Tairen Capital

Tairen Capital as of Dec. 31, 2023

Portfolio Holdings for Tairen Capital

Tairen Capital holds 30 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pdd Holdings Sponsored Ads (PDD) 23.2 $331M 2.3M 146.31
Netease Sponsored Ads (NTES) 11.5 $164M 1.8M 93.16
Microsoft Corporation (MSFT) 8.8 $126M 336k 376.04
Servicenow (NOW) 7.5 $107M 151k 706.49
salesforce (CRM) 6.8 $98M 372k 263.14
Snowflake Cl A (SNOW) 5.6 $80M 403k 199.00
Adobe Systems Incorporated (ADBE) 5.3 $75M 126k 596.60
Meta Platforms Cl A (META) 4.8 $69M 195k 353.96
Walt Disney Company (DIS) 4.2 $60M 664k 90.29
Daqo New Energy Corp Spnsrd Ads New (DQ) 3.5 $49M 1.9M 26.60
Qualcomm (QCOM) 3.4 $48M 334k 144.63
Uber Technologies (UBER) 3.1 $45M 724k 61.57
Mongodb Cl A (MDB) 2.5 $35M 86k 408.85
Coherent Corp (COHR) 1.9 $27M 611k 43.53
Arista Networks 1.7 $25M 106k 235.51
Amazon (AMZN) 1.4 $20M 129k 151.94
Oracle Corporation (ORCL) 1.2 $17M 163k 105.43
Alphabet Cap Stk Cl C (GOOG) 1.1 $16M 113k 140.93
Block Cl A (XYZ) 0.8 $11M 144k 77.35
Five9 (FIVN) 0.4 $5.8M 74k 78.69
Hubspot (HUBS) 0.3 $4.9M 8.5k 580.54
Zscaler Incorporated (ZS) 0.3 $4.7M 21k 221.56
Bill Com Holdings Ord (BILL) 0.1 $2.0M 25k 81.59
Wix SHS (WIX) 0.1 $1.9M 16k 123.02
Hashicorp Com Cl A 0.1 $1.3M 56k 23.64
Confluent Class A Com (CFLT) 0.1 $1.2M 49k 23.40
Cyberark Software SHS (CYBR) 0.1 $994k 4.5k 219.05
Monday SHS (MNDY) 0.1 $901k 4.8k 187.81
Alphabet Cap Stk Cl A (GOOGL) 0.1 $846k 6.1k 139.69
Trip Com Group Ads (TCOM) 0.0 $495k 14k 36.01