Tairen Capital Ltd Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$1.6T
Holdings
37
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PDDPDD HOLDINGS INC | 3,590,300 | $417.4B | 25.53% | |
| 2 | N1UANEW ORIENTAL ED & TECHNOLOGY | 1,334,781 | $115.9B | 7.09% | |
| 3 | QCOMQUALCOMM INC | 630,537 | $106.7B | 6.53% | |
| 4 | VRTVERTIV HOLDINGS CO | 1,264,522 | $103.3B | 6.32% | |
| 5 | MUMICRON TECHNOLOGY INC | 818,232 | $96.5B | 5.90% | |
| 6 | AKXANSYS INC | 263,648 | $91.5B | 5.60% | |
| 7 | KLACKLA CORP | 127,800 | $89.3B | 5.46% | |
| 8 | NTESNETEASE INC | 833,048 | $86.2B | 5.27% | |
| 9 | NVDANVIDIA CORPORATION | 93,207 | $84.2B | 5.15% | |
| 10 | MSFTMICROSOFT CORP | 164,051 | $69.0B | 4.22% | |
| 11 | LRCXEURLAM RESEARCH CORP | 54,632 | $53.1B | 3.25% | |
| 12 | ASMLASML HOLDING N V | 48,186 | $46.8B | 2.86% | |
| 13 | TALTAL EDUCATION GROUP | 3,975,438 | $45.1B | 2.76% | |
| 14 | SNOWSNOWFLAKE INC | 166,245 | $26.9B | 1.64% | |
| 15 | AMZNAMAZON COM INC | 138,376 | $25.0B | 1.53% | |
| 16 | DQDAQO NEW ENERGY CORP | 881,468 | $24.8B | 1.52% | |
| 17 | APHAMPHENOL CORP NEW | 191,000 | $22.0B | 1.35% | |
| 18 | SNPSSYNOPSYS INC | 33,767 | $19.3B | 1.18% | |
| 19 | ORCLORACLE CORP | 127,000 | $16.0B | 0.98% | |
| 20 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 106,601 | $14.5B | 0.89% | |
| 21 | GOTUGAOTU TECHEDU INC | 1,644,600 | $10.8B | 0.66% | |
| 22 | SHOPSHOPIFY INC | 132,451 | $10.2B | 0.63% | |
| 23 | DDOGDATADOG INC | 77,000 | $9.5B | 0.58% | |
| 24 | LULULULULEMON ATHLETICA INC | 21,000 | $8.2B | 0.50% | |
| 25 | IBKRINTERACTIVE BROKERS GROUP IN | 63,963 | $7.1B | 0.44% | |
| 26 | SNAPSNAP INC | 600,000 | $6.9B | 0.42% | |
| 27 | NFLXNETFLIX INC | 9,000 | $5.5B | 0.33% | |
| 28 | ONONON HLDG AG | 130,000 | $4.6B | 0.28% | |
| 29 | MDBMONGODB INC | 12,000 | $4.3B | 0.26% | |
| 30 | DISDISNEY WALT CO | 35,000 | $4.3B | 0.26% | |
| 31 | UUNITY SOFTWARE INC | 141,227 | $3.8B | 0.23% | |
| 32 | CYBRCYBERARK SOFTWARE LTD | 5,500 | $1.5B | 0.09% | |
| 33 | WIXWIX COM LTD | 10,000 | $1.4B | 0.08% | |
| 34 | HUBSHUBSPOT INC | 2,000 | $1.3B | 0.08% | |
| 35 | ABNBAIRBNB INC | 5,000 | $824.8M | 0.05% | |
| 36 | MNDYMONDAY COM LTD | 3,500 | $790.5M | 0.05% | |
| 37 | DOCUDOCUSIGN INC | 12,900 | $768.2M | 0.05% |