EdgeMarket › What Tairen Capital Ltd reported owning
What Tairen Capital Ltd reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
924.3MPositions
44Quarter
2026-03-31Shown below
44largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MU MICRON TECHNOLOGY INC | 88.3M | 9.6% | 261.3K | 966.78 | +724.8% |
| EWY iShares MSCI South Korea ETF | 71.2M | 7.7% | 579.2K | 178.34 | +149.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 55.0M | 5.9% | 162.6K | 418.95 | +83.3% |
| GOOGL Alphabet Inc. | 42.6M | 4.6% | 148.2K | 344.82 | +73.0% |
| META Meta Platforms, Inc. | 38.7M | 4.2% | 67.6K | 549.90 | -26.5% |
| LITE Lumentum Holdings Inc. | 38.5M | 4.2% | 54.7K | 866.71 | +647.9% |
| INTC INTEL CORP | 37.6M | 4.1% | 852.6K | 90.07 | +282.6% |
| GLW CORNING INC /NY | 36.8M | 4.0% | 270.4K | 149.84 | +132.0% |
| HOOD Robinhood Markets, Inc. | 35.8M | 3.9% | 516.3K | 108.13 | +2.6% |
| SNDK Sandisk Corp | 33.3M | 3.6% | 52.5K | 1,596.08 | +3494.8% |
| AMD ADVANCED MICRO DEVICES INC | 32.6M | 3.5% | 160.4K | 473.25 | +186.5% |
| LIN LINDE PLC | 30.2M | 3.3% | 60.9K | 487.57 | +1.1% |
| LRCX LAM RESEARCH CORP | 29.9M | 3.2% | 140.0K | 314.00 | +216.7% |
| BKR Baker Hughes Co | 29.8M | 3.2% | 488.1K | 62.34 | +45.5% |
| AMAT APPLIED MATERIALS INC /DE | 29.7M | 3.2% | 86.8K | 492.32 | +205.9% |
| ASML ASML HOLDING NV | 27.7M | 3.0% | 21.0K | 1,763.76 | +135.3% |
| DASH DoorDash, Inc. | 27.2M | 2.9% | 181.4K | 223.49 | -8.3% |
| BABA Alibaba Group Holding Ltd | 23.2M | 2.5% | 185.0K | 119.34 | -0.1% |
| RBLX Roblox Corp | 17.9M | 1.9% | 316.9K | 38.37 | -67.6% |
| ARM ARM HOLDINGS PLC /UK | 16.2M | 1.8% | 107.4K | 243.32 | +85.5% |
| MKSI MKS INC | 15.7M | 1.7% | 68.5K | 279.11 | +180.9% |
| TER TERADYNE, INC | 15.7M | 1.7% | 52.9K | 375.74 | +243.1% |
| SOLS Solstice Advanced Materials Inc. | 15.5M | 1.7% | 203.2K | 56.16 | — |
| KEYS Keysight Technologies, Inc. | 14.2M | 1.5% | 50.2K | 316.13 | +99.4% |
| SLB SLB LIMITED/NV | 12.8M | 1.4% | 250.0K | 53.87 | +61.5% |
| COHR COHERENT CORP. | 11.9M | 1.3% | 50.0K | 289.52 | +234.5% |
| WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | 10.4M | 1.1% | 41.8K | 297.57 | +54.3% |
| RMBS RAMBUS INC | 10.3M | 1.1% | 120.0K | 91.24 | +30.9% |
| TCOM Trip.com Group Ltd | 9.3M | 1.0% | 187.5K | 46.11 | -27.0% |
| EDU New Oriental Education & Technology Group Inc. | 8.8M | 1.0% | 155.3K | 55.80 | +18.9% |
| HAL HALLIBURTON CO | 7.8M | 0.8% | 200.0K | 35.34 | +67.5% |
| PH Parker-Hannifin Corp | 7.5M | 0.8% | 8.4K | 1,001.74 | +34.8% |
| NVDA NVIDIA CORP | 7.2M | 0.8% | 41.5K | 214.72 | +22.4% |
| SNAP Snap Inc | 7.2M | 0.8% | 1.6M | 5.24 | -26.8% |
| U Unity Software Inc. | 7.2M | 0.8% | 328.9K | 46.93 | +30.9% |
| ROOT Root, Inc. | 7.1M | 0.8% | 160.8K | 55.79 | -35.7% |
| NDAQ NASDAQ, INC. | 4.8M | 0.5% | 57.0K | 98.22 | +3.9% |
| AEIS ADVANCED ENERGY INDUSTRIES INC | 3.4M | 0.4% | 10.5K | 285.83 | +93.5% |
| FICO FAIR ISAAC CORP | 3.2M | 0.3% | 3.0K | 1,172.67 | -12.8% |
| ENTG ENTEGRIS INC | 1.2M | 0.1% | 10.0K | 143.66 | +80.9% |
| GOOG Alphabet Inc. | 229.5K | 0.0% | 800 | 341.75 | +70.7% |
| FTAI FTAI Aviation Ltd. | 203.3K | 0.0% | 830 | 209.70 | +49.4% |
| VNET VNET Group, Inc. | 91.5K | 0.0% | 10.9K | 6.72 | -15.8% |
| DDL Dingdong (Cayman) Ltd | 84.8K | 0.0% | 33.0K | 2.47 | +6.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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