Q3 2024 · 13F-HR
Tairen Capital Ltdholdings as filed
Filed 2024-11-14 · accession 0001085146-24-005725
$2.82B
Reported value
59
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 722304102 | PDD | PDD HOLDINGS INC | $665.1M | 23.6% | 5,515,377 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $427.7M | 15.1% | 2,499,388 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $380.6M | 13.5% | 2,866,614 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $371.5M | 13.2% | 2,151,341 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $192.9M | 6.83% | 339,930 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $163.8M | 5.80% | 655,488 | Common | SOLE |
| 040413106 | ANETEUR | ARISTA NETWORKS INC | $119.6M | 4.23% | 309,399 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $116.5M | 4.13% | 154,056 | Common | SOLE |
| 36118L106 | FUTU | FUTU HLDGS LTD | $53.8M | 1.90% | 565,976 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $41.8M | 1.48% | 87,500 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $38.2M | 1.35% | 333,100 | Common | SOLE |
| 097023105 | BA | BOEING CO | $36.0M | 1.27% | 241,000 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $22.8M | 0.81% | 119,614 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $22.0M | 0.78% | 163,400 | Common | SOLE |
| 461202103 | INTU | INTUIT | $21.4M | 0.76% | 35,000 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $19.4M | 0.69% | 93,000 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $17.3M | 0.61% | 45,000 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $16.7M | 0.59% | 17,900 | Common | SOLE |
| 29355A107 | ENPH | ENPHASE ENERGY INC | $8.5M | 0.30% | 102,871 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $5.8M | 0.21% | 66,000 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $5.7M | 0.20% | 23,400 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $5.5M | 0.20% | 19,000 | Common | SOLE |
| 518439104 | EL | LAUDER ESTEE COS INC | $5.4M | 0.19% | 77,800 | Common | SOLE |
| 090043100 | BILL | BILL HOLDINGS INC | $4.7M | 0.17% | 80,473 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $4.7M | 0.17% | 65,000 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $4.5M | 0.16% | 55,900 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $4.1M | 0.15% | 32,900 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $4.0M | 0.14% | 170,000 | Common | SOLE |
| 26856L103 | ELF | E L F BEAUTY INC | $3.7M | 0.13% | 35,000 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $3.7M | 0.13% | 130,000 | Common | SOLE |
| 83304A106 | SNAP | SNAP INC | $3.6M | 0.13% | 300,000 | Common | SOLE |
| 48553T106 | BZ | KANZHUN LIMITED | $2.9M | 0.10% | 200,000 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $2.5M | 0.09% | 35,000 | Common | SOLE |
| 482497104 | BEKE | KE HLDGS INC | $2.4M | 0.08% | 108,200 | Common | SOLE |
| 16679L109 | CHWY | CHEWY INC | $2.3M | 0.08% | 85,000 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $1.9M | 0.07% | 10,000 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $1.9M | 0.07% | 6,500 | Common | SOLE |
| 00751Y106 | AAP | ADVANCE AUTO PARTS INC | $1.5M | 0.05% | 41,851 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $1.5M | 0.05% | 15,000 | Common | SOLE |
| 66981J102 | MNSO | MINISO GROUP HLDG LTD | $1.4M | 0.05% | 70,000 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $1.3M | 0.05% | 50,000 | Common | SOLE |
| 243537107 | DECK | DECKERS OUTDOOR CORP | $1.3M | 0.05% | 8,000 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $1.1M | 0.04% | 14,000 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $1.1M | 0.04% | 2,000 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $1.1M | 0.04% | 15,000 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $1.1M | 0.04% | 20,000 | Common | SOLE |
| 29786A106 | ETSY | ETSY INC | $1.0M | 0.04% | 20,000 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $884,000 | 0.03% | 80,000 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $760,053 | 0.03% | 11,900 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $670,540 | 0.02% | 26,000 | Common | SOLE |
| 04626A103 | ALAB | ASTERA LABS INC | $575,312 | 0.02% | 8,200 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $567,600 | 0.02% | 2,000 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $538,000 | 0.02% | 25,000 | Common | SOLE |
| 338307101 | FIVN | FIVE9 INC | $503,221 | 0.02% | 17,041 | Common | SOLE |
| M22465104 | CHKP | CHECK POINT SOFTWARE TECH LT | $433,025 | 0.02% | 2,500 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $403,390 | 0.01% | 10,700 | Common | SOLE |
| 256163106 | DOCU | DOCUSIGN INC | $256,706 | 0.01% | 3,700 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $228,636 | 0.01% | 3,600 | Common | SOLE |
| G29018101 | DLO | DLOCAL LTD | $153,396 | 0.01% | 17,531 | 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.