Tairen Capital as of June 30, 2019
Portfolio Holdings for Tairen Capital
Tairen Capital holds 30 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Hldg Sponsored Ads (BABA) | 42.0 | $218M | 1.3M | 169.45 | |
| Ctrip Com Intl Sponsored Ads | 13.1 | $68M | 1.8M | 36.91 | |
| Zto Express Cayman Sponsored Ads A (ZTO) | 11.6 | $60M | 3.1M | 19.12 | |
| Lumentum Hldgs (LITE) | 3.0 | $16M | 291k | 53.41 | |
| Acacia Communications | 3.0 | $16M | 330k | 47.16 | |
| New Oriental Ed & Tech Grp I Spon Adr | 2.4 | $13M | 129k | 96.58 | |
| Qualcomm (QCOM) | 2.4 | $12M | 161k | 76.07 | |
| Atlassian Corp Cl A | 2.2 | $12M | 88k | 130.84 | |
| Mongodb Cl A (MDB) | 1.9 | $10M | 66k | 152.08 | |
| Rogers Corporation (ROG) | 1.8 | $9.3M | 54k | 172.59 | |
| Broadcom (AVGO) | 1.7 | $8.9M | 31k | 287.86 | |
| MaxLinear (MXL) | 1.7 | $8.9M | 378k | 23.44 | |
| Zscaler Incorporated (ZS) | 1.6 | $8.5M | 111k | 76.64 | |
| Dex (DXCM) | 1.2 | $6.2M | 41k | 149.83 | |
| Cree | 1.2 | $6.0M | 107k | 56.18 | |
| Arista Networks | 1.1 | $5.6M | 21k | 259.63 | |
| Okta Cl A (OKTA) | 1.0 | $5.3M | 43k | 123.51 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.0 | $5.2M | 25k | 207.92 | |
| Advanced Micro Devices (AMD) | 0.9 | $4.9M | 160k | 30.37 | |
| Tal Education Group Sponsored Ads (TAL) | 0.9 | $4.6M | 120k | 38.10 | |
| Veeva Sys Cl A Com (VEEV) | 0.8 | $4.1M | 25k | 162.12 | |
| Zendesk | 0.8 | $3.9M | 44k | 89.03 | |
| Twilio Cl A (TWLO) | 0.6 | $3.1M | 23k | 136.34 | |
| Facebook Cl A (META) | 0.6 | $3.0M | 16k | 193.03 | |
| Globant S A (GLOB) | 0.3 | $1.8M | 18k | 101.04 | |
| Momo Adr | 0.3 | $1.6M | 45k | 35.80 | |
| Microsoft Corporation (MSFT) | 0.3 | $1.5M | 11k | 133.93 | |
| Netflix (NFLX) | 0.2 | $1.2M | 3.3k | 367.41 | |
| Bilibili Spons Ads Rep Z (BILI) | 0.2 | $846k | 52k | 16.27 | |
| ON Semiconductor (ON) | 0.1 | $525k | 26k | 20.19 |
