$858 Million is the total value of Tairen Capital Ltd's 29 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | CS DISCO INC | $0 | – | -12,000 | -100.0% | -0.01% | – | |
| SPLK | Exit | SPLUNK INC | $0 | – | -3,000 | -100.0% | -0.03% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -2,000 | -100.0% | -0.03% | – |
| COUP | Exit | COUPA SOFTWARE INC | $0 | – | -4,100 | -100.0% | -0.03% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -700 | -100.0% | -0.04% | – |
| DDOG | Exit | DATADOG INC | $0 | – | -4,120 | -100.0% | -0.04% | – |
| FRO | Exit | FRONTLINE LTD | $0 | – | -238,200 | -100.0% | -0.30% | – |
| SNOW | Exit | SNOWFLAKE INCcl a | $0 | – | -20,000 | -100.0% | -0.39% | – |
| GSM | Exit | FERROGLOBE PLC | $0 | – | -1,149,800 | -100.0% | -0.69% | – |
| ALB | Exit | ALBEMARLE CORP | $0 | – | -25,900 | -100.0% | -0.78% | – |
| SQM | Exit | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $0 | – | -119,500 | -100.0% | -1.23% | – |
| ILMN | Exit | ILLUMINA INC | $0 | – | -62,000 | -100.0% | -1.35% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -330,400 | -100.0% | -2.79% | – |
| SVXY | Exit | PROSHARES TR IIsht vix st trm | $0 | – | -562,596 | -100.0% | -3.11% | – |
| LITE | Exit | LUMENTUM HLDGS INC | $0 | – | -472,587 | -100.0% | -3.69% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
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.