Tairen Capital as of March 31, 2019
Portfolio Holdings for Tairen Capital
Tairen Capital holds 31 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Advanced Micro Devices (AMD) | 11.4 | $102M | 4.0M | 25.52 | |
| Xilinx | 11.4 | $102M | 807k | 126.79 | |
| Pinduoduo (PDD) | 10.6 | $94M | 3.8M | 24.80 | |
| Alibaba Group Holding (BABA) | 9.6 | $86M | 472k | 182.45 | |
| Ctrip.com International | 9.2 | $83M | 1.9M | 43.69 | |
| Sina Corporation | 7.5 | $67M | 1.1M | 59.24 | |
| Zto Express Cayman (ZTO) | 7.0 | $63M | 3.4M | 18.28 | |
| Microsoft Corporation (MSFT) | 5.0 | $45M | 381k | 117.94 | |
| Tesla Motors (TSLA) | 4.7 | $42M | 151k | 279.86 | |
| Facebook Inc cl a (META) | 3.6 | $32M | 192k | 166.69 | |
| Amazon (AMZN) | 2.8 | $25M | 14k | 1780.77 | |
| Acacia Communications | 2.5 | $23M | 397k | 57.35 | |
| Cisco Systems (CSCO) | 2.4 | $21M | 393k | 53.99 | |
| Broadcom (AVGO) | 2.1 | $18M | 61k | 300.71 | |
| MaxLinear (MXL) | 1.9 | $17M | 679k | 25.53 | |
| Universal Display Corporation (OLED) | 1.2 | $10M | 68k | 152.85 | |
| New Oriental Education & Tech | 1.1 | $9.8M | 109k | 90.09 | |
| Twilio Inc cl a (TWLO) | 1.1 | $9.8M | 76k | 129.18 | |
| Cree | 0.9 | $8.5M | 149k | 57.22 | |
| Alphabet Inc Class A cs (GOOGL) | 0.8 | $7.5M | 6.4k | 1176.88 | |
| Analog Devices (ADI) | 0.7 | $6.0M | 57k | 105.27 | |
| Servicenow (NOW) | 0.6 | $5.4M | 22k | 246.47 | |
| Zscaler Incorporated (ZS) | 0.3 | $2.6M | 37k | 70.94 | |
| Zendesk | 0.3 | $2.5M | 29k | 85.00 | |
| Mongodb Inc. Class A (MDB) | 0.3 | $2.5M | 17k | 147.02 | |
| Lyft (LYFT) | 0.2 | $1.6M | 20k | 78.30 | |
| Nokia Corporation (NOK) | 0.2 | $1.4M | 250k | 5.72 | |
| Asml Holding (ASML) | 0.2 | $1.5M | 7.8k | 188.08 | |
| Puxin Ltd ads | 0.2 | $1.5M | 209k | 6.93 | |
| Intel Corporation (INTC) | 0.1 | $859k | 16k | 53.69 | |
| Up Fintech Hldg (TIGR) | 0.1 | $647k | 50k | 12.94 |
