Tairen Capital as of March 31, 2025
Portfolio Holdings for Tairen Capital
Tairen Capital holds 88 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 9.5 | $143M | 753k | 190.26 | |
| Meta Platforms Cl A (META) | 7.8 | $118M | 205k | 576.36 | |
| Microsoft Corporation (MSFT) | 6.7 | $101M | 268k | 375.39 | |
| Snowflake Cl A (SNOW) | 4.4 | $67M | 457k | 146.16 | |
| Robinhood Mkts Com Cl A (HOOD) | 4.3 | $65M | 1.6M | 41.62 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 3.3 | $50M | 491k | 102.35 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.2 | $48M | 291k | 166.00 | |
| Palo Alto Networks (PANW) | 3.0 | $46M | 267k | 170.64 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 2.3 | $35M | 738k | 46.81 | |
| Broadcom (AVGO) | 2.3 | $34M | 204k | 167.43 | |
| Twilio Cl A (TWLO) | 2.2 | $33M | 334k | 97.91 | |
| Monolithic Power Systems (MPWR) | 1.9 | $29M | 50k | 579.98 | |
| Intel Corporation (INTC) | 1.9 | $29M | 1.3M | 22.71 | |
| Sherwin-Williams Company (SHW) | 1.7 | $25M | 72k | 349.19 | |
| Deckers Outdoor Corporation (DECK) | 1.6 | $24M | 215k | 111.81 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 1.6 | $24M | 281k | 84.95 | |
| On Hldg Namen Akt A (ONON) | 1.5 | $23M | 525k | 43.92 | |
| Goldman Sachs (GS) | 1.5 | $23M | 42k | 546.29 | |
| Trip Com Group Ads (TCOM) | 1.4 | $22M | 338k | 63.58 | |
| Natera (NTRA) | 1.3 | $20M | 142k | 141.41 | |
| Linde SHS (LIN) | 1.3 | $20M | 43k | 465.64 | |
| Western Digital (WDC) | 1.3 | $20M | 491k | 40.43 | |
| Reddit Cl A (RDDT) | 1.3 | $20M | 187k | 104.90 | |
| Apple (AAPL) | 1.3 | $20M | 88k | 222.13 | |
| Ambarella SHS (AMBA) | 1.3 | $19M | 383k | 50.33 | |
| Hca Holdings (HCA) | 1.3 | $19M | 55k | 345.55 | |
| Parker-Hannifin Corporation (PH) | 1.2 | $17M | 29k | 607.85 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 1.1 | $17M | 100k | 165.59 | |
| Duolingo Cl A Com (DUOL) | 1.1 | $16M | 51k | 310.54 | |
| Datadog Cl A Com (DDOG) | 1.0 | $16M | 160k | 99.21 | |
| Micron Technology (MU) | 1.0 | $16M | 181k | 86.89 | |
| Mongodb Cl A (MDB) | 1.0 | $15M | 86k | 175.40 | |
| Advance Auto Parts (AAP) | 1.0 | $15M | 376k | 39.21 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $15M | 59k | 245.30 | |
| Tapestry (TPR) | 0.9 | $14M | 199k | 70.41 | |
| Home Depot (HD) | 0.8 | $13M | 35k | 366.49 | |
| The Trade Desk Com Cl A (TTD) | 0.8 | $12M | 223k | 54.72 | |
| Amer Sports Com Shs (AS) | 0.8 | $12M | 436k | 26.73 | |
| Veeva Sys Cl A Com (VEEV) | 0.7 | $11M | 49k | 231.63 | |
| salesforce (CRM) | 0.7 | $11M | 42k | 268.36 | |
| Elastic N V Ord Shs (ESTC) | 0.7 | $11M | 121k | 89.10 | |
| Block Cl A (XYZ) | 0.7 | $10M | 188k | 54.33 | |
| Li Auto Sponsored Ads (LI) | 0.7 | $10M | 400k | 25.20 | |
| H World Group Sponsored Ads (HTHT) | 0.7 | $10M | 270k | 37.01 | |
| Ferrari Nv Ord (RACE) | 0.6 | $9.5M | 22k | 427.88 | |
| Unity Software (U) | 0.6 | $9.4M | 479k | 19.59 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.6 | $9.3M | 71k | 132.23 | |
| Netease Sponsored Ads (NTES) | 0.6 | $9.0M | 88k | 102.92 | |
| Dbx Etf Tr Xtrack Hrvst Csi (ASHR) | 0.6 | $8.7M | 329k | 26.57 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.6 | $8.7M | 24k | 366.54 | |
| Root Cl A New (ROOT) | 0.5 | $7.6M | 57k | 133.44 | |
| Zoominfo Technologies Common Stock (GTM) | 0.5 | $7.4M | 745k | 10.00 | |
| Howmet Aerospace (HWM) | 0.5 | $7.2M | 56k | 129.73 | |
| Morgan Stanley Com New (MS) | 0.5 | $7.1M | 61k | 116.67 | |
| Bill Com Holdings Ord (BILL) | 0.5 | $7.1M | 154k | 45.89 | |
| Shopify Cl A (SHOP) | 0.5 | $6.9M | 72k | 95.48 | |
| Wix SHS (WIX) | 0.4 | $6.7M | 41k | 163.38 | |
| Servicenow (NOW) | 0.4 | $6.5M | 8.2k | 796.14 | |
| Birkenstock Holding Com Shs (BIRK) | 0.4 | $6.4M | 140k | 45.85 | |
| Affirm Hldgs Com Cl A (AFRM) | 0.4 | $6.3M | 140k | 45.19 | |
| Autodesk (ADSK) | 0.4 | $5.6M | 21k | 261.80 | |
| Miniso Group Hldg Sponsored Ads (MNSO) | 0.4 | $5.5M | 298k | 18.49 | |
| Iqvia Holdings (IQV) | 0.3 | $5.3M | 30k | 176.30 | |
| Ansys (ANSS) | 0.3 | $4.8M | 15k | 316.56 | |
| Booking Holdings (BKNG) | 0.3 | $4.7M | 1.0k | 4606.91 | |
| Hubspot (HUBS) | 0.3 | $4.5M | 7.9k | 571.29 | |
| Arista Networks Com Shs (ANET) | 0.3 | $4.5M | 58k | 77.48 | |
| Monday SHS (MNDY) | 0.3 | $4.3M | 18k | 243.16 | |
| Tempus Ai Cl A (TEM) | 0.3 | $3.8M | 79k | 48.24 | |
| Guidewire Software (GWRE) | 0.2 | $3.7M | 20k | 187.36 | |
| Synopsys (SNPS) | 0.2 | $3.4M | 8.0k | 428.85 | |
| Airbnb Com Cl A (ABNB) | 0.2 | $3.4M | 29k | 119.46 | |
| Pfizer (PFE) | 0.2 | $3.3M | 130k | 25.34 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.2 | $2.9M | 279k | 10.24 | |
| Celestica (CLS) | 0.2 | $2.4M | 30k | 78.81 | |
| Global E Online SHS (GLBE) | 0.1 | $2.1M | 60k | 35.65 | |
| Confluent Class A Com (CFLT) | 0.1 | $1.9M | 80k | 23.44 | |
| Direxion Shs Etf Tr Daily Semiconduc (SOXS) | 0.1 | $1.6M | 54k | 28.99 | |
| Cadence Design Systems (CDNS) | 0.1 | $1.3M | 5.0k | 254.33 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $1.0M | 11k | 91.73 | |
| Advanced Micro Devices (AMD) | 0.1 | $884k | 8.6k | 102.74 | |
| AES Corporation (AES) | 0.0 | $621k | 50k | 12.42 | |
| Dynatrace Com New (DT) | 0.0 | $472k | 10k | 47.15 | |
| Atlassian Corporation Cl A (TEAM) | 0.0 | $297k | 1.4k | 212.21 | |
| Vs Trust -1x Shrt Vix Fut (SVIX) | 0.0 | $254k | 13k | 20.34 | |
| Cyberark Software SHS (CYBR) | 0.0 | $237k | 700.00 | 338.00 | |
| Costco Wholesale Corporation (COST) | 0.0 | $236k | 250.00 | 945.78 | |
| Tesla Motors (TSLA) | 0.0 | $207k | 800.00 | 259.16 |
