Tairen Capital as of March 31, 2021
Portfolio Holdings for Tairen Capital
Tairen Capital holds 31 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pinduoduo Sponsored Ads (PDD) | 34.1 | $299M | 2.2M | 133.88 | |
| Jd.com Spon Adr Cl A (JD) | 14.5 | $127M | 1.5M | 84.33 | |
| Zto Express Cayman Sponsored Ads A (ZTO) | 6.7 | $59M | 2.0M | 29.15 | |
| Lauder Estee Cos Cl A (EL) | 5.3 | $47M | 160k | 290.85 | |
| Applied Materials (AMAT) | 2.9 | $25M | 188k | 133.60 | |
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 2.8 | $24M | 320k | 75.50 | |
| Yatsen Hldg Ads | 2.5 | $22M | 1.8M | 12.35 | |
| Broadcom (AVGO) | 2.4 | $21M | 46k | 463.65 | |
| Workday Cl A (WDAY) | 2.4 | $21M | 83k | 248.44 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.3 | $20M | 9.7k | 2068.66 | |
| Baidu Spon Adr Rep A (BIDU) | 2.2 | $20M | 90k | 217.56 | |
| Nxp Semiconductors N V (NXPI) | 2.2 | $19M | 97k | 201.34 | |
| Amazon (AMZN) | 2.1 | $19M | 6.1k | 3094.12 | |
| Snowflake Cl A (SNOW) | 2.1 | $19M | 81k | 229.28 | |
| Micron Technology (MU) | 2.0 | $17M | 196k | 88.21 | |
| Cisco Systems (CSCO) | 1.9 | $17M | 326k | 51.71 | |
| Gsx Techedu Sponsored Ads (GOTU) | 1.9 | $16M | 479k | 33.88 | |
| Hh&l Acquisition Unit 99/99/9999 | 1.7 | $15M | 1.5M | 10.10 | |
| Marvell Technology Group Ord | 1.6 | $14M | 282k | 48.98 | |
| Microsoft Corporation (MSFT) | 1.1 | $9.3M | 40k | 235.78 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $8.9M | 4.3k | 2062.53 | |
| Canada Goose Hldgs Shs Sub Vtg (GOOS) | 0.9 | $7.6M | 193k | 39.25 | |
| Facebook Cl A (META) | 0.8 | $7.4M | 25k | 294.54 | |
| Western Digital (WDC) | 0.8 | $7.3M | 109k | 66.75 | |
| Lam Research Corporation (LRCX) | 0.7 | $6.3M | 11k | 595.28 | |
| Cree | 0.5 | $4.5M | 41k | 108.13 | |
| Canadian Solar (CSIQ) | 0.2 | $1.7M | 35k | 49.64 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.6M | 2.6k | 617.31 | |
| Kla Corp Com New (KLAC) | 0.1 | $983k | 3.0k | 330.31 | |
| NVIDIA Corporation (NVDA) | 0.1 | $534k | 1.0k | 534.00 | |
| Microchip Technology (MCHP) | 0.1 | $466k | 3.0k | 155.33 |
