13F HOLDINGS REPORT
Tairen Capital Ltd
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001085146-23-003354
Total Value
$3.18B
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 979,437 | $281.1M | 8.85% |
| 2 | MARVELL TECHNOLOGY INC | MRVL | 3,941,159 | $235.6M | 7.41% |
| 3 | BROADCOM INC | AVGO | 257,366 | $223.2M | 7.03% |
| 4 | NVIDIA CORPORATION | NVDA | 506,947 | $214.4M | 6.75% |
| 5 | ORACLE CORP | ORCL-PD | 1,735,003 | $206.6M | 6.50% |
| 6 | MONGODB INC | MDB | 500,453 | $205.7M | 6.47% |
| 7 | PDD HOLDINGS INC | PDD | 2,553,749 | $176.6M | 5.56% |
| 8 | COHERENT CORP | COHR | 3,328,940 | $169.7M | 5.34% |
| 9 | MONOLITHIC PWR SYS INC | 609839105 | 295,819 | $159.8M | 5.03% |
| 10 | TESLA INC | TSLA | 590,000 | $154.4M | 4.86% |
| 11 | MICROSOFT CORP | MSFT | 441,244 | $150.3M | 4.73% |
| 12 | APPLE INC | AAPL | 663,500 | $128.7M | 4.05% |
| 13 | ALPHABET INC | GOOG | 1,045,097 | $125.1M | 3.94% |
| 14 | ADVANCED MICRO DEVICES INC | AMD | 1,060,411 | $120.8M | 3.80% |
| 15 | PALO ALTO NETWORKS INC | PANW | 472,019 | $120.6M | 3.80% |
| 16 | ALPHABET INC | GOOG | 944,651 | $114.3M | 3.60% |
| 17 | DAQO NEW ENERGY CORP | DQ | 1,857,871 | $73.8M | 2.32% |
| 18 | SNOWFLAKE INC | SNOW | 376,555 | $66.3M | 2.09% |
| 19 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 485,671 | $49.0M | 1.54% |
| 20 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 731,102 | $47.9M | 1.51% |
| 21 | AMAZON COM INC | AMZN | 362,029 | $47.2M | 1.49% |
| 22 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 1,305,100 | $22.6M | 0.71% |
| 23 | ADOBE SYSTEMS INCORPORATED | ADBE | 37,952 | $18.6M | 0.58% |
| 24 | LAM RESEARCH CORP | LRCX | 27,496 | $17.7M | 0.56% |
| 25 | OKTA INC | OKTA | 168,052 | $11.7M | 0.37% |
| 26 | UNITY SOFTWARE INC | U | 237,556 | $10.3M | 0.32% |
| 27 | WESTERN DIGITAL CORP. | WDC | 212,443 | $8.1M | 0.25% |
| 28 | WORKDAY INC | WDAY | 30,509 | $6.9M | 0.22% |
| 29 | ZSCALER INC | ZS | 20,391 | $3.0M | 0.09% |
| 30 | TERADATA CORP DEL | TDC | 53,489 | $2.9M | 0.09% |
| 31 | BLOCK INC | BSQKZ | 34,000 | $2.3M | 0.07% |
| 32 | DYNATRACE INC | DT | 34,322 | $1.8M | 0.06% |
| 33 | TRIP COM GROUP LTD | TRPCF | 13,750 | $481,250 | 0.02% |
| 34 | NEW RELIC INC | 64829B100 | 3,302 | $216,083 | 0.01% |