Tairen Capital as of June 30, 2024
Portfolio Holdings for Tairen Capital
Tairen Capital holds 26 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pdd Holdings Sponsored Ads (PDD) | 25.7 | $715M | 5.4M | 132.95 | |
| Apple (AAPL) | 21.1 | $589M | 2.8M | 210.62 | |
| Microsoft Corporation (MSFT) | 17.3 | $482M | 1.1M | 446.95 | |
| Amazon (AMZN) | 12.3 | $342M | 1.8M | 193.25 | |
| Asml Holding N V N Y Registry Shs (ASML) | 7.4 | $208M | 203k | 1022.73 | |
| Lam Research Corporation | 6.3 | $174M | 164k | 1064.85 | |
| Kla Corp Com New (KLAC) | 3.1 | $86M | 105k | 824.51 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $53M | 288k | 183.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $49M | 268k | 182.15 | |
| Teradyne (TER) | 0.7 | $19M | 129k | 148.29 | |
| Hewlett Packard Enterprise (HPE) | 0.4 | $11M | 525k | 21.17 | |
| salesforce (CRM) | 0.4 | $11M | 43k | 257.10 | |
| Shopify Cl A (SHOP) | 0.4 | $10M | 153k | 66.05 | |
| Broadcom (AVGO) | 0.3 | $8.7M | 5.4k | 1605.53 | |
| Hubspot (HUBS) | 0.2 | $5.8M | 9.8k | 589.79 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $5.0M | 55k | 91.78 | |
| Intuit (INTU) | 0.1 | $3.9M | 6.0k | 657.21 | |
| Walt Disney Company (DIS) | 0.1 | $3.5M | 35k | 99.29 | |
| Snap Cl A (SNAP) | 0.1 | $3.3M | 200k | 16.61 | |
| Unity Software (U) | 0.1 | $2.3M | 141k | 16.26 | |
| Airbnb Com Cl A (ABNB) | 0.1 | $1.5M | 10k | 151.63 | |
| Monday SHS (MNDY) | 0.1 | $1.4M | 6.0k | 240.76 | |
| Zoominfo Technologies Common Stock (GTM) | 0.0 | $894k | 70k | 12.77 | |
| Netease Sponsored Ads (NTES) | 0.0 | $436k | 4.6k | 95.58 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $434k | 14k | 31.94 | |
| Trip Com Group Ads (TCOM) | 0.0 | $378k | 8.1k | 47.00 |
