Tairen Capital Ltd Q4 2023 Filing
Filed February 13, 2024
Portfolio Value
$1.4T
Holdings
30
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PDDPDD HOLDINGS INC | 2,263,437 | $331.2B | 23.19% | |
| 2 | NTESNETEASE INC | 1,763,709 | $164.3B | 11.51% | |
| 3 | MSFTMICROSOFT CORP | 335,790 | $126.3B | 8.84% | |
| 4 | NOWSERVICENOW INC | 150,808 | $106.5B | 7.46% | |
| 5 | CRMSALESFORCE INC | 371,494 | $97.8B | 6.85% | |
| 6 | SNOWSNOWFLAKE INC | 402,718 | $80.1B | 5.61% | |
| 7 | ADBEADOBE INC | 125,728 | $75.0B | 5.25% | |
| 8 | METAMETA PLATFORMS INC | 195,193 | $69.1B | 4.84% | |
| 9 | DISDISNEY WALT CO | 663,900 | $59.9B | 4.20% | |
| 10 | DQDAQO NEW ENERGY CORP | 1,856,009 | $49.4B | 3.46% | |
| 11 | QCOMQUALCOMM INC | 333,947 | $48.3B | 3.38% | |
| 12 | UBERUBER TECHNOLOGIES INC | 723,557 | $44.5B | 3.12% | |
| 13 | MDBMONGODB INC | 85,949 | $35.1B | 2.46% | |
| 14 | COHRCOHERENT CORP | 610,545 | $26.6B | 1.86% | |
| 15 | ANETEURARISTA NETWORKS INC | 105,500 | $24.8B | 1.74% | |
| 16 | AMZNAMAZON COM INC | 128,759 | $19.6B | 1.37% | |
| 17 | ORCLORACLE CORP | 162,703 | $17.2B | 1.20% | |
| 18 | GOOGALPHABET INC | 112,870 | $15.9B | 1.11% | |
| 19 | XYZBLOCK INC | 144,000 | $11.1B | 0.78% | |
| 20 | FIVNFIVE9 INC | 74,164 | $5.8B | 0.41% | |
| 21 | HUBSHUBSPOT INC | 8,456 | $4.9B | 0.34% | |
| 22 | ZSZSCALER INC | 21,131 | $4.7B | 0.33% | |
| 23 | BILLBILL HOLDINGS INC | 24,821 | $2.0B | 0.14% | |
| 24 | WIXWIX COM LTD | 15,539 | $1.9B | 0.13% | |
| 25 | HCPHASHICORP INC | 56,402 | $1.3B | 0.09% | |
| 26 | CFLTCONFLUENT INC | 49,377 | $1.2B | 0.08% | |
| 27 | CYBRCYBERARK SOFTWARE LTD | 4,539 | $994.3M | 0.07% | |
| 28 | MNDYMONDAY COM LTD | 4,799 | $901.3M | 0.06% | |
| 29 | GOOGLALPHABET INC | 6,054 | $845.7M | 0.06% | |
| 30 | CLVTRIP COM GROUP LTD | 13,750 | $495.1M | 0.03% |