Tairen Capital Ltd Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$2.8B

Holdings

26

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (26 positions)

#StockSharesValue% PortfolioType
1
PDDPDD HOLDINGS INC
5,378,376$715.1T25661747.13%
2
AAPLAPPLE INC
2,796,278$589.0T21136188.49%
3
MSFTMICROSOFT CORP
1,079,109$482.3T17308960.07%
4
AMZNAMAZON COM INC
1,768,335$341.7T12263961.12%
5
ASMLASML HOLDING N V
202,946$207.6T7448832.55%
6
LRCXEURLAM RESEARCH CORP
163,605$174.2T6252183.65%
7
KLACKLA CORP
104,454$86.1T3090777.38%
8
GOOGALPHABET INC
287,958$52.8T1895494.61%
9
GOOGLALPHABET INC
267,735$48.8T1750173.25%
10
TERTERADYNE INC
128,743$19.1T685144.54%
11
HPEHEWLETT PACKARD ENTERPRISE C
525,000$11.1T398865.87%
12
CRMSALESFORCE INC
43,000$11.1T396750.29%
13
SHOPSHOPIFY INC
152,777$10.1T362140.86%
14
AVGOBROADCOM INC
5,392$8.7T310681.25%
15
HUBSHUBSPOT INC
9,777$5.8T206942.53%
16
BILSPDR SER TR
54,700$5.0T180169.84%
17
INTUINTUIT
6,000$3.9T141514.89%
18
DISDISNEY WALT CO
35,000$3.5T124715.45%
19
SNAPSNAP INC
200,000$3.3T119219.24%
20
UUNITY SOFTWARE INC
141,227$2.3T82410.96%
21
ABNBAIRBNB INC
10,000$1.5T54416.66%
22
MNDYMONDAY COM LTD
6,000$1.4T51842.07%
23
GTMZOOMINFO TECHNOLOGIES INC
70,000$893.9B32080.10%
24
NTESNETEASE INC
4,560$435.8B15641.51%
25
CRDOCREDO TECHNOLOGY GROUP HOLDI
13,600$434.4B15589.08%
26
CLVTRIP COM GROUP LTD
8,050$378.4B13578.15%