Tairen Capital as of Sept. 30, 2023
Portfolio Holdings for Tairen Capital
Tairen Capital holds 22 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 14.1 | $101M | 319k | 315.75 | |
| Meta Platforms Cl A (META) | 11.4 | $81M | 271k | 300.21 | |
| Snowflake Cl A (SNOW) | 11.0 | $78M | 511k | 152.77 | |
| Pdd Holdings Sponsored Ads (PDD) | 10.8 | $77M | 785k | 98.07 | |
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 9.2 | $66M | 2.2M | 30.27 | |
| Coherent Corp (COHR) | 9.0 | $64M | 2.0M | 32.64 | |
| Oracle Corporation (ORCL) | 6.7 | $48M | 452k | 105.92 | |
| Mongodb Cl A (MDB) | 6.3 | $45M | 130k | 345.86 | |
| Shopify Cl A (SHOP) | 5.1 | $36M | 667k | 54.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $33M | 256k | 130.86 | |
| Adobe Systems Incorporated (ADBE) | 4.4 | $31M | 61k | 509.90 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $16M | 121k | 131.85 | |
| Micron Technology (MU) | 2.2 | $16M | 232k | 68.03 | |
| Zscaler Incorporated (ZS) | 0.7 | $5.1M | 33k | 155.59 | |
| Unity Software (U) | 0.7 | $5.0M | 160k | 31.39 | |
| Servicenow (NOW) | 0.5 | $3.5M | 6.3k | 558.96 | |
| Block Cl A (SQ) | 0.2 | $1.5M | 34k | 44.26 | |
| Asana Cl A (ASAN) | 0.2 | $1.2M | 65k | 18.31 | |
| Akamai Technologies (AKAM) | 0.1 | $1.0M | 9.4k | 106.54 | |
| Braze Com Cl A (BRZE) | 0.1 | $952k | 20k | 46.73 | |
| Baidu Spon Adr Rep A (BIDU) | 0.1 | $484k | 3.6k | 134.35 | |
| Trip Com Group Ads (TCOM) | 0.1 | $481k | 14k | 34.97 |
