$711 Million is the total value of Tairen Capital Ltd's 22 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHOP | New | SHOPIFY INCcl a | $36,408,886 | – | 667,196 | +100.0% | 5.12% | – |
| MU | New | MICRON TECHNOLOGY INC | $15,776,837 | – | 231,910 | +100.0% | 2.22% | – |
| NOW | New | SERVICENOW INC | $3,514,740 | – | 6,288 | +100.0% | 0.49% | – |
| ASAN | New | ASANA INCcl a | $1,185,627 | – | 64,753 | +100.0% | 0.17% | – |
| AKAM | New | AKAMAI TECHNOLOGIES INC | $1,002,541 | – | 9,410 | +100.0% | 0.14% | – |
| New | BRAZE INC | $952,311 | – | 20,379 | +100.0% | 0.13% | – | |
| BIDU | New | BAIDU INCspon adr rep a | $483,660 | – | 3,600 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
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.