Tairen Capital as of Sept. 30, 2018
Portfolio Holdings for Tairen Capital
Tairen Capital holds 22 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sina Corporation | 26.8 | $82M | 1.2M | 69.48 | |
| Zto Express Cayman (ZTO) | 17.7 | $54M | 3.3M | 16.57 | |
| Taiwan Semiconductor Mfg (TSM) | 15.7 | $48M | 1.1M | 44.16 | |
| Momo | 14.7 | $45M | 1.0M | 43.80 | |
| Apple (AAPL) | 8.8 | $27M | 119k | 225.74 | |
| Paypal Holdings (PYPL) | 4.9 | $15M | 170k | 87.84 | |
| Facebook Inc cl a (META) | 2.3 | $7.1M | 43k | 164.46 | |
| Trade Desk (TTD) | 2.0 | $6.2M | 41k | 150.92 | |
| Sohu (SOHU) | 1.7 | $5.2M | 261k | 19.88 | |
| TAL Education (TAL) | 1.4 | $4.2M | 164k | 25.71 | |
| Huami Corp | 0.9 | $2.8M | 259k | 10.70 | |
| Puxin Ltd ads | 0.6 | $1.8M | 201k | 8.74 | |
| Asml Holding (ASML) | 0.4 | $1.4M | 7.2k | 188.06 | |
| Mellanox Technologies | 0.4 | $1.3M | 18k | 73.46 | |
| Microsoft Corporation (MSFT) | 0.4 | $1.2M | 11k | 114.39 | |
| Amazon (AMZN) | 0.3 | $801k | 400.00 | 2002.50 | |
| Netflix (NFLX) | 0.2 | $673k | 1.8k | 373.89 | |
| Finisar Corporation | 0.2 | $572k | 30k | 19.07 | |
| NVIDIA Corporation (NVDA) | 0.2 | $506k | 1.8k | 281.11 | |
| Energy Select Sector SPDR (XLE) | 0.2 | $492k | 6.5k | 75.69 | |
| Visteon Corporation (VC) | 0.1 | $409k | 4.4k | 92.95 | |
| Alibaba Group Holding (BABA) | 0.1 | $296k | 1.8k | 164.54 |
