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 (XYZ) | 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 |
