Tairen Capital Ltd Q3 2018 Filing
Filed November 14, 2018
Portfolio Value
$304.8B
Holdings
22
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —SINA CORP | 1,174,263 | $81.6B | 26.77% | |
| 2 | ZTOZTO EXPRESS CAYMAN INC | 3,256,894 | $54.0B | 17.71% | |
| 3 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,081,476 | $47.8B | 15.67% | |
| 4 | MOMOUSDMOMO INC | 1,020,834 | $44.7B | 14.67% | |
| 5 | AAPLAPPLE INC | 119,139 | $26.9B | 8.82% | |
| 6 | PYPLPAYPAL HLDGS INC | 169,471 | $14.9B | 4.88% | |
| 7 | METAFACEBOOK INC | 43,396 | $7.1B | 2.34% | |
| 8 | TTDTHE TRADE DESK INC | 41,346 | $6.2B | 2.05% | |
| 9 | SOHUSOHU COM LTD | 261,375 | $5.2B | 1.70% | |
| 10 | TALTAL ED GROUP | 163,615 | $4.2B | 1.38% | |
| 11 | —HUAMI CORP | 259,306 | $2.8B | 0.91% | |
| 12 | —PUXIN LTD | 200,454 | $1.8B | 0.57% | |
| 13 | ASMLASML HOLDING N V | 7,200 | $1.4B | 0.44% | |
| 14 | —MELLANOX TECHNOLOGIES LTD | 17,900 | $1.3B | 0.43% | |
| 15 | MSFTMICROSOFT CORP | 10,700 | $1.2B | 0.40% | |
| 16 | AMZNAMAZON COM INC | 400 | $801.0M | 0.26% | |
| 17 | NFLXNETFLIX INC | 1,800 | $673.0M | 0.22% | |
| 18 | —FINISAR CORP | 30,000 | $572.0M | 0.19% | |
| 19 | NVDANVIDIA CORP | 1,800 | $506.0M | 0.17% | |
| 20 | XLESELECT SECTOR SPDR TR | 6,500 | $492.0M | 0.16% | |
| 21 | VCVISTEON CORP | 4,400 | $409.0M | 0.13% | |
| 22 | BABAALIBABA GROUP HLDG LTD | 1,799 | $296.0M | 0.10% |