Tairen Capital Ltd Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$2823.3T

Holdings

59

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (59 positions)

#StockSharesValue% PortfolioType
1
PDDPDD HOLDINGS INC
5,515,377$665.1T23.56%
2
GOOGLALPHABET INC
2,499,388$427.7T15.15%
3
NVDANVIDIA CORPORATION
2,866,614$380.6T13.48%
4
GOOGALPHABET INC
2,151,341$371.5T13.16%
5
METAMETA PLATFORMS INC
339,930$192.9T6.83%
6
TSLATESLA INC
655,488$163.8T5.80%
7
ANETEURARISTA NETWORKS INC
309,399$119.6T4.23%
8
NFLXNETFLIX INC
154,056$116.5T4.13%
9
FUTUFUTU HLDGS LTD
565,976$53.8T1.90%
10
ADBEADOBE INC
87,500$41.8T1.48%
11
SNOWSNOWFLAKE INC
333,100$38.2T1.35%
12
BABOEING CO
241,000$36.0T1.27%
13
TSMTAIWAN SEMICONDUCTOR MFG LTD
119,614$22.8T0.81%
14
ABNBAIRBNB INC
163,400$22.0T0.78%
15
INTUINTUIT
35,000$21.4T0.76%
16
VEEVVEEVA SYS INC
93,000$19.4T0.69%
17
SPOTSPOTIFY TECHNOLOGY S A
45,000$17.3T0.61%
18
NOWSERVICENOW INC
17,900$16.7T0.59%
19
ENPHENPHASE ENERGY INC
102,871$8.5T0.30%
20
NETCLOUDFLARE INC
66,000$5.8T0.21%
21
PGRPROGRESSIVE CORP
23,400$5.7T0.20%
22
CRMSALESFORCE INC
19,000$5.5T0.20%
23
ELLAUDER ESTEE COS INC
77,800$5.4T0.19%
24
BILLBILL HOLDINGS INC
80,473$4.7T0.17%
25
UBERUBER TECHNOLOGIES INC
65,000$4.7T0.17%
26
TWLOTWILIO INC
55,900$4.5T0.16%
27
DDOGDATADOG INC
32,900$4.1T0.15%
28
HOODROBINHOOD MKTS INC
170,000$4.0T0.14%
29
ELFE L F BEAUTY INC
35,000$3.7T0.13%
30
PFEPFIZER INC
130,000$3.7T0.13%
31
SNAPSNAP INC
300,000$3.6T0.13%
32
BZKANZHUN LIMITED
200,000$2.9T0.10%
33
XYZBLOCK INC
35,000$2.5T0.09%
34
BEKEKE HLDGS INC
108,200$2.4T0.08%
35
CHWYCHEWY INC
85,000$2.3T0.08%
36
FSLRFIRST SOLAR INC
10,000$1.9T0.07%
37
MNDYMONDAY COM LTD
6,500$1.9T0.07%
38
AWNADVANCE AUTO PARTS INC
41,851$1.5T0.05%
39
BABAALIBABA GROUP HLDG LTD
15,000$1.5T0.05%
40
MNSOMINISO GROUP HLDG LTD
70,000$1.4T0.05%
41
CFLTCONFLUENT INC
50,000$1.3T0.05%
42
DECKDECKERS OUTDOOR CORP
8,000$1.3T0.05%
43
ESTCELASTIC N V
14,000$1.1T0.04%
44
HUBSHUBSPOT INC
2,000$1.1T0.04%
45
OKTAOKTA INC
15,000$1.1T0.04%
46
DTDYNATRACE INC
20,000$1.1T0.04%
47
ETSYETSY INC
20,000$1.0T0.04%
48
GTMZOOMINFO TECHNOLOGIES INC
80,000$884.0B0.03%
49
LITELUMENTUM HLDGS INC
11,900$760.1B0.03%
50
SSENTINELONE INC
26,000$670.5B0.02%
51
ALABASTERA LABS INC
8,200$575.3B0.02%
52
ADSKAUTODESK INC
2,000$567.6B0.02%
53
INTCINTEL CORP
25,000$538.0B0.02%
54
FIVNFIVE9 INC
17,041$503.2B0.02%
55
CHKPCHECK POINT SOFTWARE TECH LT
2,500$433.0B0.02%
56
CRDOCREDO TECHNOLOGY GROUP HOLDI
10,700$403.4B0.01%
57
DOCUDOCUSIGN INC
3,700$256.7B0.01%
58
CIENCIENA CORP
3,600$228.6B0.01%
59
DLODLOCAL LTD
17,531$153.4B0.01%