Tairen Capital as of March 31, 2020
Portfolio Holdings for Tairen Capital
Tairen Capital holds 15 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 20.6 | $190M | 97k | 1949.72 | |
| TAL Education (TAL) | 18.0 | $166M | 3.1M | 53.26 | |
| Microsoft Corporation (MSFT) | 10.9 | $101M | 637k | 157.71 | |
| Zto Express Cayman (ZTO) | 7.8 | $72M | 2.7M | 26.48 | |
| Netflix (NFLX) | 7.4 | $68M | 181k | 375.50 | |
| New Oriental Education & Tech | 7.3 | $67M | 621k | 108.24 | |
| Taiwan Semiconductor Mfg (TSM) | 6.0 | $55M | 1.2M | 47.79 | |
| Jd (JD) | 6.0 | $55M | 1.4M | 40.50 | |
| Intel Corporation (INTC) | 5.7 | $52M | 968k | 54.12 | |
| Advanced Micro Devices (AMD) | 5.5 | $51M | 1.1M | 45.48 | |
| Acacia Communications | 1.9 | $17M | 259k | 67.18 | |
| Pinduoduo (PDD) | 1.1 | $9.8M | 273k | 36.03 | |
| Docusign (DOCU) | 0.7 | $6.2M | 67k | 92.40 | |
| Seagate Technology Com Stk | 0.6 | $5.6M | 115k | 48.80 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.6 | $5.5M | 124k | 44.31 |
