Tairen Capital Ltd Q1 2020 Filing
Filed May 14, 2020
Portfolio Value
$921.8B
Holdings
15
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 97,295 | $189.7B | 20.58% | |
| 2 | TALTAL EDUCATION GROUP | 3,121,577 | $166.3B | 18.03% | |
| 3 | MSFTMICROSOFT CORP | 637,164 | $100.5B | 10.90% | |
| 4 | ZTOZTO EXPRESS CAYMAN INC | 2,732,608 | $72.4B | 7.85% | |
| 5 | NFLXNETFLIX INC | 181,168 | $68.0B | 7.38% | |
| 6 | EDUNEW ORIENTAL ED & TECH GRP I | 621,043 | $67.2B | 7.29% | |
| 7 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,157,115 | $55.3B | 6.00% | |
| 8 | JDJD COM INC | 1,357,439 | $55.0B | 5.96% | |
| 9 | INTCINTEL CORP | 968,000 | $52.4B | 5.68% | |
| 10 | AMDADVANCED MICRO DEVICES INC | 1,115,106 | $50.7B | 5.50% | |
| 11 | —ACACIA COMMUNICATIONS INC | 258,487 | $17.4B | 1.88% | |
| 12 | PDDPINDUODUO INC | 272,957 | $9.8B | 1.07% | |
| 13 | DOCUDOCUSIGN INC | 66,670 | $6.2B | 0.67% | |
| 14 | STXSEAGATE TECHNOLOGY PLC | 114,500 | $5.6B | 0.61% | |
| 15 | SESEA LTD | 123,500 | $5.5B | 0.59% |