Q3 2023 · 13F-HR
Tairen Capital Ltdholdings as filed
Filed 2023-11-13 · accession 0001085146-23-004272
$711.3M
Reported value
22
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $100.6M | 14.1% | 318,460 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $81.3M | 11.4% | 270,945 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $78.0M | 11.0% | 510,543 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $77.0M | 10.8% | 785,288 | Common | SOLE |
| 23703Q203 | DQ | DAQO NEW ENERGY CORP | $65.5M | 9.21% | 2,163,363 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $64.4M | 9.05% | 1,972,116 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $47.9M | 6.73% | 452,050 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $44.9M | 6.32% | 129,879 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $36.4M | 5.12% | 667,196 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $33.4M | 4.70% | 255,458 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $31.0M | 4.36% | 60,882 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $15.9M | 2.23% | 120,488 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $15.8M | 2.22% | 231,910 | Common | SOLE |
| 98980G102 | ZS | ZSCALER INC | $5.1M | 0.71% | 32,464 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $5.0M | 0.71% | 160,000 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $3.5M | 0.49% | 6,288 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $1.5M | 0.21% | 34,000 | Common | SOLE |
| 04342Y104 | ASAN | ASANA INC | $1.2M | 0.17% | 64,753 | Common | SOLE |
| 00971T101 | AKAM | AKAMAI TECHNOLOGIES INC | $1.0M | 0.14% | 9,410 | Common | SOLE |
| 10576N102 | BRZE | BRAZE INC | $952,311 | 0.13% | 20,379 | Common | SOLE |
| 056752108 | BIDU | BAIDU INC | $483,660 | 0.07% | 3,600 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $480,838 | 0.07% | 13,750 | 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.