Tairen Capital Ltd Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$1.3T
Holdings
25
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JDJD.COM INC | 2,482,604 | $149.4B | 11.18% | |
| 2 | AMZNAMAZON COM INC | 50,518 | $139.4B | 10.43% | |
| 3 | AAPLAPPLE INC | 315,600 | $115.1B | 8.62% | |
| 4 | SHOPSHOPIFY INC | 105,035 | $99.7B | 7.46% | |
| 5 | NVDANVIDIA CORPORATION | 262,332 | $99.7B | 7.46% | |
| 6 | PDDPINDUODUO INC | 1,101,602 | $94.6B | 7.08% | |
| 7 | TALTAL EDUCATION GROUP | 1,285,020 | $87.9B | 6.58% | |
| 8 | ZTOZTO EXPRESS CAYMAN INC | 2,375,006 | $87.2B | 6.53% | |
| 9 | GDXVANECK VECTORS ETF TR | 2,285,603 | $83.8B | 6.27% | |
| 10 | AWMSKYWORKS SOLUTIONS INC | 582,908 | $74.5B | 5.58% | |
| 11 | MSFTMICROSOFT CORP | 338,510 | $68.9B | 5.16% | |
| 12 | METAFACEBOOK INC | 238,000 | $54.0B | 4.04% | |
| 13 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 522,700 | $29.7B | 2.22% | |
| 14 | SPLKCHFSPLUNK INC | 132,904 | $26.4B | 1.98% | |
| 15 | TEAMATLASSIAN CORP PLC | 120,381 | $21.7B | 1.62% | |
| 16 | FTCHQFARFETCH LTD | 1,117,132 | $19.3B | 1.44% | |
| 17 | XYZSQUARE INC | 165,830 | $17.4B | 1.30% | |
| 18 | NOWSERVICENOW INC | 34,352 | $13.9B | 1.04% | |
| 19 | PTONPELOTON INTERACTIVE INC | 230,155 | $13.3B | 1.00% | |
| 20 | GOTUGSX TECHEDU INC | 201,600 | $12.1B | 0.91% | |
| 21 | —ACACIA COMMUNICATIONS INC | 129,850 | $8.7B | 0.65% | |
| 22 | NOKNOKIA CORP | 1,685,771 | $7.4B | 0.56% | |
| 23 | ERICERICSSON | 796,877 | $7.4B | 0.55% | |
| 24 | BILLBILL COM HLDGS INC | 39,000 | $3.5B | 0.26% | |
| 25 | QCOMQUALCOMM INC | 11,100 | $1.0B | 0.08% |