Tairen Capital
Latest statistics and disclosures from Tairen Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, HOOD, NVDA, LITE, TCOM, and represent 29.70% of Tairen Capital's stock portfolio.
- Added to shares of these 10 stocks: GOOGL (+$62M), SNDK (+$34M), LITE (+$31M), TCOM (+$28M), KLAC (+$26M), CLS (+$25M), INTC (+$24M), LULU (+$22M), HUBS (+$21M), SOLS (+$21M).
- Started 25 new stock positions in ANET, FLR, MDB, EL, SE, PSTG, SNDK, HUBS, SOLS, ICE.
- Reduced shares in these 10 stocks: , TSM (-$46M), BABA (-$43M), SHW (-$28M), MRVL (-$26M), MSFT (-$26M), ASML (-$23M), CEG (-$22M), MU (-$20M), AS (-$20M).
- Sold out of its positions in AMD, BABA, AAPL, BE, CEG, DUOL, FICO, GDS, LABX, LRCX.
- Tairen Capital was a net buyer of stock by $38M.
- Tairen Capital has $961M in assets under management (AUM), dropping by 3.83%.
- Central Index Key (CIK): 0001652062
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Portfolio Holdings for Tairen Capital
Tairen Capital holds 59 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 10.9 | $105M | +141% | 336k | 313.00 |
|
| Robinhood Mkts Com Cl A (HOOD) | 6.2 | $60M | +17% | 526k | 113.10 |
|
| NVIDIA Corporation (NVDA) | 4.8 | $46M | -18% | 249k | 186.50 |
|
| Lumentum Hldgs (LITE) | 4.1 | $40M | +366% | 107k | 368.59 |
|
| Trip Com Group Ads (TCOM) | 3.6 | $35M | +384% | 483k | 71.91 |
|
| Sandisk Corp (SNDK) | 3.5 | $34M | NEW | 143k | 237.38 |
|
| Roblox Corp Cl A (RBLX) | 2.7 | $26M | +141% | 325k | 81.03 |
|
| Kla Corp Com New (KLAC) | 2.7 | $26M | NEW | 21k | 1215.08 |
|
| Celestica (CLS) | 2.6 | $26M | +6900% | 86k | 295.61 |
|
| Synopsys (SNPS) | 2.6 | $25M | +13% | 53k | 469.72 |
|
| Intel Corporation (INTC) | 2.6 | $25M | +2437% | 670k | 36.90 |
|
| Progressive Corporation (PGR) | 2.4 | $23M | +20% | 100k | 227.72 |
|
| Lululemon Athletica (LULU) | 2.3 | $22M | NEW | 106k | 207.81 |
|
| Teradyne (TER) | 2.3 | $22M | +210% | 112k | 193.56 |
|
| Hubspot (HUBS) | 2.2 | $21M | NEW | 53k | 401.30 |
|
| Broadcom (AVGO) | 2.2 | $21M | +327% | 60k | 346.10 |
|
| Solstice Advanced Matls Com Shs (SOLS) | 2.1 | $21M | NEW | 423k | 48.58 |
|
| Pdd Holdings Sponsored Ads (PDD) | 2.1 | $20M | +2115% | 177k | 113.39 |
|
| Spotify Technology S A SHS (SPOT) | 2.1 | $20M | +237% | 34k | 580.71 |
|
| Datadog Cl A Com (DDOG) | 2.0 | $20M | NEW | 145k | 135.99 |
|
| Unity Software (U) | 2.0 | $20M | +84% | 444k | 44.17 |
|
| Intercontinental Exchange (ICE) | 2.0 | $19M | NEW | 117k | 161.96 |
|
| Linde SHS (LIN) | 1.9 | $18M | 42k | 426.39 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 1.8 | $18M | -56% | 17k | 1069.86 |
|
| Arista Networks Com Shs (ANET) | 1.8 | $17M | NEW | 130k | 131.03 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 1.7 | $17M | +15% | 103k | 160.97 |
|
| Coherent Corp (COHR) | 1.5 | $15M | NEW | 81k | 184.57 |
|
| Root Cl A New (ROOT) | 1.2 | $12M | 161k | 72.23 |
|
|
| Mongodb Cl A (MDB) | 1.2 | $12M | NEW | 28k | 419.69 |
|
| Veeva Sys Cl A Com (VEEV) | 1.2 | $11M | +542% | 51k | 223.23 |
|
| Home Depot (HD) | 1.2 | $11M | NEW | 33k | 344.10 |
|
| Wabtec Corporation (WAB) | 1.1 | $11M | -40% | 51k | 213.45 |
|
| Verisk Analytics (VRSK) | 1.1 | $11M | 48k | 223.69 |
|
|
| Tower Semiconductor Shs New (TSEM) | 1.1 | $11M | NEW | 90k | 117.42 |
|
| Applovin Corp Com Cl A (APP) | 1.1 | $10M | NEW | 15k | 673.82 |
|
| Figma Class A Com Stk (FIG) | 1.0 | $9.7M | NEW | 260k | 37.37 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 1.0 | $9.5M | NEW | 66k | 143.89 |
|
| Doordash Cl A (DASH) | 1.0 | $9.2M | NEW | 41k | 226.48 |
|
| Astera Labs (ALAB) | 1.0 | $9.2M | +163% | 55k | 166.36 |
|
| Sea Sponsord Ads (SE) | 0.9 | $9.1M | NEW | 71k | 127.57 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $8.7M | -40% | 28k | 313.80 |
|
| Snap Cl A (SNAP) | 0.9 | $8.6M | -23% | 1.1M | 8.07 |
|
| New Oriental Ed & Technology Spon Adr (EDU) | 0.9 | $8.5M | 155k | 55.03 |
|
|
| Parker-Hannifin Corporation (PH) | 0.8 | $7.4M | 8.4k | 878.96 |
|
|
| Flowserve Corporation (FLS) | 0.6 | $5.6M | NEW | 80k | 69.38 |
|
| Pure Storage Cl A (PSTG) | 0.6 | $5.4M | NEW | 80k | 67.01 |
|
| Lauder Estee Cos Cl A (EL) | 0.5 | $4.9M | NEW | 47k | 104.72 |
|
| Doximity Cl A (DOCS) | 0.5 | $4.4M | -37% | 100k | 44.28 |
|
| Guidewire Software (GWRE) | 0.4 | $3.6M | NEW | 18k | 201.01 |
|
| Fluor Corporation (FLR) | 0.3 | $3.3M | NEW | 83k | 39.63 |
|
| Marvell Technology (MRVL) | 0.2 | $2.3M | -92% | 27k | 84.98 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $2.0M | -95% | 6.6k | 303.89 |
|
| Amer Sports Com Shs (AS) | 0.1 | $977k | -95% | 26k | 37.35 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $922k | 16k | 56.62 |
|
|
| Semtech Corporation (SMTC) | 0.1 | $597k | NEW | 8.1k | 73.69 |
|
| TTM Technologies (TTMI) | 0.1 | $552k | -8% | 8.0k | 69.00 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $501k | -6% | 1.8k | 275.39 |
|
| Amkor Technology (AMKR) | 0.0 | $257k | NEW | 6.5k | 39.48 |
|
| Pony Ai Sponsored Ads (PONY) | 0.0 | $229k | NEW | 16k | 14.50 |
|
Past Filings by Tairen Capital
SEC 13F filings are viewable for Tairen Capital going back to 2015
- Tairen Capital 2025 Q4 filed Feb. 17, 2026
- Tairen Capital 2025 Q3 filed Nov. 13, 2025
- Tairen Capital 2025 Q2 filed Aug. 12, 2025
- Tairen Capital 2025 Q1 filed May 15, 2025
- Tairen Capital 2024 Q4 filed Feb. 14, 2025
- Tairen Capital 2024 Q3 filed Nov. 14, 2024
- Tairen Capital 2024 Q2 filed Aug. 14, 2024
- Tairen Capital 2024 Q1 filed May 15, 2024
- Tairen Capital 2023 Q4 filed Feb. 13, 2024
- Tairen Capital 2023 Q3 filed Nov. 13, 2023
- Tairen Capital 2023 Q2 filed Aug. 14, 2023
- Tairen Capital 2023 Q1 filed May 15, 2023
- Tairen Capital 2022 Q4 filed Feb. 14, 2023
- Tairen Capital 2022 Q3 filed Nov. 14, 2022
- Tairen Capital 2022 Q2 filed Aug. 15, 2022
- Tairen Capital 2022 Q1 filed May 16, 2022