Tairen Capital as of Dec. 31, 2019
Portfolio Holdings for Tairen Capital
Tairen Capital holds 25 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg (TSM) | 14.4 | $94M | 1.6M | 58.10 | |
| New Oriental Education & Tech | 13.4 | $87M | 718k | 121.25 | |
| Alibaba Group Holding (BABA) | 11.3 | $74M | 347k | 212.10 | |
| Apple (AAPL) | 11.0 | $72M | 244k | 293.65 | |
| Zto Express Cayman (ZTO) | 9.8 | $64M | 2.7M | 23.35 | |
| Pinduoduo (PDD) | 9.3 | $61M | 1.6M | 37.82 | |
| TAL Education (TAL) | 5.4 | $35M | 723k | 48.20 | |
| Gsx Techedu 3 Adr Rep 2 Cl A Ord (GOTU) | 3.5 | $23M | 1.1M | 21.86 | |
| Acacia Communications | 2.7 | $18M | 259k | 67.81 | |
| Lyft (LYFT) | 2.5 | $16M | 374k | 43.02 | |
| Asml Holding (ASML) | 2.2 | $15M | 49k | 295.94 | |
| Costco Wholesale Corporation (COST) | 2.1 | $14M | 47k | 293.91 | |
| Alphabet Inc Class A cs (GOOGL) | 1.8 | $12M | 8.8k | 1339.34 | |
| Nxp Semiconductors N V (NXPI) | 1.7 | $11M | 85k | 127.26 | |
| Beyond Meat (BYND) | 1.6 | $10M | 137k | 75.60 | |
| Uber Technologies (UBER) | 1.3 | $8.4M | 281k | 29.74 | |
| Microsoft Corporation (MSFT) | 1.3 | $8.3M | 53k | 157.69 | |
| Amazon (AMZN) | 1.2 | $7.8M | 4.2k | 1847.87 | |
| Alphabet Inc Class C cs (GOOG) | 1.1 | $7.0M | 5.2k | 1337.12 | |
| Elastic N V ord (ESTC) | 0.9 | $5.7M | 89k | 64.30 | |
| Advanced Micro Devices (AMD) | 0.6 | $3.8M | 82k | 45.86 | |
| MaxLinear (MXL) | 0.4 | $2.3M | 110k | 21.22 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 0.3 | $2.1M | 150k | 14.17 | |
| Mongodb Inc. Class A (MDB) | 0.1 | $972k | 7.4k | 131.58 | |
| Trip Com Intl Ltd Sponsored Ad (TCOM) | 0.1 | $738k | 22k | 33.55 |
