$661 Million is the total value of Tairen Capital Ltd's 29 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -3,000 | -100.0% | -0.03% | – |
| BILL | Exit | BILL COM HLDGS INC | $0 | – | -7,000 | -100.0% | -0.09% | – |
| Exit | DIREXION SHS ETF TRdly semicndtr br | $0 | – | -35,541 | -100.0% | -0.16% | – | |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -30,000 | -100.0% | -0.17% | – |
| YMM | Exit | FULL TRUCK ALLIANCE CO LTDsponsored ads | $0 | – | -437,292 | -100.0% | -0.41% | – |
| JKS | Exit | JINKOSOLAR HLDG CO LTDsponsored adr | $0 | – | -179,674 | -100.0% | -0.86% | – |
| INMD | Exit | INMODE LTD | $0 | – | -400,618 | -100.0% | -1.67% | – |
| HHLA | Exit | HH&L ACQUISITION CO | $0 | – | -1,500,000 | -100.0% | -1.77% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -45,351 | -100.0% | -2.89% | – |
| Exit | COHERENT CORP | $0 | – | -706,513 | -100.0% | -2.89% | – | |
| ENPH | Exit | ENPHASE ENERGY INC | $0 | – | -95,553 | -100.0% | -2.95% | – |
| STNG | Exit | SCORPIO TANKERS INC | $0 | – | -533,476 | -100.0% | -3.34% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -62,129 | -100.0% | -3.52% | – |
| SEDG | Exit | SOLAREDGE TECHNOLOGIES INC | $0 | – | -125,549 | -100.0% | -4.15% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -908,917 | -100.0% | -9.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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 | 2024-02-13 |
| 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 |
| 13F-HR | 2021-11-15 |
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.