Tairen Capital as of June 30, 2026
Portfolio Holdings for Tairen Capital
Tairen Capital holds 44 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 19.1 | $216M | 453k | 477.57 | |
| Advanced Micro Devices (AMD) | 8.8 | $99M | 171k | 580.91 | |
| Lumentum Hldgs (LITE) | 8.1 | $92M | 107k | 858.06 | |
| Marvell Technology (MRVL) | 7.6 | $86M | 289k | 297.89 | |
| Corning Incorporated (GLW) | 6.6 | $75M | 294k | 255.43 | |
| Intel Corporation (INTC) | 5.8 | $66M | 469k | 139.63 | |
| Qualcomm (QCOM) | 5.0 | $56M | 304k | 184.79 | |
| Chevron Corporation (CVX) | 4.6 | $53M | 317k | 165.76 | |
| Robinhood Mkts Com Cl A (HOOD) | 4.5 | $51M | 513k | 100.28 | |
| Celestica (CLS) | 3.5 | $39M | 108k | 364.80 | |
| Broadcom (AVGO) | 3.3 | $38M | 99k | 377.75 | |
| Micron Technology (MU) | 3.2 | $37M | 32k | 1154.29 | |
| Baker Hughes Company Cl A (BKR) | 2.9 | $32M | 584k | 55.50 | |
| Ciena Corp Com New (CIEN) | 1.5 | $17M | 35k | 490.56 | |
| Nokia Corp Sponsored Adr (NOK) | 1.4 | $16M | 1.2M | 13.28 | |
| Teradyne (TER) | 1.4 | $16M | 32k | 483.84 | |
| X-energy Com Cl A | 1.0 | $12M | 636k | 18.36 | |
| SLB Com Stk (SLB) | 1.0 | $12M | 250k | 46.49 | |
| Trip Com Group Ads (TCOM) | 1.0 | $11M | 274k | 39.84 | |
| Axt (AXTI) | 0.9 | $10M | 140k | 72.08 | |
| Sitime Corp (SITM) | 0.8 | $9.3M | 13k | 745.56 | |
| Root Cl A New (ROOT) | 0.8 | $9.0M | 161k | 55.92 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.7 | $8.4M | 88k | 95.98 | |
| Kulicke and Soffa Industries (KLIC) | 0.7 | $8.4M | 63k | 133.76 | |
| Bwx Technologies (BWXT) | 0.7 | $7.8M | 40k | 194.65 | |
| Super Micro Computer Com New (SMCI) | 0.6 | $7.0M | 238k | 29.33 | |
| Onto Innovation (ONTO) | 0.6 | $6.6M | 18k | 378.45 | |
| Innio Nv Ordinary Shares | 0.6 | $6.3M | 159k | 39.55 | |
| Semtech Corporation (SMTC) | 0.5 | $6.0M | 37k | 161.85 | |
| Poet Technologies Com New (POET) | 0.5 | $5.6M | 540k | 10.28 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 0.4 | $4.7M | 103k | 45.91 | |
| Snap Cl A (SNAP) | 0.4 | $4.0M | 901k | 4.44 | |
| Baidu Spon Adr Rep A (BIDU) | 0.3 | $3.0M | 26k | 114.29 | |
| Sandisk Corp (SNDK) | 0.2 | $2.7M | 1.2k | 2273.73 | |
| Seadrill 2021 (SDRL) | 0.2 | $2.3M | 62k | 37.82 | |
| Transocean Registered Shs (RIG) | 0.2 | $2.2M | 445k | 4.89 | |
| Valaris Cl A (VAL) | 0.2 | $2.2M | 30k | 72.60 | |
| Super Micro Computer 7 Dep Cm Sr A Wi | 0.1 | $1.0M | 20k | 51.96 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $686k | 345.00 | 1989.44 | |
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $470k | 17k | 27.21 | |
| Oracle Corp 6.5 Dep Cum Sr D (ORCL.PD) | 0.0 | $450k | 10k | 44.95 | |
| Applied Materials (AMAT) | 0.0 | $289k | 400.00 | 723.00 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $260k | 600.00 | 433.33 | |
| Dingdong Cayman Ads (DDL) | 0.0 | $64k | 33k | 1.93 |
