Tairen Capital Ltd Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$679.6B
Holdings
40
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EDUNEW ORIENTAL ED & TECH GRP I | 813,946 | $90.2B | 13.27% | |
| 2 | BABAALIBABA GROUP HLDG LTD | 454,659 | $76.0B | 11.19% | |
| 3 | ESTCELASTIC N V | 858,172 | $70.7B | 10.40% | |
| 4 | ZTOZTO EXPRESS CAYMAN INC | 2,923,608 | $62.4B | 9.18% | |
| 5 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 932,462 | $43.3B | 6.38% | |
| 6 | ELLAUDER ESTEE COS INC | 185,174 | $36.8B | 5.42% | |
| 7 | AMDADVANCED MICRO DEVICES INC | 980,948 | $28.4B | 4.18% | |
| 8 | ASMLASML HOLDING N V | 93,934 | $23.3B | 3.43% | |
| 9 | SNPSSYNOPSYS INC | 162,100 | $22.2B | 3.27% | |
| 10 | WDCWESTERN DIGITAL CORP | 308,794 | $18.4B | 2.71% | |
| 11 | —ACACIA COMMUNICATIONS INC | 258,487 | $16.9B | 2.49% | |
| 12 | MDBMONGODB INC | 130,764 | $15.8B | 2.32% | |
| 13 | —SINA CORP | 399,361 | $15.7B | 2.30% | |
| 14 | CTRPUSDCTRIP COM INTL LTD | 491,134 | $14.4B | 2.12% | |
| 15 | METAFACEBOOK INC | 72,033 | $12.8B | 1.89% | |
| 16 | TTDTHE TRADE DESK INC | 63,486 | $11.9B | 1.75% | |
| 17 | LRCXEURLAM RESEARCH CORP | 51,200 | $11.8B | 1.74% | |
| 18 | CDNSCADENCE DESIGN SYSTEM INC | 163,125 | $10.8B | 1.59% | |
| 19 | AMATAPPLIED MATLS INC | 202,472 | $10.1B | 1.49% | |
| 20 | MXLMAXLINEAR INC | 413,040 | $9.2B | 1.36% | |
| 21 | —CREE INC | 154,000 | $7.5B | 1.11% | |
| 22 | AMZNAMAZON COM INC | 3,969 | $6.9B | 1.01% | |
| 23 | AAPLAPPLE INC | 29,301 | $6.6B | 0.97% | |
| 24 | AFWALIGN TECHNOLOGY INC | 35,996 | $6.5B | 0.96% | |
| 25 | LITELUMENTUM HLDGS INC | 110,216 | $5.9B | 0.87% | |
| 26 | ZEN1EURZENDESK INC | 80,907 | $5.9B | 0.87% | |
| 27 | AYXEURALTERYX INC | 52,795 | $5.7B | 0.83% | |
| 28 | TALTAL EDUCATION GROUP | 160,448 | $5.5B | 0.81% | |
| 29 | TWLOTWILIO INC | 45,888 | $5.0B | 0.74% | |
| 30 | COHREURCOHERENT INC | 31,500 | $4.8B | 0.71% | |
| 31 | RG6ROGERS CORP | 34,144 | $4.7B | 0.69% | |
| 32 | DC4DEXCOM INC | 29,421 | $4.4B | 0.65% | |
| 33 | MSFTMICROSOFT CORP | 20,037 | $2.8B | 0.41% | |
| 34 | PDDPINDUODUO INC | 50,000 | $1.6B | 0.24% | |
| 35 | STMSTMICROELECTRONICS N V | 53,000 | $1.0B | 0.15% | |
| 36 | ANETEURARISTA NETWORKS INC | 3,900 | $932.0M | 0.14% | |
| 37 | KEYSKEYSIGHT TECHNOLOGIES INC | 9,500 | $924.0M | 0.14% | |
| 38 | GOTUGSX TECHEDU INC | 41,275 | $632.0M | 0.09% | |
| 39 | NXPINXP SEMICONDUCTORS N V | 4,800 | $524.0M | 0.08% | |
| 40 | SLABSILICON LABORATORIES INC | 4,700 | $523.0M | 0.08% |