Q4 2024 · 13F-HR
Tairen Capital Ltdholdings as filed
Filed 2025-02-14 · accession 0001085146-25-001482
$680.2M
Reported value
69
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 79466L302 | CRM | SALESFORCE INC | $71.4M | 10.5% | 213,500 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $69.1M | 10.2% | 712,134 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $56.5M | 8.31% | 134,100 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $51.6M | 7.58% | 245,350 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $45.0M | 6.62% | 76,900 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $23.3M | 3.43% | 625,500 | Common | SOLE |
| 36118L106 | FUTU | FUTU HLDGS LTD | $22.2M | 3.26% | 277,560 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $21.7M | 3.19% | 140,490 | Common | SOLE |
| 097023105 | BA | BOEING CO | $19.5M | 2.86% | 110,000 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $19.3M | 2.83% | 101,800 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $16.1M | 2.37% | 191,646 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $15.8M | 2.32% | 120,000 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $15.5M | 2.28% | 81,400 | Common | SOLE |
| 518439104 | EL | LAUDER ESTEE COS INC | $15.4M | 2.26% | 205,000 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $14.4M | 2.11% | 60,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $13.4M | 1.97% | 15,000 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $13.1M | 1.92% | 29,200 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $11.6M | 1.71% | 49,900 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $11.4M | 1.68% | 52,050 | Common | SOLE |
| 00751Y106 | AAP | ADVANCE AUTO PARTS INC | $10.2M | 1.50% | 215,851 | Common | SOLE |
| H5919C104 | ONON | ON HLDG AG | $9.3M | 1.37% | 170,000 | Common | SOLE |
| 50202M102 | LI | LI AUTO INC | $8.4M | 1.24% | 351,600 | Common | SOLE |
| 090043100 | BILL | BILL HOLDINGS INC | $7.8M | 1.14% | 91,500 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $7.6M | 1.11% | 25,600 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $7.0M | 1.03% | 52,000 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $6.7M | 0.98% | 43,500 | Common | SOLE |
| 243537107 | DECK | DECKERS OUTDOOR CORP | $5.7M | 0.84% | 28,000 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $5.5M | 0.81% | 65,000 | Common | SOLE |
| 66981J102 | MNSO | MINISO GROUP HLDG LTD | $5.2M | 0.77% | 218,170 | Common | SOLE |
| 03662Q105 | AKX | ANSYS INC | $5.1M | 0.76% | 15,255 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $4.6M | 0.67% | 19,400 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $4.5M | 0.66% | 31,200 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $4.4M | 0.65% | 13,000 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $4.4M | 0.65% | 25,000 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $4.2M | 0.62% | 10,000 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $4.0M | 0.58% | 40,000 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $3.9M | 0.57% | 8,000 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $3.4M | 0.51% | 130,000 | Common | SOLE |
| 16679L109 | CHWY | CHEWY INC | $3.3M | 0.49% | 100,000 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $3.3M | 0.48% | 117,000 | Common | SOLE |
| 83304A106 | SNAP | SNAP INC | $3.2M | 0.48% | 300,000 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $3.1M | 0.46% | 18,400 | Common | SOLE |
| 48553T106 | BZ | KANZHUN LIMITED | $2.8M | 0.41% | 200,000 | Common | SOLE |
| M98068105 | WIX | WIX COM LTD | $2.4M | 0.35% | 11,200 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $2.0M | 0.30% | 72,798 | Common | SOLE |
| 29786A106 | ETSY | ETSY INC | $1.9M | 0.27% | 35,000 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $1.7M | 0.25% | 20,300 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $1.7M | 0.25% | 10,700 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $1.7M | 0.25% | 160,000 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $1.5M | 0.22% | 5,000 | Common | SOLE |
| 77543R102 | ROKU | ROKU INC | $1.5M | 0.22% | 20,000 | Common | SOLE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $1.4M | 0.20% | 50,000 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $1.2M | 0.17% | 14,600 | Common | SOLE |
| M2029K104 | BIRK | BIRKENSTOCK HOLDING PLC | $1.1M | 0.17% | 20,000 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $1.1M | 0.17% | 50,000 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $1.1M | 0.16% | 10,000 | Common | SOLE |
| 358054104 | FRSH | FRESHWORKS INC | $970,200 | 0.14% | 60,000 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $910,444 | 0.13% | 41,011 | Common | SOLE |
| 338307101 | FIVN | FIVE9 INC | $867,380 | 0.13% | 21,343 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $522,578 | 0.08% | 750 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $486,360 | 0.07% | 4,500 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $440,496 | 0.06% | 1,900 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $424,032 | 0.06% | 1,050 | Common | SOLE |
| 093712107 | BE | BLOOM ENERGY CORP | $402,001 | 0.06% | 18,100 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $401,000 | 0.06% | 20,000 | Common | SOLE |
| 256163106 | DOCU | DOCUSIGN INC | $332,778 | 0.05% | 3,700 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $267,774 | 0.04% | 3,900 | Common | SOLE |
| G29018101 | DLO | DLOCAL LTD | $197,399 | 0.03% | 17,531 | Common | SOLE |
| 91531W106 | TIGR | UP FINTECH HLDG LTD | $67,992 | 0.01% | 10,525 | 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.