13F HOLDINGS REPORT
Tairen Capital Ltd
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001652062-25-000005
Total Value
$925.4M
Positions
66
Other Managers
0
Confidential Omitted
No
Holdings (66)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 146,108 | $65.0M | 7.02% |
| 2 | ROBINHOOD MKTS INC | 770700102 | 447,900 | $64.1M | 6.93% |
| 3 | NVIDIA CORPORATION | NVDA | 304,524 | $56.8M | 6.14% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 158,302 | $44.2M | 4.78% |
| 5 | ALIBABA GROUP HLDG LTD | BBAAY | 240,876 | $43.1M | 4.65% |
| 6 | ASML HOLDING N V | ASMLF | 38,000 | $36.8M | 3.98% |
| 7 | ALPHABET INC | GOOG | 139,359 | $33.9M | 3.66% |
| 8 | MARVELL TECHNOLOGY INC | MRVL | 334,610 | $28.1M | 3.04% |
| 9 | SHERWIN WILLIAMS CO | SHW | 81,000 | $28.0M | 3.03% |
| 10 | MICROSOFT CORP | MSFT | 50,100 | $25.9M | 2.80% |
| 11 | SYNOPSYS INC | SNPS | 46,442 | $22.9M | 2.48% |
| 12 | CONSTELLATION ENERGY CORP | CEG | 67,600 | $22.2M | 2.40% |
| 13 | PROGRESSIVE CORP | 743315103 | 82,977 | $20.5M | 2.21% |
| 14 | MICRON TECHNOLOGY INC | MU | 121,356 | $20.3M | 2.19% |
| 15 | LINDE PLC | LIN | 41,800 | $19.9M | 2.15% |
| 16 | FAIR ISAAC CORP | FICO | 13,050 | $19.5M | 2.11% |
| 17 | AMER SPORTS INC | AS | 550,200 | $19.1M | 2.07% |
| 18 | NETEASE INC | NETTF | 125,718 | $19.1M | 2.06% |
| 19 | SNOWFLAKE INC | SNOW | 83,625 | $18.9M | 2.04% |
| 20 | ROBLOX CORP | RBLX | 134,787 | $18.7M | 2.02% |
| 21 | WESTERN DIGITAL CORP | WDC | 150,000 | $18.0M | 1.95% |
| 22 | WABTEC | 929740108 | 86,000 | $17.2M | 1.86% |
| 23 | TWILIO INC | TWLO | 159,318 | $15.9M | 1.72% |
| 24 | ROOT INC | ROOT | 160,798 | $14.4M | 1.56% |
| 25 | SHOPIFY INC | SHOP | 89,700 | $13.3M | 1.44% |
| 26 | OKTA INC | OKTA | 139,700 | $12.8M | 1.38% |
| 27 | BIRKENSTOCK HOLDING PLC | BIRK | 276,200 | $12.5M | 1.35% |
| 28 | VERISK ANALYTICS INC | VRSK | 48,100 | $12.1M | 1.31% |
| 29 | DOXIMITY INC | DOCS | 160,183 | $11.7M | 1.27% |
| 30 | ON HLDG AG | H5919C104 | 268,900 | $11.4M | 1.23% |
| 31 | ALPHABET INC | GOOG | 46,651 | $11.4M | 1.23% |
| 32 | ONTO INNOVATION INC | ONTO | 86,344 | $11.2M | 1.21% |
| 33 | SNAP INC | SNAP | 1,400,000 | $10.8M | 1.17% |
| 34 | RAMBUS INC DEL | RMBS | 103,073 | $10.7M | 1.16% |
| 35 | ADVANCED MICRO DEVICES INC | AMD | 61,900 | $10.0M | 1.08% |
| 36 | UNITY SOFTWARE INC | U | 240,206 | $9.6M | 1.04% |
| 37 | GDS HLDGS LTD | GDHLF | 241,156 | $9.3M | 1.01% |
| 38 | REPUBLIC SVCS INC | 760759100 | 37,600 | $8.6M | 0.93% |
| 39 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 155,300 | $8.2M | 0.89% |
| 40 | TRIP COM GROUP LTD | TRPCF | 99,700 | $7.5M | 0.81% |
| 41 | SPOTIFY TECHNOLOGY S A | SPOT | 10,100 | $7.0M | 0.76% |
| 42 | PARKER-HANNIFIN CORP | PH | 8,400 | $6.4M | 0.69% |
| 43 | QUANTUM COMPUTING INC | QUBT | 342,750 | $6.3M | 0.68% |
| 44 | APPLE INC | AAPL | 24,190 | $6.2M | 0.67% |
| 45 | TERADYNE INC | TER | 36,133 | $5.0M | 0.54% |
| 46 | THE TRADE DESK INC | 88339J105 | 94,800 | $4.6M | 0.50% |
| 47 | BROADCOM INC | AVGO | 14,070 | $4.6M | 0.50% |
| 48 | ASTERA LABS INC | ALAB | 20,950 | $4.1M | 0.44% |
| 49 | LUMENTUM HLDGS INC | LITE | 23,000 | $3.7M | 0.40% |
| 50 | VEEVA SYS INC | VEEV | 7,905 | $2.4M | 0.25% |
| 51 | DUOLINGO INC | DUOL | 6,900 | $2.2M | 0.24% |
| 52 | PDD HOLDINGS INC | PDD | 8,000 | $1.1M | 0.11% |
| 53 | SPDR SERIES TRUST | 78468R663 | 11,100 | $1.0M | 0.11% |
| 54 | LAM RESEARCH CORP | LRCX | 7,350 | $984,165 | 0.11% |
| 55 | INTEL CORP | INTC | 26,400 | $885,720 | 0.10% |
| 56 | BRITISH AMERN TOB PLC | 110448107 | 16,290 | $864,673 | 0.09% |
| 57 | BITDEER TECHNOLOGIES GROUP | BTDR | 48,200 | $823,738 | 0.09% |
| 58 | SUPER MICRO COMPUTER INC | SMCI | 12,000 | $575,280 | 0.06% |
| 59 | VISTRA CORP | VST | 2,930 | $574,046 | 0.06% |
| 60 | TTM TECHNOLOGIES INC | TTMI | 8,700 | $501,120 | 0.05% |
| 61 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 1,940 | $457,956 | 0.05% |
| 62 | BLOOM ENERGY CORP | BE | 4,400 | $372,108 | 0.04% |
| 63 | CELESTICA INC | CLS | 1,230 | $303,047 | 0.03% |
| 64 | INVESTMENT MANAGERS SER TR I | 46092D715 | 10,300 | $283,971 | 0.03% |
| 65 | ORACLE CORP | ORCL-PD | 750 | $210,930 | 0.02% |
| 66 | LEXINFINTECH HLDGS LTD | LX | 11,120 | $59,270 | 0.01% |