Tairen Capital Ltd Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$517.7B
Holdings
30
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 1,284,486 | $217.7B | 42.04% | |
| 2 | CTRPUSDCTRIP COM INTL LTD | 1,837,731 | $67.8B | 13.10% | |
| 3 | ZTOZTO EXPRESS CAYMAN INC | 3,146,770 | $60.2B | 11.62% | |
| 4 | LITELUMENTUM HLDGS INC | 291,347 | $15.6B | 3.01% | |
| 5 | —ACACIA COMMUNICATIONS INC | 329,899 | $15.6B | 3.01% | |
| 6 | EDUNEW ORIENTAL ED & TECH GRP I | 129,100 | $12.5B | 2.41% | |
| 7 | QCOMQUALCOMM INC | 160,800 | $12.2B | 2.36% | |
| 8 | TEAMATLASSIAN CORP PLC | 87,618 | $11.5B | 2.21% | |
| 9 | MDBMONGODB INC | 66,036 | $10.0B | 1.94% | |
| 10 | RG6ROGERS CORP | 53,810 | $9.3B | 1.79% | |
| 11 | AVGOBROADCOM INC | 30,800 | $8.9B | 1.71% | |
| 12 | MXLMAXLINEAR INC | 377,896 | $8.9B | 1.71% | |
| 13 | ZSZSCALER INC | 110,769 | $8.5B | 1.64% | |
| 14 | DC4DEXCOM INC | 41,100 | $6.2B | 1.19% | |
| 15 | —CREE INC | 107,200 | $6.0B | 1.16% | |
| 16 | ANETEURARISTA NETWORKS INC | 21,400 | $5.6B | 1.07% | |
| 17 | OKTAOKTA INC | 43,000 | $5.3B | 1.03% | |
| 18 | ASMLASML HOLDING N V | 25,135 | $5.2B | 1.01% | |
| 19 | AMDADVANCED MICRO DEVICES INC | 160,355 | $4.9B | 0.94% | |
| 20 | TALTAL EDUCATION GROUP | 119,974 | $4.6B | 0.88% | |
| 21 | VEEVVEEVA SYS INC | 25,000 | $4.1B | 0.78% | |
| 22 | ZEN1EURZENDESK INC | 44,200 | $3.9B | 0.76% | |
| 23 | TWLOTWILIO INC | 22,568 | $3.1B | 0.59% | |
| 24 | METAFACEBOOK INC | 15,500 | $3.0B | 0.58% | |
| 25 | GLOBGLOBANT S A | 17,775 | $1.8B | 0.35% | |
| 26 | MOMOUSDMOMO INC | 45,000 | $1.6B | 0.31% | |
| 27 | MSFTMICROSOFT CORP | 11,200 | $1.5B | 0.29% | |
| 28 | NFLXNETFLIX INC | 3,277 | $1.2B | 0.23% | |
| 29 | BILIBILIBILI INC | 52,000 | $846.0M | 0.16% | |
| 30 | ONON SEMICONDUCTOR CORP | 26,000 | $525.0M | 0.10% |