Tairen Capital as of Sept. 30, 2020
Portfolio Holdings for Tairen Capital
Tairen Capital holds 24 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pinduoduo Sponsored Ads (PDD) | 12.6 | $117M | 1.6M | 74.15 | |
| Shopify Cl A (SHOP) | 9.6 | $89M | 87k | 1022.97 | |
| Facebook Cl A (META) | 9.3 | $86M | 327k | 261.90 | |
| Xpeng Ads (XPEV) | 8.8 | $82M | 4.1M | 20.07 | |
| Apple (AAPL) | 7.2 | $66M | 572k | 115.81 | |
| Square Cl A (SQ) | 7.1 | $66M | 403k | 162.55 | |
| Amazon (AMZN) | 5.8 | $54M | 17k | 3148.75 | |
| Ericsson Adr B Sek 10 (ERIC) | 5.7 | $53M | 4.8M | 10.89 | |
| Nokia Corp Sponsored Adr (NOK) | 4.0 | $37M | 9.6M | 3.91 | |
| Advanced Micro Devices (AMD) | 3.9 | $36M | 435k | 81.99 | |
| Roku Com Cl A (ROKU) | 3.8 | $35M | 185k | 188.80 | |
| Zto Express Cayman Sponsored Ads A (ZTO) | 3.7 | $34M | 1.1M | 29.92 | |
| Nio Spon Ads (NIO) | 3.2 | $30M | 1.4M | 21.22 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.2 | $29M | 100k | 293.98 | |
| The Trade Desk Com Cl A (TTD) | 2.9 | $27M | 52k | 518.79 | |
| Sea Sponsord Ads (SE) | 2.7 | $25M | 159k | 154.04 | |
| Skyworks Solutions (SWKS) | 2.2 | $21M | 143k | 145.50 | |
| Netease Sponsored Ads (NTES) | 1.0 | $9.1M | 20k | 454.65 | |
| Microsoft Corporation (MSFT) | 0.9 | $8.6M | 41k | 210.34 | |
| United Parcel Service CL B (UPS) | 0.9 | $7.9M | 47k | 166.63 | |
| Texas Instruments Incorporated (TXN) | 0.7 | $6.8M | 47k | 142.79 | |
| Ke Hldgs Sponsored Ads (BEKE) | 0.4 | $3.9M | 63k | 61.29 | |
| Snowflake Cl A (SNOW) | 0.3 | $2.5M | 10k | 251.00 | |
| Zai Lab Adr (ZLAB) | 0.1 | $655k | 7.9k | 83.19 |
