Tairen Capital Ltd Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$605.4B
Holdings
17
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PDDPINDUODUO INC | 1,144,713 | $203.4B | 33.60% | |
| 2 | JDJD.COM INC | 2,034,674 | $178.8B | 29.54% | |
| 3 | ZTOZTO EXPRESS CAYMAN INC | 1,571,677 | $45.8B | 7.57% | |
| 4 | MNSOMINISO GROUP HLDG LTD | 1,398,702 | $36.9B | 6.10% | |
| 5 | SESEA LTD | 131,200 | $26.1B | 4.31% | |
| 6 | AMDADVANCED MICRO DEVICES INC | 199,306 | $18.3B | 3.02% | |
| 7 | AAPLAPPLE INC | 137,625 | $18.3B | 3.02% | |
| 8 | AMZNAMAZON COM INC | 4,500 | $14.7B | 2.42% | |
| 9 | —CREE INC | 121,407 | $12.9B | 2.12% | |
| 10 | BEKEKE HLDGS INC | 152,700 | $9.4B | 1.55% | |
| 11 | SHOPSHOPIFY INC | 7,516 | $8.5B | 1.41% | |
| 12 | WDAYWORKDAY INC | 35,257 | $8.4B | 1.40% | |
| 13 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 75,000 | $8.2B | 1.35% | |
| 14 | ERICERICSSON | 512,178 | $6.1B | 1.01% | |
| 15 | UBERUBER TECHNOLOGIES INC | 113,013 | $5.8B | 0.95% | |
| 16 | ZLABZAI LAB LTD | 21,600 | $2.9B | 0.48% | |
| 17 | MUMICRON TECHNOLOGY INC | 12,000 | $902.0M | 0.15% |