13F HOLDINGS REPORT
Tairen Capital Ltd
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001085146-25-003173
Total Value
$1.51B
Positions
88
Other Managers
0
Confidential Omitted
No
Holdings (88)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 752,950 | $143.3M | 9.47% |
| 2 | META PLATFORMS INC | META | 205,200 | $118.3M | 7.82% |
| 3 | MICROSOFT CORP | MSFT | 268,297 | $100.7M | 6.66% |
| 4 | SNOWFLAKE INC | SNOW | 456,777 | $66.8M | 4.41% |
| 5 | ROBINHOOD MKTS INC | 770700102 | 1,569,487 | $65.3M | 4.32% |
| 6 | FUTU HLDGS LTD | FUTU | 490,564 | $50.2M | 3.32% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 290,650 | $48.2M | 3.19% |
| 8 | PALO ALTO NETWORKS INC | PANW | 266,800 | $45.5M | 3.01% |
| 9 | ISHARES BITCOIN TRUST ETF | IBIT | 737,600 | $34.5M | 2.28% |
| 10 | BROADCOM INC | AVGO | 204,300 | $34.2M | 2.26% |
| 11 | TWILIO INC | TWLO | 334,268 | $32.7M | 2.16% |
| 12 | MONOLITHIC PWR SYS INC | 609839105 | 49,872 | $28.9M | 1.91% |
| 13 | INTEL CORP | INTC | 1,256,800 | $28.5M | 1.89% |
| 14 | SHERWIN WILLIAMS CO | SHW | 72,155 | $25.2M | 1.67% |
| 15 | DECKERS OUTDOOR CORP | DECK | 214,500 | $24.0M | 1.59% |
| 16 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 281,219 | $23.9M | 1.58% |
| 17 | ON HLDG AG | H5919C104 | 524,961 | $23.1M | 1.52% |
| 18 | GOLDMAN SACHS GROUP INC | GSCE | 42,200 | $23.1M | 1.52% |
| 19 | TRIP COM GROUP LTD | TRPCF | 337,923 | $21.5M | 1.42% |
| 20 | NATERA INC | NTRA | 141,907 | $20.1M | 1.33% |
| 21 | LINDE PLC | LIN | 42,780 | $19.9M | 1.32% |
| 22 | WESTERN DIGITAL CORP | WDC | 490,462 | $19.8M | 1.31% |
| 23 | REDDIT INC | RDDT | 187,100 | $19.6M | 1.30% |
| 24 | APPLE INC | AAPL | 87,900 | $19.5M | 1.29% |
| 25 | AMBARELLA INC | AMBA | 383,120 | $19.3M | 1.27% |
| 26 | HCA HEALTHCARE INC | HCA | 55,305 | $19.1M | 1.26% |
| 27 | PARKER-HANNIFIN CORP | PH | 28,700 | $17.4M | 1.15% |
| 28 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 99,600 | $16.5M | 1.09% |
| 29 | DUOLINGO INC | DUOL | 51,420 | $16.0M | 1.06% |
| 30 | DATADOG INC | DDOG | 160,000 | $15.9M | 1.05% |
| 31 | MICRON TECHNOLOGY INC | MU | 181,000 | $15.7M | 1.04% |
| 32 | MONGODB INC | MDB | 85,800 | $15.0M | 0.99% |
| 33 | ADVANCE AUTO PARTS INC | AAP | 375,637 | $14.7M | 0.97% |
| 34 | JPMORGAN CHASE & CO. | VYLD | 58,995 | $14.5M | 0.96% |
| 35 | TAPESTRY INC | TPR | 199,100 | $14.0M | 0.93% |
| 36 | HOME DEPOT INC | HD | 35,000 | $12.8M | 0.85% |
| 37 | THE TRADE DESK INC | 88339J105 | 223,000 | $12.2M | 0.81% |
| 38 | AMER SPORTS INC | AS | 436,000 | $11.7M | 0.77% |
| 39 | VEEVA SYS INC | VEEV | 48,881 | $11.3M | 0.75% |
| 40 | SALESFORCE INC | CRM | 41,611 | $11.2M | 0.74% |
| 41 | ELASTIC N V | ESTC | 120,603 | $10.7M | 0.71% |
| 42 | BLOCK INC | BSQKZ | 188,300 | $10.2M | 0.68% |
| 43 | LI AUTO INC | LAAOF | 399,870 | $10.1M | 0.67% |
| 44 | H WORLD GROUP LTD | HWLDF | 270,000 | $10.0M | 0.66% |
| 45 | FERRARI N V | RACE | 22,240 | $9.5M | 0.63% |
| 46 | UNITY SOFTWARE INC | U | 479,000 | $9.4M | 0.62% |
| 47 | ALIBABA GROUP HLDG LTD | BBAAY | 70,500 | $9.3M | 0.62% |
| 48 | NETEASE INC | NETTF | 87,646 | $9.0M | 0.60% |
| 49 | DBX ETF TR | 233051879 | 328,905 | $8.7M | 0.58% |
| 50 | ULTA BEAUTY INC | ULTA | 23,750 | $8.7M | 0.58% |
| 51 | ROOT INC | ROOT | 57,000 | $7.6M | 0.50% |
| 52 | ZOOMINFO TECHNOLOGIES INC | GTM | 744,948 | $7.4M | 0.49% |
| 53 | HOWMET AEROSPACE INC | HWM | 55,719 | $7.2M | 0.48% |
| 54 | MORGAN STANLEY | MS-PQ | 60,900 | $7.1M | 0.47% |
| 55 | BILL HOLDINGS INC | BILL | 154,000 | $7.1M | 0.47% |
| 56 | SHOPIFY INC | SHOP | 72,200 | $6.9M | 0.46% |
| 57 | WIX COM LTD | WIX | 40,974 | $6.7M | 0.44% |
| 58 | SERVICENOW INC | NOW | 8,200 | $6.5M | 0.43% |
| 59 | BIRKENSTOCK HOLDING PLC | BIRK | 140,000 | $6.4M | 0.42% |
| 60 | AFFIRM HLDGS INC | AFRM | 140,000 | $6.3M | 0.42% |
| 61 | AUTODESK INC | ADSK | 21,400 | $5.6M | 0.37% |
| 62 | MINISO GROUP HLDG LTD | MSOGF | 298,170 | $5.5M | 0.36% |
| 63 | IQVIA HLDGS INC | IQV | 30,000 | $5.3M | 0.35% |
| 64 | ANSYS INC | 03662Q105 | 15,255 | $4.8M | 0.32% |
| 65 | BOOKING HOLDINGS INC | BKNG | 1,025 | $4.7M | 0.31% |
| 66 | HUBSPOT INC | HUBS | 7,900 | $4.5M | 0.30% |
| 67 | ARISTA NETWORKS INC | ANET | 57,500 | $4.5M | 0.29% |
| 68 | MONDAY COM LTD | MNDY | 17,800 | $4.3M | 0.29% |
| 69 | TEMPUS AI INC | TEM | 79,200 | $3.8M | 0.25% |
| 70 | GUIDEWIRE SOFTWARE INC | GWRE | 20,000 | $3.7M | 0.25% |
| 71 | SYNOPSYS INC | SNPS | 8,000 | $3.4M | 0.23% |
| 72 | AIRBNB INC | ABNB | 28,700 | $3.4M | 0.23% |
| 73 | PFIZER INC | PFE | 130,000 | $3.3M | 0.22% |
| 74 | NU HLDGS LTD | NU | 278,700 | $2.9M | 0.19% |
| 75 | CELESTICA INC | CLS | 30,000 | $2.4M | 0.16% |
| 76 | GLOBAL E ONLINE LTD | GLBE | 60,000 | $2.1M | 0.14% |
| 77 | CONFLUENT INC | 20717M103 | 80,000 | $1.9M | 0.12% |
| 78 | DIREXION SHS ETF TR | 25460G112 | 54,300 | $1.6M | 0.10% |
| 79 | CADENCE DESIGN SYSTEM INC | CDNS | 5,000 | $1.3M | 0.08% |
| 80 | SPDR SER TR | 78468R663 | 11,100 | $1.0M | 0.07% |
| 81 | ADVANCED MICRO DEVICES INC | AMD | 8,600 | $883,564 | 0.06% |
| 82 | AES CORP | AES | 50,000 | $621,000 | 0.04% |
| 83 | DYNATRACE INC | DT | 10,000 | $471,500 | 0.03% |
| 84 | ATLASSIAN CORPORATION | TEAM | 1,400 | $297,094 | 0.02% |
| 85 | VS TRUST | UVIX | 12,500 | $254,250 | 0.02% |
| 86 | CYBERARK SOFTWARE LTD | M2682V108 | 700 | $236,600 | 0.02% |
| 87 | COSTCO WHSL CORP NEW | 22160K105 | 250 | $236,445 | 0.02% |
| 88 | TESLA INC | TSLA | 800 | $207,328 | 0.01% |