Q1 2024 · 13F-HR
Tairen Capital Ltdholdings as filed
Filed 2024-05-15 · accession 0001085146-24-002492
$1.64B
Reported value
37
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 722304102 | PDD | PDD HOLDINGS INC | $417.4M | 25.5% | 3,590,300 | Common | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $115.9M | 7.09% | 1,334,781 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $106.7M | 6.53% | 630,537 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $103.3M | 6.32% | 1,264,522 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $96.5M | 5.90% | 818,232 | Common | SOLE |
| 03662Q105 | AKX | ANSYS INC | $91.5M | 5.60% | 263,648 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $89.3M | 5.46% | 127,800 | Common | SOLE |
| 64110W102 | NTES | NETEASE INC | $86.2M | 5.27% | 833,048 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $84.2M | 5.15% | 93,207 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $69.0M | 4.22% | 164,051 | Common | SOLE |
| 512807108 | LRCXEUR | LAM RESEARCH CORP | $53.1M | 3.25% | 54,632 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $46.8M | 2.86% | 48,186 | Common | SOLE |
| 874080104 | TAL | TAL EDUCATION GROUP | $45.1M | 2.76% | 3,975,438 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $26.9M | 1.64% | 166,245 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $25.0M | 1.53% | 138,376 | Common | SOLE |
| 23703Q203 | DQ | DAQO NEW ENERGY CORP | $24.8M | 1.52% | 881,468 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $22.0M | 1.35% | 191,000 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $19.3M | 1.18% | 33,767 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $16.0M | 0.98% | 127,000 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $14.5M | 0.89% | 106,601 | Common | SOLE |
| 36257Y109 | GOTU | GAOTU TECHEDU INC | $10.8M | 0.66% | 1,644,600 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $10.2M | 0.63% | 132,451 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $9.5M | 0.58% | 77,000 | Common | SOLE |
| 550021109 | LULU | LULULEMON ATHLETICA INC | $8.2M | 0.50% | 21,000 | Common | SOLE |
| 45841N107 | IBKR | INTERACTIVE BROKERS GROUP IN | $7.1M | 0.44% | 63,963 | Common | SOLE |
| 83304A106 | SNAP | SNAP INC | $6.9M | 0.42% | 600,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $5.5M | 0.33% | 9,000 | Common | SOLE |
| H5919C104 | ONON | ON HLDG AG | $4.6M | 0.28% | 130,000 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $4.3M | 0.26% | 12,000 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $4.3M | 0.26% | 35,000 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $3.8M | 0.23% | 141,227 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $1.5M | 0.09% | 5,500 | Common | SOLE |
| M98068105 | WIX | WIX COM LTD | $1.4M | 0.08% | 10,000 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $1.3M | 0.08% | 2,000 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $824,800 | 0.05% | 5,000 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $790,545 | 0.05% | 3,500 | Common | SOLE |
| 256163106 | DOCU | DOCUSIGN INC | $768,195 | 0.05% | 12,900 | 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.