Tairen Capital as of Sept. 30, 2024
Portfolio Holdings for Tairen Capital
Tairen Capital holds 59 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pdd Holdings Sponsored Ads (PDD) | 23.6 | $665M | 5.5M | 120.59 | |
| Alphabet Cap Stk Cl A (GOOGL) | 15.1 | $428M | 2.5M | 171.11 | |
| NVIDIA Corporation (NVDA) | 13.5 | $381M | 2.9M | 132.76 | |
| Alphabet Cap Stk Cl C (GOOG) | 13.2 | $372M | 2.2M | 172.69 | |
| Meta Platforms Cl A (META) | 6.8 | $193M | 340k | 567.58 | |
| Tesla Motors (TSLA) | 5.8 | $164M | 656k | 249.85 | |
| Arista Networks | 4.2 | $120M | 309k | 386.44 | |
| Netflix (NFLX) | 4.1 | $117M | 154k | 756.03 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 1.9 | $54M | 566k | 94.99 | |
| Adobe Systems Incorporated (ADBE) | 1.5 | $42M | 88k | 478.08 | |
| Snowflake Cl A (SNOW) | 1.4 | $38M | 333k | 114.82 | |
| Boeing Company (BA) | 1.3 | $36M | 241k | 149.31 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $23M | 120k | 190.54 | |
| Airbnb Com Cl A (ABNB) | 0.8 | $22M | 163k | 134.79 | |
| Intuit (INTU) | 0.8 | $21M | 35k | 610.30 | |
| Veeva Sys Cl A Com (VEEV) | 0.7 | $19M | 93k | 208.83 | |
| Spotify Technology S A SHS (SPOT) | 0.6 | $17M | 45k | 385.10 | |
| Servicenow (NOW) | 0.6 | $17M | 18k | 932.99 | |
| 4068594 Enphase Energy (ENPH) | 0.3 | $8.5M | 103k | 83.04 | |
| Cloudflare Cl A Com (NET) | 0.2 | $5.8M | 66k | 87.71 | |
| Progressive Corporation (PGR) | 0.2 | $5.7M | 23k | 242.83 | |
| salesforce (CRM) | 0.2 | $5.5M | 19k | 291.37 | |
| Lauder Estee Cos Cl A (EL) | 0.2 | $5.4M | 78k | 68.94 | |
| Bill Com Holdings Ord (BILL) | 0.2 | $4.7M | 81k | 58.36 | |
| Uber Technologies (UBER) | 0.2 | $4.7M | 65k | 72.05 | |
| Twilio Cl A (TWLO) | 0.2 | $4.5M | 56k | 80.65 | |
| Datadog Cl A Com (DDOG) | 0.1 | $4.1M | 33k | 125.44 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $4.0M | 170k | 23.49 | |
| Elf Beauty (ELF) | 0.1 | $3.7M | 35k | 105.25 | |
| Pfizer (PFE) | 0.1 | $3.7M | 130k | 28.30 | |
| Snap Cl A (SNAP) | 0.1 | $3.6M | 300k | 12.16 | |
| Kanzhun Sponsored Ads (BZ) | 0.1 | $2.9M | 200k | 14.55 | |
| Block Cl A (XYZ) | 0.1 | $2.5M | 35k | 72.32 | |
| Ke Hldgs Sponsored Ads (BEKE) | 0.1 | $2.4M | 108k | 21.93 | |
| Chewy Cl A (CHWY) | 0.1 | $2.3M | 85k | 26.97 | |
| First Solar (FSLR) | 0.1 | $1.9M | 10k | 194.48 | |
| Monday SHS (MNDY) | 0.1 | $1.9M | 6.5k | 293.87 | |
| Advance Auto Parts (AAP) | 0.1 | $1.5M | 42k | 35.69 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $1.5M | 15k | 97.98 | |
| Miniso Group Hldg Sponsored Ads (MNSO) | 0.0 | $1.4M | 70k | 19.92 | |
| Confluent Class A Com (CFLT) | 0.0 | $1.3M | 50k | 26.17 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $1.3M | 8.0k | 160.89 | |
| Elastic N V Ord Shs (ESTC) | 0.0 | $1.1M | 14k | 80.23 | |
| Hubspot (HUBS) | 0.0 | $1.1M | 2.0k | 554.79 | |
| Okta Cl A (OKTA) | 0.0 | $1.1M | 15k | 71.89 | |
| Dynatrace Com New (DT) | 0.0 | $1.1M | 20k | 53.80 | |
| Etsy (ETSY) | 0.0 | $1.0M | 20k | 51.44 | |
| Zoominfo Technologies Common Stock (GTM) | 0.0 | $884k | 80k | 11.05 | |
| Lumentum Hldgs (LITE) | 0.0 | $760k | 12k | 63.87 | |
| Sentinelone Cl A (S) | 0.0 | $671k | 26k | 25.79 | |
| Astera Labs (ALAB) | 0.0 | $575k | 8.2k | 70.16 | |
| Autodesk (ADSK) | 0.0 | $568k | 2.0k | 283.80 | |
| Intel Corporation (INTC) | 0.0 | $538k | 25k | 21.52 | |
| Five9 (FIVN) | 0.0 | $503k | 17k | 29.53 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $433k | 2.5k | 173.21 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $403k | 11k | 37.70 | |
| Docusign (DOCU) | 0.0 | $257k | 3.7k | 69.38 | |
| Ciena Corp Com New (CIEN) | 0.0 | $229k | 3.6k | 63.51 | |
| Dlocal Class A Com (DLO) | 0.0 | $153k | 18k | 8.75 |
