Tairen Capital as of Dec. 31, 2016
Portfolio Holdings for Tairen Capital
Tairen Capital holds 22 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New Oriental Education & Tech | 22.6 | $92M | 2.2M | 42.10 | |
| Yy Inc note 2.25% | 16.7 | $67M | 68M | 0.99 | |
| TAL Education (TAL) | 14.9 | $60M | 859k | 70.15 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 7.2 | $29M | 2.7M | 11.01 | |
| NetEase (NTES) | 6.9 | $28M | 130k | 215.34 | |
| Alibaba Group Holding (BABA) | 6.6 | $27M | 304k | 87.81 | |
| Momo | 5.7 | $23M | 1.2M | 18.38 | |
| Baozun (BZUN) | 5.3 | $22M | 1.8M | 12.07 | |
| NVIDIA Corporation (NVDA) | 4.2 | $17M | 159k | 106.74 | |
| Ctrip.com Inter Ltd. conv | 2.9 | $12M | 10M | 1.16 | |
| 1,000% Sina 01.12.2018 note | 2.4 | $9.8M | 3.1M | 3.16 | |
| Ctrip Com Intl Ltd note 1.990% 7/0 | 1.0 | $4.2M | 4.0M | 1.05 | |
| Alphabet Inc Class C cs (GOOG) | 1.0 | $3.9M | 5.1k | 771.76 | |
| Washington Prime (WB) | 1.0 | $3.9M | 95k | 40.60 | |
| Amazon (AMZN) | 0.8 | $3.1M | 4.2k | 749.76 | |
| Universal Display Corporation (OLED) | 0.3 | $1.4M | 25k | 56.32 | |
| Renren Inc- | 0.2 | $779k | 490k | 1.59 | |
| Tuniu Corp sponsored ads cl (TOUR) | 0.1 | $372k | 43k | 8.75 | |
| Tarena International Inc- | 0.1 | $300k | 20k | 15.00 | |
| Ja Solar Holdings Co Ltd spon adr rep5ord | 0.1 | $238k | 50k | 4.76 | |
| AirMedia | 0.0 | $78k | 32k | 2.46 | |
| Phoenix New Media | 0.0 | $63k | 20k | 3.15 |
