13F HOLDINGS REPORT
Tairen Capital Ltd
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001085146-25-001482
Total Value
$680.2M
Positions
69
Other Managers
0
Confidential Omitted
No
Holdings (69)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SALESFORCE INC | CRM | 213,500 | $71.4M | 10.49% |
| 2 | PDD HOLDINGS INC | PDD | 712,134 | $69.1M | 10.15% |
| 3 | MICROSOFT CORP | MSFT | 134,100 | $56.5M | 8.31% |
| 4 | VEEVA SYS INC | VEEV | 245,350 | $51.6M | 7.58% |
| 5 | META PLATFORMS INC | META | 76,900 | $45.0M | 6.62% |
| 6 | ROBINHOOD MKTS INC | 770700102 | 625,500 | $23.3M | 3.43% |
| 7 | FUTU HLDGS LTD | FUTU | 277,560 | $22.2M | 3.26% |
| 8 | SNOWFLAKE INC | SNOW | 140,490 | $21.7M | 3.19% |
| 9 | BOEING CO | BA-PA | 110,000 | $19.5M | 2.86% |
| 10 | ALPHABET INC | GOOG | 101,800 | $19.3M | 2.83% |
| 11 | LUMENTUM HLDGS INC | LITE | 191,646 | $16.1M | 2.37% |
| 12 | AIRBNB INC | ABNB | 120,000 | $15.8M | 2.32% |
| 13 | ALPHABET INC | GOOG | 81,400 | $15.5M | 2.28% |
| 14 | LAUDER ESTEE COS INC | 518439104 | 205,000 | $15.4M | 2.26% |
| 15 | PROGRESSIVE CORP | 743315103 | 60,000 | $14.4M | 2.11% |
| 16 | NETFLIX INC | NFLX | 15,000 | $13.4M | 1.97% |
| 17 | SPOTIFY TECHNOLOGY S A | SPOT | 29,200 | $13.1M | 1.92% |
| 18 | MONGODB INC | MDB | 49,900 | $11.6M | 1.71% |
| 19 | AMAZON COM INC | AMZN | 52,050 | $11.4M | 1.68% |
| 20 | ADVANCE AUTO PARTS INC | AAP | 215,851 | $10.2M | 1.50% |
| 21 | ON HLDG AG | H5919C104 | 170,000 | $9.3M | 1.37% |
| 22 | LI AUTO INC | LAAOF | 351,600 | $8.4M | 1.24% |
| 23 | BILL HOLDINGS INC | BILL | 91,500 | $7.8M | 1.14% |
| 24 | AUTODESK INC | ADSK | 25,600 | $7.6M | 1.11% |
| 25 | NVIDIA CORPORATION | NVDA | 52,000 | $7.0M | 1.03% |
| 26 | QUALCOMM INC | QCOM | 43,500 | $6.7M | 0.98% |
| 27 | DECKERS OUTDOOR CORP | DECK | 28,000 | $5.7M | 0.84% |
| 28 | ALIBABA GROUP HLDG LTD | BBAAY | 65,000 | $5.5M | 0.81% |
| 29 | MINISO GROUP HLDG LTD | MSOGF | 218,170 | $5.2M | 0.77% |
| 30 | ANSYS INC | 03662Q105 | 15,255 | $5.1M | 0.76% |
| 31 | MONDAY COM LTD | MNDY | 19,400 | $4.6M | 0.67% |
| 32 | DATADOG INC | DDOG | 31,200 | $4.5M | 0.66% |
| 33 | SHERWIN WILLIAMS CO | SHW | 13,000 | $4.4M | 0.65% |
| 34 | FIRST SOLAR INC | FSLR | 25,000 | $4.4M | 0.65% |
| 35 | LINDE PLC | LIN | 10,000 | $4.2M | 0.62% |
| 36 | ELASTIC N V | ESTC | 40,000 | $4.0M | 0.58% |
| 37 | SYNOPSYS INC | SNPS | 8,000 | $3.9M | 0.57% |
| 38 | PFIZER INC | PFE | 130,000 | $3.4M | 0.51% |
| 39 | CHEWY INC | CHWY | 100,000 | $3.3M | 0.49% |
| 40 | AMER SPORTS INC | AS | 117,000 | $3.3M | 0.48% |
| 41 | SNAP INC | SNAP | 300,000 | $3.2M | 0.48% |
| 42 | GUIDEWIRE SOFTWARE INC | GWRE | 18,400 | $3.1M | 0.46% |
| 43 | KANZHUN LIMITED | BZ | 200,000 | $2.8M | 0.41% |
| 44 | WIX COM LTD | WIX | 11,200 | $2.4M | 0.35% |
| 45 | CONFLUENT INC | 20717M103 | 72,798 | $2.0M | 0.30% |
| 46 | ETSY INC | ETSY | 35,000 | $1.9M | 0.27% |
| 47 | BLOCK INC | BSQKZ | 20,300 | $1.7M | 0.25% |
| 48 | NATERA INC | NTRA | 10,700 | $1.7M | 0.25% |
| 49 | ZOOMINFO TECHNOLOGIES INC | GTM | 160,000 | $1.7M | 0.25% |
| 50 | CADENCE DESIGN SYSTEM INC | CDNS | 5,000 | $1.5M | 0.22% |
| 51 | ROKU INC | ROKU | 20,000 | $1.5M | 0.22% |
| 52 | NEBIUS GROUP N.V. | NBIS | 50,000 | $1.4M | 0.20% |
| 53 | OKTA INC | OKTA | 14,600 | $1.2M | 0.17% |
| 54 | BIRKENSTOCK HOLDING PLC | BIRK | 20,000 | $1.1M | 0.17% |
| 55 | UNITY SOFTWARE INC | U | 50,000 | $1.1M | 0.17% |
| 56 | CLOUDFLARE INC | NET | 10,000 | $1.1M | 0.16% |
| 57 | FRESHWORKS INC | FRSH | 60,000 | $970,200 | 0.14% |
| 58 | SENTINELONE INC | S | 41,011 | $910,444 | 0.13% |
| 59 | FIVE9 INC | FIVN | 21,343 | $867,380 | 0.13% |
| 60 | HUBSPOT INC | HUBS | 750 | $522,578 | 0.08% |
| 61 | TWILIO INC | TWLO | 4,500 | $486,360 | 0.07% |
| 62 | BROADCOM INC | AVGO | 1,900 | $440,496 | 0.06% |
| 63 | TESLA INC | TSLA | 1,050 | $424,032 | 0.06% |
| 64 | BLOOM ENERGY CORP | BE | 18,100 | $402,001 | 0.06% |
| 65 | INTEL CORP | INTC | 20,000 | $401,000 | 0.06% |
| 66 | DOCUSIGN INC | DOCU | 3,700 | $332,778 | 0.05% |
| 67 | TRIP COM GROUP LTD | TRPCF | 3,900 | $267,774 | 0.04% |
| 68 | DLOCAL LTD | DLO | 17,531 | $197,399 | 0.03% |
| 69 | UP FINTECH HLDG LTD | TIGR | 10,525 | $67,992 | 0.01% |