$3.18 Billion is the total value of Tairen Capital Ltd's 34 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | Buy | META PLATFORMS INCcl a | $281,078,830 | +477.9% | 979,437 | +326.8% | 8.85% | +20.2% |
| MRVL | New | MARVELL TECHNOLOGY INC | $235,602,485 | – | 3,941,159 | +100.0% | 7.42% | – |
| AVGO | New | BROADCOM INC | $223,246,989 | – | 257,366 | +100.0% | 7.03% | – |
| NVDA | Buy | NVIDIA CORPORATION | $214,448,720 | +488.4% | 506,947 | +286.3% | 6.75% | +22.4% |
| ORCL | New | ORACLE CORP | $206,621,507 | – | 1,735,003 | +100.0% | 6.50% | – |
| MDB | Buy | MONGODB INCcl a | $205,681,178 | +12871.1% | 500,453 | +7257.4% | 6.47% | +2597.1% |
| PDD | Buy | PDD HOLDINGS INCsponsored ads | $176,566,206 | +16.3% | 2,553,749 | +27.7% | 5.56% | -75.8% |
| New | COHERENT CORP | $169,709,361 | – | 3,328,940 | +100.0% | 5.34% | – | |
| MPWR | New | MONOLITHIC PWR SYS INC | $159,810,298 | – | 295,819 | +100.0% | 5.03% | – |
| TSLA | Buy | TESLA INC | $154,444,300 | +1059.6% | 590,000 | +819.0% | 4.86% | +141.1% |
| MSFT | Buy | MICROSOFT CORP | $150,261,232 | +182.3% | 441,244 | +139.0% | 4.73% | -41.3% |
| AAPL | New | APPLE INC | $128,699,095 | – | 663,500 | +100.0% | 4.05% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $125,098,111 | – | 1,045,097 | +100.0% | 3.94% | – |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $120,791,417 | +421.0% | 1,060,411 | +348.3% | 3.80% | +8.3% |
| PANW | Buy | PALO ALTO NETWORKS INC | $120,605,575 | +273.9% | 472,019 | +192.3% | 3.80% | -22.2% |
| GOOG | New | ALPHABET INCcap stk cl c | $114,274,431 | – | 944,651 | +100.0% | 3.60% | – |
| DQ | Buy | DAQO NEW ENERGY CORPspnsrd ads new | $73,757,479 | +37.6% | 1,857,871 | +62.3% | 2.32% | -71.4% |
| SNOW | Buy | SNOWFLAKE INCcl a | $66,266,149 | +1902.4% | 376,555 | +1655.6% | 2.09% | +316.4% |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $49,013,917 | – | 485,671 | +100.0% | 1.54% | – |
| MTSI | New | MACOM TECH SOLUTIONS HLDGS I | $47,909,114 | – | 731,102 | +100.0% | 1.51% | – |
| AMZN | Buy | AMAZON COM INC | $47,194,100 | +2946.1% | 362,029 | +2313.5% | 1.48% | +534.6% |
| New | CREDO TECHNOLOGY GROUP HOLDIordinary shares | $22,630,434 | – | 1,305,100 | +100.0% | 0.71% | – | |
| LRCX | New | LAM RESEARCH CORP | $17,676,079 | – | 27,496 | +100.0% | 0.56% | – |
| U | New | UNITY SOFTWARE INC | $10,314,682 | – | 237,556 | +100.0% | 0.32% | – |
| WDC | New | WESTERN DIGITAL CORP. | $8,057,963 | – | 212,443 | +100.0% | 0.25% | – |
| WDAY | Buy | WORKDAY INCcl a | $6,891,678 | +69.2% | 30,509 | +54.7% | 0.22% | -64.8% |
| ZS | Buy | ZSCALER INC | $2,983,203 | +26.3% | 20,391 | +0.8% | 0.09% | -73.7% |
| TDC | Buy | TERADATA CORP DEL | $2,856,847 | +1074.4% | 53,489 | +785.7% | 0.09% | +143.2% |
| DT | Buy | DYNATRACE INC | $1,766,553 | +73.2% | 34,322 | +42.4% | 0.06% | -63.6% |
| NEWR | New | NEW RELIC INC | $216,083 | – | 3,302 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
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.