$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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% | – |
| ORCL | New | ORACLE CORP | $206,621,507 | – | 1,735,003 | +100.0% | 6.50% | – |
| 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% | – |
| 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% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $114,274,431 | – | 944,651 | +100.0% | 3.60% | – |
| 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% | – |
| 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% | – |
| 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.