13F HOLDINGS REPORT
Tairen Capital Ltd
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001085146-24-002492
Total Value
$1.64B
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | PDD | 3,590,300 | $417.4M | 25.53% |
| 2 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 1,334,781 | $115.9M | 7.09% |
| 3 | QUALCOMM INC | QCOM | 630,537 | $106.7M | 6.53% |
| 4 | VERTIV HOLDINGS CO | VRT | 1,264,522 | $103.3M | 6.32% |
| 5 | MICRON TECHNOLOGY INC | MU | 818,232 | $96.5M | 5.90% |
| 6 | ANSYS INC | 03662Q105 | 263,648 | $91.5M | 5.60% |
| 7 | KLA CORP | KLAC | 127,800 | $89.3M | 5.46% |
| 8 | NETEASE INC | NETTF | 833,048 | $86.2M | 5.27% |
| 9 | NVIDIA CORPORATION | NVDA | 93,207 | $84.2M | 5.15% |
| 10 | MICROSOFT CORP | MSFT | 164,051 | $69.0M | 4.22% |
| 11 | LAM RESEARCH CORP | LRCX | 54,632 | $53.1M | 3.25% |
| 12 | ASML HOLDING N V | ASMLF | 48,186 | $46.8M | 2.86% |
| 13 | TAL EDUCATION GROUP | TAL | 3,975,438 | $45.1M | 2.76% |
| 14 | SNOWFLAKE INC | SNOW | 166,245 | $26.9M | 1.64% |
| 15 | AMAZON COM INC | AMZN | 138,376 | $25.0M | 1.53% |
| 16 | DAQO NEW ENERGY CORP | DQ | 881,468 | $24.8M | 1.52% |
| 17 | AMPHENOL CORP NEW | 032095101 | 191,000 | $22.0M | 1.35% |
| 18 | SYNOPSYS INC | SNPS | 33,767 | $19.3M | 1.18% |
| 19 | ORACLE CORP | ORCL-PD | 127,000 | $16.0M | 0.98% |
| 20 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 106,601 | $14.5M | 0.89% |
| 21 | GAOTU TECHEDU INC | GOTU | 1,644,600 | $10.8M | 0.66% |
| 22 | SHOPIFY INC | SHOP | 132,451 | $10.2M | 0.63% |
| 23 | DATADOG INC | DDOG | 77,000 | $9.5M | 0.58% |
| 24 | LULULEMON ATHLETICA INC | LULU | 21,000 | $8.2M | 0.50% |
| 25 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 63,963 | $7.1M | 0.44% |
| 26 | SNAP INC | SNAP | 600,000 | $6.9M | 0.42% |
| 27 | NETFLIX INC | NFLX | 9,000 | $5.5M | 0.33% |
| 28 | ON HLDG AG | H5919C104 | 130,000 | $4.6M | 0.28% |
| 29 | MONGODB INC | MDB | 12,000 | $4.3M | 0.26% |
| 30 | DISNEY WALT CO | 254687106 | 35,000 | $4.3M | 0.26% |
| 31 | UNITY SOFTWARE INC | U | 141,227 | $3.8M | 0.23% |
| 32 | CYBERARK SOFTWARE LTD | M2682V108 | 5,500 | $1.5M | 0.09% |
| 33 | WIX COM LTD | WIX | 10,000 | $1.4M | 0.08% |
| 34 | HUBSPOT INC | HUBS | 2,000 | $1.3M | 0.08% |
| 35 | AIRBNB INC | ABNB | 5,000 | $824,800 | 0.05% |
| 36 | MONDAY COM LTD | MNDY | 3,500 | $790,545 | 0.05% |
| 37 | DOCUSIGN INC | DOCU | 12,900 | $768,195 | 0.05% |