13F HOLDINGS REPORT
Tairen Capital Ltd
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001085146-23-004272
Total Value
$711.3M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 318,460 | $100.6M | 14.14% |
| 2 | META PLATFORMS INC | META | 270,945 | $81.3M | 11.44% |
| 3 | SNOWFLAKE INC | SNOW | 510,543 | $78.0M | 10.97% |
| 4 | PDD HOLDINGS INC | PDD | 785,288 | $77.0M | 10.83% |
| 5 | DAQO NEW ENERGY CORP | DQ | 2,163,363 | $65.5M | 9.21% |
| 6 | COHERENT CORP | COHR | 1,972,116 | $64.4M | 9.05% |
| 7 | ORACLE CORP | ORCL-PD | 452,050 | $47.9M | 6.73% |
| 8 | MONGODB INC | MDB | 129,879 | $44.9M | 6.32% |
| 9 | SHOPIFY INC | SHOP | 667,196 | $36.4M | 5.12% |
| 10 | ALPHABET INC | GOOG | 255,458 | $33.4M | 4.70% |
| 11 | ADOBE INC | ADBE | 60,882 | $31.0M | 4.36% |
| 12 | ALPHABET INC | GOOG | 120,488 | $15.9M | 2.23% |
| 13 | MICRON TECHNOLOGY INC | MU | 231,910 | $15.8M | 2.22% |
| 14 | ZSCALER INC | ZS | 32,464 | $5.1M | 0.71% |
| 15 | UNITY SOFTWARE INC | U | 160,000 | $5.0M | 0.71% |
| 16 | SERVICENOW INC | NOW | 6,288 | $3.5M | 0.49% |
| 17 | BLOCK INC | BSQKZ | 34,000 | $1.5M | 0.21% |
| 18 | ASANA INC | ASAN | 64,753 | $1.2M | 0.17% |
| 19 | AKAMAI TECHNOLOGIES INC | AKAM | 9,410 | $1.0M | 0.14% |
| 20 | BRAZE INC | BRZE | 20,379 | $952,311 | 0.13% |
| 21 | BAIDU INC | BAIDF | 3,600 | $483,660 | 0.07% |
| 22 | TRIP COM GROUP LTD | TRPCF | 13,750 | $480,838 | 0.07% |