$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ATVI | ACTIVISION BLIZZARD INC | $24,562,000 | -4.5% | 330,400 | 0.0% | 2.79% | -52.5% | |
| HHLA | HH&L ACQUISITION CO | $14,910,000 | +1.2% | 1,500,000 | 0.0% | 1.70% | -49.7% | |
| JKS | JINKOSOLAR HLDG CO LTDsponsored adr | $9,952,000 | -19.9% | 179,674 | 0.0% | 1.13% | -60.2% | |
| GSM | FERROGLOBE PLC | $6,071,000 | -11.1% | 1,149,800 | 0.0% | 0.69% | -55.8% | |
| YMM | FULL TRUCK ALLIANCE CO LTDsponsored ads | $4,670,000 | -27.7% | 713,000 | 0.0% | 0.53% | -64.1% | |
| SPLK | SPLUNK INC | $226,000 | -14.7% | 3,000 | 0.0% | 0.03% | -57.4% | |
| CS DISCO INC | $120,000 | -44.4% | 12,000 | 0.0% | 0.01% | -71.4% |
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.