Tairen Capital as of March 31, 2026
Portfolio Holdings for Tairen Capital
Tairen Capital holds 44 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 9.6 | $88M | 261k | 337.84 | |
| Ishares Msci Sth Kor Etf (EWY) | 7.7 | $71M | 579k | 123.01 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 5.9 | $55M | 163k | 337.95 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $43M | 148k | 287.56 | |
| Meta Platforms Cl A (META) | 4.2 | $39M | 68k | 572.13 | |
| Lumentum Hldgs (LITE) | 4.2 | $39M | 55k | 702.76 | |
| Intel Corporation (INTC) | 4.1 | $38M | 853k | 44.13 | |
| Corning Incorporated (GLW) | 4.0 | $37M | 270k | 135.97 | |
| Robinhood Mkts Com Cl A (HOOD) | 3.9 | $36M | 516k | 69.30 | |
| Sandisk Corp (SNDK) | 3.6 | $33M | 53k | 635.34 | |
| Advanced Micro Devices (AMD) | 3.5 | $33M | 160k | 203.43 | |
| Linde SHS (LIN) | 3.3 | $30M | 61k | 495.76 | |
| Lam Research Corp Com New (LRCX) | 3.2 | $30M | 140k | 213.66 | |
| Baker Hughes Company Cl A (BKR) | 3.2 | $30M | 488k | 61.05 | |
| Applied Materials (AMAT) | 3.2 | $30M | 87k | 341.79 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 3.0 | $28M | 21k | 1320.83 | |
| Doordash Cl A (DASH) | 2.9 | $27M | 181k | 150.15 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.5 | $23M | 185k | 125.46 | |
| Roblox Corp Cl A (RBLX) | 1.9 | $18M | 317k | 56.56 | |
| Arm Holdings Sponsored Ads (ARM) | 1.8 | $16M | 107k | 151.28 | |
| MKS Instruments (MKSI) | 1.7 | $16M | 69k | 229.81 | |
| Teradyne (TER) | 1.7 | $16M | 53k | 296.46 | |
| Solstice Advanced Matls Com Shs (SOLS) | 1.7 | $16M | 203k | 76.16 | |
| Keysight Technologies (KEYS) | 1.5 | $14M | 50k | 282.37 | |
| SLB Com Stk (SLB) | 1.4 | $13M | 250k | 51.39 | |
| Coherent Corp (COHR) | 1.3 | $12M | 50k | 238.21 | |
| Wabtec Corporation (WAB) | 1.1 | $10M | 42k | 249.91 | |
| Rambus (RMBS) | 1.1 | $10M | 120k | 86.03 | |
| Trip Com Group Ads (TCOM) | 1.0 | $9.3M | 188k | 49.79 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 1.0 | $8.8M | 155k | 56.63 | |
| Halliburton Company (HAL) | 0.8 | $7.8M | 200k | 38.99 | |
| Parker-Hannifin Corporation (PH) | 0.8 | $7.5M | 8.4k | 895.24 | |
| NVIDIA Corporation (NVDA) | 0.8 | $7.2M | 42k | 174.40 | |
| Snap Cl A (SNAP) | 0.8 | $7.2M | 1.6M | 4.60 | |
| Unity Software (U) | 0.8 | $7.2M | 329k | 21.94 | |
| Root Cl A New (ROOT) | 0.8 | $7.1M | 161k | 44.17 | |
| Nasdaq Omx (NDAQ) | 0.5 | $4.8M | 57k | 84.89 | |
| Advanced Energy Industries (AEIS) | 0.4 | $3.4M | 11k | 322.71 | |
| Fair Isaac Corporation (FICO) | 0.3 | $3.2M | 3.0k | 1067.54 | |
| Entegris (ENTG) | 0.1 | $1.2M | 10k | 117.24 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $230k | 800.00 | 286.86 | |
| Ftai Aviation SHS (FTAI) | 0.0 | $203k | 830.00 | 245.00 | |
| Vnet Group Sponsored Ads A (VNET) | 0.0 | $92k | 11k | 8.39 | |
| Dingdong Cayman Ads (DDL) | 0.0 | $85k | 33k | 2.57 |
