Tairen Capital as of June 30, 2021
Portfolio Holdings for Tairen Capital
Tairen Capital holds 26 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pinduoduo Sponsored Ads (PDD) | 42.9 | $245M | 1.9M | 127.02 | |
| Advanced Micro Devices (AMD) | 18.0 | $103M | 1.1M | 93.93 | |
| Biontech Se Sponsored Ads (BNTX) | 11.1 | $64M | 284k | 223.88 | |
| Zto Express Cayman Sponsored Ads A (ZTO) | 5.8 | $33M | 1.1M | 30.35 | |
| Sea Sponsord Ads (SE) | 2.9 | $17M | 60k | 274.59 | |
| Hh&l Acquisition Shs Cl A | 2.5 | $15M | 1.5M | 9.70 | |
| Cree | 2.4 | $14M | 139k | 97.93 | |
| Microsoft Corporation (MSFT) | 2.1 | $12M | 45k | 270.89 | |
| Snowflake Cl A (SNOW) | 2.0 | $11M | 46k | 241.81 | |
| Apple (AAPL) | 1.6 | $9.2M | 67k | 136.97 | |
| Cisco Systems (CSCO) | 1.6 | $9.1M | 172k | 53.00 | |
| Align Technology (ALGN) | 1.2 | $6.8M | 11k | 611.04 | |
| Jinkosolar Hldg Sponsored Adr (JKS) | 1.2 | $6.7M | 119k | 56.02 | |
| Shopify Cl A (SHOP) | 1.0 | $5.7M | 3.9k | 1461.03 | |
| Tencent Music Entmt Group Spon Ads (TME) | 0.9 | $5.2M | 336k | 15.48 | |
| Doordash Cl A (DASH) | 0.7 | $4.0M | 22k | 178.31 | |
| NVIDIA Corporation (NVDA) | 0.6 | $3.4M | 4.3k | 800.05 | |
| Kulicke and Soffa Industries (KLIC) | 0.5 | $2.9M | 47k | 61.21 | |
| Huazhu Group Sponsored Ads (HTHT) | 0.4 | $2.3M | 44k | 52.81 | |
| Coinbase Global Com Cl A (COIN) | 0.2 | $887k | 3.5k | 253.43 | |
| Docusign (DOCU) | 0.1 | $793k | 2.8k | 279.52 | |
| Facebook Cl A (META) | 0.1 | $612k | 1.8k | 347.53 | |
| Workday Cl A (WDAY) | 0.1 | $477k | 2.0k | 238.50 | |
| Agrify Corp | 0.1 | $440k | 37k | 11.89 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $415k | 600.00 | 691.67 | |
| Marvell Technology (MRVL) | 0.1 | $408k | 7.0k | 58.29 |
