Tairen Capital

Tairen Capital as of Sept. 30, 2025

Portfolio Holdings for Tairen Capital

Tairen Capital holds 66 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tesla Motors (TSLA) 7.0 $65M 146k 444.72
Robinhood Mkts Com Cl A (HOOD) 6.9 $64M 448k 143.18
NVIDIA Corporation (NVDA) 6.1 $57M 305k 186.58
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 4.8 $44M 158k 279.29
Alibaba Group Hldg Sponsored Ads (BABA) 4.7 $43M 241k 178.73
Asml Holding N V N Y Registry Shs (ASML) 4.0 $37M 38k 968.09
Alphabet Cap Stk Cl A (GOOGL) 3.7 $34M 139k 243.10
Marvell Technology (MRVL) 3.0 $28M 335k 84.07
Sherwin-Williams Company (SHW) 3.0 $28M 81k 346.26
Microsoft Corporation (MSFT) 2.8 $26M 50k 517.95
Synopsys (SNPS) 2.5 $23M 46k 493.39
Constellation Energy (CEG) 2.4 $22M 68k 329.07
Progressive Corporation (PGR) 2.2 $21M 83k 246.95
Micron Technology (MU) 2.2 $20M 121k 167.32
Linde SHS (LIN) 2.1 $20M 42k 475.00
Fair Isaac Corporation (FICO) 2.1 $20M 13k 1496.53
Amer Sports Com Shs (AS) 2.1 $19M 550k 34.75
Netease Sponsored Ads (NTES) 2.1 $19M 126k 151.99
Snowflake Com Shs (SNOW) 2.0 $19M 84k 225.55
Roblox Corp Cl A (RBLX) 2.0 $19M 135k 138.52
Western Digital (WDC) 1.9 $18M 150k 120.06
Wabtec Corporation (WAB) 1.9 $17M 86k 200.47
Twilio Cl A (TWLO) 1.7 $16M 159k 100.09
Root Cl A New (ROOT) 1.6 $14M 161k 89.51
Shopify Cl A Sub Vtg Shs (SHOP) 1.4 $13M 90k 148.61
Okta Cl A (OKTA) 1.4 $13M 140k 91.70
Birkenstock Holding Com Shs (BIRK) 1.4 $13M 276k 45.25
Verisk Analytics (VRSK) 1.3 $12M 48k 251.51
Doximity Cl A (DOCS) 1.3 $12M 160k 73.15
On Hldg Namen Akt A (ONON) 1.2 $11M 269k 42.35
Alphabet Cap Stk Cl C (GOOG) 1.2 $11M 47k 243.55
Onto Innovation (ONTO) 1.2 $11M 86k 129.22
Snap Cl A (SNAP) 1.2 $11M 1.4M 7.71
Rambus (RMBS) 1.2 $11M 103k 104.20
Advanced Micro Devices (AMD) 1.1 $10M 62k 161.79
Unity Software (U) 1.0 $9.6M 240k 40.04
GDS HLDGS Sponsored Ads (GDS) 1.0 $9.3M 241k 38.70
Republic Services (RSG) 0.9 $8.6M 38k 229.48
New Oriental Ed & Technology Spon Adr (EDU) 0.9 $8.2M 155k 53.07
Trip Com Group Ads (TCOM) 0.8 $7.5M 100k 75.20
Spotify Technology S A SHS (SPOT) 0.8 $7.0M 10k 698.00
Parker-Hannifin Corporation (PH) 0.7 $6.4M 8.4k 758.15
Quantum Computing (QUBT) 0.7 $6.3M 343k 18.41
Apple (AAPL) 0.7 $6.2M 24k 254.63
Teradyne (TER) 0.5 $5.0M 36k 137.64
The Trade Desk Com Cl A (TTD) 0.5 $4.6M 95k 49.01
Broadcom (AVGO) 0.5 $4.6M 14k 329.91
Astera Labs (ALAB) 0.4 $4.1M 21k 195.80
Lumentum Hldgs (LITE) 0.4 $3.7M 23k 162.71
Veeva Sys Cl A Com (VEEV) 0.3 $2.4M 7.9k 297.91
Duolingo Cl A Com (DUOL) 0.2 $2.2M 6.9k 321.84
Pdd Holdings Sponsored Ads (PDD) 0.1 $1.1M 8.0k 132.17
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.1 $1.0M 11k 91.75
Lam Research Corp Com New (LRCX) 0.1 $984k 7.4k 133.90
Intel Corporation (INTC) 0.1 $886k 26k 33.55
British Amern Tob Sponsored Adr (BTI) 0.1 $865k 16k 53.08
Bitdeer Technologies Group Cl A Ord Shs (BTDR) 0.1 $824k 48k 17.09
Super Micro Computer Com New (SMCI) 0.1 $575k 12k 47.94
Vistra Energy (VST) 0.1 $574k 2.9k 195.92
TTM Technologies (TTMI) 0.1 $501k 8.7k 57.60
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $458k 1.9k 236.06
Bloom Energy Corp Com Cl A (BE) 0.0 $372k 4.4k 84.57
Celestica (CLS) 0.0 $303k 1.2k 246.38
Investment Managers Ser Tr I Tradr 2x Long 0.0 $284k 10k 27.57
Oracle Corporation (ORCL) 0.0 $211k 750.00 281.24
Lexinfintech Hldgs Adr (LX) 0.0 $59k 11k 5.33