Q2 2025 · 13F-HR
Tairen Capital Ltdholdings as filed
Filed 2025-08-12 · accession 0001085146-25-004920
$978.6M
Reported value
68
Positions
2025-06-30
Period end
The Brief · Tairen Capital Ltd · Q2 2025
AI · grounded in 13F
Tairen Capital Ltd established a new position in the iShares Bitcoin Trust ETF IBIT valued at $144.7M. The fund also initiated new stakes in Taiwan Semiconductor Mfg Ltd TSM for $41.9M and Snowflake Inc SNOW for $33.9M. Additional new positions include Mastercard Incorporated MA, Trip Com Group Ltd TCOM, and Meta Platforms Inc META.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 46438F101 | IBIT | ISHARES BITCOIN TRUST ETF | $144.7M | 14.8% | 2,364,700 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $41.9M | 4.28% | 185,043 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $33.9M | 3.46% | 151,385 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $31.9M | 3.26% | 56,700 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $29.3M | 3.00% | 500,154 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $28.9M | 2.95% | 39,150 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $28.3M | 2.89% | 40,000 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $27.0M | 2.76% | 78,665 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $26.8M | 2.73% | 85,100 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $26.5M | 2.71% | 283,300 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $24.0M | 2.45% | 141,907 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $21.6M | 2.21% | 81,045 | Common | SOLE |
| 92826C839 | V | VISA INC | $21.6M | 2.21% | 60,885 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $21.4M | 2.18% | 551,630 | Common | SOLE |
| 45841N107 | IBKR | INTERACTIVE BROKERS GROUP IN | $21.3M | 2.17% | 383,600 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $20.8M | 2.13% | 95,291 | Common | SOLE |
| 77664L207 | ROOT | ROOT INC | $20.8M | 2.13% | 162,724 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $20.4M | 2.08% | 58,208 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $19.7M | 2.01% | 159,500 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $19.2M | 1.96% | 93,400 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $18.8M | 1.92% | 65,700 | Common | SOLE |
| 36118L106 | FUTU | FUTU HLDGS LTD | $18.2M | 1.86% | 147,070 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $17.1M | 1.75% | 108,246 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $16.9M | 1.73% | 677,200 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $16.3M | 1.66% | 74,216 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $15.2M | 1.55% | 626,800 | Common | SOLE |
| M2029K104 | BIRK | BIRKENSTOCK HOLDING PLC | $13.6M | 1.39% | 276,200 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $12.8M | 1.31% | 188,300 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $11.9M | 1.21% | 88,500 | Common | SOLE |
| 00751Y106 | AAP | ADVANCE AUTO PARTS INC | $11.7M | 1.19% | 251,110 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $11.6M | 1.18% | 65,553 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $11.5M | 1.18% | 40,000 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $11.5M | 1.18% | 64,911 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $10.2M | 1.05% | 97,800 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $10.0M | 1.02% | 80,318 | Common | SOLE |
| G037AX101 | AMBA | AMBARELLA INC | $9.6M | 0.99% | 146,000 | Common | SOLE |
| 876030107 | TPR | TAPESTRY INC | $9.1M | 0.93% | 104,172 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $8.6M | 0.88% | 22,405 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $8.1M | 0.83% | 16,354 | Common | SOLE |
| 256163106 | DOCU | DOCUSIGN INC | $7.9M | 0.80% | 101,011 | Common | SOLE |
| 66981J102 | MNSO | MINISO GROUP HLDG LTD | $6.9M | 0.70% | 378,270 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $6.8M | 0.70% | 24,700 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $6.7M | 0.69% | 28,500 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $6.5M | 0.66% | 64,800 | Common | SOLE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $5.9M | 0.60% | 8,400 | Common | SOLE |
| M98068105 | WIX | WIX COM LTD | $5.6M | 0.57% | 35,376 | Common | SOLE |
| 03662Q105 | AKX | ANSYS INC | $5.4M | 0.55% | 15,255 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $5.1M | 0.52% | 60,000 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $4.9M | 0.50% | 10,510 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $4.9M | 0.50% | 17,000 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $4.8M | 0.49% | 215,300 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $4.7M | 0.48% | 30,000 | Common | SOLE |
| 233051879 | ASHR | DBX ETF TR | $4.7M | 0.48% | 170,000 | Common | SOLE |
| G7997R103 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $4.3M | 0.44% | 30,000 | Common | SOLE |
| 88023B103 | TEM | TEMPUS AI INC | $3.7M | 0.38% | 58,200 | Common | SOLE |
| 26622P107 | DOCS | DOXIMITY INC | $3.4M | 0.35% | 55,800 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $3.3M | 0.34% | 43,033 | Common | SOLE |
| 78468R663 | BIL | SPDR SERIES TRUST | $2.7M | 0.27% | 29,100 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $2.1M | 0.21% | 5,100 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $2.0M | 0.20% | 12,500 | Common | SOLE |
| 87305R109 | TTMI | TTM TECHNOLOGIES INC | $849,056 | 0.09% | 20,800 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $824,051 | 0.08% | 8,900 | Common | SOLE |
| 172573107 | CRCL | CIRCLE INTERNET GROUP INC | $678,025 | 0.07% | 3,740 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $474,243 | 0.05% | 1,539 | Common | SOLE |
| 929740108 | WAB | WABTEC | $257,501 | 0.03% | 1,230 | Common | SOLE |
| 11133T103 | BR | BROADRIDGE FINL SOLUTIONS IN | $224,803 | 0.02% | 925 | Common | SOLE |
| 760759100 | RSG | REPUBLIC SVCS INC | $221,949 | 0.02% | 900 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $207,626 | 0.02% | 360 | 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.