Tairen Capital Ltd
CIK: 0001652062Latest portfolio: $960.9M · Q4 2025
Holdings
59
Total Value
$960.9M
New Positions
25
Closed Positions
32
Top Holdings
View All 59 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 336,100 | $105.2M | 10.95% | +197K | |
| 2 | HOODROBINHOOD MKTS INC | 526,330 | $59.5M | 6.19% | +78K | |
| 3 | NVDANVIDIA CORPORATION | 248,700 | $46.4M | 4.83% | -55,824 | |
| 4 | LITELUMENTUM HLDGS INC | 107,250 | $39.5M | 4.11% | +84K | |
| 5 | CLVTRIP COM GROUP LTD | 483,010 | $34.7M | 3.61% | +383K | |
| 6 | SNDKSANDISK CORP | 143,149 | $34.0M | 3.54% | NEW | |
| 7 | RBLXROBLOX CORP | 325,085 | $26.3M | 2.74% | +190K | |
| 8 | KLACKLA CORP | 21,020 | $25.5M | 2.66% | NEW | |
| 9 | CLSCELESTICA INC | 86,100 | $25.5M | 2.65% | +85K | |
| 10 | SNPSSYNOPSYS INC | 52,708 | $24.8M | 2.58% | +6K | |
| 11 | INTCINTEL CORP | 670,000 | $24.7M | 2.57% | +644K | |
| 12 | PGRPROGRESSIVE CORP | 99,777 | $22.7M | 2.36% | +17K | |
| 13 | LULULULULEMON ATHLETICA INC | 105,600 | $21.9M | 2.28% | NEW | |
| 14 | TERTERADYNE INC | 112,313 | $21.7M | 2.26% | +76K | |
| 15 | HUBSHUBSPOT INC | 53,068 | $21.3M | 2.22% | NEW | |
| 16 | AVGOBROADCOM INC | 60,212 | $20.8M | 2.17% | +46K | |
| 17 | SOLSSOLSTICE ADVANCED MATLS INC | 423,000 | $20.5M | 2.14% | NEW | |
| 18 | PDDPDD HOLDINGS INC | 177,200 | $20.1M | 2.09% | +169K | |
| 19 | SPOTSPOTIFY TECHNOLOGY S A | 34,100 | $19.8M | 2.06% | +24K | |
| 20 | DDOGDATADOG INC | 144,800 | $19.7M | 2.05% | NEW | |
| 21 | UUNITY SOFTWARE INC | 443,765 | $19.6M | 2.04% | +204K | |
| 22 | ICEINTERCONTINENTAL EXCHANGE IN | 116,827 | $18.9M | 1.97% | NEW | |
| 23 | LINLINDE PLC | 41,800 | $17.8M | 1.85% | — | |
| 24 | ASMLASML HOLDING N V | 16,470 | $17.6M | 1.83% | -21,530 | |
| 25 | ANETARISTA NETWORKS INC | 130,000 | $17.0M | 1.77% | NEW |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Technology0.0% ($4.638239531339803e+130T)
Industrials0.0% ($1084110759738355.6T)
Communication Services0.0% ($10519919802920.5T)
Consumer Cyclical0.0% ($2194420092112.9T)
Financial Services0.0% ($59527227211.9T)
Unknown0.0% ($347.3T)
Basic Materials0.0% ($2.1T)
Healthcare0.0% ($113.4B)
Consumer Defensive0.0% ($4.9M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 17, 2026 | $960.9M | 59 |
| Q3 2025 | Nov 13, 2025 | $925.4B | 66 |
| Q2 2025 | Aug 12, 2025 | $978.6B | 68 |
| Q1 2025 | May 15, 2025 | $1.5T | 88 |
| Q4 2024 | Feb 14, 2025 | $680.2B | 69 |
| Q3 2024 | Nov 14, 2024 | $2823.3T | 59 |
| Q2 2024 | Aug 14, 2024 | $2786.5T | 26 |
| Q1 2024 | May 15, 2024 | $1635.0T | 37 |
| Q4 2023 | Feb 13, 2024 | $1427.9T | 30 |
| Q3 2023 | Nov 13, 2023 | $711.3T | 22 |
| Q2 2023 | Aug 14, 2023 | $3177.4T | 34 |
| Q1 2023 | May 15, 2023 | $660.7T | 29 |
| Q4 2022 | Feb 14, 2023 | $857.5T | 29 |
| Q3 2022 | Nov 14, 2022 | $879.1B | 30 |
| Q2 2022 | Aug 15, 2022 | $437.0B | 28 |
| Q1 2022 | May 16, 2022 | $788.6B | 40 |
| Q4 2021 | Feb 14, 2022 | $649.7B | 48 |
| Q3 2021 | Nov 15, 2021 | $399.2B | 39 |
| Q2 2021 | Aug 16, 2021 | $571.5B | 26 |
| Q1 2021 | May 18, 2021 | $876.3B | 31 |
| Q4 2020 | Feb 16, 2021 | $605.4B | 17 |
| Q3 2020 | Nov 16, 2020 | $923.6B | 24 |
| Q2 2020 | Aug 14, 2020 | $1.3T | 25 |
| Q1 2020 | May 14, 2020 | $921.8B | 15 |
| Q4 2019 | Feb 14, 2020 | $650.1B | 25 |
| Q3 2019 | Nov 14, 2019 | $679.6B | 40 |
| Q2 2019 | Aug 14, 2019 | $517.7B | 30 |
| Q1 2019 | May 15, 2019 | $894.1B | 31 |
| Q4 2018 | Feb 14, 2019 | $275.2B | 24 |
| Q3 2018 | Nov 14, 2018 | $304.8B | 22 |
| Q2 2018 | Aug 14, 2018 | $428.1B | 16 |
| Q1 2018 | May 14, 2018 | $305.0B | 14 |
| Q4 2017 | Feb 14, 2018 | $96.0B | 5 |
| Q3 2017 | Nov 14, 2017 | $580.6B | 11 |
| Q2 2017 | Aug 14, 2017 | $487.1B | 9 |
| Q1 2017 | May 15, 2017 | $420.4B | 14 |
| Q4 2016 | Feb 6, 2017 | $404.1B | 22 |
| Q3 2016 | Nov 8, 2016 | $424.3B | 32 |
| Q2 2016 | Jul 26, 2016 | $467.3B | 38 |
| Q1 2016 | May 11, 2016 | $380.8B | 27 |
Fund Information
Tairen Capital Ltd is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $960.9M across 59 holdings. The largest position is ALPHABET INC (GOOGL), representing 10.9% of the portfolio. Compared to the previous quarter, the fund opened 25 new positions and closed 32 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.