Tairen Capital Ltd Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$3.2T
Holdings
34
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 979,437 | $281K | 0.00% | |
| 2 | MRVLMARVELL TECHNOLOGY INC | 3,941,159 | $235K | 0.00% | |
| 3 | AVGOBROADCOM INC | 257,366 | $223K | 0.00% | |
| 4 | NVDANVIDIA CORPORATION | 506,947 | $214K | 0.00% | |
| 5 | ORCLORACLE CORP | 1,735,003 | $206K | 0.00% | |
| 6 | MDBMONGODB INC | 500,453 | $205K | 0.00% | |
| 7 | PDDPDD HOLDINGS INC | 2,553,749 | $176K | 0.00% | |
| 8 | COHRCOHERENT CORP | 3,328,940 | $169K | 0.00% | |
| 9 | MPWRMONOLITHIC PWR SYS INC | 295,819 | $159K | 0.00% | |
| 10 | TSLATESLA INC | 590,000 | $154K | 0.00% | |
| 11 | MSFTMICROSOFT CORP | 441,244 | $150K | 0.00% | |
| 12 | AAPLAPPLE INC | 663,500 | $128K | 0.00% | |
| 13 | GOOGLALPHABET INC | 1,045,097 | $125K | 0.00% | |
| 14 | AMDADVANCED MICRO DEVICES INC | 1,060,411 | $120K | 0.00% | |
| 15 | PANWPALO ALTO NETWORKS INC | 472,019 | $120K | 0.00% | |
| 16 | GOOGALPHABET INC | 944,651 | $114K | 0.00% | |
| 17 | DQDAQO NEW ENERGY CORP | 1,857,871 | $73K | 0.00% | |
| 18 | SNOWSNOWFLAKE INC | 376,555 | $66K | 0.00% | |
| 19 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 485,671 | $49K | 0.00% | |
| 20 | AMZNAMAZON COM INC | 362,029 | $47K | 0.00% | |
| 21 | MTSIMACOM TECH SOLUTIONS HLDGS I | 731,102 | $47K | 0.00% | |
| 22 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 1,305,100 | $22K | 0.00% | |
| 23 | ADBEADOBE SYSTEMS INCORPORATED | 37,952 | $18K | 0.00% | |
| 24 | LRCXEURLAM RESEARCH CORP | 27,496 | $17K | 0.00% | |
| 25 | OKTAOKTA INC | 168,052 | $11K | 0.00% | |
| 26 | UUNITY SOFTWARE INC | 237,556 | $10K | 0.00% | |
| 27 | WDCWESTERN DIGITAL CORP. | 212,443 | $8K | 0.00% | |
| 28 | WDAYWORKDAY INC | 30,509 | $6K | 0.00% | |
| 29 | ZSZSCALER INC | 20,391 | $2K | 0.00% | |
| 30 | XYZBLOCK INC | 34,000 | $2K | 0.00% | |
| 31 | TDCTERADATA CORP DEL | 53,489 | $2K | 0.00% | |
| 32 | DTDYNATRACE INC | 34,322 | $1K | 0.00% | |
| 33 | CLVTRIP COM GROUP LTD | 13,750 | $0 | 0.00% | |
| 34 | NEWREURNEW RELIC INC | 3,302 | $0 | 0.00% |