Tairen Capital Ltd Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$788.6B
Holdings
40
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XLVSELECT SECTOR SPDR TR | 1,290,392 | $176.8B | 22.42% | |
| 2 | XLUSELECT SECTOR SPDR TR | 1,560,000 | $116.2B | 14.73% | |
| 3 | XLFISELECT SECTOR SPDR TR | 1,076,856 | $81.7B | 10.36% | |
| 4 | XLISELECT SECTOR SPDR TR | 730,667 | $75.2B | 9.54% | |
| 5 | XLESELECT SECTOR SPDR TR | 820,563 | $62.7B | 7.95% | |
| 6 | XLFSELECT SECTOR SPDR TR | 1,325,600 | $50.8B | 6.44% | |
| 7 | AMDADVANCED MICRO DEVICES INC | 281,180 | $30.7B | 3.90% | |
| 8 | AMZNAMAZON COM INC | 7,679 | $25.0B | 3.17% | |
| 9 | MRVLMARVELL TECHNOLOGY INC | 345,582 | $24.8B | 3.14% | |
| 10 | MSFTMICROSOFT CORP | 52,881 | $16.3B | 2.07% | |
| 11 | —HH&L ACQUISITION CO | 1,500,000 | $14.7B | 1.86% | |
| 12 | GSMFERROGLOBE PLC | 1,149,800 | $8.9B | 1.12% | |
| 13 | WFCWELLS FARGO CO NEW | 169,600 | $8.2B | 1.04% | |
| 14 | BACBK OF AMERICA CORP | 193,000 | $8.0B | 1.01% | |
| 15 | LAC1EURLITHIUM AMERS CORP NEW | 206,600 | $8.0B | 1.01% | |
| 16 | SQMSOCIEDAD QUIMICA Y MINERA DE | 90,300 | $7.7B | 0.98% | |
| 17 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 72,943 | $7.6B | 0.96% | |
| 18 | LTHM1EURLIVENT CORP | 250,600 | $6.5B | 0.83% | |
| 19 | AGQPROSHARES TR II | 473,704 | $6.4B | 0.81% | |
| 20 | NVDANVIDIA CORPORATION | 23,000 | $6.3B | 0.80% | |
| 21 | PANWPALO ALTO NETWORKS INC | 9,720 | $6.1B | 0.77% | |
| 22 | ALBALBEMARLE CORP | 25,700 | $5.7B | 0.72% | |
| 23 | DASHDOORDASH INC | 45,214 | $5.3B | 0.67% | |
| 24 | DYHTARGET CORP | 22,500 | $4.8B | 0.61% | |
| 25 | WDAYWORKDAY INC | 19,400 | $4.6B | 0.59% | |
| 26 | —PROSHARES TR II | 258,402 | $4.3B | 0.54% | |
| 27 | GOOGLALPHABET INC | 1,100 | $3.1B | 0.39% | |
| 28 | UBERUBER TECHNOLOGIES INC | 65,000 | $2.3B | 0.29% | |
| 29 | DDOGDATADOG INC | 15,000 | $2.3B | 0.29% | |
| 30 | XYZBLOCK INC | 12,000 | $1.6B | 0.21% | |
| 31 | GTMZOOMINFO TECHNOLOGIES INC | 20,000 | $1.2B | 0.15% | |
| 32 | MDBMONGODB INC | 2,000 | $887.0M | 0.11% | |
| 33 | UPSTUPSTART HLDGS INC | 7,000 | $764.0M | 0.10% | |
| 34 | ESTCELASTIC N V | 8,000 | $712.0M | 0.09% | |
| 35 | PFEPFIZER INC | 11,042 | $572.0M | 0.07% | |
| 36 | COUPEURCOUPA SOFTWARE INC | 5,000 | $508.0M | 0.06% | |
| 37 | SPLKCHFSPLUNK INC | 3,000 | $446.0M | 0.06% | |
| 38 | AVGOBROADCOM INC | 700 | $441.0M | 0.06% | |
| 39 | LAWCS DISCO INC | 12,000 | $408.0M | 0.05% | |
| 40 | DOCUDOCUSIGN INC | 2,000 | $214.0M | 0.03% |