Q2 2023 · 13F-HR
Tairen Capital Ltdholdings as filed
Filed 2023-08-14 · accession 0001085146-23-003354
$3.18B
Reported value
34
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $281.1M | 8.85% | 979,437 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $235.6M | 7.41% | 3,941,159 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $223.2M | 7.03% | 257,366 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $214.4M | 6.75% | 506,947 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $206.6M | 6.50% | 1,735,003 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $205.7M | 6.47% | 500,453 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $176.6M | 5.56% | 2,553,749 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $169.7M | 5.34% | 3,328,940 | Common | SOLE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $159.8M | 5.03% | 295,819 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $154.4M | 4.86% | 590,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $150.3M | 4.73% | 441,244 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $128.7M | 4.05% | 663,500 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $125.1M | 3.94% | 1,045,097 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $120.8M | 3.80% | 1,060,411 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $120.6M | 3.80% | 472,019 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $114.3M | 3.60% | 944,651 | Common | SOLE |
| 23703Q203 | DQ | DAQO NEW ENERGY CORP | $73.8M | 2.32% | 1,857,871 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $66.3M | 2.09% | 376,555 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $49.0M | 1.54% | 485,671 | Common | SOLE |
| 55405Y100 | MTSI | MACOM TECH SOLUTIONS HLDGS I | $47.9M | 1.51% | 731,102 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $47.2M | 1.49% | 362,029 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $22.6M | 0.71% | 1,305,100 | Common | SOLE |
| 00724F101 | ADBE | ADOBE SYSTEMS INCORPORATED | $18.6M | 0.58% | 37,952 | Common | SOLE |
| 512807108 | LRCXEUR | LAM RESEARCH CORP | $17.7M | 0.56% | 27,496 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $11.7M | 0.37% | 168,052 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $10.3M | 0.32% | 237,556 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP. | $8.1M | 0.25% | 212,443 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $6.9M | 0.22% | 30,509 | Common | SOLE |
| 98980G102 | ZS | ZSCALER INC | $3.0M | 0.09% | 20,391 | Common | SOLE |
| 88076W103 | TDC | TERADATA CORP DEL | $2.9M | 0.09% | 53,489 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $2.3M | 0.07% | 34,000 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $1.8M | 0.06% | 34,322 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $481,250 | 0.02% | 13,750 | Common | SOLE |
| 64829B100 | — | NEW RELIC INC | $216,083 | 0.01% | 3,302 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.