13F HOLDINGS REPORT
Tairen Capital Ltd
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001085146-24-003909
Total Value
$2.79B
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | PDD | 5,378,376 | $715.1M | 25.66% |
| 2 | APPLE INC | AAPL | 2,796,278 | $589.0M | 21.14% |
| 3 | MICROSOFT CORP | MSFT | 1,079,109 | $482.3M | 17.31% |
| 4 | AMAZON COM INC | AMZN | 1,768,335 | $341.7M | 12.26% |
| 5 | ASML HOLDING N V | ASMLF | 202,946 | $207.6M | 7.45% |
| 6 | LAM RESEARCH CORP | LRCX | 163,605 | $174.2M | 6.25% |
| 7 | KLA CORP | KLAC | 104,454 | $86.1M | 3.09% |
| 8 | ALPHABET INC | GOOG | 287,958 | $52.8M | 1.90% |
| 9 | ALPHABET INC | GOOG | 267,735 | $48.8M | 1.75% |
| 10 | TERADYNE INC | TER | 128,743 | $19.1M | 0.69% |
| 11 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 525,000 | $11.1M | 0.40% |
| 12 | SALESFORCE INC | CRM | 43,000 | $11.1M | 0.40% |
| 13 | SHOPIFY INC | SHOP | 152,777 | $10.1M | 0.36% |
| 14 | BROADCOM INC | AVGO | 5,392 | $8.7M | 0.31% |
| 15 | HUBSPOT INC | HUBS | 9,777 | $5.8M | 0.21% |
| 16 | SPDR SER TR | 78468R663 | 54,700 | $5.0M | 0.18% |
| 17 | INTUIT | INTU | 6,000 | $3.9M | 0.14% |
| 18 | DISNEY WALT CO | 254687106 | 35,000 | $3.5M | 0.12% |
| 19 | SNAP INC | SNAP | 200,000 | $3.3M | 0.12% |
| 20 | UNITY SOFTWARE INC | U | 141,227 | $2.3M | 0.08% |
| 21 | AIRBNB INC | ABNB | 10,000 | $1.5M | 0.05% |
| 22 | MONDAY COM LTD | MNDY | 6,000 | $1.4M | 0.05% |
| 23 | ZOOMINFO TECHNOLOGIES INC | GTM | 70,000 | $893,900 | 0.03% |
| 24 | NETEASE INC | NETTF | 4,560 | $435,845 | 0.02% |
| 25 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 13,600 | $434,384 | 0.02% |
| 26 | TRIP COM GROUP LTD | TRPCF | 8,050 | $378,350 | 0.01% |