Tairen Capital Ltd Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$571.5B
Holdings
26
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PDDPINDUODUO INC | 1,928,058 | $244.9B | 42.85% | |
| 2 | AMDADVANCED MICRO DEVICES INC | 1,092,700 | $102.6B | 17.96% | |
| 3 | BNTXBIONTECH SE | 283,508 | $63.5B | 11.11% | |
| 4 | ZTOZTO EXPRESS CAYMAN INC | 1,086,064 | $33.0B | 5.77% | |
| 5 | SESEA LTD | 60,162 | $16.5B | 2.89% | |
| 6 | —HH&L ACQUISITION CO | 1,500,000 | $14.6B | 2.55% | |
| 7 | —CREE INC | 139,268 | $13.6B | 2.39% | |
| 8 | MSFTMICROSOFT CORP | 45,132 | $12.2B | 2.14% | |
| 9 | SNOWSNOWFLAKE INC | 46,239 | $11.2B | 1.96% | |
| 10 | AAPLAPPLE INC | 66,900 | $9.2B | 1.60% | |
| 11 | CSCOCISCO SYS INC | 172,379 | $9.1B | 1.60% | |
| 12 | AFWALIGN TECHNOLOGY INC | 11,199 | $6.8B | 1.20% | |
| 13 | JKSJINKOSOLAR HLDG CO LTD | 119,000 | $6.7B | 1.17% | |
| 14 | SHOPSHOPIFY INC | 3,913 | $5.7B | 1.00% | |
| 15 | TMETENCENT MUSIC ENTMT GROUP | 335,617 | $5.2B | 0.91% | |
| 16 | DASHDOORDASH INC | 22,371 | $4.0B | 0.70% | |
| 17 | NVDANVIDIA CORPORATION | 4,296 | $3.4B | 0.60% | |
| 18 | KLICKULICKE & SOFFA INDS INC | 47,300 | $2.9B | 0.51% | |
| 19 | HTHTHUAZHU GROUP LTD | 44,290 | $2.3B | 0.41% | |
| 20 | COINCOINBASE GLOBAL INC | 3,500 | $887.0M | 0.16% | |
| 21 | DOCUDOCUSIGN INC | 2,837 | $793.0M | 0.14% | |
| 22 | METAFACEBOOK INC | 1,761 | $612.0M | 0.11% | |
| 23 | WDAYWORKDAY INC | 2,000 | $477.0M | 0.08% | |
| 24 | —AGRIFY CORP | 37,000 | $440.0M | 0.08% | |
| 25 | ASMLASML HOLDING N V | 600 | $415.0M | 0.07% | |
| 26 | MRVLMARVELL TECHNOLOGY INC | 7,000 | $408.0M | 0.07% |