Q3 2025 · 13F-HR
Tairen Capital Ltdholdings as filed
Filed 2025-11-13 · accession 0001652062-25-000005
$925.4M
Reported value
66
Positions
2025-09-30
Period end
The Brief · Tairen Capital Ltd · Q3 2025
AI · grounded in 13F
Tairen Capital Ltd closed its position in the iShares Bitcoin Trust ETF IBIT, reducing exposure by $144.7M. The fund established new positions in Tesla Inc TSLA for $64.9M and Alibaba Group Hldg Ltd BABA for $43M. Additionally, the fund increased its share count in Marvell Technology Inc MRVL by 677.5% and NVIDIA Corporation NVDA by 181.3%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 88160R101 | TSLA | TESLA INC | $65.0M | 7.02% | 146,108 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $64.1M | 6.93% | 447,900 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $56.8M | 6.14% | 304,524 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $44.2M | 4.78% | 158,302 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $43.1M | 4.65% | 240,876 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $36.8M | 3.98% | 38,000 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $33.9M | 3.66% | 139,359 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $28.1M | 3.04% | 334,610 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $28.0M | 3.03% | 81,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $25.9M | 2.80% | 50,100 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $22.9M | 2.48% | 46,442 | Common | SOLE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $22.2M | 2.40% | 67,600 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $20.5M | 2.21% | 82,977 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $20.3M | 2.19% | 121,356 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $19.9M | 2.15% | 41,800 | Common | SOLE |
| 303250104 | FICO | FAIR ISAAC CORP | $19.5M | 2.11% | 13,050 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $19.1M | 2.07% | 550,200 | Common | SOLE |
| 64110W102 | NTES | NETEASE INC | $19.1M | 2.06% | 125,718 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $18.9M | 2.04% | 83,625 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $18.7M | 2.02% | 134,787 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $18.0M | 1.95% | 150,000 | Common | SOLE |
| 929740108 | WAB | WABTEC | $17.2M | 1.86% | 86,000 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $15.9M | 1.72% | 159,318 | Common | SOLE |
| 77664L207 | ROOT | ROOT INC | $14.4M | 1.56% | 160,798 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $13.3M | 1.44% | 89,700 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $12.8M | 1.38% | 139,700 | Common | SOLE |
| M2029K104 | BIRK | BIRKENSTOCK HOLDING PLC | $12.5M | 1.35% | 276,200 | Common | SOLE |
| 92345Y106 | VRSK | VERISK ANALYTICS INC | $12.1M | 1.31% | 48,100 | Common | SOLE |
| 26622P107 | DOCS | DOXIMITY INC | $11.7M | 1.27% | 160,183 | Common | SOLE |
| H5919C104 | ONON | ON HLDG AG | $11.4M | 1.23% | 268,900 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $11.4M | 1.23% | 46,651 | Common | SOLE |
| 683344105 | ONTO | ONTO INNOVATION INC | $11.2M | 1.21% | 86,344 | Common | SOLE |
| 83304A106 | SNAP | SNAP INC | $10.8M | 1.17% | 1,400,000 | Common | SOLE |
| 750917106 | RMBS | RAMBUS INC DEL | $10.7M | 1.16% | 103,073 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $10.0M | 1.08% | 61,900 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $9.6M | 1.04% | 240,206 | Common | SOLE |
| 36165L108 | GDS | GDS HLDGS LTD | $9.3M | 1.01% | 241,156 | Common | SOLE |
| 760759100 | RSG | REPUBLIC SVCS INC | $8.6M | 0.93% | 37,600 | Common | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $8.2M | 0.89% | 155,300 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $7.5M | 0.81% | 99,700 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $7.0M | 0.76% | 10,100 | Common | SOLE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $6.4M | 0.69% | 8,400 | Common | SOLE |
| 74766W108 | QUBT | QUANTUM COMPUTING INC | $6.3M | 0.68% | 342,750 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $6.2M | 0.67% | 24,190 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $5.0M | 0.54% | 36,133 | Common | SOLE |
| 88339J105 | TTD | THE TRADE DESK INC | $4.6M | 0.50% | 94,800 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $4.6M | 0.50% | 14,070 | Common | SOLE |
| 04626A103 | ALAB | ASTERA LABS INC | $4.1M | 0.44% | 20,950 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $3.7M | 0.40% | 23,000 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $2.4M | 0.25% | 7,905 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $2.2M | 0.24% | 6,900 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $1.1M | 0.11% | 8,000 | Common | SOLE |
| 78468R663 | BIL | SPDR SERIES TRUST | $1.0M | 0.11% | 11,100 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $984,165 | 0.11% | 7,350 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $885,720 | 0.10% | 26,400 | Common | SOLE |
| 110448107 | BTI | BRITISH AMERN TOB PLC | $864,673 | 0.09% | 16,290 | Common | SOLE |
| G11448100 | BTDR | BITDEER TECHNOLOGIES GROUP | $823,738 | 0.09% | 48,200 | Common | SOLE |
| 86800U302 | SMCI | SUPER MICRO COMPUTER INC | $575,280 | 0.06% | 12,000 | Common | SOLE |
| 92840M102 | VST | VISTRA CORP | $574,046 | 0.06% | 2,930 | Common | SOLE |
| 87305R109 | TTMI | TTM TECHNOLOGIES INC | $501,120 | 0.05% | 8,700 | Common | SOLE |
| G7997R103 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $457,956 | 0.05% | 1,940 | Common | SOLE |
| 093712107 | BE | BLOOM ENERGY CORP | $372,108 | 0.04% | 4,400 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $303,047 | 0.03% | 1,230 | Common | SOLE |
| 46092D715 | — | INVESTMENT MANAGERS SER TR I | $283,971 | 0.03% | 10,300 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $210,930 | 0.02% | 750 | Common | SOLE |
| 528877103 | LX | LEXINFINTECH HLDGS LTD | $59,270 | 0.01% | 11,120 | 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.