Tairen Capital

Tairen Capital as of Dec. 31, 2024

Portfolio Holdings for Tairen Capital

Tairen Capital holds 69 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
salesforce (CRM) 10.5 $71M 214k 334.33
Pdd Holdings Sponsored Ads (PDD) 10.2 $69M 712k 96.99
Microsoft Corporation (MSFT) 8.3 $57M 134k 421.50
Veeva Sys Cl A Com (VEEV) 7.6 $52M 245k 210.25
Meta Platforms Cl A (META) 6.6 $45M 77k 585.51
Robinhood Mkts Com Cl A (HOOD) 3.4 $23M 626k 37.26
Futu Hldgs Spon Ads Cl A (FUTU) 3.3 $22M 278k 79.99
Snowflake Cl A (SNOW) 3.2 $22M 141k 154.41
Boeing Company (BA) 2.9 $20M 110k 177.00
Alphabet Cap Stk Cl A (GOOGL) 2.8 $19M 102k 189.30
Lumentum Hldgs (LITE) 2.4 $16M 192k 83.95
Airbnb Com Cl A (ABNB) 2.3 $16M 120k 131.41
Alphabet Cap Stk Cl C (GOOG) 2.3 $16M 81k 190.44
Lauder Estee Cos Cl A (EL) 2.3 $15M 205k 74.98
Progressive Corporation (PGR) 2.1 $14M 60k 239.61
Netflix (NFLX) 2.0 $13M 15k 891.32
Spotify Technology S A SHS (SPOT) 1.9 $13M 29k 447.38
Mongodb Cl A (MDB) 1.7 $12M 50k 232.81
Amazon (AMZN) 1.7 $11M 52k 219.39
Advance Auto Parts (AAP) 1.5 $10M 216k 47.29
On Hldg Namen Akt A (ONON) 1.4 $9.3M 170k 54.77
Li Auto Sponsored Ads (LI) 1.2 $8.4M 352k 23.99
Bill Com Holdings Ord (BILL) 1.1 $7.8M 92k 84.71
Autodesk (ADSK) 1.1 $7.6M 26k 295.57
NVIDIA Corporation (NVDA) 1.0 $7.0M 52k 134.29
Qualcomm (QCOM) 1.0 $6.7M 44k 153.62
Deckers Outdoor Corporation (DECK) 0.8 $5.7M 28k 203.09
Alibaba Group Hldg Sponsored Ads (BABA) 0.8 $5.5M 65k 84.79
Miniso Group Hldg Sponsored Ads (MNSO) 0.8 $5.2M 218k 23.89
Ansys (ANSS) 0.8 $5.1M 15k 337.33
Monday SHS (MNDY) 0.7 $4.6M 19k 235.44
Datadog Cl A Com (DDOG) 0.7 $4.5M 31k 142.89
Sherwin-Williams Company (SHW) 0.6 $4.4M 13k 339.93
First Solar (FSLR) 0.6 $4.4M 25k 176.24
Linde SHS (LIN) 0.6 $4.2M 10k 418.67
Elastic N V Ord Shs (ESTC) 0.6 $4.0M 40k 99.08
Synopsys (SNPS) 0.6 $3.9M 8.0k 485.36
Pfizer (PFE) 0.5 $3.4M 130k 26.53
Chewy Cl A (CHWY) 0.5 $3.3M 100k 33.49
Amer Sports Com Shs (AS) 0.5 $3.3M 117k 27.96
Snap Cl A (SNAP) 0.5 $3.2M 300k 10.77
Guidewire Software (GWRE) 0.5 $3.1M 18k 168.58
Kanzhun Sponsored Ads (BZ) 0.4 $2.8M 200k 13.80
Wix SHS (WIX) 0.4 $2.4M 11k 214.55
Confluent Class A Com (CFLT) 0.3 $2.0M 73k 27.96
Etsy (ETSY) 0.3 $1.9M 35k 52.89
Block Cl A (XYZ) 0.3 $1.7M 20k 84.99
Natera (NTRA) 0.2 $1.7M 11k 158.30
Zoominfo Technologies Common Stock (GTM) 0.2 $1.7M 160k 10.51
Cadence Design Systems (CDNS) 0.2 $1.5M 5.0k 300.46
Roku Com Cl A (ROKU) 0.2 $1.5M 20k 74.34
Nebius Group Shs Class A (NBIS) 0.2 $1.4M 50k 27.70
Okta Cl A (OKTA) 0.2 $1.2M 15k 78.80
Birkenstock Holding Com Shs (BIRK) 0.2 $1.1M 20k 56.66
Unity Software (U) 0.2 $1.1M 50k 22.47
Cloudflare Cl A Com (NET) 0.2 $1.1M 10k 107.68
Freshworks Class A Com (FRSH) 0.1 $970k 60k 16.17
Sentinelone Cl A (S) 0.1 $910k 41k 22.20
Five9 (FIVN) 0.1 $867k 21k 40.64
Hubspot (HUBS) 0.1 $523k 750.00 696.77
Twilio Cl A (TWLO) 0.1 $486k 4.5k 108.08
Broadcom (AVGO) 0.1 $441k 1.9k 231.84
Tesla Motors (TSLA) 0.1 $424k 1.1k 403.84
Bloom Energy Corp Com Cl A (BE) 0.1 $402k 18k 22.21
Intel Corporation (INTC) 0.1 $401k 20k 20.05
Docusign (DOCU) 0.0 $333k 3.7k 89.94
Trip Com Group Ads (TCOM) 0.0 $268k 3.9k 68.66
Dlocal Class A Com (DLO) 0.0 $197k 18k 11.26
Up Fintech Hldg Sponsored Ads (TIGR) 0.0 $68k 11k 6.46