$437 Million is the total value of Tairen Capital Ltd's 28 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 225.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Buy | MICROSOFT CORP | $176,255,000 | +981.1% | 686,270 | +1197.8% | 40.34% | +1851.5% |
| DQ | New | DAQO NEW ENERGY CORPspnsrd ads new | $46,553,000 | – | 652,185 | +100.0% | 10.65% | – |
| ENPH | New | ENPHASE ENERGY INC | $27,802,000 | – | 142,400 | +100.0% | 6.36% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $25,725,000 | – | 330,400 | +100.0% | 5.89% | – |
| SEDG | New | SOLAREDGE TECHNOLOGIES INC | $24,987,000 | – | 91,300 | +100.0% | 5.72% | – |
| MDB | Buy | MONGODB INCcl a | $17,977,000 | +1926.7% | 69,276 | +3363.8% | 4.11% | +3573.2% |
| TSLA | New | TESLA INC | $12,984,000 | – | 19,280 | +100.0% | 2.97% | – |
| JKS | New | JINKOSOLAR HLDG CO LTDsponsored adr | $12,430,000 | – | 179,674 | +100.0% | 2.84% | – |
| STNG | New | SCORPIO TANKERS INC | $12,234,000 | – | 354,500 | +100.0% | 2.80% | – |
| YMM | New | FULL TRUCK ALLIANCE CO LTDsponsored ads | $6,460,000 | – | 713,000 | +100.0% | 1.48% | – |
| AMZN | Buy | AMAZON COM INC | $4,248,000 | -83.0% | 40,000 | +420.9% | 0.97% | -69.4% |
| IIVI | New | II-VI INC | $3,276,000 | – | 64,300 | +100.0% | 0.75% | – |
| SQ | Buy | BLOCK INCcl a | $922,000 | -43.3% | 15,000 | +25.0% | 0.21% | +2.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
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.