Tairen Capital Ltd Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$649.7B
Holdings
48
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NTESNETEASE INC | 450,337 | $45.8B | 7.06% | |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 358,972 | $43.2B | 6.65% | |
| 3 | STMSTMICROELECTRONICS N V | 842,764 | $41.2B | 6.34% | |
| 4 | NXPINXP SEMICONDUCTORS N V | 177,127 | $40.3B | 6.21% | |
| 5 | XLNXEURXILINX INC | 180,154 | $38.2B | 5.88% | |
| 6 | COHRII-VI INC | 553,185 | $37.8B | 5.82% | |
| 7 | WOLF*WOLFSPEED INC | 291,876 | $32.6B | 5.02% | |
| 8 | BILLBILL COM HLDGS INC | 121,122 | $30.2B | 4.65% | |
| 9 | ONON SEMICONDUCTOR CORP | 443,135 | $30.1B | 4.63% | |
| 10 | UBERUBER TECHNOLOGIES INC | 531,399 | $22.3B | 3.43% | |
| 11 | SESEA LTD | 98,749 | $22.1B | 3.40% | |
| 12 | CRWDCROWDSTRIKE HLDGS INC | 101,300 | $20.7B | 3.19% | |
| 13 | DASHDOORDASH INC | 122,404 | $18.2B | 2.81% | |
| 14 | MDBMONGODB INC | 32,974 | $17.5B | 2.69% | |
| 15 | —HH&L ACQUISITION CO | 1,500,000 | $14.6B | 2.25% | |
| 16 | NVDANVIDIA CORPORATION | 48,362 | $14.2B | 2.19% | |
| 17 | ALBALBEMARLE CORP | 57,400 | $13.4B | 2.07% | |
| 18 | NOKNOKIA CORP | 2,149,700 | $13.4B | 2.06% | |
| 19 | TSLATESLA INC | 11,700 | $12.4B | 1.90% | |
| 20 | TWLOTWILIO INC | 46,317 | $12.2B | 1.88% | |
| 21 | PANWPALO ALTO NETWORKS INC | 21,100 | $11.7B | 1.81% | |
| 22 | ZSZSCALER INC | 34,483 | $11.1B | 1.71% | |
| 23 | ESTCELASTIC N V | 79,621 | $9.8B | 1.51% | |
| 24 | AMZNAMAZON COM INC | 2,550 | $8.5B | 1.31% | |
| 25 | MSFTMICROSOFT CORP | 23,494 | $7.9B | 1.22% | |
| 26 | MCHPMICROCHIP TECHNOLOGY INC. | 89,600 | $7.8B | 1.20% | |
| 27 | DOCUDOCUSIGN INC | 48,950 | $7.5B | 1.15% | |
| 28 | JKSJINKOSOLAR HLDG CO LTD | 161,674 | $7.4B | 1.14% | |
| 29 | GSMFERROGLOBE PLC | 1,149,800 | $7.1B | 1.10% | |
| 30 | MRVLMARVELL TECHNOLOGY INC | 75,409 | $6.6B | 1.02% | |
| 31 | IPGPIPG PHOTONICS CORP | 33,028 | $5.7B | 0.88% | |
| 32 | DYHTARGET CORP | 22,500 | $5.2B | 0.80% | |
| 33 | SNOWSNOWFLAKE INC | 15,283 | $5.2B | 0.80% | |
| 34 | GTMZOOMINFO TECHNOLOGIES INC | 79,613 | $5.1B | 0.79% | |
| 35 | SKINTHE BEAUTY HEALTH COMPANY | 209,086 | $5.1B | 0.78% | |
| 36 | DDOGDATADOG INC | 20,100 | $3.6B | 0.55% | |
| 37 | LTHM1EURLIVENT CORP | 124,000 | $3.0B | 0.47% | |
| 38 | SQMSOCIEDAD QUIMICA Y MINERA DE | 56,000 | $2.8B | 0.43% | |
| 39 | AMDADVANCED MICRO DEVICES INC | 16,607 | $2.4B | 0.37% | |
| 40 | LAC1EURLITHIUM AMERS CORP NEW | 80,000 | $2.3B | 0.36% | |
| 41 | COUPEURCOUPA SOFTWARE INC | 5,000 | $790.0M | 0.12% | |
| 42 | QCOMQUALCOMM INC | 3,000 | $549.0M | 0.08% | |
| 43 | LRCXEURLAM RESEARCH CORP | 700 | $503.0M | 0.08% | |
| 44 | LAWCS DISCO INC | 12,000 | $429.0M | 0.07% | |
| 45 | BABOEING CO | 1,850 | $372.0M | 0.06% | |
| 46 | SPLKCHFSPLUNK INC | 3,000 | $347.0M | 0.05% | |
| 47 | BEKEKE HLDGS INC | 10,600 | $213.0M | 0.03% | |
| 48 | AMBAAMBARELLA INC | 1,000 | $203.0M | 0.03% |