Tairen Capital Ltd Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$650.1B
Holdings
25
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,608,436 | $93.5B | 14.38% | |
| 2 | EDUNEW ORIENTAL ED & TECH GRP I | 718,346 | $87.1B | 13.40% | |
| 3 | BABAALIBABA GROUP HLDG LTD | 346,492 | $73.5B | 11.30% | |
| 4 | AAPLAPPLE INC | 243,739 | $71.6B | 11.01% | |
| 5 | ZTOZTO EXPRESS CAYMAN INC | 2,732,608 | $63.8B | 9.82% | |
| 6 | PDDPINDUODUO INC | 1,604,468 | $60.7B | 9.33% | |
| 7 | TALTAL EDUCATION GROUP | 723,281 | $34.9B | 5.36% | |
| 8 | GOTUGSX TECHEDU INC | 1,056,356 | $23.1B | 3.55% | |
| 9 | —ACACIA COMMUNICATIONS INC | 258,487 | $17.5B | 2.70% | |
| 10 | LYFTLYFT INC | 374,231 | $16.1B | 2.48% | |
| 11 | ASMLASML HOLDING N V | 49,135 | $14.5B | 2.24% | |
| 12 | COSTCOSTCO WHSL CORP NEW | 47,300 | $13.9B | 2.14% | |
| 13 | GOOGLALPHABET INC | 8,770 | $11.7B | 1.81% | |
| 14 | NXPINXP SEMICONDUCTORS N V | 84,600 | $10.8B | 1.66% | |
| 15 | BYNDBEYOND MEAT INC | 137,235 | $10.4B | 1.60% | |
| 16 | UBERUBER TECHNOLOGIES INC | 281,167 | $8.4B | 1.29% | |
| 17 | MSFTMICROSOFT CORP | 52,939 | $8.3B | 1.28% | |
| 18 | AMZNAMAZON COM INC | 4,207 | $7.8B | 1.20% | |
| 19 | GOOGALPHABET INC | 5,200 | $7.0B | 1.07% | |
| 20 | ESTCELASTIC N V | 88,525 | $5.7B | 0.88% | |
| 21 | AMDADVANCED MICRO DEVICES INC | 82,291 | $3.8B | 0.58% | |
| 22 | MXLMAXLINEAR INC | 109,774 | $2.3B | 0.36% | |
| 23 | VIPSVIPSHOP HLDGS LTD | 150,000 | $2.1B | 0.33% | |
| 24 | MDBMONGODB INC | 7,387 | $972.0M | 0.15% | |
| 25 | CLVTRIP COM GROUP LTD | 22,000 | $738.0M | 0.11% |