | – | |
| IIVI | Exit | II-VI INC | $0 | – | -553,185 | -100.0% | -5.82% | – |
| XLNX | Exit | XILINX INC | $0 | – | -180,154 | -100.0% | -5.88% | – |
| NXPI | Exit | NXP SEMICONDUCTORS N V | $0 | – | -177,127 | -100.0% | -6.21% | – |
| STM | Exit | STMICROELECTRONICS N Vny registry | $0 | – | -842,764 | -100.0% | -6.34% | – |
| NTES | Exit | NETEASE INCsponsored ads | $0 | – | -450,337 | -100.0% | -7.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
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.