Tairen Capital as of Dec. 31, 2021
Portfolio Holdings for Tairen Capital
Tairen Capital holds 48 positions in its portfolio as reported in the December 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Netease Sponsored Ads (NTES) | 7.1 | $46M | 450k | 101.78 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.6 | $43M | 359k | 120.31 | |
Stmicroelectronics N V Ny Registry (STM) | 6.3 | $41M | 843k | 48.88 | |
Nxp Semiconductors N V (NXPI) | 6.2 | $40M | 177k | 227.78 | |
Xilinx | 5.9 | $38M | 180k | 212.03 | |
Ii-vi | 5.8 | $38M | 553k | 68.33 | |
Wolfspeed (WOLF) | 5.0 | $33M | 292k | 111.77 | |
Bill Com Holdings Ord (BILL) | 4.6 | $30M | 121k | 249.15 | |
ON Semiconductor (ON) | 4.6 | $30M | 443k | 67.92 | |
Uber Technologies (UBER) | 3.4 | $22M | 531k | 41.93 | |
Sea Sponsord Ads (SE) | 3.4 | $22M | 99k | 223.71 | |
Crowdstrike Hldgs Cl A (CRWD) | 3.2 | $21M | 101k | 204.75 | |
Doordash Cl A (DASH) | 2.8 | $18M | 122k | 148.90 | |
Mongodb Cl A (MDB) | 2.7 | $18M | 33k | 529.36 | |
Hh&l Acquisition Shs Cl A | 2.2 | $15M | 1.5M | 9.73 | |
NVIDIA Corporation (NVDA) | 2.2 | $14M | 48k | 294.12 | |
Albemarle Corporation (ALB) | 2.1 | $13M | 57k | 233.76 | |
Nokia Corp Sponsored Adr (NOK) | 2.1 | $13M | 2.1M | 6.22 | |
Tesla Motors (TSLA) | 1.9 | $12M | 12k | 1056.75 | |
Twilio Cl A (TWLO) | 1.9 | $12M | 46k | 263.34 | |
Palo Alto Networks (PANW) | 1.8 | $12M | 21k | 556.78 | |
Zscaler Incorporated (ZS) | 1.7 | $11M | 35k | 321.32 | |
Elastic N V Ord Shs (ESTC) | 1.5 | $9.8M | 80k | 123.10 | |
Amazon (AMZN) | 1.3 | $8.5M | 2.6k | 3334.51 | |
Microsoft Corporation (MSFT) | 1.2 | $7.9M | 24k | 336.34 | |
Microchip Technology (MCHP) | 1.2 | $7.8M | 90k | 87.06 | |
Docusign (DOCU) | 1.1 | $7.5M | 49k | 152.32 | |
Jinkosolar Hldg Sponsored Adr (JKS) | 1.1 | $7.4M | 162k | 45.96 | |
Ferroglobe SHS (GSM) | 1.1 | $7.1M | 1.1M | 6.21 | |
Marvell Technology (MRVL) | 1.0 | $6.6M | 75k | 87.50 | |
IPG Photonics Corporation (IPGP) | 0.9 | $5.7M | 33k | 172.13 | |
Target Corporation (TGT) | 0.8 | $5.2M | 23k | 231.42 | |
Snowflake Cl A (SNOW) | 0.8 | $5.2M | 15k | 338.74 | |
Zoominfo Technologies Com Cl A (ZI) | 0.8 | $5.1M | 80k | 64.20 | |
The Beauty Health Company Com Cl A (SKIN) | 0.8 | $5.1M | 209k | 24.16 | |
Datadog Cl A Com (DDOG) | 0.6 | $3.6M | 20k | 178.11 | |
Livent Corp | 0.5 | $3.0M | 124k | 24.38 | |
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.4 | $2.8M | 56k | 50.43 | |
Advanced Micro Devices (AMD) | 0.4 | $2.4M | 17k | 143.92 | |
Lithium Amers Corp Com New | 0.4 | $2.3M | 80k | 29.12 | |
Coupa Software | 0.1 | $790k | 5.0k | 158.00 | |
Qualcomm (QCOM) | 0.1 | $549k | 3.0k | 183.00 | |
Lam Research Corporation (LRCX) | 0.1 | $503k | 700.00 | 718.57 | |
Cs Disco (LAW) | 0.1 | $429k | 12k | 35.75 | |
Boeing Company (BA) | 0.1 | $372k | 1.9k | 201.08 | |
stock | 0.1 | $347k | 3.0k | 115.67 | |
Ke Hldgs Sponsored Ads (BEKE) | 0.0 | $213k | 11k | 20.09 | |
Ambarella SHS (AMBA) | 0.0 | $203k | 1.0k | 203.00 |