Tairen Capital Ltd Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$437.0B
Holdings
28
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 686,270 | $176.3B | 40.34% | |
| 2 | DQDAQO NEW ENERGY CORP | 652,185 | $46.6B | 10.65% | |
| 3 | ENPHENPHASE ENERGY INC | 142,400 | $27.8B | 6.36% | |
| 4 | ATVIEURACTIVISION BLIZZARD INC | 330,400 | $25.7B | 5.89% | |
| 5 | SEDGSOLAREDGE TECHNOLOGIES INC | 91,300 | $25.0B | 5.72% | |
| 6 | XLUSELECT SECTOR SPDR TR | 326,313 | $22.9B | 5.24% | |
| 7 | MDBMONGODB INC | 69,276 | $18.0B | 4.11% | |
| 8 | —HH&L ACQUISITION CO | 1,500,000 | $14.7B | 3.37% | |
| 9 | TSLATESLA INC | 19,280 | $13.0B | 2.97% | |
| 10 | JKSJINKOSOLAR HLDG CO LTD | 179,674 | $12.4B | 2.84% | |
| 11 | STNGSCORPIO TANKERS INC | 354,500 | $12.2B | 2.80% | |
| 12 | SQMSOCIEDAD QUIMICA Y MINERA DE | 89,000 | $7.4B | 1.70% | |
| 13 | GSMFERROGLOBE PLC | 1,149,800 | $6.8B | 1.56% | |
| 14 | YMMFULL TRUCK ALLIANCE CO LTD | 713,000 | $6.5B | 1.48% | |
| 15 | AMZNAMAZON COM INC | 40,000 | $4.2B | 0.97% | |
| 16 | COHRII-VI INC | 64,300 | $3.3B | 0.75% | |
| 17 | ALBALBEMARLE CORP | 13,500 | $2.8B | 0.65% | |
| 18 | XLFISELECT SECTOR SPDR TR | 36,608 | $2.6B | 0.60% | |
| 19 | MRVLMARVELL TECHNOLOGY INC | 43,100 | $1.9B | 0.43% | |
| 20 | AMDADVANCED MICRO DEVICES INC | 22,505 | $1.7B | 0.39% | |
| 21 | UBERUBER TECHNOLOGIES INC | 65,000 | $1.3B | 0.30% | |
| 22 | NVDANVIDIA CORPORATION | 6,415 | $972.0M | 0.22% | |
| 23 | XYZBLOCK INC | 15,000 | $922.0M | 0.21% | |
| 24 | WDAYWORKDAY INC | 4,000 | $558.0M | 0.13% | |
| 25 | ESTCELASTIC N V | 8,000 | $541.0M | 0.12% | |
| 26 | COUPEURCOUPA SOFTWARE INC | 5,000 | $286.0M | 0.07% | |
| 27 | SPLKCHFSPLUNK INC | 3,000 | $265.0M | 0.06% | |
| 28 | LAWCS DISCO INC | 12,000 | $216.0M | 0.05% |