Tairen Capital Ltd Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$2.8B

Holdings

59

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (59 positions)

#StockSharesValue% PortfolioType
1
PDDPDD HOLDINGS INC
5,515,377$665.1T23557589.78%
2
GOOGLALPHABET INC
2,499,388$427.7T15147934.84%
3
NVDANVIDIA CORPORATION
2,866,614$380.6T13479718.35%
4
GOOGALPHABET INC
2,151,341$371.5T13158936.75%
5
METAMETA PLATFORMS INC
339,930$192.9T6833779.05%
6
TSLATESLA INC
655,488$163.8T5800807.53%
7
ANETEURARISTA NETWORKS INC
309,399$119.6T4234921.23%
8
NFLXNETFLIX INC
154,056$116.5T4125361.43%
9
FUTUFUTU HLDGS LTD
565,976$53.8T1904233.75%
10
ADBEADOBE INC
87,500$41.8T1481675.11%
11
SNOWSNOWFLAKE INC
333,100$38.2T1354679.41%
12
BABOEING CO
241,000$36.0T1274530.68%
13
TSMTAIWAN SEMICONDUCTOR MFG LTD
119,614$22.8T807258.34%
14
ABNBAIRBNB INC
163,400$22.0T780106.83%
15
INTUINTUIT
35,000$21.4T756581.59%
16
VEEVVEEVA SYS INC
93,000$19.4T687891.90%
17
SPOTSPOTIFY TECHNOLOGY S A
45,000$17.3T613804.95%
18
NOWSERVICENOW INC
17,900$16.7T591526.73%
19
ENPHENPHASE ENERGY INC
102,871$8.5T302569.16%
20
NETCLOUDFLARE INC
66,000$5.8T205039.44%
21
PGRPROGRESSIVE CORP
23,400$5.7T201262.36%
22
CRMSALESFORCE INC
19,000$5.5T196084.29%
23
ELLAUDER ESTEE COS INC
77,800$5.4T189974.47%
24
BILLBILL HOLDINGS INC
80,473$4.7T166345.02%
25
UBERUBER TECHNOLOGIES INC
65,000$4.7T165879.11%
26
TWLOTWILIO INC
55,900$4.5T159683.68%
27
DDOGDATADOG INC
32,900$4.1T146176.08%
28
HOODROBINHOOD MKTS INC
170,000$4.0T141441.32%
29
ELFE L F BEAUTY INC
35,000$3.7T130477.16%
30
PFEPFIZER INC
130,000$3.7T130308.92%
31
SNAPSNAP INC
300,000$3.6T129210.91%
32
BZKANZHUN LIMITED
200,000$2.9T103071.20%
33
XYZBLOCK INC
35,000$2.5T89654.24%
34
BEKEKE HLDGS INC
108,200$2.4T84044.68%
35
CHWYCHEWY INC
85,000$2.3T81197.79%
36
FSLRFIRST SOLAR INC
10,000$1.9T68884.15%
37
MNDYMONDAY COM LTD
6,500$1.9T67657.04%
38
AWNADVANCE AUTO PARTS INC
41,851$1.5T52905.00%
39
BABAALIBABA GROUP HLDG LTD
15,000$1.5T52056.27%
40
MNSOMINISO GROUP HLDG LTD
70,000$1.4T49389.17%
41
CFLTCONFLUENT INC
50,000$1.3T46346.62%
42
DECKDECKERS OUTDOOR CORP
8,000$1.3T45589.35%
43
ESTCELASTIC N V
14,000$1.1T39784.07%
44
HUBSHUBSPOT INC
2,000$1.1T39300.94%
45
OKTAOKTA INC
15,000$1.1T38194.79%
46
DTDYNATRACE INC
20,000$1.1T38111.55%
47
ETSYETSY INC
20,000$1.0T36439.74%
48
GTMZOOMINFO TECHNOLOGIES INC
80,000$884.0B31310.98%
49
LITELUMENTUM HLDGS INC
11,900$760.1B26920.82%
50
SSENTINELONE INC
26,000$670.5B23750.30%
51
ALABASTERA LABS INC
8,200$575.3B20377.35%
52
ADSKAUTODESK INC
2,000$567.6B20104.20%
53
INTCINTEL CORP
25,000$538.0B19055.78%
54
FIVNFIVE9 INC
17,041$503.2B17823.92%
55
CHKPCHECK POINT SOFTWARE TECH LT
2,500$433.0B15337.60%
56
CRDOCREDO TECHNOLOGY GROUP HOLDI
10,700$403.4B14287.94%
57
DOCUDOCUSIGN INC
3,700$256.7B9092.44%
58
CIENCIENA CORP
3,600$228.6B8098.21%
59
DLODLOCAL LTD
17,531$153.4B5433.23%