Q1 2025 · 13F-HR
Tairen Capital Ltdholdings as filed
Filed 2025-05-15 · accession 0001085146-25-003173
$1.51B
Reported value
88
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $143.3M | 9.47% | 752,950 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $118.3M | 7.82% | 205,200 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $100.7M | 6.66% | 268,297 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $66.8M | 4.41% | 456,777 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $65.3M | 4.32% | 1,569,487 | Common | SOLE |
| 36118L106 | FUTU | FUTU HLDGS LTD | $50.2M | 3.32% | 490,564 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $48.2M | 3.19% | 290,650 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $45.5M | 3.01% | 266,800 | Common | SOLE |
| 46438F101 | IBIT | ISHARES BITCOIN TRUST ETF | $34.5M | 2.28% | 737,600 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $34.2M | 2.26% | 204,300 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $32.7M | 2.16% | 334,268 | Common | SOLE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $28.9M | 1.91% | 49,872 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $28.5M | 1.89% | 1,256,800 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $25.2M | 1.67% | 72,155 | Common | SOLE |
| 243537107 | DECK | DECKERS OUTDOOR CORP | $24.0M | 1.59% | 214,500 | Common | SOLE |
| G7997R103 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $23.9M | 1.58% | 281,219 | Common | SOLE |
| H5919C104 | ONON | ON HLDG AG | $23.1M | 1.52% | 524,961 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $23.1M | 1.52% | 42,200 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $21.5M | 1.42% | 337,923 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $20.1M | 1.33% | 141,907 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $19.9M | 1.32% | 42,780 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $19.8M | 1.31% | 490,462 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $19.6M | 1.30% | 187,100 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $19.5M | 1.29% | 87,900 | Common | SOLE |
| G037AX101 | AMBA | AMBARELLA INC | $19.3M | 1.27% | 383,120 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $19.1M | 1.26% | 55,305 | Common | SOLE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $17.4M | 1.15% | 28,700 | Common | SOLE |
| 45841N107 | IBKR | INTERACTIVE BROKERS GROUP IN | $16.5M | 1.09% | 99,600 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $16.0M | 1.06% | 51,420 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $15.9M | 1.05% | 160,000 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $15.7M | 1.04% | 181,000 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $15.0M | 0.99% | 85,800 | Common | SOLE |
| 00751Y106 | AAP | ADVANCE AUTO PARTS INC | $14.7M | 0.97% | 375,637 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $14.5M | 0.96% | 58,995 | Common | SOLE |
| 876030107 | TPR | TAPESTRY INC | $14.0M | 0.93% | 199,100 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $12.8M | 0.85% | 35,000 | Common | SOLE |
| 88339J105 | TTD | THE TRADE DESK INC | $12.2M | 0.81% | 223,000 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $11.7M | 0.77% | 436,000 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $11.3M | 0.75% | 48,881 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $11.2M | 0.74% | 41,611 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $10.7M | 0.71% | 120,603 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $10.2M | 0.68% | 188,300 | Common | SOLE |
| 50202M102 | LI | LI AUTO INC | $10.1M | 0.67% | 399,870 | Common | SOLE |
| 44332N106 | HTHT | H WORLD GROUP LTD | $10.0M | 0.66% | 270,000 | Common | SOLE |
| N3167Y103 | RACE | FERRARI N V | $9.5M | 0.63% | 22,240 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $9.4M | 0.62% | 479,000 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $9.3M | 0.62% | 70,500 | Common | SOLE |
| 64110W102 | NTES | NETEASE INC | $9.0M | 0.60% | 87,646 | Common | SOLE |
| 233051879 | ASHR | DBX ETF TR | $8.7M | 0.58% | 328,905 | Common | SOLE |
| 90384S303 | ULTA | ULTA BEAUTY INC | $8.7M | 0.58% | 23,750 | Common | SOLE |
| 77664L207 | ROOT | ROOT INC | $7.6M | 0.50% | 57,000 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $7.4M | 0.49% | 744,948 | Common | SOLE |
| 443201108 | HWM | HOWMET AEROSPACE INC | $7.2M | 0.48% | 55,719 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $7.1M | 0.47% | 60,900 | Common | SOLE |
| 090043100 | BILL | BILL HOLDINGS INC | $7.1M | 0.47% | 154,000 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $6.9M | 0.46% | 72,200 | Common | SOLE |
| M98068105 | WIX | WIX COM LTD | $6.7M | 0.44% | 40,974 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $6.5M | 0.43% | 8,200 | Common | SOLE |
| M2029K104 | BIRK | BIRKENSTOCK HOLDING PLC | $6.4M | 0.42% | 140,000 | Common | SOLE |
| 00827B106 | AFRM | AFFIRM HLDGS INC | $6.3M | 0.42% | 140,000 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $5.6M | 0.37% | 21,400 | Common | SOLE |
| 66981J102 | MNSO | MINISO GROUP HLDG LTD | $5.5M | 0.36% | 298,170 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $5.3M | 0.35% | 30,000 | Common | SOLE |
| 03662Q105 | AKX | ANSYS INC | $4.8M | 0.32% | 15,255 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $4.7M | 0.31% | 1,025 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $4.5M | 0.30% | 7,900 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $4.5M | 0.29% | 57,500 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $4.3M | 0.29% | 17,800 | Common | SOLE |
| 88023B103 | TEM | TEMPUS AI INC | $3.8M | 0.25% | 79,200 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $3.7M | 0.25% | 20,000 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $3.4M | 0.23% | 8,000 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $3.4M | 0.23% | 28,700 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $3.3M | 0.22% | 130,000 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $2.9M | 0.19% | 278,700 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $2.4M | 0.16% | 30,000 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $2.1M | 0.14% | 60,000 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $1.9M | 0.12% | 80,000 | Common | SOLE |
| 25460G112 | V32S | DIREXION SHS ETF TR | $1.6M | 0.10% | 54,300 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $1.3M | 0.08% | 5,000 | Common | SOLE |
| 78468R663 | BIL | SPDR SER TR | $1.0M | 0.07% | 11,100 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $883,564 | 0.06% | 8,600 | Common | SOLE |
| 00130H105 | AES | AES CORP | $621,000 | 0.04% | 50,000 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $471,500 | 0.03% | 10,000 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $297,094 | 0.02% | 1,400 | Common | SOLE |
| 92891H101 | SVIX | VS TRUST | $254,250 | 0.02% | 12,500 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $236,600 | 0.02% | 700 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $236,445 | 0.02% | 250 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $207,328 | 0.01% | 800 | 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.