$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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% | – |
| 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% | – |
| ILMN | New | ILLUMINA INC | $11,829,000 | – | 62,000 | +100.0% | 1.35% | – |
| OKTA | New | OKTA INCcl a | $10,544,000 | – | 185,400 | +100.0% | 1.20% | – |
| 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.