Tairen Capital as of June 30, 2022
Portfolio Holdings for Tairen Capital
Tairen Capital holds 28 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 40.3 | $176M | 686k | 256.83 | |
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 10.7 | $47M | 652k | 71.38 | |
| 4068594 Enphase Energy (ENPH) | 6.4 | $28M | 142k | 195.24 | |
| Activision Blizzard | 5.9 | $26M | 330k | 77.86 | |
| Solaredge Technologies (SEDG) | 5.7 | $25M | 91k | 273.68 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 5.2 | $23M | 326k | 70.13 | |
| Mongodb Cl A (MDB) | 4.1 | $18M | 69k | 259.50 | |
| Hh&l Acquisition Shs Cl A | 3.4 | $15M | 1.5M | 9.82 | |
| Tesla Motors (TSLA) | 3.0 | $13M | 19k | 673.44 | |
| Jinkosolar Hldg Sponsored Adr (JKS) | 2.8 | $12M | 180k | 69.18 | |
| Scorpio Tankers SHS (STNG) | 2.8 | $12M | 355k | 34.51 | |
| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 1.7 | $7.4M | 89k | 83.53 | |
| Ferroglobe SHS (GSM) | 1.6 | $6.8M | 1.1M | 5.94 | |
| Full Truck Alliance Sponsored Ads (YMM) | 1.5 | $6.5M | 713k | 9.06 | |
| Amazon (AMZN) | 1.0 | $4.2M | 40k | 106.20 | |
| Ii-vi | 0.7 | $3.3M | 64k | 50.95 | |
| Albemarle Corporation (ALB) | 0.6 | $2.8M | 14k | 208.96 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.6 | $2.6M | 37k | 72.17 | |
| Marvell Technology (MRVL) | 0.4 | $1.9M | 43k | 43.53 | |
| Advanced Micro Devices (AMD) | 0.4 | $1.7M | 23k | 76.47 | |
| Uber Technologies (UBER) | 0.3 | $1.3M | 65k | 20.46 | |
| NVIDIA Corporation (NVDA) | 0.2 | $972k | 6.4k | 151.52 | |
| Block Cl A (SQ) | 0.2 | $922k | 15k | 61.47 | |
| Workday Cl A (WDAY) | 0.1 | $558k | 4.0k | 139.50 | |
| Elastic N V Ord Shs (ESTC) | 0.1 | $541k | 8.0k | 67.62 | |
| Coupa Software | 0.1 | $286k | 5.0k | 57.20 | |
| stock | 0.1 | $265k | 3.0k | 88.33 | |
| Cs Disco (LAW) | 0.0 | $216k | 12k | 18.00 |
