Tairen Capital as of March 31, 2024
Portfolio Holdings for Tairen Capital
Tairen Capital holds 37 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pdd Holdings Sponsored Ads (PDD) | 25.5 | $417M | 3.6M | 116.25 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 7.1 | $116M | 1.3M | 86.82 | |
| Qualcomm (QCOM) | 6.5 | $107M | 631k | 169.30 | |
| Vertiv Holdings Com Cl A (VRT) | 6.3 | $103M | 1.3M | 81.67 | |
| Micron Technology (MU) | 5.9 | $97M | 818k | 117.89 | |
| Ansys (ANSS) | 5.6 | $92M | 264k | 347.16 | |
| Kla Corp Com New (KLAC) | 5.5 | $89M | 128k | 698.57 | |
| Netease Sponsored Ads (NTES) | 5.3 | $86M | 833k | 103.47 | |
| NVIDIA Corporation (NVDA) | 5.2 | $84M | 93k | 903.56 | |
| Microsoft Corporation (MSFT) | 4.2 | $69M | 164k | 420.72 | |
| Lam Research Corporation | 3.2 | $53M | 55k | 971.57 | |
| Asml Holding N V N Y Registry Shs (ASML) | 2.9 | $47M | 48k | 970.47 | |
| Tal Education Group Sponsored Ads (TAL) | 2.8 | $45M | 4.0M | 11.35 | |
| Snowflake Cl A (SNOW) | 1.6 | $27M | 166k | 161.60 | |
| Amazon (AMZN) | 1.5 | $25M | 138k | 180.38 | |
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 1.5 | $25M | 882k | 28.15 | |
| Amphenol Corp Cl A (APH) | 1.3 | $22M | 191k | 115.35 | |
| Synopsys (SNPS) | 1.2 | $19M | 34k | 571.50 | |
| Oracle Corporation (ORCL) | 1.0 | $16M | 127k | 125.61 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.9 | $15M | 107k | 136.05 | |
| Gaotu Techedu Sponsored Ads (GOTU) | 0.7 | $11M | 1.6M | 6.55 | |
| Shopify Cl A (SHOP) | 0.6 | $10M | 133k | 77.17 | |
| Datadog Cl A Com (DDOG) | 0.6 | $9.5M | 77k | 123.60 | |
| Lululemon Athletica (LULU) | 0.5 | $8.2M | 21k | 390.65 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.4 | $7.1M | 64k | 111.71 | |
| Snap Cl A (SNAP) | 0.4 | $6.9M | 600k | 11.48 | |
| Netflix (NFLX) | 0.3 | $5.5M | 9.0k | 607.33 | |
| On Hldg Namen Akt A (ONON) | 0.3 | $4.6M | 130k | 35.38 | |
| Mongodb Cl A (MDB) | 0.3 | $4.3M | 12k | 358.64 | |
| Walt Disney Company (DIS) | 0.3 | $4.3M | 35k | 122.36 | |
| Unity Software (U) | 0.2 | $3.8M | 141k | 26.70 | |
| Cyberark Software SHS (CYBR) | 0.1 | $1.5M | 5.5k | 265.63 | |
| Wix SHS (WIX) | 0.1 | $1.4M | 10k | 137.48 | |
| Hubspot (HUBS) | 0.1 | $1.3M | 2.0k | 626.56 | |
| Airbnb Com Cl A (ABNB) | 0.1 | $825k | 5.0k | 164.96 | |
| Monday SHS (MNDY) | 0.0 | $791k | 3.5k | 225.87 | |
| Docusign (DOCU) | 0.0 | $768k | 13k | 59.55 |
