Tairen Capital Ltd Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$3.2B
Holdings
34
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 979,437 | $281.1T | 8846103.35% | |
| 2 | MRVLMARVELL TECHNOLOGY INC | 3,941,159 | $235.6T | 7414873.37% | |
| 3 | AVGOBROADCOM INC | 257,366 | $223.2T | 7026021.62% | |
| 4 | NVDANVIDIA CORPORATION | 506,947 | $214.4T | 6749122.80% | |
| 5 | ORCLORACLE CORP | 1,735,003 | $206.6T | 6502785.02% | |
| 6 | MDBMONGODB INC | 500,453 | $205.7T | 6473191.02% | |
| 7 | PDDPDD HOLDINGS INC | 2,553,749 | $176.6T | 5556885.61% | |
| 8 | COHRCOHERENT CORP | 3,328,940 | $169.7T | 5341087.22% | |
| 9 | MPWRMONOLITHIC PWR SYS INC | 295,819 | $159.8T | 5029544.25% | |
| 10 | TSLATESLA INC | 590,000 | $154.4T | 4860665.74% | |
| 11 | MSFTMICROSOFT CORP | 441,244 | $150.3T | 4729016.37% | |
| 12 | AAPLAPPLE INC | 663,500 | $128.7T | 4050413.53% | |
| 13 | GOOGLALPHABET INC | 1,045,097 | $125.1T | 3937083.48% | |
| 14 | AMDADVANCED MICRO DEVICES INC | 1,060,411 | $120.8T | 3801543.35% | |
| 15 | PANWPALO ALTO NETWORKS INC | 472,019 | $120.6T | 3795694.54% | |
| 16 | GOOGALPHABET INC | 944,651 | $114.3T | 3596440.99% | |
| 17 | DQDAQO NEW ENERGY CORP | 1,857,871 | $73.8T | 2321292.86% | |
| 18 | SNOWSNOWFLAKE INC | 376,555 | $66.3T | 2085525.98% | |
| 19 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 485,671 | $49.0T | 1542564.32% | |
| 20 | MTSIMACOM TECH SOLUTIONS HLDGS I | 731,102 | $47.9T | 1507794.00% | |
| 21 | AMZNAMAZON COM INC | 362,029 | $47.2T | 1485291.10% | |
| 22 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 1,305,100 | $22.6T | 712224.25% | |
| 23 | ADBEADOBE SYSTEMS INCORPORATED | 37,952 | $18.6T | 584061.40% | |
| 24 | LRCXEURLAM RESEARCH CORP | 27,496 | $17.7T | 556300.96% | |
| 25 | OKTAOKTA INC | 168,052 | $11.7T | 366787.07% | |
| 26 | UUNITY SOFTWARE INC | 237,556 | $10.3T | 324623.32% | |
| 27 | WDCWESTERN DIGITAL CORP. | 212,443 | $8.1T | 253599.94% | |
| 28 | WDAYWORKDAY INC | 30,509 | $6.9T | 216894.65% | |
| 29 | ZSZSCALER INC | 20,391 | $3.0T | 93887.26% | |
| 30 | TDCTERADATA CORP DEL | 53,489 | $2.9T | 89910.59% | |
| 31 | XYZBLOCK INC | 34,000 | $2.3T | 71233.02% | |
| 32 | DTDYNATRACE INC | 34,322 | $1.8T | 55596.90% | |
| 33 | CLVTRIP COM GROUP LTD | 13,750 | $481.3B | 15145.88% | |
| 34 | NEWREURNEW RELIC INC | 3,302 | $216.1B | 6800.56% |