Tairen Capital as of Dec. 31, 2020
Portfolio Holdings for Tairen Capital
Tairen Capital holds 17 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pinduoduo Sponsored Ads (PDD) | 33.6 | $203M | 1.1M | 177.67 | |
| Jd.com Spon Adr Cl A (JD) | 29.5 | $179M | 2.0M | 87.90 | |
| Zto Express Cayman Sponsored Ads A (ZTO) | 7.6 | $46M | 1.6M | 29.16 | |
| Miniso Group Hldg Sponsored Ads (MNSO) | 6.1 | $37M | 1.4M | 26.39 | |
| Sea Sponsord Ads (SE) | 4.3 | $26M | 131k | 199.05 | |
| Advanced Micro Devices (AMD) | 3.0 | $18M | 199k | 91.71 | |
| Apple (AAPL) | 3.0 | $18M | 138k | 132.69 | |
| Amazon (AMZN) | 2.4 | $15M | 4.5k | 3256.89 | |
| Cree | 2.1 | $13M | 121k | 105.90 | |
| Ke Hldgs Sponsored Ads (BEKE) | 1.6 | $9.4M | 153k | 61.54 | |
| Shopify Cl A (SHOP) | 1.4 | $8.5M | 7.5k | 1131.99 | |
| Workday Cl A (WDAY) | 1.4 | $8.4M | 35k | 239.61 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.4 | $8.2M | 75k | 109.04 | |
| Ericsson Adr B Sek 10 (ERIC) | 1.0 | $6.1M | 512k | 11.95 | |
| Uber Technologies (UBER) | 1.0 | $5.8M | 113k | 51.00 | |
| Zai Lab Adr (ZLAB) | 0.5 | $2.9M | 22k | 135.32 | |
| Micron Technology (MU) | 0.1 | $902k | 12k | 75.17 |
