13F HOLDINGS REPORT
Tairen Capital Ltd
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001085146-23-002333
Total Value
$660.7M
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | PDD | 1,999,581 | $151.8M | 22.97% |
| 2 | TRIP COM GROUP LTD | TRPCF | 1,907,006 | $71.8M | 10.87% |
| 3 | DAQO NEW ENERGY CORP | DQ | 1,144,453 | $53.6M | 8.11% |
| 4 | MICROSOFT CORP | MSFT | 184,647 | $53.2M | 8.06% |
| 5 | META PLATFORMS INC | META | 229,508 | $48.6M | 7.36% |
| 6 | UBER TECHNOLOGIES INC | UBER | 1,222,703 | $38.8M | 5.87% |
| 7 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 994,694 | $38.4M | 5.81% |
| 8 | NVIDIA CORPORATION | NVDA | 131,219 | $36.4M | 5.52% |
| 9 | PALO ALTO NETWORKS INC | PANW | 161,501 | $32.3M | 4.88% |
| 10 | OKTA INC | OKTA | 306,839 | $26.5M | 4.00% |
| 11 | ADVANCED MICRO DEVICES INC | AMD | 236,563 | $23.2M | 3.51% |
| 12 | ADOBE SYSTEMS INCORPORATED | ADBE | 52,162 | $20.1M | 3.04% |
| 13 | TESLA INC | TSLA | 64,200 | $13.3M | 2.02% |
| 14 | BAIDU INC | BAIDF | 57,500 | $8.7M | 1.31% |
| 15 | TAL EDUCATION GROUP | TAL | 1,132,528 | $7.3M | 1.10% |
| 16 | BLOCK INC | BSQKZ | 100,351 | $6.9M | 1.04% |
| 17 | PROSHARES TR II | 74347W130 | 97,448 | $6.2M | 0.94% |
| 18 | SALESFORCE INC | CRM | 22,726 | $4.5M | 0.69% |
| 19 | WORKDAY INC | WDAY | 19,722 | $4.1M | 0.62% |
| 20 | SNOWFLAKE INC | SNOW | 21,449 | $3.3M | 0.50% |
| 21 | SHOPIFY INC | SHOP | 65,130 | $3.1M | 0.47% |
| 22 | ZSCALER INC | ZS | 20,225 | $2.4M | 0.36% |
| 23 | MONGODB INC | MDB | 6,802 | $1.6M | 0.24% |
| 24 | AMAZON COM INC | AMZN | 15,000 | $1.5M | 0.23% |
| 25 | DYNATRACE INC | DT | 24,109 | $1.0M | 0.15% |
| 26 | HUBSPOT INC | HUBS | 2,139 | $917,096 | 0.14% |
| 27 | GUIDEWIRE SOFTWARE INC | GWRE | 6,315 | $518,146 | 0.08% |
| 28 | ALTERYX INC | 02156B103 | 7,496 | $441,065 | 0.07% |
| 29 | TERADATA CORP DEL | TDC | 6,039 | $243,251 | 0.04% |