$879 Million is the total value of Tairen Capital Ltd's 30 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 162.5% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AMZN | Buy | AMAZON COM INC | $118,205,000 | +2682.6% | 1,046,064 | +2515.2% | 13.45% | +1283.3% |
DQ | Buy | DAQO NEW ENERGY CORPspnsrd ads new | $102,414,000 | +120.0% | 1,929,432 | +195.8% | 11.65% | +9.3% |
ENPH | Buy | ENPHASE ENERGY INC | $97,335,000 | +250.1% | 350,794 | +146.3% | 11.07% | +74.0% |
SEDG | Buy | SOLAREDGE TECHNOLOGIES INC | $79,930,000 | +219.9% | 345,329 | +278.2% | 9.09% | +59.0% |
PDD | New | PINDUODUO INCsponsored ads | $65,325,000 | – | 1,043,864 | +100.0% | 7.43% | – |
New | COHERENT CORP | $46,152,000 | – | 1,324,291 | +100.0% | 5.25% | – | |
LITE | New | LUMENTUM HLDGS INC | $32,405,000 | – | 472,587 | +100.0% | 3.69% | – |
UBER | Buy | UBER TECHNOLOGIES INC | $28,147,000 | +2016.3% | 1,062,151 | +1534.1% | 3.20% | +953.3% |
SVXY | New | PROSHARES TR IIsht vix st trm | $27,337,000 | – | 562,596 | +100.0% | 3.11% | – |
INMD | New | INMODE LTD | $20,500,000 | – | 704,225 | +100.0% | 2.33% | – |
STNG | Buy | SCORPIO TANKERS INC | $17,172,000 | +40.4% | 408,476 | +15.2% | 1.95% | -30.2% |
ILMN | New | ILLUMINA INC | $11,829,000 | – | 62,000 | +100.0% | 1.35% | – |
SQM | Buy | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $10,845,000 | +45.9% | 119,500 | +34.3% | 1.23% | -27.5% |
OKTA | New | OKTA INCcl a | $10,544,000 | – | 185,400 | +100.0% | 1.20% | – |
ALB | Buy | ALBEMARLE CORP | $6,849,000 | +142.8% | 25,900 | +91.9% | 0.78% | +20.6% |
New | NEW ORIENTAL ED & TECHNOLOGYspon adr | $4,348,000 | – | 181,403 | +100.0% | 0.50% | – | |
SNOW | New | SNOWFLAKE INCcl a | $3,399,000 | – | 20,000 | +100.0% | 0.39% | – |
FRO | New | FRONTLINE LTD | $2,604,000 | – | 238,200 | +100.0% | 0.30% | – |
DDOG | New | DATADOG INC | $366,000 | – | 4,120 | +100.0% | 0.04% | – |
AVGO | New | BROADCOM INC | $311,000 | – | 700 | +100.0% | 0.04% | – |
QCOM | New | QUALCOMM INC | $226,000 | – | 2,000 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
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 | 2024-05-15 |
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.