13F HOLDINGS REPORT
Tairen Capital Ltd
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001085146-23-001202
Total Value
$857.5M
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PINDUODUO INC | PDD | 2,659,134 | $216.9M | 25.29% |
| 2 | ALIBABA GROUP HLDG LTD | BBAAY | 908,917 | $80.1M | 9.34% |
| 3 | DAQO NEW ENERGY CORP | DQ | 1,843,043 | $71.2M | 8.30% |
| 4 | OKTA INC | OKTA | 715,797 | $48.9M | 5.70% |
| 5 | UBER TECHNOLOGIES INC | UBER | 1,964,195 | $48.6M | 5.66% |
| 6 | BLOCK INC | BSQKZ | 674,450 | $42.4M | 4.94% |
| 7 | SOLAREDGE TECHNOLOGIES INC | SEDG | 125,549 | $35.6M | 4.15% |
| 8 | LOCKHEED MARTIN CORP | LMT | 62,129 | $30.2M | 3.52% |
| 9 | ADOBE SYSTEMS INCORPORATED | ADBE | 88,640 | $29.8M | 3.48% |
| 10 | SCORPIO TANKERS INC | STNG | 533,476 | $28.7M | 3.35% |
| 11 | SHOPIFY INC | SHOP | 805,450 | $28.0M | 3.26% |
| 12 | AMAZON COM INC | AMZN | 327,956 | $27.5M | 3.21% |
| 13 | ENPHASE ENERGY INC | ENPH | 95,553 | $25.3M | 2.95% |
| 14 | COHERENT CORP | COHR | 706,513 | $24.8M | 2.89% |
| 15 | NORTHROP GRUMMAN CORP | NOC | 45,351 | $24.7M | 2.89% |
| 16 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 543,584 | $18.9M | 2.21% |
| 17 | HH&L ACQUISITION CO | G39714103 | 1,500,000 | $15.2M | 1.77% |
| 18 | MICROSOFT CORP | MSFT | 60,755 | $14.6M | 1.70% |
| 19 | INMODE LTD | INMD | 400,618 | $14.3M | 1.67% |
| 20 | ADVANCED MICRO DEVICES INC | AMD | 126,193 | $8.2M | 0.95% |
| 21 | JINKOSOLAR HLDG CO LTD | JKS | 179,674 | $7.3M | 0.86% |
| 22 | TRIP COM GROUP LTD | TRPCF | 191,000 | $6.6M | 0.77% |
| 23 | FULL TRUCK ALLIANCE CO LTD | YMM | 437,292 | $3.5M | 0.41% |
| 24 | SALESFORCE INC | CRM | 15,390 | $2.0M | 0.24% |
| 25 | TWILIO INC | TWLO | 30,000 | $1.5M | 0.17% |
| 26 | DIREXION SHS ETF TR | 25460G336 | 35,541 | $1.4M | 0.16% |
| 27 | BILL COM HLDGS INC | BILL | 7,000 | $762,720 | 0.09% |
| 28 | TESLA INC | TSLA | 3,690 | $454,534 | 0.05% |
| 29 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,000 | $223,470 | 0.03% |