Tairen Capital Ltd Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$925.4B
Holdings
66
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (66 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSLATESLA INC | 146,108 | $65.0B | 7.02% | |
| 2 | HOODROBINHOOD MKTS INC | 447,900 | $64.1B | 6.93% | |
| 3 | NVDANVIDIA CORPORATION | 304,524 | $56.8B | 6.14% | |
| 4 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 158,302 | $44.2B | 4.78% | |
| 5 | BABAALIBABA GROUP HLDG LTD | 240,876 | $43.1B | 4.65% | |
| 6 | ASMLASML HOLDING N V | 38,000 | $36.8B | 3.98% | |
| 7 | GOOGLALPHABET INC | 139,359 | $33.9B | 3.66% | |
| 8 | MRVLMARVELL TECHNOLOGY INC | 334,610 | $28.1B | 3.04% | |
| 9 | SHWSHERWIN WILLIAMS CO | 81,000 | $28.0B | 3.03% | |
| 10 | MSFTMICROSOFT CORP | 50,100 | $25.9B | 2.80% | |
| 11 | SNPSSYNOPSYS INC | 46,442 | $22.9B | 2.48% | |
| 12 | CEGCONSTELLATION ENERGY CORP | 67,600 | $22.2B | 2.40% | |
| 13 | PGRPROGRESSIVE CORP | 82,977 | $20.5B | 2.21% | |
| 14 | MUMICRON TECHNOLOGY INC | 121,356 | $20.3B | 2.19% | |
| 15 | LINLINDE PLC | 41,800 | $19.9B | 2.15% | |
| 16 | FICOFAIR ISAAC CORP | 13,050 | $19.5B | 2.11% | |
| 17 | ASAMER SPORTS INC | 550,200 | $19.1B | 2.07% | |
| 18 | NTESNETEASE INC | 125,718 | $19.1B | 2.06% | |
| 19 | SNOWSNOWFLAKE INC | 83,625 | $18.9B | 2.04% | |
| 20 | RBLXROBLOX CORP | 134,787 | $18.7B | 2.02% | |
| 21 | WDCWESTERN DIGITAL CORP | 150,000 | $18.0B | 1.95% | |
| 22 | WABWABTEC | 86,000 | $17.2B | 1.86% | |
| 23 | TWLOTWILIO INC | 159,318 | $15.9B | 1.72% | |
| 24 | ROOTROOT INC | 160,798 | $14.4B | 1.56% | |
| 25 | SHOPSHOPIFY INC | 89,700 | $13.3B | 1.44% | |
| 26 | OKTAOKTA INC | 139,700 | $12.8B | 1.38% | |
| 27 | BIRKBIRKENSTOCK HOLDING PLC | 276,200 | $12.5B | 1.35% | |
| 28 | VRSKVERISK ANALYTICS INC | 48,100 | $12.1B | 1.31% | |
| 29 | DOCSDOXIMITY INC | 160,183 | $11.7B | 1.27% | |
| 30 | ONONON HLDG AG | 268,900 | $11.4B | 1.23% | |
| 31 | GOOGALPHABET INC | 46,651 | $11.4B | 1.23% | |
| 32 | ONTOONTO INNOVATION INC | 86,344 | $11.2B | 1.21% | |
| 33 | SNAPSNAP INC | 1,400,000 | $10.8B | 1.17% | |
| 34 | RMBS*RAMBUS INC DEL | 103,073 | $10.7B | 1.16% | |
| 35 | AMDADVANCED MICRO DEVICES INC | 61,900 | $10.0B | 1.08% | |
| 36 | UUNITY SOFTWARE INC | 240,206 | $9.6B | 1.04% | |
| 37 | GDSGDS HLDGS LTD | 241,156 | $9.3B | 1.01% | |
| 38 | RSGREPUBLIC SVCS INC | 37,600 | $8.6B | 0.93% | |
| 39 | N1UANEW ORIENTAL ED & TECHNOLOGY | 155,300 | $8.2B | 0.89% | |
| 40 | CLVTRIP COM GROUP LTD | 99,700 | $7.5B | 0.81% | |
| 41 | SPOTSPOTIFY TECHNOLOGY S A | 10,100 | $7.0B | 0.76% | |
| 42 | PHPARKER-HANNIFIN CORP | 8,400 | $6.4B | 0.69% | |
| 43 | QUBTQUANTUM COMPUTING INC | 342,750 | $6.3B | 0.68% | |
| 44 | AAPLAPPLE INC | 24,190 | $6.2B | 0.67% | |
| 45 | TERTERADYNE INC | 36,133 | $5.0B | 0.54% | |
| 46 | TTDTHE TRADE DESK INC | 94,800 | $4.6B | 0.50% | |
| 47 | AVGOBROADCOM INC | 14,070 | $4.6B | 0.50% | |
| 48 | ALABASTERA LABS INC | 20,950 | $4.1B | 0.44% | |
| 49 | LITELUMENTUM HLDGS INC | 23,000 | $3.7B | 0.40% | |
| 50 | VEEVVEEVA SYS INC | 7,905 | $2.4B | 0.25% | |
| 51 | DUOLDUOLINGO INC | 6,900 | $2.2B | 0.24% | |
| 52 | PDDPDD HOLDINGS INC | 8,000 | $1.1B | 0.11% | |
| 53 | BILSPDR SERIES TRUST | 11,100 | $1.0B | 0.11% | |
| 54 | LRCXLAM RESEARCH CORP | 7,350 | $984.2M | 0.11% | |
| 55 | INTCINTEL CORP | 26,400 | $885.7M | 0.10% | |
| 56 | BMTABRITISH AMERN TOB PLC | 16,290 | $864.7M | 0.09% | |
| 57 | BTDRBITDEER TECHNOLOGIES GROUP | 48,200 | $823.7M | 0.09% | |
| 58 | SMCISUPER MICRO COMPUTER INC | 12,000 | $575.3M | 0.06% | |
| 59 | VSTVISTRA CORP | 2,930 | $574.0M | 0.06% | |
| 60 | TTMITTM TECHNOLOGIES INC | 8,700 | $501.1M | 0.05% | |
| 61 | STXSEAGATE TECHNOLOGY HLDNGS PL | 1,940 | $458.0M | 0.05% | |
| 62 | BEBLOOM ENERGY CORP | 4,400 | $372.1M | 0.04% | |
| 63 | CLSCELESTICA INC | 1,230 | $303.0M | 0.03% | |
| 64 | LABXINVESTMENT MANAGERS SER TR I | 10,300 | $284.0M | 0.03% | |
| 65 | ORCLORACLE CORP | 750 | $210.9M | 0.02% | |
| 66 | LXLEXINFINTECH HLDGS LTD | 11,120 | $59.3M | 0.01% |