13F HOLDINGS REPORT
Tairen Capital Ltd
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001652062-26-000003
Total Value
$960.9M
Positions
59
Other Managers
0
Confidential Omitted
No
Holdings (59)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 336,100 | $105.2M | 10.95% |
| 2 | ROBINHOOD MKTS INC | 770700102 | 526,330 | $59.5M | 6.19% |
| 3 | NVIDIA CORPORATION | NVDA | 248,700 | $46.4M | 4.83% |
| 4 | LUMENTUM HLDGS INC | LITE | 107,250 | $39.5M | 4.11% |
| 5 | TRIP COM GROUP LTD | TRPCF | 483,010 | $34.7M | 3.61% |
| 6 | SANDISK CORP | SNDK | 143,149 | $34.0M | 3.54% |
| 7 | ROBLOX CORP | RBLX | 325,085 | $26.3M | 2.74% |
| 8 | KLA CORP | KLAC | 21,020 | $25.5M | 2.66% |
| 9 | CELESTICA INC | CLS | 86,100 | $25.5M | 2.65% |
| 10 | SYNOPSYS INC | SNPS | 52,708 | $24.8M | 2.58% |
| 11 | INTEL CORP | INTC | 670,000 | $24.7M | 2.57% |
| 12 | PROGRESSIVE CORP | 743315103 | 99,777 | $22.7M | 2.36% |
| 13 | LULULEMON ATHLETICA INC | LULU | 105,600 | $21.9M | 2.28% |
| 14 | TERADYNE INC | TER | 112,313 | $21.7M | 2.26% |
| 15 | HUBSPOT INC | HUBS | 53,068 | $21.3M | 2.22% |
| 16 | BROADCOM INC | AVGO | 60,212 | $20.8M | 2.17% |
| 17 | SOLSTICE ADVANCED MATLS INC | 83443Q103 | 423,000 | $20.5M | 2.14% |
| 18 | PDD HOLDINGS INC | PDD | 177,200 | $20.1M | 2.09% |
| 19 | SPOTIFY TECHNOLOGY S A | SPOT | 34,100 | $19.8M | 2.06% |
| 20 | DATADOG INC | DDOG | 144,800 | $19.7M | 2.05% |
| 21 | UNITY SOFTWARE INC | U | 443,765 | $19.6M | 2.04% |
| 22 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 116,827 | $18.9M | 1.97% |
| 23 | LINDE PLC | LIN | 41,800 | $17.8M | 1.85% |
| 24 | ASML HOLDING N V | ASMLF | 16,470 | $17.6M | 1.83% |
| 25 | ARISTA NETWORKS INC | ANET | 130,000 | $17.0M | 1.77% |
| 26 | SHOPIFY INC | SHOP | 103,233 | $16.6M | 1.73% |
| 27 | COHERENT CORP | COHR | 80,650 | $14.9M | 1.55% |
| 28 | ROOT INC | ROOT | 160,798 | $11.6M | 1.21% |
| 29 | MONGODB INC | MDB | 27,600 | $11.6M | 1.21% |
| 30 | VEEVA SYS INC | VEEV | 50,792 | $11.3M | 1.18% |
| 31 | HOME DEPOT INC | HD | 32,800 | $11.3M | 1.17% |
| 32 | WABTEC | 929740108 | 50,794 | $10.8M | 1.13% |
| 33 | VERISK ANALYTICS INC | VRSK | 48,100 | $10.8M | 1.12% |
| 34 | TOWER SEMICONDUCTOR LTD | TSEM | 90,000 | $10.6M | 1.10% |
| 35 | APPLOVIN CORP | APP | 15,080 | $10.2M | 1.06% |
| 36 | FIGMA INC | FIG | 260,200 | $9.7M | 1.01% |
| 37 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 66,300 | $9.5M | 0.99% |
| 38 | DOORDASH INC | DASH | 40,640 | $9.2M | 0.96% |
| 39 | ASTERA LABS INC | ALAB | 55,213 | $9.2M | 0.96% |
| 40 | SEA LTD | SE | 71,300 | $9.1M | 0.95% |
| 41 | ALPHABET INC | GOOG | 27,620 | $8.7M | 0.90% |
| 42 | SNAP INC | SNAP | 1,070,000 | $8.6M | 0.90% |
| 43 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 155,300 | $8.5M | 0.89% |
| 44 | PARKER-HANNIFIN CORP | PH | 8,400 | $7.4M | 0.77% |
| 45 | FLOWSERVE CORP | FLS | 80,000 | $5.6M | 0.58% |
| 46 | PURE STORAGE INC | 74624M102 | 80,000 | $5.4M | 0.56% |
| 47 | LAUDER ESTEE COS INC | 518439104 | 46,600 | $4.9M | 0.51% |
| 48 | DOXIMITY INC | DOCS | 100,000 | $4.4M | 0.46% |
| 49 | GUIDEWIRE SOFTWARE INC | GWRE | 18,000 | $3.6M | 0.38% |
| 50 | FLUOR CORP NEW | FLR | 83,275 | $3.3M | 0.34% |
| 51 | MARVELL TECHNOLOGY INC | MRVL | 26,736 | $2.3M | 0.24% |
| 52 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 6,550 | $2.0M | 0.21% |
| 53 | AMER SPORTS INC | AS | 26,150 | $976,703 | 0.10% |
| 54 | BRITISH AMERN TOB PLC | 110448107 | 16,290 | $922,340 | 0.10% |
| 55 | SEMTECH CORP | SMTC | 8,100 | $596,889 | 0.06% |
| 56 | TTM TECHNOLOGIES INC | TTMI | 8,000 | $552,000 | 0.06% |
| 57 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 1,820 | $501,210 | 0.05% |
| 58 | AMKOR TECHNOLOGY INC | AMKR | 6,500 | $256,620 | 0.03% |
| 59 | PONY AI INC | PYAIF | 15,760 | $228,520 | 0.02% |