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 (LRCX) | 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 (SQ) | 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 |