Tairen Capital
Latest statistics and disclosures from Tairen Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, AMD, LITE, MRVL, GLW, and represent 50.23% of Tairen Capital's stock portfolio.
- Added to shares of these 10 stocks: TSM (+$139M), MRVL (+$86M), QCOM (+$56M), CVX (+$53M), LITE (+$45M), CLS (+$39M), AVGO (+$38M), CIEN (+$17M), NOK (+$16M), X-energy Cl A Ord (+$12M).
- Started 24 new stock positions in ORCL.PD, BIDU, VAL, AVGO, SMCI, QCOM, POET, KLIC, SMTC, CVX. CLS, MRVL, Innio Nv, NOK, RIG, UMC, SITM, X-energy Cl A Ord, AXTI, CIEN, SDRL, Super Micro Computer, ONTO, BWXT.
- Reduced shares in these 10 stocks: MU (-$265M), SNDK (-$117M), EWY (-$71M), AMAT (-$63M), LRCX (-$60M), INTC (-$54M), GOOGL (-$43M), ASML (-$41M), , LIN (-$30M).
- Sold out of its positions in AEIS, GOOG, GOOGL, ARM, COHR, DASH, ENTG, META, FICO, HAL. EWY, KEYS, MKSI, NDAQ, NVDA, PH, RMBS, RBLX, SOLS, VNET, U, WAB, FTAI, LIN.
- Tairen Capital was a net seller of stock by $-390M.
- Tairen Capital has $1.1B in assets under management (AUM), dropping by 22.47%.
- Central Index Key (CIK): 0001652062
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Portfolio Holdings for Tairen Capital
Tairen Capital holds 44 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 19.1 | $216M | +178% | 453k | 477.57 |
|
| Advanced Micro Devices (AMD) | 8.8 | $99M | +6% | 171k | 580.91 |
|
| Lumentum Hldgs (LITE) | 8.1 | $92M | +95% | 107k | 858.06 |
|
| Marvell Technology (MRVL) | 7.6 | $86M | NEW | 289k | 297.89 |
|
| Corning Incorporated (GLW) | 6.6 | $75M | +8% | 294k | 255.43 |
|
| Intel Corporation (INTC) | 5.8 | $66M | -44% | 469k | 139.63 |
|
| Qualcomm (QCOM) | 5.0 | $56M | NEW | 304k | 184.79 |
|
| Chevron Corporation (CVX) | 4.6 | $53M | NEW | 317k | 165.76 |
|
| Robinhood Mkts Com Cl A (HOOD) | 4.5 | $51M | 513k | 100.28 |
|
|
| Celestica (CLS) | 3.5 | $39M | NEW | 108k | 364.80 |
|
| Broadcom (AVGO) | 3.3 | $38M | NEW | 99k | 377.75 |
|
| Micron Technology (MU) | 3.2 | $37M | -87% | 32k | 1154.29 |
|
| Baker Hughes Company Cl A (BKR) | 2.9 | $32M | +19% | 584k | 55.50 |
|
| Ciena Corp Com New (CIEN) | 1.5 | $17M | NEW | 35k | 490.56 |
|
| Nokia Corp Sponsored Adr (NOK) | 1.4 | $16M | NEW | 1.2M | 13.28 |
|
| Teradyne (TER) | 1.4 | $16M | -39% | 32k | 483.84 |
|
| X-energy Com Cl A | 1.0 | $12M | NEW | 636k | 18.36 |
|
| SLB Com Stk (SLB) | 1.0 | $12M | 250k | 46.49 |
|
|
| Trip Com Group Ads (TCOM) | 1.0 | $11M | +46% | 274k | 39.84 |
|
| Axt (AXTI) | 0.9 | $10M | NEW | 140k | 72.08 |
|
| Sitime Corp (SITM) | 0.8 | $9.3M | NEW | 13k | 745.56 |
|
| Root Cl A New (ROOT) | 0.8 | $9.0M | 161k | 55.92 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.7 | $8.4M | -52% | 88k | 95.98 |
|
| Kulicke and Soffa Industries (KLIC) | 0.7 | $8.4M | NEW | 63k | 133.76 |
|
| Bwx Technologies (BWXT) | 0.7 | $7.8M | NEW | 40k | 194.65 |
|
| Super Micro Computer Com New (SMCI) | 0.6 | $7.0M | NEW | 238k | 29.33 |
|
| Onto Innovation (ONTO) | 0.6 | $6.6M | NEW | 18k | 378.45 |
|
| Innio Nv Ordinary Shares | 0.6 | $6.3M | NEW | 159k | 39.55 |
|
| Semtech Corporation (SMTC) | 0.5 | $6.0M | NEW | 37k | 161.85 |
|
| Poet Technologies Com New (POET) | 0.5 | $5.6M | NEW | 540k | 10.28 |
|
| New Oriental Ed & Technology Spon Adr (EDU) | 0.4 | $4.7M | -33% | 103k | 45.91 |
|
| Snap Cl A (SNAP) | 0.4 | $4.0M | -42% | 901k | 4.44 |
|
| Baidu Spon Adr Rep A (BIDU) | 0.3 | $3.0M | NEW | 26k | 114.29 |
|
| Sandisk Corp (SNDK) | 0.2 | $2.7M | -97% | 1.2k | 2273.73 |
|
| Seadrill 2021 (SDRL) | 0.2 | $2.3M | NEW | 62k | 37.82 |
|
| Transocean Registered Shs (RIG) | 0.2 | $2.2M | NEW | 445k | 4.89 |
|
| Valaris Cl A (VAL) | 0.2 | $2.2M | NEW | 30k | 72.60 |
|
| Super Micro Computer 7 Dep Cm Sr A Wi | 0.1 | $1.0M | NEW | 20k | 51.96 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $686k | -98% | 345.00 | 1989.44 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $470k | NEW | 17k | 27.21 |
|
| Oracle Corp 6.5 Dep Cum Sr D (ORCL.PD) | 0.0 | $450k | NEW | 10k | 44.95 |
|
| Applied Materials (AMAT) | 0.0 | $289k | -99% | 400.00 | 723.00 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $260k | -99% | 600.00 | 433.33 |
|
| Dingdong Cayman Ads (DDL) | 0.0 | $64k | 33k | 1.93 |
|
Past Filings by Tairen Capital
SEC 13F filings are viewable for Tairen Capital going back to 2015
- Tairen Capital 2026 Q2 filed Aug. 13, 2026
- Tairen Capital 2026 Q1 filed May 15, 2026
- 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