Tairen Capital as of Sept. 30, 2021
Portfolio Holdings for Tairen Capital
Tairen Capital holds 39 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Sponsord Ads (SE) | 27.0 | $108M | 338k | 318.73 | |
| Amazon (AMZN) | 5.9 | $23M | 7.1k | 3285.09 | |
| Apple (AAPL) | 5.3 | $21M | 150k | 141.50 | |
| Uber Technologies (UBER) | 5.1 | $20M | 452k | 44.80 | |
| Pinduoduo Sponsored Ads (PDD) | 4.6 | $18M | 202k | 90.67 | |
| Doordash Cl A (DASH) | 4.1 | $16M | 80k | 205.98 | |
| Hh&l Acquisition Shs Cl A | 3.7 | $15M | 1.5M | 9.72 | |
| salesforce (CRM) | 3.4 | $14M | 51k | 271.23 | |
| Xilinx | 3.3 | $13M | 88k | 150.99 | |
| Five9 (FIVN) | 3.3 | $13M | 81k | 159.74 | |
| Albemarle Corporation (ALB) | 3.1 | $13M | 57k | 218.97 | |
| Coupa Software | 3.1 | $12M | 56k | 219.18 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $12M | 4.4k | 2673.52 | |
| Microsoft Corporation (MSFT) | 2.6 | $10M | 37k | 281.91 | |
| Ferroglobe SHS (GSM) | 2.5 | $10M | 1.1M | 8.70 | |
| NVIDIA Corporation (NVDA) | 2.4 | $9.6M | 46k | 207.16 | |
| Xpeng Ads (XPEV) | 2.0 | $8.1M | 229k | 35.54 | |
| Jd.com Spon Adr Cl A (JD) | 1.9 | $7.7M | 107k | 72.24 | |
| Tencent Music Entmt Group Spon Ads (TME) | 1.5 | $5.9M | 810k | 7.25 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.4 | $5.6M | 50k | 111.65 | |
| Jinkosolar Hldg Sponsored Adr (JKS) | 1.4 | $5.5M | 119k | 45.81 | |
| The Beauty Health Company Com Cl A (SKIN) | 1.4 | $5.4M | 209k | 25.97 | |
| Docusign (DOCU) | 1.3 | $5.1M | 20k | 257.44 | |
| Snowflake Cl A (SNOW) | 1.1 | $4.5M | 15k | 302.46 | |
| Facebook Cl A (META) | 0.8 | $3.2M | 9.4k | 339.36 | |
| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.8 | $3.0M | 56k | 53.71 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.0M | 1.1k | 2665.16 | |
| Livent Corp | 0.7 | $2.9M | 124k | 23.11 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $2.0M | 2.6k | 745.14 | |
| Lithium Amers Corp Com New | 0.4 | $1.8M | 80k | 22.32 | |
| Zoominfo Technologies Com Cl A (GTM) | 0.4 | $1.8M | 29k | 61.18 | |
| Tesla Motors (TSLA) | 0.4 | $1.7M | 2.2k | 775.45 | |
| Elastic N V Ord Shs (ESTC) | 0.3 | $1.2M | 8.0k | 149.00 | |
| Cs Disco (LAW) | 0.1 | $575k | 12k | 47.92 | |
| Analog Devices (ADI) | 0.1 | $502k | 3.0k | 167.33 | |
| Workday Cl A (WDAY) | 0.1 | $500k | 2.0k | 250.00 | |
| Peloton Interactive Cl A Com (PTON) | 0.1 | $435k | 5.0k | 87.00 | |
| Marvell Technology (MRVL) | 0.1 | $422k | 7.0k | 60.29 | |
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 0.1 | $399k | 7.0k | 57.00 |
