Tairen Capital as of March 31, 2023
Portfolio Holdings for Tairen Capital
Tairen Capital holds 29 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Pdd Holdings Sponsored Ads (PDD) | 23.0 | $152M | 2.0M | 75.90 | |
Trip Com Group Ads (TCOM) | 10.9 | $72M | 1.9M | 37.67 | |
Daqo New Energy Corp Spnsrd Ads New (DQ) | 8.1 | $54M | 1.1M | 46.84 | |
Microsoft Corporation (MSFT) | 8.1 | $53M | 185k | 288.30 | |
Meta Platforms Cl A (META) | 7.4 | $49M | 230k | 211.94 | |
Uber Technologies (UBER) | 5.9 | $39M | 1.2M | 31.70 | |
New Oriental Ed & Technology Spon Adr (EDU) | 5.8 | $38M | 995k | 38.61 | |
NVIDIA Corporation (NVDA) | 5.5 | $36M | 131k | 277.77 | |
Palo Alto Networks (PANW) | 4.9 | $32M | 162k | 199.74 | |
Okta Cl A (OKTA) | 4.0 | $27M | 307k | 86.24 | |
Advanced Micro Devices (AMD) | 3.5 | $23M | 237k | 98.01 | |
Adobe Systems Incorporated (ADBE) | 3.0 | $20M | 52k | 385.37 | |
Tesla Motors (TSLA) | 2.0 | $13M | 64k | 207.46 | |
Baidu Spon Adr Rep A (BIDU) | 1.3 | $8.7M | 58k | 150.92 | |
Tal Education Group Sponsored Ads (TAL) | 1.1 | $7.3M | 1.1M | 6.41 | |
Block Cl A (SQ) | 1.0 | $6.9M | 100k | 68.65 | |
Proshares Tr Ii Sht Vix St Trm (SVXY) | 0.9 | $6.2M | 97k | 63.75 | |
salesforce (CRM) | 0.7 | $4.5M | 23k | 199.78 | |
Workday Cl A (WDAY) | 0.6 | $4.1M | 20k | 206.54 | |
Snowflake Cl A (SNOW) | 0.5 | $3.3M | 21k | 154.29 | |
Shopify Cl A (SHOP) | 0.5 | $3.1M | 65k | 47.94 | |
Zscaler Incorporated (ZS) | 0.4 | $2.4M | 20k | 116.83 | |
Mongodb Cl A (MDB) | 0.2 | $1.6M | 6.8k | 233.12 | |
Amazon (AMZN) | 0.2 | $1.5M | 15k | 103.29 | |
Dynatrace Com New (DT) | 0.2 | $1.0M | 24k | 42.30 | |
Hubspot (HUBS) | 0.1 | $917k | 2.1k | 428.75 | |
Guidewire Software (GWRE) | 0.1 | $518k | 6.3k | 82.05 | |
Alteryx Com Cl A | 0.1 | $441k | 7.5k | 58.84 | |
Teradata Corporation (TDC) | 0.0 | $243k | 6.0k | 40.28 |