Tairen Capital Ltd Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$275.2B
Holdings
24
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 590,864 | $81.0B | 29.43% | |
| 2 | —SINA CORP | 1,145,755 | $61.5B | 22.34% | |
| 3 | ZTOZTO EXPRESS CAYMAN INC | 3,333,407 | $52.8B | 19.18% | |
| 4 | ERICERICSSON | 2,543,172 | $22.6B | 8.20% | |
| 5 | GOOSCANADA GOOSE HOLDINGS INC | 470,109 | $20.6B | 7.47% | |
| 6 | XLNXEURXILINX INC | 78,419 | $6.7B | 2.43% | |
| 7 | PYPLPAYPAL HLDGS INC | 73,659 | $6.2B | 2.25% | |
| 8 | SOHUSOHU COM LTD | 256,475 | $4.5B | 1.62% | |
| 9 | GQ9SPDR GOLD TRUST | 30,000 | $3.6B | 1.32% | |
| 10 | —HUAMI CORP | 259,306 | $2.5B | 0.93% | |
| 11 | METAFACEBOOK INC | 18,300 | $2.4B | 0.87% | |
| 12 | IPHIINPHI CORP | 51,000 | $1.6B | 0.60% | |
| 13 | MSFTMICROSOFT CORP | 15,300 | $1.6B | 0.56% | |
| 14 | VIPSVIPSHOP HLDGS LTD | 243,752 | $1.3B | 0.48% | |
| 15 | —PUXIN LTD | 200,454 | $1.2B | 0.43% | |
| 16 | ASMLASML HOLDING N V | 7,200 | $1.1B | 0.41% | |
| 17 | EDUNEW ORIENTAL ED & TECH GRP I | 17,000 | $932.0M | 0.34% | |
| 18 | BILIBILIBILI INC | 50,000 | $730.0M | 0.27% | |
| 19 | NTESNETEASE INC | 3,000 | $706.0M | 0.26% | |
| 20 | SPYSPDR S&P 500 ETF TR | 2,000 | $500.0M | 0.18% | |
| 21 | —NEOPHOTONICS CORP | 60,000 | $389.0M | 0.14% | |
| 22 | AAOIAPPLIED OPTOELECTRONICS INC | 20,000 | $309.0M | 0.11% | |
| 23 | AMZNAMAZON COM INC | 200 | $300.0M | 0.11% | |
| 24 | NFLXNETFLIX INC | 800 | $214.0M | 0.08% |