Tairen Capital Ltd Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$894.1B
Holdings
31
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMDADVANCED MICRO DEVICES INC | 4,011,374 | $102.4B | 11.45% | |
| 2 | XLNXEURXILINX INC | 806,694 | $102.3B | 11.44% | |
| 3 | PDDPINDUODUO INC | 3,801,676 | $94.3B | 10.55% | |
| 4 | BABAALIBABA GROUP HLDG LTD | 472,160 | $86.1B | 9.64% | |
| 5 | CTRPUSDCTRIP COM INTL LTD | 1,888,068 | $82.5B | 9.23% | |
| 6 | —SINA CORP | 1,132,012 | $67.1B | 7.50% | |
| 7 | ZTOZTO EXPRESS CAYMAN INC | 3,441,030 | $62.9B | 7.04% | |
| 8 | MSFTMICROSOFT CORP | 381,400 | $45.0B | 5.03% | |
| 9 | TSLATESLA INC | 151,106 | $42.3B | 4.73% | |
| 10 | METAFACEBOOK INC | 191,788 | $32.0B | 3.58% | |
| 11 | AMZNAMAZON COM INC | 14,145 | $25.2B | 2.82% | |
| 12 | —ACACIA COMMUNICATIONS INC | 396,984 | $22.8B | 2.55% | |
| 13 | CSCOCISCO SYS INC | 392,700 | $21.2B | 2.37% | |
| 14 | AVGOBROADCOM INC | 61,109 | $18.4B | 2.06% | |
| 15 | MXLMAXLINEAR INC | 678,689 | $17.3B | 1.94% | |
| 16 | OLEDUNIVERSAL DISPLAY CORP | 68,206 | $10.4B | 1.17% | |
| 17 | EDUNEW ORIENTAL ED & TECH GRP I | 109,100 | $9.8B | 1.10% | |
| 18 | TWLOTWILIO INC | 75,600 | $9.8B | 1.09% | |
| 19 | —CREE INC | 148,647 | $8.5B | 0.95% | |
| 20 | GOOGLALPHABET INC | 6,400 | $7.5B | 0.84% | |
| 21 | ADIANALOG DEVICES INC | 56,700 | $6.0B | 0.67% | |
| 22 | NOWSERVICENOW INC | 21,800 | $5.4B | 0.60% | |
| 23 | ZSZSCALER INC | 37,200 | $2.6B | 0.30% | |
| 24 | MDBMONGODB INC | 17,100 | $2.5B | 0.28% | |
| 25 | ZEN1EURZENDESK INC | 29,200 | $2.5B | 0.28% | |
| 26 | LYFTLYFT INC | 20,000 | $1.6B | 0.18% | |
| 27 | ASMLASML HOLDING N V | 7,800 | $1.5B | 0.16% | |
| 28 | —PUXIN LTD | 209,364 | $1.5B | 0.16% | |
| 29 | NOKNOKIA CORP | 250,000 | $1.4B | 0.16% | |
| 30 | INTCINTEL CORP | 16,000 | $859.0M | 0.10% | |
| 31 | TIGRUP FINTECH HLDG LTD | 50,000 | $647.0M | 0.07% |