Tairen Capital Ltd Q1 2021 Filing
Filed May 18, 2021
Portfolio Value
$876.3B
Holdings
31
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PDDPINDUODUO INC | 2,233,272 | $299.0B | 34.12% | |
| 2 | JDJD.COM INC | 1,501,866 | $126.7B | 14.45% | |
| 3 | ZTOZTO EXPRESS CAYMAN INC | 2,019,071 | $58.9B | 6.72% | |
| 4 | ELLAUDER ESTEE COS INC | 159,874 | $46.5B | 5.31% | |
| 5 | AMATAPPLIED MATLS INC | 188,251 | $25.1B | 2.87% | |
| 6 | DQDAQO NEW ENERGY CORP | 320,312 | $24.2B | 2.76% | |
| 7 | —YATSEN HLDG LTD | 1,767,390 | $21.8B | 2.49% | |
| 8 | AVGOBROADCOM INC | 45,672 | $21.2B | 2.42% | |
| 9 | WDAYWORKDAY INC | 83,386 | $20.7B | 2.36% | |
| 10 | GOOGALPHABET INC | 9,743 | $20.2B | 2.30% | |
| 11 | BIDUNBAIDU INC | 90,000 | $19.6B | 2.23% | |
| 12 | NXPINXP SEMICONDUCTORS N V | 96,551 | $19.4B | 2.22% | |
| 13 | AMZNAMAZON COM INC | 6,067 | $18.8B | 2.14% | |
| 14 | SNOWSNOWFLAKE INC | 80,690 | $18.5B | 2.11% | |
| 15 | MUMICRON TECHNOLOGY INC | 195,661 | $17.3B | 1.97% | |
| 16 | CSCOCISCO SYS INC | 325,813 | $16.8B | 1.92% | |
| 17 | GOTUGSX TECHEDU INC | 479,326 | $16.2B | 1.85% | |
| 18 | —HH&L ACQUISITION CO | 1,500,000 | $15.2B | 1.73% | |
| 19 | MRVLMARVELL TECHNOLOGY GROUP LTD | 281,600 | $13.8B | 1.57% | |
| 20 | MSFTMICROSOFT CORP | 39,516 | $9.3B | 1.06% | |
| 21 | GOOGLALPHABET INC | 4,302 | $8.9B | 1.01% | |
| 22 | GOOSCANADA GOOSE HLDGS INC | 192,654 | $7.6B | 0.86% | |
| 23 | METAFACEBOOK INC | 25,134 | $7.4B | 0.84% | |
| 24 | WDCWESTERN DIGITAL CORP. | 109,118 | $7.3B | 0.83% | |
| 25 | LRCXEURLAM RESEARCH CORP | 10,600 | $6.3B | 0.72% | |
| 26 | —CREE INC | 41,422 | $4.5B | 0.51% | |
| 27 | CSIQCANADIAN SOLAR INC | 35,092 | $1.7B | 0.20% | |
| 28 | ASMLASML HOLDING N V | 2,600 | $1.6B | 0.18% | |
| 29 | KLACKLA CORP | 2,976 | $983.0M | 0.11% | |
| 30 | NVDANVIDIA CORPORATION | 1,000 | $534.0M | 0.06% | |
| 31 | MCHPMICROCHIP TECHNOLOGY INC. | 3,000 | $466.0M | 0.05% |