Tairen Capital Ltd Q1 2018 Filing
Filed May 14, 2018
Portfolio Value
$305.0B
Holdings
14
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 606,470 | $111.3B | 36.50% | |
| 2 | —SINA CORP | 931,964 | $97.2B | 31.86% | |
| 3 | AWMSKYWORKS SOLUTIONS INC | 325,709 | $32.7B | 10.71% | |
| 4 | ZTOZTO EXPRESS CAYMAN INC | 1,855,659 | $27.8B | 9.12% | |
| 5 | VIPSVIPSHOP HLDGS LTD | 744,868 | $12.4B | 4.06% | |
| 6 | MSFTMICROSOFT CORP | 86,700 | $7.9B | 2.59% | |
| 7 | —HUAMI CORP | 736,358 | $7.8B | 2.57% | |
| 8 | STMSTMICROELECTRONICS N V | 156,500 | $3.5B | 1.14% | |
| 9 | OLEDUNIVERSAL DISPLAY CORP | 19,820 | $2.0B | 0.66% | |
| 10 | ASMLASML HOLDING N V | 4,900 | $973.0M | 0.32% | |
| 11 | INTCINTEL CORP | 9,800 | $510.0M | 0.17% | |
| 12 | AMZNAMAZON COM INC | 300 | $434.0M | 0.14% | |
| 13 | NFLXNETFLIX INC | 1,000 | $295.0M | 0.10% | |
| 14 | —BRIGHT SCHOLAR ED HLDGS LTD | 13,200 | $204.0M | 0.07% |