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 (ZI) | 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 |