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 | 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 (GTM) | 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 | 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 |
