13F HOLDINGS REPORT
Tairen Capital Ltd
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001085146-25-004920
Total Value
$978.6M
Positions
68
Other Managers
0
Confidential Omitted
No
Holdings (68)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES BITCOIN TRUST ETF | IBIT | 2,364,700 | $144.7M | 14.79% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 185,043 | $41.9M | 4.28% |
| 3 | SNOWFLAKE INC | SNOW | 151,385 | $33.9M | 3.46% |
| 4 | MASTERCARD INCORPORATED | MA | 56,700 | $31.9M | 3.26% |
| 5 | TRIP COM GROUP LTD | TRPCF | 500,154 | $29.3M | 3.00% |
| 6 | META PLATFORMS INC | META | 39,150 | $28.9M | 2.95% |
| 7 | GOLDMAN SACHS GROUP INC | GSCE | 40,000 | $28.3M | 2.89% |
| 8 | SHERWIN WILLIAMS CO | SHW | 78,665 | $27.0M | 2.76% |
| 9 | MONDAY COM LTD | MNDY | 85,100 | $26.8M | 2.73% |
| 10 | ROBINHOOD MKTS INC | 770700102 | 283,300 | $26.5M | 2.71% |
| 11 | NATERA INC | NTRA | 141,907 | $24.0M | 2.45% |
| 12 | PROGRESSIVE CORP | 743315103 | 81,045 | $21.6M | 2.21% |
| 13 | VISA INC | V | 60,885 | $21.6M | 2.21% |
| 14 | AMER SPORTS INC | AS | 551,630 | $21.4M | 2.18% |
| 15 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 383,600 | $21.3M | 2.17% |
| 16 | ORACLE CORP | ORCL-PD | 95,291 | $20.8M | 2.13% |
| 17 | ROOT INC | ROOT | 162,724 | $20.8M | 2.13% |
| 18 | COINBASE GLOBAL INC | COIN | 58,208 | $20.4M | 2.08% |
| 19 | MICRON TECHNOLOGY INC | MU | 159,500 | $19.7M | 2.01% |
| 20 | APPLE INC | AAPL | 93,400 | $19.2M | 1.96% |
| 21 | FLUTTER ENTMT PLC | G3643J108 | 65,700 | $18.8M | 1.92% |
| 22 | FUTU HLDGS LTD | FUTU | 147,070 | $18.2M | 1.86% |
| 23 | NVIDIA CORPORATION | NVDA | 108,246 | $17.1M | 1.75% |
| 24 | CONFLUENT INC | 20717M103 | 677,200 | $16.9M | 1.73% |
| 25 | AMAZON COM INC | AMZN | 74,216 | $16.3M | 1.66% |
| 26 | UNITY SOFTWARE INC | U | 626,800 | $15.2M | 1.55% |
| 27 | BIRKENSTOCK HOLDING PLC | BIRK | 276,200 | $13.6M | 1.39% |
| 28 | BLOCK INC | BSQKZ | 188,300 | $12.8M | 1.31% |
| 29 | DATADOG INC | DDOG | 88,500 | $11.9M | 1.21% |
| 30 | ADVANCE AUTO PARTS INC | AAP | 251,110 | $11.7M | 1.19% |
| 31 | ALPHABET INC | GOOG | 65,553 | $11.6M | 1.18% |
| 32 | VEEVA SYS INC | VEEV | 40,000 | $11.5M | 1.18% |
| 33 | ALPHABET INC | GOOG | 64,911 | $11.5M | 1.18% |
| 34 | PDD HOLDINGS INC | PDD | 97,800 | $10.2M | 1.05% |
| 35 | TWILIO INC | TWLO | 80,318 | $10.0M | 1.02% |
| 36 | AMBARELLA INC | AMBA | 146,000 | $9.6M | 0.99% |
| 37 | TAPESTRY INC | TPR | 104,172 | $9.1M | 0.93% |
| 38 | HCA HEALTHCARE INC | HCA | 22,405 | $8.6M | 0.88% |
| 39 | MICROSOFT CORP | MSFT | 16,354 | $8.1M | 0.83% |
| 40 | DOCUSIGN INC | DOCU | 101,011 | $7.9M | 0.80% |
| 41 | MINISO GROUP HLDG LTD | MSOGF | 378,270 | $6.9M | 0.70% |
| 42 | BROADCOM INC | AVGO | 24,700 | $6.8M | 0.70% |
| 43 | GUIDEWIRE SOFTWARE INC | GWRE | 28,500 | $6.7M | 0.69% |
| 44 | OKTA INC | OKTA | 64,800 | $6.5M | 0.66% |
| 45 | PARKER-HANNIFIN CORP | PH | 8,400 | $5.9M | 0.60% |
| 46 | WIX COM LTD | WIX | 35,376 | $5.6M | 0.57% |
| 47 | ANSYS INC | 03662Q105 | 15,255 | $5.4M | 0.55% |
| 48 | ELASTIC N V | ESTC | 60,000 | $5.1M | 0.52% |
| 49 | LINDE PLC | LIN | 10,510 | $4.9M | 0.50% |
| 50 | JPMORGAN CHASE & CO. | VYLD | 17,000 | $4.9M | 0.50% |
| 51 | INTEL CORP | INTC | 215,300 | $4.8M | 0.49% |
| 52 | IQVIA HLDGS INC | IQV | 30,000 | $4.7M | 0.48% |
| 53 | DBX ETF TR | 233051879 | 170,000 | $4.7M | 0.48% |
| 54 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 30,000 | $4.3M | 0.44% |
| 55 | TEMPUS AI INC | TEM | 58,200 | $3.7M | 0.38% |
| 56 | DOXIMITY INC | DOCS | 55,800 | $3.4M | 0.35% |
| 57 | MARVELL TECHNOLOGY INC | MRVL | 43,033 | $3.3M | 0.34% |
| 58 | SPDR SERIES TRUST | 78468R663 | 29,100 | $2.7M | 0.27% |
| 59 | CYBERARK SOFTWARE LTD | M2682V108 | 5,100 | $2.1M | 0.21% |
| 60 | CELESTICA INC | CLS | 12,500 | $2.0M | 0.20% |
| 61 | TTM TECHNOLOGIES INC | TTMI | 20,800 | $849,056 | 0.09% |
| 62 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 8,900 | $824,051 | 0.08% |
| 63 | CIRCLE INTERNET GROUP INC | CRCL | 3,740 | $678,025 | 0.07% |
| 64 | CADENCE DESIGN SYSTEM INC | CDNS | 1,539 | $474,243 | 0.05% |
| 65 | WABTEC | 929740108 | 1,230 | $257,501 | 0.03% |
| 66 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 925 | $224,803 | 0.02% |
| 67 | REPUBLIC SVCS INC | 760759100 | 900 | $221,949 | 0.02% |
| 68 | MSCI INC | MSCI | 360 | $207,626 | 0.02% |