Tairen Capital as of June 30, 2019
Portfolio Holdings for Tairen Capital
Tairen Capital holds 30 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Alibaba Group Hldg Sponsored Ads (BABA) | 42.0 | $218M | 1.3M | 169.45 | |
Ctrip Com Intl Sponsored Ads | 13.1 | $68M | 1.8M | 36.91 | |
Zto Express Cayman Sponsored Ads A (ZTO) | 11.6 | $60M | 3.1M | 19.12 | |
Lumentum Hldgs (LITE) | 3.0 | $16M | 291k | 53.41 | |
Acacia Communications | 3.0 | $16M | 330k | 47.16 | |
New Oriental Ed & Tech Grp I Spon Adr | 2.4 | $13M | 129k | 96.58 | |
Qualcomm (QCOM) | 2.4 | $12M | 161k | 76.07 | |
Atlassian Corp Cl A | 2.2 | $12M | 88k | 130.84 | |
Mongodb Cl A (MDB) | 1.9 | $10M | 66k | 152.08 | |
Rogers Corporation (ROG) | 1.8 | $9.3M | 54k | 172.59 | |
Broadcom (AVGO) | 1.7 | $8.9M | 31k | 287.86 | |
MaxLinear (MXL) | 1.7 | $8.9M | 378k | 23.44 | |
Zscaler Incorporated (ZS) | 1.6 | $8.5M | 111k | 76.64 | |
Dex (DXCM) | 1.2 | $6.2M | 41k | 149.83 | |
Cree | 1.2 | $6.0M | 107k | 56.18 | |
Arista Networks (ANET) | 1.1 | $5.6M | 21k | 259.63 | |
Okta Cl A (OKTA) | 1.0 | $5.3M | 43k | 123.51 | |
Asml Holding N V N Y Registry Shs (ASML) | 1.0 | $5.2M | 25k | 207.92 | |
Advanced Micro Devices (AMD) | 0.9 | $4.9M | 160k | 30.37 | |
Tal Education Group Sponsored Ads (TAL) | 0.9 | $4.6M | 120k | 38.10 | |
Veeva Sys Cl A Com (VEEV) | 0.8 | $4.1M | 25k | 162.12 | |
Zendesk | 0.8 | $3.9M | 44k | 89.03 | |
Twilio Cl A (TWLO) | 0.6 | $3.1M | 23k | 136.34 | |
Facebook Cl A (META) | 0.6 | $3.0M | 16k | 193.03 | |
Globant S A (GLOB) | 0.3 | $1.8M | 18k | 101.04 | |
Momo Adr | 0.3 | $1.6M | 45k | 35.80 | |
Microsoft Corporation (MSFT) | 0.3 | $1.5M | 11k | 133.93 | |
Netflix (NFLX) | 0.2 | $1.2M | 3.3k | 367.41 | |
Bilibili Spons Ads Rep Z (BILI) | 0.2 | $846k | 52k | 16.27 | |
ON Semiconductor (ON) | 0.1 | $525k | 26k | 20.19 |