Tairen Capital Ltd Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.5T
Holdings
88
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (88 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 752,950 | $143.3B | 9.47% | |
| 2 | METAMETA PLATFORMS INC | 205,200 | $118.3B | 7.82% | |
| 3 | MSFTMICROSOFT CORP | 268,297 | $100.7B | 6.66% | |
| 4 | SNOWSNOWFLAKE INC | 456,777 | $66.8B | 4.41% | |
| 5 | HOODROBINHOOD MKTS INC | 1,569,487 | $65.3B | 4.32% | |
| 6 | FUTUFUTU HLDGS LTD | 490,564 | $50.2B | 3.32% | |
| 7 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 290,650 | $48.2B | 3.19% | |
| 8 | PANWPALO ALTO NETWORKS INC | 266,800 | $45.5B | 3.01% | |
| 9 | IBITISHARES BITCOIN TRUST ETF | 737,600 | $34.5B | 2.28% | |
| 10 | AVGOBROADCOM INC | 204,300 | $34.2B | 2.26% | |
| 11 | TWLOTWILIO INC | 334,268 | $32.7B | 2.16% | |
| 12 | MPWRMONOLITHIC PWR SYS INC | 49,872 | $28.9B | 1.91% | |
| 13 | INTCINTEL CORP | 1,256,800 | $28.5B | 1.89% | |
| 14 | SHWSHERWIN WILLIAMS CO | 72,155 | $25.2B | 1.67% | |
| 15 | DECKDECKERS OUTDOOR CORP | 214,500 | $24.0B | 1.59% | |
| 16 | STXSEAGATE TECHNOLOGY HLDNGS PL | 281,219 | $23.9B | 1.58% | |
| 17 | ONONON HLDG AG | 524,961 | $23.1B | 1.52% | |
| 18 | GSGOLDMAN SACHS GROUP INC | 42,200 | $23.1B | 1.52% | |
| 19 | CLVTRIP COM GROUP LTD | 337,923 | $21.5B | 1.42% | |
| 20 | NTRANATERA INC | 141,907 | $20.1B | 1.33% | |
| 21 | LINLINDE PLC | 42,780 | $19.9B | 1.32% | |
| 22 | WDCWESTERN DIGITAL CORP | 490,462 | $19.8B | 1.31% | |
| 23 | RDDTREDDIT INC | 187,100 | $19.6B | 1.30% | |
| 24 | AAPLAPPLE INC | 87,900 | $19.5B | 1.29% | |
| 25 | AMBAAMBARELLA INC | 383,120 | $19.3B | 1.27% | |
| 26 | HCAHCA HEALTHCARE INC | 55,305 | $19.1B | 1.26% | |
| 27 | PHPARKER-HANNIFIN CORP | 28,700 | $17.4B | 1.15% | |
| 28 | IBKRINTERACTIVE BROKERS GROUP IN | 99,600 | $16.5B | 1.09% | |
| 29 | DUOLDUOLINGO INC | 51,420 | $16.0B | 1.06% | |
| 30 | DDOGDATADOG INC | 160,000 | $15.9B | 1.05% | |
| 31 | MUMICRON TECHNOLOGY INC | 181,000 | $15.7B | 1.04% | |
| 32 | MDBMONGODB INC | 85,800 | $15.0B | 0.99% | |
| 33 | AWNADVANCE AUTO PARTS INC | 375,637 | $14.7B | 0.97% | |
| 34 | JPMJPMORGAN CHASE & CO. | 58,995 | $14.5B | 0.96% | |
| 35 | TPRTAPESTRY INC | 199,100 | $14.0B | 0.93% | |
| 36 | HDHOME DEPOT INC | 35,000 | $12.8B | 0.85% | |
| 37 | TTDTHE TRADE DESK INC | 223,000 | $12.2B | 0.81% | |
| 38 | ASAMER SPORTS INC | 436,000 | $11.7B | 0.77% | |
| 39 | VEEVVEEVA SYS INC | 48,881 | $11.3B | 0.75% | |
| 40 | CRMSALESFORCE INC | 41,611 | $11.2B | 0.74% | |
| 41 | ESTCELASTIC N V | 120,603 | $10.7B | 0.71% | |
| 42 | XYZBLOCK INC | 188,300 | $10.2B | 0.68% | |
| 43 | LILI AUTO INC | 399,870 | $10.1B | 0.67% | |
| 44 | HTHTH WORLD GROUP LTD | 270,000 | $10.0B | 0.66% | |
| 45 | RACEFERRARI N V | 22,240 | $9.5B | 0.63% | |
| 46 | UUNITY SOFTWARE INC | 479,000 | $9.4B | 0.62% | |
| 47 | BABAALIBABA GROUP HLDG LTD | 70,500 | $9.3B | 0.62% | |
| 48 | NTESNETEASE INC | 87,646 | $9.0B | 0.60% | |
| 49 | ASHRDBX ETF TR | 328,905 | $8.7B | 0.58% | |
| 50 | ULTAULTA BEAUTY INC | 23,750 | $8.7B | 0.58% | |
| 51 | ROOTROOT INC | 57,000 | $7.6B | 0.50% | |
| 52 | GTMZOOMINFO TECHNOLOGIES INC | 744,948 | $7.4B | 0.49% | |
| 53 | HWMHOWMET AEROSPACE INC | 55,719 | $7.2B | 0.48% | |
| 54 | DWDMORGAN STANLEY | 60,900 | $7.1B | 0.47% | |
| 55 | BILLBILL HOLDINGS INC | 154,000 | $7.1B | 0.47% | |
| 56 | SHOPSHOPIFY INC | 72,200 | $6.9B | 0.46% | |
| 57 | WIXWIX COM LTD | 40,974 | $6.7B | 0.44% | |
| 58 | NOWSERVICENOW INC | 8,200 | $6.5B | 0.43% | |
| 59 | BIRKBIRKENSTOCK HOLDING PLC | 140,000 | $6.4B | 0.42% | |
| 60 | AFRMAFFIRM HLDGS INC | 140,000 | $6.3B | 0.42% | |
| 61 | ADSKAUTODESK INC | 21,400 | $5.6B | 0.37% | |
| 62 | MNSOMINISO GROUP HLDG LTD | 298,170 | $5.5B | 0.36% | |
| 63 | IQVIQVIA HLDGS INC | 30,000 | $5.3B | 0.35% | |
| 64 | AKXANSYS INC | 15,255 | $4.8B | 0.32% | |
| 65 | BKNGBOOKING HOLDINGS INC | 1,025 | $4.7B | 0.31% | |
| 66 | HUBSHUBSPOT INC | 7,900 | $4.5B | 0.30% | |
| 67 | ANETARISTA NETWORKS INC | 57,500 | $4.5B | 0.29% | |
| 68 | MNDYMONDAY COM LTD | 17,800 | $4.3B | 0.29% | |
| 69 | TEMTEMPUS AI INC | 79,200 | $3.8B | 0.25% | |
| 70 | GWREGUIDEWIRE SOFTWARE INC | 20,000 | $3.7B | 0.25% | |
| 71 | SNPSSYNOPSYS INC | 8,000 | $3.4B | 0.23% | |
| 72 | ABNBAIRBNB INC | 28,700 | $3.4B | 0.23% | |
| 73 | PFEPFIZER INC | 130,000 | $3.3B | 0.22% | |
| 74 | NUNU HLDGS LTD | 278,700 | $2.9B | 0.19% | |
| 75 | CLSCELESTICA INC | 30,000 | $2.4B | 0.16% | |
| 76 | GLBEGLOBAL E ONLINE LTD | 60,000 | $2.1B | 0.14% | |
| 77 | CFLTCONFLUENT INC | 80,000 | $1.9B | 0.12% | |
| 78 | SOXSDIREXION SHS ETF TR | 54,300 | $1.6B | 0.10% | |
| 79 | CDNSCADENCE DESIGN SYSTEM INC | 5,000 | $1.3B | 0.08% | |
| 80 | BILSPDR SER TR | 11,100 | $1.0B | 0.07% | |
| 81 | AMDADVANCED MICRO DEVICES INC | 8,600 | $883.6M | 0.06% | |
| 82 | AESAES CORP | 50,000 | $621.0M | 0.04% | |
| 83 | DTDYNATRACE INC | 10,000 | $471.5M | 0.03% | |
| 84 | TEAMATLASSIAN CORPORATION | 1,400 | $297.1M | 0.02% | |
| 85 | SVIXVS TRUST | 12,500 | $254.3M | 0.02% | |
| 86 | CYBRCYBERARK SOFTWARE LTD | 700 | $236.6M | 0.02% | |
| 87 | COSTCOSTCO WHSL CORP NEW | 250 | $236.4M | 0.02% | |
| 88 | TSLATESLA INC | 800 | $207.3M | 0.01% |