Tairen Capital as of Dec. 31, 2022
Portfolio Holdings for Tairen Capital
Tairen Capital holds 29 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pinduoduo Sponsored Ads (PDD) | 25.3 | $217M | 2.7M | 81.55 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 9.3 | $80M | 909k | 88.09 | |
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 8.3 | $71M | 1.8M | 38.61 | |
| Okta Cl A (OKTA) | 5.7 | $49M | 716k | 68.33 | |
| Uber Technologies (UBER) | 5.7 | $49M | 2.0M | 24.73 | |
| Block Cl A (SQ) | 4.9 | $42M | 675k | 62.84 | |
| Solaredge Technologies (SEDG) | 4.1 | $36M | 126k | 283.27 | |
| Lockheed Martin Corporation (LMT) | 3.5 | $30M | 62k | 486.49 | |
| Adobe Systems Incorporated (ADBE) | 3.5 | $30M | 89k | 336.53 | |
| Scorpio Tankers SHS (STNG) | 3.3 | $29M | 534k | 53.77 | |
| Shopify Cl A (SHOP) | 3.3 | $28M | 806k | 34.71 | |
| Amazon (AMZN) | 3.2 | $28M | 328k | 84.00 | |
| 4068594 Enphase Energy (ENPH) | 3.0 | $25M | 96k | 264.96 | |
| Coherent Corp (COHR) | 2.9 | $25M | 707k | 35.10 | |
| Northrop Grumman Corporation (NOC) | 2.9 | $25M | 45k | 545.61 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 2.2 | $19M | 544k | 34.82 | |
| Hh&l Acquisition Shs Cl A | 1.8 | $15M | 1.5M | 10.11 | |
| Microsoft Corporation (MSFT) | 1.7 | $15M | 61k | 239.82 | |
| Inmode SHS (INMD) | 1.7 | $14M | 401k | 35.70 | |
| Advanced Micro Devices (AMD) | 1.0 | $8.2M | 126k | 64.77 | |
| Jinkosolar Hldg Sponsored Adr (JKS) | 0.9 | $7.3M | 180k | 40.88 | |
| Trip Com Group Ads (TCOM) | 0.8 | $6.6M | 191k | 34.40 | |
| Full Truck Alliance Sponsored Ads (YMM) | 0.4 | $3.5M | 437k | 8.00 | |
| salesforce (CRM) | 0.2 | $2.0M | 15k | 132.59 | |
| Twilio Cl A (TWLO) | 0.2 | $1.5M | 30k | 48.96 | |
| Direxion Shs Etf Tr Dly Semicndtr Br (SOXS) | 0.2 | $1.4M | 36k | 39.51 | |
| Bill Com Holdings Ord (BILL) | 0.1 | $763k | 7.0k | 108.96 | |
| Tesla Motors (TSLA) | 0.1 | $455k | 3.7k | 123.18 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $224k | 3.0k | 74.49 |
