Tairen Capital as of Sept. 30, 2022
Portfolio Holdings for Tairen Capital
Tairen Capital holds 30 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 15.0 | $132M | 567k | 232.90 | |
| Amazon (AMZN) | 13.4 | $118M | 1.0M | 113.00 | |
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 11.6 | $102M | 1.9M | 53.08 | |
| 4068594 Enphase Energy (ENPH) | 11.1 | $97M | 351k | 277.47 | |
| Solaredge Technologies (SEDG) | 9.1 | $80M | 345k | 231.46 | |
| Pinduoduo Sponsored Ads (PDD) | 7.4 | $65M | 1.0M | 62.58 | |
| Coherent Corp (COHR) | 5.2 | $46M | 1.3M | 34.85 | |
| Lumentum Hldgs (LITE) | 3.7 | $32M | 473k | 68.57 | |
| Uber Technologies (UBER) | 3.2 | $28M | 1.1M | 26.50 | |
| Proshares Tr Ii Sht Vix St Trm (SVXY) | 3.1 | $27M | 563k | 48.59 | |
| Activision Blizzard | 2.8 | $25M | 330k | 74.34 | |
| Inmode SHS (INMD) | 2.3 | $21M | 704k | 29.11 | |
| Scorpio Tankers SHS (STNG) | 2.0 | $17M | 409k | 42.04 | |
| Hh&l Acquisition Shs Cl A | 1.7 | $15M | 1.5M | 9.94 | |
| Illumina (ILMN) | 1.3 | $12M | 62k | 190.79 | |
| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 1.2 | $11M | 120k | 90.75 | |
| Okta Cl A (OKTA) | 1.2 | $11M | 185k | 56.87 | |
| Jinkosolar Hldg Sponsored Adr (JKS) | 1.1 | $10M | 180k | 55.39 | |
| Albemarle Corporation (ALB) | 0.8 | $6.8M | 26k | 264.44 | |
| Ferroglobe SHS (GSM) | 0.7 | $6.1M | 1.1M | 5.28 | |
| Full Truck Alliance Sponsored Ads (YMM) | 0.5 | $4.7M | 713k | 6.55 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 0.5 | $4.3M | 181k | 23.97 | |
| Snowflake Cl A (SNOW) | 0.4 | $3.4M | 20k | 169.95 | |
| Frontline Shs New | 0.3 | $2.6M | 238k | 10.93 | |
| Datadog Cl A Com (DDOG) | 0.0 | $366k | 4.1k | 88.83 | |
| Broadcom (AVGO) | 0.0 | $311k | 700.00 | 444.29 | |
| Coupa Software | 0.0 | $241k | 4.1k | 58.78 | |
| Qualcomm (QCOM) | 0.0 | $226k | 2.0k | 113.00 | |
| stock | 0.0 | $226k | 3.0k | 75.33 | |
| Cs Disco (LAW) | 0.0 | $120k | 12k | 10.00 |
