Q4 2023 · 13F-HR
Tairen Capital Ltdholdings as filed
Filed 2024-02-13 · accession 0001085146-24-001162
$1.43B
Reported value
30
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 722304102 | PDD | PDD HOLDINGS INC | $331.2M | 23.2% | 2,263,437 | Common | SOLE |
| 64110W102 | NTES | NETEASE INC | $164.3M | 11.5% | 1,763,709 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $126.3M | 8.84% | 335,790 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $106.5M | 7.46% | 150,808 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $97.8M | 6.85% | 371,494 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $80.1M | 5.61% | 402,718 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $75.0M | 5.25% | 125,728 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $69.1M | 4.84% | 195,193 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $59.9M | 4.20% | 663,900 | Common | SOLE |
| 23703Q203 | DQ | DAQO NEW ENERGY CORP | $49.4M | 3.46% | 1,856,009 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $48.3M | 3.38% | 333,947 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $44.5M | 3.12% | 723,557 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $35.1M | 2.46% | 85,949 | Common | SOLE |
| 19247G107 | COHR | COHERENT CORP | $26.6M | 1.86% | 610,545 | Common | SOLE |
| 040413106 | ANETEUR | ARISTA NETWORKS INC | $24.8M | 1.74% | 105,500 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $19.6M | 1.37% | 128,759 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $17.2M | 1.20% | 162,703 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $15.9M | 1.11% | 112,870 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $11.1M | 0.78% | 144,000 | Common | SOLE |
| 338307101 | FIVN | FIVE9 INC | $5.8M | 0.41% | 74,164 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $4.9M | 0.34% | 8,456 | Common | SOLE |
| 98980G102 | ZS | ZSCALER INC | $4.7M | 0.33% | 21,131 | Common | SOLE |
| 090043100 | BILL | BILL HOLDINGS INC | $2.0M | 0.14% | 24,821 | Common | SOLE |
| M98068105 | WIX | WIX COM LTD | $1.9M | 0.13% | 15,539 | Common | SOLE |
| 418100103 | HCP2EUR | HASHICORP INC | $1.3M | 0.09% | 56,402 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $1.2M | 0.08% | 49,377 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $994,268 | 0.07% | 4,539 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $901,300 | 0.06% | 4,799 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $845,683 | 0.06% | 6,054 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $495,138 | 0.03% | 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.