Tairen Capital as of June 30, 2020
Portfolio Holdings for Tairen Capital
Tairen Capital holds 25 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Jd.com Spon Adr Cl A (JD) | 11.2 | $149M | 2.5M | 60.18 | |
| Amazon (AMZN) | 10.4 | $139M | 51k | 2758.82 | |
| Apple (AAPL) | 8.6 | $115M | 316k | 364.80 | |
| Shopify Cl A (SHOP) | 7.5 | $100M | 105k | 949.20 | |
| NVIDIA Corporation (NVDA) | 7.5 | $100M | 262k | 379.91 | |
| Pinduoduo Sponsored Ads (PDD) | 7.1 | $95M | 1.1M | 85.84 | |
| Tal Education Group Sponsored Ads (TAL) | 6.6 | $88M | 1.3M | 68.38 | |
| Zto Express Cayman Sponsored Ads A (ZTO) | 6.5 | $87M | 2.4M | 36.71 | |
| Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 6.3 | $84M | 2.3M | 36.68 | |
| Skyworks Solutions (SWKS) | 5.6 | $75M | 583k | 127.86 | |
| Microsoft Corporation (MSFT) | 5.2 | $69M | 339k | 203.51 | |
| Facebook Cl A (META) | 4.0 | $54M | 238k | 227.07 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.2 | $30M | 523k | 56.77 | |
| stock | 2.0 | $26M | 133k | 198.70 | |
| Atlassian Corp Cl A | 1.6 | $22M | 120k | 180.27 | |
| Farfetch Ord Sh Cl A (FTCHF) | 1.4 | $19M | 1.1M | 17.27 | |
| Square Cl A (SQ) | 1.3 | $17M | 166k | 104.94 | |
| Servicenow (NOW) | 1.0 | $14M | 34k | 405.07 | |
| Peloton Interactive Cl A Com (PTON) | 1.0 | $13M | 230k | 57.77 | |
| Gsx Techedu Sponsored Ads (GOTU) | 0.9 | $12M | 202k | 59.99 | |
| Acacia Communications | 0.7 | $8.7M | 130k | 67.19 | |
| Nokia Corp Sponsored Adr (NOK) | 0.6 | $7.4M | 1.7M | 4.40 | |
| Ericsson Adr B Sek 10 (ERIC) | 0.6 | $7.4M | 797k | 9.30 | |
| Bill Com Holdings Ord (BILL) | 0.3 | $3.5M | 39k | 90.21 | |
| Qualcomm (QCOM) | 0.1 | $1.0M | 11k | 91.17 |
