Tairen Capital as of June 30, 2018
Portfolio Holdings for Tairen Capital
Tairen Capital holds 16 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sina Corporation | 23.6 | $101M | 1.2M | 84.69 | |
| Momo | 22.7 | $97M | 2.2M | 43.50 | |
| Alibaba Group Holding (BABA) | 20.2 | $86M | 466k | 185.53 | |
| Zto Express Cayman (ZTO) | 14.7 | $63M | 3.1M | 20.00 | |
| Amazon (AMZN) | 6.4 | $28M | 16k | 1699.81 | |
| Microsoft Corporation (MSFT) | 4.3 | $19M | 188k | 98.61 | |
| Paypal Holdings (PYPL) | 3.8 | $16M | 197k | 83.27 | |
| Huami Corp | 0.9 | $4.0M | 406k | 9.85 | |
| Square Inc cl a (SQ) | 0.7 | $3.1M | 50k | 61.64 | |
| Puxin Ltd ads | 0.6 | $2.6M | 120k | 21.40 | |
| Visteon Corporation (VC) | 0.5 | $2.0M | 16k | 129.23 | |
| Facebook Inc cl a (META) | 0.4 | $1.8M | 9.2k | 194.35 | |
| Mellanox Technologies | 0.3 | $1.5M | 18k | 84.30 | |
| Netflix (NFLX) | 0.3 | $1.4M | 3.5k | 391.43 | |
| Intel Corporation (INTC) | 0.2 | $964k | 19k | 49.69 | |
| Asml Holding (ASML) | 0.2 | $970k | 4.9k | 197.96 |
