Tairen Capital as of June 30, 2023
Portfolio Holdings for Tairen Capital
Tairen Capital holds 34 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 8.8 | $281M | 979k | 286.98 | |
| Marvell Technology (MRVL) | 7.4 | $236M | 3.9M | 59.78 | |
| Broadcom (AVGO) | 7.0 | $223M | 257k | 867.43 | |
| NVIDIA Corporation (NVDA) | 6.7 | $214M | 507k | 423.02 | |
| Oracle Corporation (ORCL) | 6.5 | $207M | 1.7M | 119.09 | |
| Mongodb Cl A (MDB) | 6.5 | $206M | 501k | 410.99 | |
| Pdd Holdings Sponsored Ads (PDD) | 5.6 | $177M | 2.6M | 69.14 | |
| Coherent Corp (COHR) | 5.3 | $170M | 3.3M | 50.98 | |
| Monolithic Power Systems (MPWR) | 5.0 | $160M | 296k | 540.23 | |
| Tesla Motors (TSLA) | 4.9 | $154M | 590k | 261.77 | |
| Microsoft Corporation (MSFT) | 4.7 | $150M | 441k | 340.54 | |
| Apple (AAPL) | 4.1 | $129M | 664k | 193.97 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.9 | $125M | 1.0M | 119.70 | |
| Advanced Micro Devices (AMD) | 3.8 | $121M | 1.1M | 113.91 | |
| Palo Alto Networks (PANW) | 3.8 | $121M | 472k | 255.51 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.6 | $114M | 945k | 120.97 | |
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 2.3 | $74M | 1.9M | 39.70 | |
| Snowflake Cl A (SNOW) | 2.1 | $66M | 377k | 175.98 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.5 | $49M | 486k | 100.92 | |
| M/a (MTSI) | 1.5 | $48M | 731k | 65.53 | |
| Amazon (AMZN) | 1.5 | $47M | 362k | 130.36 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.7 | $23M | 1.3M | 17.34 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $19M | 38k | 488.99 | |
| Lam Research Corporation | 0.6 | $18M | 28k | 642.86 | |
| Okta Cl A (OKTA) | 0.4 | $12M | 168k | 69.35 | |
| Unity Software (U) | 0.3 | $10M | 238k | 43.42 | |
| Western Digital (WDC) | 0.3 | $8.1M | 212k | 37.93 | |
| Workday Cl A (WDAY) | 0.2 | $6.9M | 31k | 225.89 | |
| Zscaler Incorporated (ZS) | 0.1 | $3.0M | 20k | 146.30 | |
| Teradata Corporation (TDC) | 0.1 | $2.9M | 54k | 53.41 | |
| Block Cl A (XYZ) | 0.1 | $2.3M | 34k | 66.57 | |
| Dynatrace Com New (DT) | 0.1 | $1.8M | 34k | 51.47 | |
| Trip Com Group Ads (TCOM) | 0.0 | $481k | 14k | 35.00 | |
| New Relic | 0.0 | $216k | 3.3k | 65.44 |
