Tairen Capital

Tairen Capital as of June 30, 2025

Portfolio Holdings for Tairen Capital

Tairen Capital holds 68 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 14.8 $145M 2.4M 61.21
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 4.3 $42M 185k 226.49
Snowflake Cl A (SNOW) 3.5 $34M 151k 223.77
Mastercard Incorporated Cl A (MA) 3.3 $32M 57k 561.94
Trip Com Group Ads (TCOM) 3.0 $29M 500k 58.64
Meta Platforms Cl A (META) 3.0 $29M 39k 738.09
Goldman Sachs (GS) 2.9 $28M 40k 707.75
Sherwin-Williams Company (SHW) 2.8 $27M 79k 343.36
Monday SHS (MNDY) 2.7 $27M 85k 314.48
Robinhood Mkts Com Cl A (HOOD) 2.7 $27M 283k 93.63
Natera (NTRA) 2.4 $24M 142k 168.94
Progressive Corporation (PGR) 2.2 $22M 81k 266.86
Visa Com Cl A (V) 2.2 $22M 61k 355.05
Amer Sports Com Shs (AS) 2.2 $21M 552k 38.76
Interactive Brokers Group In Com Cl A (IBKR) 2.2 $21M 384k 55.41
Oracle Corporation (ORCL) 2.1 $21M 95k 218.63
Root Cl A New (ROOT) 2.1 $21M 163k 127.97
Coinbase Global Com Cl A (COIN) 2.1 $20M 58k 350.49
Micron Technology (MU) 2.0 $20M 160k 123.25
Apple (AAPL) 2.0 $19M 93k 205.17
Flutter Entmt SHS (FLUT) 1.9 $19M 66k 285.76
Futu Hldgs Spon Ads Cl A (FUTU) 1.9 $18M 147k 123.59
NVIDIA Corporation (NVDA) 1.7 $17M 108k 157.99
Confluent Class A Com (CFLT) 1.7 $17M 677k 24.93
Amazon (AMZN) 1.7 $16M 74k 219.39
Unity Software (U) 1.6 $15M 627k 24.20
Birkenstock Holding Com Shs (BIRK) 1.4 $14M 276k 49.18
Block Cl A (XYZ) 1.3 $13M 188k 67.93
Datadog Cl A Com (DDOG) 1.2 $12M 89k 134.33
Advance Auto Parts (AAP) 1.2 $12M 251k 46.49
Alphabet Cap Stk Cl A (GOOGL) 1.2 $12M 66k 176.23
Veeva Sys Cl A Com (VEEV) 1.2 $12M 40k 287.98
Alphabet Cap Stk Cl C (GOOG) 1.2 $12M 65k 177.39
Pdd Holdings Sponsored Ads (PDD) 1.0 $10M 98k 104.66
Twilio Cl A (TWLO) 1.0 $10M 80k 124.36
Ambarella SHS (AMBA) 1.0 $9.6M 146k 66.06
Tapestry (TPR) 0.9 $9.1M 104k 87.81
Hca Holdings (HCA) 0.9 $8.6M 22k 383.10
Microsoft Corporation (MSFT) 0.8 $8.1M 16k 497.41
Docusign (DOCU) 0.8 $7.9M 101k 77.89
Miniso Group Hldg Sponsored Ads (MNSO) 0.7 $6.9M 378k 18.22
Broadcom (AVGO) 0.7 $6.8M 25k 275.65
Guidewire Software (GWRE) 0.7 $6.7M 29k 235.45
Okta Cl A (OKTA) 0.7 $6.5M 65k 99.97
Parker-Hannifin Corporation (PH) 0.6 $5.9M 8.4k 698.47
Wix SHS (WIX) 0.6 $5.6M 35k 158.46
Ansys (ANSS) 0.5 $5.4M 15k 351.22
Elastic N V Ord Shs (ESTC) 0.5 $5.1M 60k 84.33
Linde SHS (LIN) 0.5 $4.9M 11k 469.18
JPMorgan Chase & Co. (JPM) 0.5 $4.9M 17k 289.91
Intel Corporation (INTC) 0.5 $4.8M 215k 22.40
Iqvia Holdings (IQV) 0.5 $4.7M 30k 157.59
Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 0.5 $4.7M 170k 27.54
Seagate Technology Hldngs Pl Ord Shs (STX) 0.4 $4.3M 30k 144.33
Tempus Ai Cl A (TEM) 0.4 $3.7M 58k 63.54
Doximity Cl A (DOCS) 0.3 $3.4M 56k 61.34
Marvell Technology (MRVL) 0.3 $3.3M 43k 77.40
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.3 $2.7M 29k 91.73
Cyberark Software SHS (CYBR) 0.2 $2.1M 5.1k 406.88
Celestica (CLS) 0.2 $2.0M 13k 156.11
TTM Technologies (TTMI) 0.1 $849k 21k 40.82
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.1 $824k 8.9k 92.59
Circle Internet Group Com Cl A (CRCL) 0.1 $678k 3.7k 181.29
Cadence Design Systems (CDNS) 0.0 $474k 1.5k 308.15
Wabtec Corporation (WAB) 0.0 $258k 1.2k 209.35
Broadridge Financial Solutions (BR) 0.0 $225k 925.00 243.03
Republic Services (RSG) 0.0 $222k 900.00 246.61
Msci (MSCI) 0.0 $208k 360.00 576.74