Q2 2024 · 13F-HR
Tairen Capital Ltdholdings as filed
Filed 2024-08-14 · accession 0001085146-24-003909
$2.79B
Reported value
26
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 722304102 | PDD | PDD HOLDINGS INC | $715.1M | 25.7% | 5,378,376 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $589.0M | 21.1% | 2,796,278 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $482.3M | 17.3% | 1,079,109 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $341.7M | 12.3% | 1,768,335 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $207.6M | 7.45% | 202,946 | Common | SOLE |
| 512807108 | LRCXEUR | LAM RESEARCH CORP | $174.2M | 6.25% | 163,605 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $86.1M | 3.09% | 104,454 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $52.8M | 1.90% | 287,958 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $48.8M | 1.75% | 267,735 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $19.1M | 0.69% | 128,743 | Common | SOLE |
| 42824C109 | HPE | HEWLETT PACKARD ENTERPRISE C | $11.1M | 0.40% | 525,000 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $11.1M | 0.40% | 43,000 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $10.1M | 0.36% | 152,777 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $8.7M | 0.31% | 5,392 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $5.8M | 0.21% | 9,777 | Common | SOLE |
| 78468R663 | BIL | SPDR SER TR | $5.0M | 0.18% | 54,700 | Common | SOLE |
| 461202103 | INTU | INTUIT | $3.9M | 0.14% | 6,000 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $3.5M | 0.12% | 35,000 | Common | SOLE |
| 83304A106 | SNAP | SNAP INC | $3.3M | 0.12% | 200,000 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $2.3M | 0.08% | 141,227 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $1.5M | 0.05% | 10,000 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $1.4M | 0.05% | 6,000 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $893,900 | 0.03% | 70,000 | Common | SOLE |
| 64110W102 | NTES | NETEASE INC | $435,845 | 0.02% | 4,560 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $434,384 | 0.02% | 13,600 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $378,350 | 0.01% | 8,050 | 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.