13F HOLDINGS REPORT
Tairen Capital Ltd
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001085146-24-005725
Total Value
$2.82B
Positions
59
Other Managers
0
Confidential Omitted
No
Holdings (59)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | PDD | 5,515,377 | $665.1M | 23.56% |
| 2 | ALPHABET INC | GOOG | 2,499,388 | $427.7M | 15.15% |
| 3 | NVIDIA CORPORATION | NVDA | 2,866,614 | $380.6M | 13.48% |
| 4 | ALPHABET INC | GOOG | 2,151,341 | $371.5M | 13.16% |
| 5 | META PLATFORMS INC | META | 339,930 | $192.9M | 6.83% |
| 6 | TESLA INC | TSLA | 655,488 | $163.8M | 5.80% |
| 7 | ARISTA NETWORKS INC | ANET | 309,399 | $119.6M | 4.23% |
| 8 | NETFLIX INC | NFLX | 154,056 | $116.5M | 4.13% |
| 9 | FUTU HLDGS LTD | FUTU | 565,976 | $53.8M | 1.90% |
| 10 | ADOBE INC | ADBE | 87,500 | $41.8M | 1.48% |
| 11 | SNOWFLAKE INC | SNOW | 333,100 | $38.2M | 1.35% |
| 12 | BOEING CO | BA-PA | 241,000 | $36.0M | 1.27% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 119,614 | $22.8M | 0.81% |
| 14 | AIRBNB INC | ABNB | 163,400 | $22.0M | 0.78% |
| 15 | INTUIT | INTU | 35,000 | $21.4M | 0.76% |
| 16 | VEEVA SYS INC | VEEV | 93,000 | $19.4M | 0.69% |
| 17 | SPOTIFY TECHNOLOGY S A | SPOT | 45,000 | $17.3M | 0.61% |
| 18 | SERVICENOW INC | NOW | 17,900 | $16.7M | 0.59% |
| 19 | ENPHASE ENERGY INC | ENPH | 102,871 | $8.5M | 0.30% |
| 20 | CLOUDFLARE INC | NET | 66,000 | $5.8M | 0.21% |
| 21 | PROGRESSIVE CORP | 743315103 | 23,400 | $5.7M | 0.20% |
| 22 | SALESFORCE INC | CRM | 19,000 | $5.5M | 0.20% |
| 23 | LAUDER ESTEE COS INC | 518439104 | 77,800 | $5.4M | 0.19% |
| 24 | BILL HOLDINGS INC | BILL | 80,473 | $4.7M | 0.17% |
| 25 | UBER TECHNOLOGIES INC | UBER | 65,000 | $4.7M | 0.17% |
| 26 | TWILIO INC | TWLO | 55,900 | $4.5M | 0.16% |
| 27 | DATADOG INC | DDOG | 32,900 | $4.1M | 0.15% |
| 28 | ROBINHOOD MKTS INC | 770700102 | 170,000 | $4.0M | 0.14% |
| 29 | E L F BEAUTY INC | ELF | 35,000 | $3.7M | 0.13% |
| 30 | PFIZER INC | PFE | 130,000 | $3.7M | 0.13% |
| 31 | SNAP INC | SNAP | 300,000 | $3.6M | 0.13% |
| 32 | KANZHUN LIMITED | BZ | 200,000 | $2.9M | 0.10% |
| 33 | BLOCK INC | BSQKZ | 35,000 | $2.5M | 0.09% |
| 34 | KE HLDGS INC | BEKE | 108,200 | $2.4M | 0.08% |
| 35 | CHEWY INC | CHWY | 85,000 | $2.3M | 0.08% |
| 36 | FIRST SOLAR INC | FSLR | 10,000 | $1.9M | 0.07% |
| 37 | MONDAY COM LTD | MNDY | 6,500 | $1.9M | 0.07% |
| 38 | ADVANCE AUTO PARTS INC | AAP | 41,851 | $1.5M | 0.05% |
| 39 | ALIBABA GROUP HLDG LTD | BBAAY | 15,000 | $1.5M | 0.05% |
| 40 | MINISO GROUP HLDG LTD | MSOGF | 70,000 | $1.4M | 0.05% |
| 41 | CONFLUENT INC | 20717M103 | 50,000 | $1.3M | 0.05% |
| 42 | DECKERS OUTDOOR CORP | DECK | 8,000 | $1.3M | 0.05% |
| 43 | ELASTIC N V | ESTC | 14,000 | $1.1M | 0.04% |
| 44 | HUBSPOT INC | HUBS | 2,000 | $1.1M | 0.04% |
| 45 | OKTA INC | OKTA | 15,000 | $1.1M | 0.04% |
| 46 | DYNATRACE INC | DT | 20,000 | $1.1M | 0.04% |
| 47 | ETSY INC | ETSY | 20,000 | $1.0M | 0.04% |
| 48 | ZOOMINFO TECHNOLOGIES INC | GTM | 80,000 | $884,000 | 0.03% |
| 49 | LUMENTUM HLDGS INC | LITE | 11,900 | $760,053 | 0.03% |
| 50 | SENTINELONE INC | S | 26,000 | $670,540 | 0.02% |
| 51 | ASTERA LABS INC | ALAB | 8,200 | $575,312 | 0.02% |
| 52 | AUTODESK INC | ADSK | 2,000 | $567,600 | 0.02% |
| 53 | INTEL CORP | INTC | 25,000 | $538,000 | 0.02% |
| 54 | FIVE9 INC | FIVN | 17,041 | $503,221 | 0.02% |
| 55 | CHECK POINT SOFTWARE TECH LT | M22465104 | 2,500 | $433,025 | 0.02% |
| 56 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 10,700 | $403,390 | 0.01% |
| 57 | DOCUSIGN INC | DOCU | 3,700 | $256,706 | 0.01% |
| 58 | CIENA CORP | CIEN | 3,600 | $228,636 | 0.01% |
| 59 | DLOCAL LTD | DLO | 17,531 | $153,396 | 0.01% |