Tairen Capital Ltd Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$879.1B
Holdings
30
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 567,322 | $132.1B | 15.03% | |
| 2 | AMZNAMAZON COM INC | 1,046,064 | $118.2B | 13.45% | |
| 3 | DQDAQO NEW ENERGY CORP | 1,929,432 | $102.4B | 11.65% | |
| 4 | ENPHENPHASE ENERGY INC | 350,794 | $97.3B | 11.07% | |
| 5 | SEDGSOLAREDGE TECHNOLOGIES INC | 345,329 | $79.9B | 9.09% | |
| 6 | PDDPINDUODUO INC | 1,043,864 | $65.3B | 7.43% | |
| 7 | COHRCOHERENT CORP | 1,324,291 | $46.2B | 5.25% | |
| 8 | LITELUMENTUM HLDGS INC | 472,587 | $32.4B | 3.69% | |
| 9 | UBERUBER TECHNOLOGIES INC | 1,062,151 | $28.1B | 3.20% | |
| 10 | SVXYPROSHARES TR II | 562,596 | $27.3B | 3.11% | |
| 11 | ATVIEURACTIVISION BLIZZARD INC | 330,400 | $24.6B | 2.79% | |
| 12 | INMDINMODE LTD | 704,225 | $20.5B | 2.33% | |
| 13 | STNGSCORPIO TANKERS INC | 408,476 | $17.2B | 1.95% | |
| 14 | —HH&L ACQUISITION CO | 1,500,000 | $14.9B | 1.70% | |
| 15 | ILMNILLUMINA INC | 62,000 | $11.8B | 1.35% | |
| 16 | SQMSOCIEDAD QUIMICA Y MINERA DE | 119,500 | $10.8B | 1.23% | |
| 17 | OKTAOKTA INC | 185,400 | $10.5B | 1.20% | |
| 18 | JKSJINKOSOLAR HLDG CO LTD | 179,674 | $10.0B | 1.13% | |
| 19 | ALBALBEMARLE CORP | 25,900 | $6.8B | 0.78% | |
| 20 | GSMFERROGLOBE PLC | 1,149,800 | $6.1B | 0.69% | |
| 21 | YMMFULL TRUCK ALLIANCE CO LTD | 713,000 | $4.7B | 0.53% | |
| 22 | N1UANEW ORIENTAL ED & TECHNOLOGY | 181,403 | $4.3B | 0.49% | |
| 23 | SNOWSNOWFLAKE INC | 20,000 | $3.4B | 0.39% | |
| 24 | —FRONTLINE LTD | 238,200 | $2.6B | 0.30% | |
| 25 | DDOGDATADOG INC | 4,120 | $366.0M | 0.04% | |
| 26 | AVGOBROADCOM INC | 700 | $311.0M | 0.04% | |
| 27 | COUPEURCOUPA SOFTWARE INC | 4,100 | $241.0M | 0.03% | |
| 28 | QCOMQUALCOMM INC | 2,000 | $226.0M | 0.03% | |
| 29 | SPLKCHFSPLUNK INC | 3,000 | $226.0M | 0.03% | |
| 30 | LAWCS DISCO INC | 12,000 | $120.0M | 0.01% |