Tairen Capital Ltd Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$960.9B
Holdings
59
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (59 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 336,100 | $105.2B | 10.95% | |
| 2 | HOODROBINHOOD MKTS INC | 526,330 | $59.5B | 6.19% | |
| 3 | NVDANVIDIA CORPORATION | 248,700 | $46.4B | 4.83% | |
| 4 | LITELUMENTUM HLDGS INC | 107,250 | $39.5B | 4.11% | |
| 5 | CLVTRIP COM GROUP LTD | 483,010 | $34.7B | 3.61% | |
| 6 | SNDKSANDISK CORP | 143,149 | $34.0B | 3.54% | |
| 7 | RBLXROBLOX CORP | 325,085 | $26.3B | 2.74% | |
| 8 | KLACKLA CORP | 21,020 | $25.5B | 2.66% | |
| 9 | CLSCELESTICA INC | 86,100 | $25.5B | 2.65% | |
| 10 | SNPSSYNOPSYS INC | 52,708 | $24.8B | 2.58% | |
| 11 | INTCINTEL CORP | 670,000 | $24.7B | 2.57% | |
| 12 | PGRPROGRESSIVE CORP | 99,777 | $22.7B | 2.36% | |
| 13 | LULULULULEMON ATHLETICA INC | 105,600 | $21.9B | 2.28% | |
| 14 | TERTERADYNE INC | 112,313 | $21.7B | 2.26% | |
| 15 | HUBSHUBSPOT INC | 53,068 | $21.3B | 2.22% | |
| 16 | AVGOBROADCOM INC | 60,212 | $20.8B | 2.17% | |
| 17 | SOLSSOLSTICE ADVANCED MATLS INC | 423,000 | $20.5B | 2.14% | |
| 18 | PDDPDD HOLDINGS INC | 177,200 | $20.1B | 2.09% | |
| 19 | SPOTSPOTIFY TECHNOLOGY S A | 34,100 | $19.8B | 2.06% | |
| 20 | DDOGDATADOG INC | 144,800 | $19.7B | 2.05% | |
| 21 | UUNITY SOFTWARE INC | 443,765 | $19.6B | 2.04% | |
| 22 | ICEINTERCONTINENTAL EXCHANGE IN | 116,827 | $18.9B | 1.97% | |
| 23 | LINLINDE PLC | 41,800 | $17.8B | 1.85% | |
| 24 | ASMLASML HOLDING N V | 16,470 | $17.6B | 1.83% | |
| 25 | ANETARISTA NETWORKS INC | 130,000 | $17.0B | 1.77% | |
| 26 | SHOPSHOPIFY INC | 103,233 | $16.6B | 1.73% | |
| 27 | COHRCOHERENT CORP | 80,650 | $14.9B | 1.55% | |
| 28 | ROOTROOT INC | 160,798 | $11.6B | 1.21% | |
| 29 | MDBMONGODB INC | 27,600 | $11.6B | 1.21% | |
| 30 | VEEVVEEVA SYS INC | 50,792 | $11.3B | 1.18% | |
| 31 | HDHOME DEPOT INC | 32,800 | $11.3B | 1.17% | |
| 32 | WABWABTEC | 50,794 | $10.8B | 1.13% | |
| 33 | VRSKVERISK ANALYTICS INC | 48,100 | $10.8B | 1.12% | |
| 34 | TSEMTOWER SEMICONDUCTOR LTD | 90,000 | $10.6B | 1.10% | |
| 35 | APPAPPLOVIN CORP | 15,080 | $10.2B | 1.06% | |
| 36 | FIGFIGMA INC | 260,200 | $9.7B | 1.01% | |
| 37 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 66,300 | $9.5B | 0.99% | |
| 38 | DASHDOORDASH INC | 40,640 | $9.2B | 0.96% | |
| 39 | ALABASTERA LABS INC | 55,213 | $9.2B | 0.96% | |
| 40 | SESEA LTD | 71,300 | $9.1B | 0.95% | |
| 41 | GOOGALPHABET INC | 27,620 | $8.7B | 0.90% | |
| 42 | SNAPSNAP INC | 1,070,000 | $8.6B | 0.90% | |
| 43 | N1UANEW ORIENTAL ED & TECHNOLOGY | 155,300 | $8.5B | 0.89% | |
| 44 | PHPARKER-HANNIFIN CORP | 8,400 | $7.4B | 0.77% | |
| 45 | FLSFLOWSERVE CORP | 80,000 | $5.5B | 0.58% | |
| 46 | PSTGPURE STORAGE INC | 80,000 | $5.4B | 0.56% | |
| 47 | ELLAUDER ESTEE COS INC | 46,600 | $4.9B | 0.51% | |
| 48 | DOCSDOXIMITY INC | 100,000 | $4.4B | 0.46% | |
| 49 | GWREGUIDEWIRE SOFTWARE INC | 18,000 | $3.6B | 0.38% | |
| 50 | FLRFLUOR CORP NEW | 83,275 | $3.3B | 0.34% | |
| 51 | MRVLMARVELL TECHNOLOGY INC | 26,736 | $2.3B | 0.24% | |
| 52 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 6,550 | $2.0B | 0.21% | |
| 53 | ASAMER SPORTS INC | 26,150 | $976.0M | 0.10% | |
| 54 | BMTABRITISH AMERN TOB PLC | 16,290 | $922.0M | 0.10% | |
| 55 | SMTCSEMTECH CORP | 8,100 | $596.0M | 0.06% | |
| 56 | TTMITTM TECHNOLOGIES INC | 8,000 | $552.0M | 0.06% | |
| 57 | STXSEAGATE TECHNOLOGY HLDNGS PL | 1,820 | $501.0M | 0.05% | |
| 58 | AMKRAMKOR TECHNOLOGY INC | 6,500 | $256.0M | 0.03% | |
| 59 | PONYPONY AI INC | 15,760 | $228.0M | 0.02% |