Tairen Capital as of Dec. 31, 2018
Portfolio Holdings for Tairen Capital
Tairen Capital holds 24 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 29.4 | $81M | 591k | 137.07 | |
| Sina Corporation | 22.3 | $62M | 1.1M | 53.64 | |
| Zto Express Cayman (ZTO) | 19.2 | $53M | 3.3M | 15.83 | |
| Telefonaktiebolaget LM Ericsson (ERIC) | 8.2 | $23M | 2.5M | 8.87 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 7.5 | $21M | 470k | 43.72 | |
| Xilinx | 2.4 | $6.7M | 78k | 85.17 | |
| Paypal Holdings (PYPL) | 2.2 | $6.2M | 74k | 84.09 | |
| Sohu (SOHU) | 1.6 | $4.5M | 257k | 17.42 | |
| SPDR Gold Trust (GLD) | 1.3 | $3.6M | 30k | 121.27 | |
| Huami Corp | 0.9 | $2.5M | 259k | 9.83 | |
| Facebook Inc cl a (META) | 0.9 | $2.4M | 18k | 131.09 | |
| Inphi Corporation | 0.6 | $1.6M | 51k | 32.16 | |
| Microsoft Corporation (MSFT) | 0.6 | $1.6M | 15k | 101.57 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 0.5 | $1.3M | 244k | 5.46 | |
| Puxin Ltd ads | 0.4 | $1.2M | 201k | 5.91 | |
| Asml Holding (ASML) | 0.4 | $1.1M | 7.2k | 155.56 | |
| New Oriental Education & Tech | 0.3 | $932k | 17k | 54.82 | |
| Bilibili Ads (BILI) | 0.3 | $730k | 50k | 14.60 | |
| NetEase (NTES) | 0.3 | $706k | 3.0k | 235.33 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $500k | 2.0k | 250.00 | |
| Neophotonics Corp | 0.1 | $389k | 60k | 6.48 | |
| Amazon (AMZN) | 0.1 | $300k | 200.00 | 1500.00 | |
| Applied Optoelectronics (AAOI) | 0.1 | $309k | 20k | 15.45 | |
| Netflix (NFLX) | 0.1 | $214k | 800.00 | 267.50 |
