Tairen Capital Ltd Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$978.6B
Holdings
68
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (68 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IBITISHARES BITCOIN TRUST ETF | 2,364,700 | $144.7B | 14.79% | |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 185,043 | $41.9B | 4.28% | |
| 3 | SNOWSNOWFLAKE INC | 151,385 | $33.9B | 3.46% | |
| 4 | MAMASTERCARD INCORPORATED | 56,700 | $31.9B | 3.26% | |
| 5 | CLVTRIP COM GROUP LTD | 500,154 | $29.3B | 3.00% | |
| 6 | METAMETA PLATFORMS INC | 39,150 | $28.9B | 2.95% | |
| 7 | GSGOLDMAN SACHS GROUP INC | 40,000 | $28.3B | 2.89% | |
| 8 | SHWSHERWIN WILLIAMS CO | 78,665 | $27.0B | 2.76% | |
| 9 | MNDYMONDAY COM LTD | 85,100 | $26.8B | 2.73% | |
| 10 | HOODROBINHOOD MKTS INC | 283,300 | $26.5B | 2.71% | |
| 11 | NTRANATERA INC | 141,907 | $24.0B | 2.45% | |
| 12 | PGRPROGRESSIVE CORP | 81,045 | $21.6B | 2.21% | |
| 13 | VVISA INC | 60,885 | $21.6B | 2.21% | |
| 14 | ASAMER SPORTS INC | 551,630 | $21.4B | 2.18% | |
| 15 | IBKRINTERACTIVE BROKERS GROUP IN | 383,600 | $21.3B | 2.17% | |
| 16 | ORCLORACLE CORP | 95,291 | $20.8B | 2.13% | |
| 17 | ROOTROOT INC | 162,724 | $20.8B | 2.13% | |
| 18 | COINCOINBASE GLOBAL INC | 58,208 | $20.4B | 2.08% | |
| 19 | MUMICRON TECHNOLOGY INC | 159,500 | $19.7B | 2.01% | |
| 20 | AAPLAPPLE INC | 93,400 | $19.2B | 1.96% | |
| 21 | FLUTFLUTTER ENTMT PLC | 65,700 | $18.8B | 1.92% | |
| 22 | FUTUFUTU HLDGS LTD | 147,070 | $18.2B | 1.86% | |
| 23 | NVDANVIDIA CORPORATION | 108,246 | $17.1B | 1.75% | |
| 24 | CFLTCONFLUENT INC | 677,200 | $16.9B | 1.73% | |
| 25 | AMZNAMAZON COM INC | 74,216 | $16.3B | 1.66% | |
| 26 | UUNITY SOFTWARE INC | 626,800 | $15.2B | 1.55% | |
| 27 | BIRKBIRKENSTOCK HOLDING PLC | 276,200 | $13.6B | 1.39% | |
| 28 | XYZBLOCK INC | 188,300 | $12.8B | 1.31% | |
| 29 | DDOGDATADOG INC | 88,500 | $11.9B | 1.21% | |
| 30 | AWNADVANCE AUTO PARTS INC | 251,110 | $11.7B | 1.19% | |
| 31 | GOOGLALPHABET INC | 65,553 | $11.6B | 1.18% | |
| 32 | VEEVVEEVA SYS INC | 40,000 | $11.5B | 1.18% | |
| 33 | GOOGALPHABET INC | 64,911 | $11.5B | 1.18% | |
| 34 | PDDPDD HOLDINGS INC | 97,800 | $10.2B | 1.05% | |
| 35 | TWLOTWILIO INC | 80,318 | $10.0B | 1.02% | |
| 36 | AMBAAMBARELLA INC | 146,000 | $9.6B | 0.99% | |
| 37 | TPRTAPESTRY INC | 104,172 | $9.1B | 0.93% | |
| 38 | HCAHCA HEALTHCARE INC | 22,405 | $8.6B | 0.88% | |
| 39 | MSFTMICROSOFT CORP | 16,354 | $8.1B | 0.83% | |
| 40 | DOCUDOCUSIGN INC | 101,011 | $7.9B | 0.80% | |
| 41 | MNSOMINISO GROUP HLDG LTD | 378,270 | $6.9B | 0.70% | |
| 42 | AVGOBROADCOM INC | 24,700 | $6.8B | 0.70% | |
| 43 | GWREGUIDEWIRE SOFTWARE INC | 28,500 | $6.7B | 0.69% | |
| 44 | OKTAOKTA INC | 64,800 | $6.5B | 0.66% | |
| 45 | PHPARKER-HANNIFIN CORP | 8,400 | $5.9B | 0.60% | |
| 46 | WIXWIX COM LTD | 35,376 | $5.6B | 0.57% | |
| 47 | AKXANSYS INC | 15,255 | $5.4B | 0.55% | |
| 48 | ESTCELASTIC N V | 60,000 | $5.1B | 0.52% | |
| 49 | LINLINDE PLC | 10,510 | $4.9B | 0.50% | |
| 50 | JPMJPMORGAN CHASE & CO. | 17,000 | $4.9B | 0.50% | |
| 51 | INTCINTEL CORP | 215,300 | $4.8B | 0.49% | |
| 52 | IQVIQVIA HLDGS INC | 30,000 | $4.7B | 0.48% | |
| 53 | ASHRDBX ETF TR | 170,000 | $4.7B | 0.48% | |
| 54 | STXSEAGATE TECHNOLOGY HLDNGS PL | 30,000 | $4.3B | 0.44% | |
| 55 | TEMTEMPUS AI INC | 58,200 | $3.7B | 0.38% | |
| 56 | DOCSDOXIMITY INC | 55,800 | $3.4B | 0.35% | |
| 57 | MRVLMARVELL TECHNOLOGY INC | 43,033 | $3.3B | 0.34% | |
| 58 | BILSPDR SERIES TRUST | 29,100 | $2.7B | 0.27% | |
| 59 | CYBRCYBERARK SOFTWARE LTD | 5,100 | $2.1B | 0.21% | |
| 60 | CLSCELESTICA INC | 12,500 | $2.0B | 0.20% | |
| 61 | TTMITTM TECHNOLOGIES INC | 20,800 | $849.1M | 0.09% | |
| 62 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 8,900 | $824.1M | 0.08% | |
| 63 | CRCLCIRCLE INTERNET GROUP INC | 3,740 | $678.0M | 0.07% | |
| 64 | CDNSCADENCE DESIGN SYSTEM INC | 1,539 | $474.2M | 0.05% | |
| 65 | WABWABTEC | 1,230 | $257.5M | 0.03% | |
| 66 | BRBROADRIDGE FINL SOLUTIONS IN | 925 | $224.8M | 0.02% | |
| 67 | RSGREPUBLIC SVCS INC | 900 | $221.9M | 0.02% | |
| 68 | MSCIMSCI INC | 360 | $207.6M | 0.02% |