Tairen Capital as of Sept. 30, 2019
Portfolio Holdings for Tairen Capital
Tairen Capital holds 40 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New Oriental Education & Tech | 13.3 | $90M | 814k | 110.76 | |
| Alibaba Group Holding (BABA) | 11.2 | $76M | 455k | 167.23 | |
| Elastic N V ord (ESTC) | 10.4 | $71M | 858k | 82.34 | |
| Zto Express Cayman (ZTO) | 9.2 | $62M | 2.9M | 21.33 | |
| Taiwan Semiconductor Mfg (TSM) | 6.4 | $43M | 933k | 46.48 | |
| Estee Lauder Companies (EL) | 5.4 | $37M | 185k | 198.95 | |
| Advanced Micro Devices (AMD) | 4.2 | $28M | 981k | 28.99 | |
| Asml Holding (ASML) | 3.4 | $23M | 94k | 248.42 | |
| Synopsys (SNPS) | 3.3 | $22M | 162k | 137.25 | |
| Western Digital (WDC) | 2.7 | $18M | 309k | 59.64 | |
| Acacia Communications | 2.5 | $17M | 259k | 65.40 | |
| Mongodb Inc. Class A (MDB) | 2.3 | $16M | 131k | 120.48 | |
| Sina Corporation | 2.3 | $16M | 399k | 39.19 | |
| Ctrip.com International | 2.1 | $14M | 491k | 29.29 | |
| Facebook Inc cl a (META) | 1.9 | $13M | 72k | 178.09 | |
| Trade Desk (TTD) | 1.8 | $12M | 64k | 187.55 | |
| Lam Research Corporation (LRCX) | 1.7 | $12M | 51k | 231.11 | |
| Cadence Design Systems (CDNS) | 1.6 | $11M | 163k | 66.08 | |
| Applied Materials (AMAT) | 1.5 | $10M | 203k | 49.90 | |
| MaxLinear (MXL) | 1.4 | $9.2M | 413k | 22.38 | |
| Cree | 1.1 | $7.5M | 154k | 49.00 | |
| Amazon (AMZN) | 1.0 | $6.9M | 4.0k | 1735.95 | |
| Apple (AAPL) | 1.0 | $6.6M | 29k | 223.99 | |
| Align Technology (ALGN) | 1.0 | $6.5M | 36k | 180.91 | |
| Zendesk | 0.9 | $5.9M | 81k | 72.89 | |
| Lumentum Hldgs (LITE) | 0.9 | $5.9M | 110k | 53.56 | |
| Alteryx | 0.8 | $5.7M | 53k | 107.43 | |
| TAL Education (TAL) | 0.8 | $5.5M | 160k | 34.24 | |
| Twilio Inc cl a (TWLO) | 0.7 | $5.0M | 46k | 109.96 | |
| Coherent | 0.7 | $4.8M | 32k | 153.71 | |
| Rogers Corporation (ROG) | 0.7 | $4.7M | 34k | 136.72 | |
| Dex (DXCM) | 0.7 | $4.4M | 29k | 149.25 | |
| Microsoft Corporation (MSFT) | 0.4 | $2.8M | 20k | 139.04 | |
| Pinduoduo (PDD) | 0.2 | $1.6M | 50k | 32.22 | |
| STMicroelectronics (STM) | 0.1 | $1.0M | 53k | 19.34 | |
| Arista Networks (ANET) | 0.1 | $932k | 3.9k | 238.97 | |
| Keysight Technologies (KEYS) | 0.1 | $924k | 9.5k | 97.26 | |
| Gsx Techedu 3 Adr Rep 2 Cl A Ord (GOTU) | 0.1 | $632k | 41k | 15.31 | |
| Silicon Laboratories (SLAB) | 0.1 | $523k | 4.7k | 111.28 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $524k | 4.8k | 109.17 |
