Tairen Capital Ltd Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$680.2B
Holdings
69
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (69 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CRMSALESFORCE INC | 213,500 | $71.4B | 10.49% | |
| 2 | PDDPDD HOLDINGS INC | 712,134 | $69.1B | 10.15% | |
| 3 | MSFTMICROSOFT CORP | 134,100 | $56.5B | 8.31% | |
| 4 | VEEVVEEVA SYS INC | 245,350 | $51.6B | 7.58% | |
| 5 | METAMETA PLATFORMS INC | 76,900 | $45.0B | 6.62% | |
| 6 | HOODROBINHOOD MKTS INC | 625,500 | $23.3B | 3.43% | |
| 7 | FUTUFUTU HLDGS LTD | 277,560 | $22.2B | 3.26% | |
| 8 | SNOWSNOWFLAKE INC | 140,490 | $21.7B | 3.19% | |
| 9 | BABOEING CO | 110,000 | $19.5B | 2.86% | |
| 10 | GOOGLALPHABET INC | 101,800 | $19.3B | 2.83% | |
| 11 | LITELUMENTUM HLDGS INC | 191,646 | $16.1B | 2.37% | |
| 12 | ABNBAIRBNB INC | 120,000 | $15.8B | 2.32% | |
| 13 | GOOGALPHABET INC | 81,400 | $15.5B | 2.28% | |
| 14 | ELLAUDER ESTEE COS INC | 205,000 | $15.4B | 2.26% | |
| 15 | PGRPROGRESSIVE CORP | 60,000 | $14.4B | 2.11% | |
| 16 | NFLXNETFLIX INC | 15,000 | $13.4B | 1.97% | |
| 17 | SPOTSPOTIFY TECHNOLOGY S A | 29,200 | $13.1B | 1.92% | |
| 18 | MDBMONGODB INC | 49,900 | $11.6B | 1.71% | |
| 19 | AMZNAMAZON COM INC | 52,050 | $11.4B | 1.68% | |
| 20 | AWNADVANCE AUTO PARTS INC | 215,851 | $10.2B | 1.50% | |
| 21 | ONONON HLDG AG | 170,000 | $9.3B | 1.37% | |
| 22 | LILI AUTO INC | 351,600 | $8.4B | 1.24% | |
| 23 | BILLBILL HOLDINGS INC | 91,500 | $7.8B | 1.14% | |
| 24 | ADSKAUTODESK INC | 25,600 | $7.6B | 1.11% | |
| 25 | NVDANVIDIA CORPORATION | 52,000 | $7.0B | 1.03% | |
| 26 | QCOMQUALCOMM INC | 43,500 | $6.7B | 0.98% | |
| 27 | DECKDECKERS OUTDOOR CORP | 28,000 | $5.7B | 0.84% | |
| 28 | BABAALIBABA GROUP HLDG LTD | 65,000 | $5.5B | 0.81% | |
| 29 | MNSOMINISO GROUP HLDG LTD | 218,170 | $5.2B | 0.77% | |
| 30 | AKXANSYS INC | 15,255 | $5.1B | 0.76% | |
| 31 | MNDYMONDAY COM LTD | 19,400 | $4.6B | 0.67% | |
| 32 | DDOGDATADOG INC | 31,200 | $4.5B | 0.66% | |
| 33 | SHWSHERWIN WILLIAMS CO | 13,000 | $4.4B | 0.65% | |
| 34 | FSLRFIRST SOLAR INC | 25,000 | $4.4B | 0.65% | |
| 35 | LINLINDE PLC | 10,000 | $4.2B | 0.62% | |
| 36 | ESTCELASTIC N V | 40,000 | $4.0B | 0.58% | |
| 37 | SNPSSYNOPSYS INC | 8,000 | $3.9B | 0.57% | |
| 38 | PFEPFIZER INC | 130,000 | $3.4B | 0.51% | |
| 39 | CHWYCHEWY INC | 100,000 | $3.3B | 0.49% | |
| 40 | ASAMER SPORTS INC | 117,000 | $3.3B | 0.48% | |
| 41 | SNAPSNAP INC | 300,000 | $3.2B | 0.48% | |
| 42 | GWREGUIDEWIRE SOFTWARE INC | 18,400 | $3.1B | 0.46% | |
| 43 | BZKANZHUN LIMITED | 200,000 | $2.8B | 0.41% | |
| 44 | WIXWIX COM LTD | 11,200 | $2.4B | 0.35% | |
| 45 | CFLTCONFLUENT INC | 72,798 | $2.0B | 0.30% | |
| 46 | ETSYETSY INC | 35,000 | $1.9B | 0.27% | |
| 47 | XYZBLOCK INC | 20,300 | $1.7B | 0.25% | |
| 48 | NTRANATERA INC | 10,700 | $1.7B | 0.25% | |
| 49 | GTMZOOMINFO TECHNOLOGIES INC | 160,000 | $1.7B | 0.25% | |
| 50 | CDNSCADENCE DESIGN SYSTEM INC | 5,000 | $1.5B | 0.22% | |
| 51 | ROKUROKU INC | 20,000 | $1.5B | 0.22% | |
| 52 | NBISNEBIUS GROUP N.V. | 50,000 | $1.4B | 0.20% | |
| 53 | OKTAOKTA INC | 14,600 | $1.2B | 0.17% | |
| 54 | BIRKBIRKENSTOCK HOLDING PLC | 20,000 | $1.1B | 0.17% | |
| 55 | UUNITY SOFTWARE INC | 50,000 | $1.1B | 0.17% | |
| 56 | NETCLOUDFLARE INC | 10,000 | $1.1B | 0.16% | |
| 57 | FRSHFRESHWORKS INC | 60,000 | $970.2M | 0.14% | |
| 58 | SSENTINELONE INC | 41,011 | $910.4M | 0.13% | |
| 59 | FIVNFIVE9 INC | 21,343 | $867.4M | 0.13% | |
| 60 | HUBSHUBSPOT INC | 750 | $522.6M | 0.08% | |
| 61 | TWLOTWILIO INC | 4,500 | $486.4M | 0.07% | |
| 62 | AVGOBROADCOM INC | 1,900 | $440.5M | 0.06% | |
| 63 | TSLATESLA INC | 1,050 | $424.0M | 0.06% | |
| 64 | BEBLOOM ENERGY CORP | 18,100 | $402.0M | 0.06% | |
| 65 | INTCINTEL CORP | 20,000 | $401.0M | 0.06% | |
| 66 | DOCUDOCUSIGN INC | 3,700 | $332.8M | 0.05% | |
| 67 | CLVTRIP COM GROUP LTD | 3,900 | $267.8M | 0.04% | |
| 68 | DLODLOCAL LTD | 17,531 | $197.4M | 0.03% | |
| 69 | TIGRUP FINTECH HLDG LTD | 10,525 | $68.0M | 0.01% |