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  Name: Tairen Capital Ltd
  City: HONG KONG
  State: K3
  Zip: 00000
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,635,010,000
  Total Value Change : $207,154,000
  Securities Held Change : 7
   
All Securities Held : 37
  New Positions : 20
  Closed Positions : 16
  Increased Positions : 7
  Unchanged Positions : 0
  Decreased Positions : 10

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Holdings Found : 20     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (EDU)1 Year Chart         EDU New Oriental Education & Te... 2 New $77.53 $115,886,000 1,334,781 7.09% 115,886,000 1,334,781 0.787    Education & Training ...
   (VRT)1 Year Chart         VRT Vertiv Holdings Co 4 New $87.68 $103,274,000 1,264,522 6.32% 103,274,000 1,264,522 0.335    N/A
   (ANSS)1 Year Chart         ANSS ANSYS Inc 6 New $324.30 $91,528,000 263,648 5.6% 91,528,000 263,648 0.307    Technical & System So...
   (KLAC)1 Year Chart         KLAC KLA-Tencor Corp 7 New $768.97 $89,277,000 127,800 5.46% 89,277,000 127,800 0.082    Semiconductor Equipme...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 9 New $1,208.88 $84,218,000 93,207 5.15% 84,218,000 93,207 0.004    Semiconductor - Speci...
   (LRCX)1 Year Chart         LRCX Lam Research Corp 11 New $962.72 $53,079,000 54,632 3.25% 53,079,000 54,632 0.038    Semiconductor Equipme...
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 12 New $0.00 $46,763,000 48,186 2.86% 46,763,000 48,186 0.011    Semiconductor Equipme...
   (XRS)1 Year Chart         XRS Tal Education Group America... 13 New $10.75 $45,121,000 3,975,438 2.76% 45,121,000 3,975,438 0.973    Education & Training ...
   (APH)1 Year Chart         APH Amphenol Corp 17 New $130.64 $22,032,000 191,000 1.35% 22,032,000 191,000 0.032    Diversified Electronics
   (SNPS)1 Year Chart         SNPS Synopsys Inc 18 New $571.45 $19,298,000 33,767 1.18% 19,298,000 33,767 0.022    Technical & System So...
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 20 New $164.39 $14,503,000 106,601 0.89% 14,503,000 106,601 0.002    Semiconductor - Integ...
   (GSX)1 Year Chart         GSX Gsx Techedu 3 Adr Represent... 21 New $0.00 $10,772,000 1,644,600 0.66% 10,772,000 1,644,600 1.278    N/A
   (DDOG)1 Year Chart         DDOG Datadog, Inc. 23 New $0.00 $9,517,000 77,000 0.58% 9,517,000 77,000 0.03    N/A
   (LULU)1 Year Chart         LULU Lululemon Athletica Inc 24 New $317.86 $8,204,000 21,000 0.5% 8,204,000 21,000 0.017    Textile - Apparel Clo...
   (IBKR)1 Year Chart         IBKR Interactive Brokers Group Inc 25 New $113.50 $7,145,000 63,963 0.44% 7,145,000 63,963 0.062    Investment Brokerage ...
   (SNAP)1 Year Chart         SNAP Snap Inc 26 New $15.59 $6,888,000 600,000 0.42% 6,888,000 600,000 0.049    N/A
   (NFLX)1 Year Chart         NFLX Netflix Inc 27 New $641.47 $5,466,000 9,000 0.33% 5,466,000 9,000 0.002    Music & Video Stores
   (ONON)1 Year Chart         ONON On Holding AG 28 New $42.35 $4,599,000 130,000 0.28% 4,599,000 130,000 0.043    N/A
   (ABNB)1 Year Chart         ABNB Airbnb, Inc. 35 New $146.66 $825,000 5,000 0.05% 825,000 5,000 0.001    N/A
   (DOCU)1 Year Chart         DOCU Docusign Inc 37 New $52.05 $768,000 12,900 0.05% 768,000 12,900 0.007    N/A

      20 Records Found
  1    
Page 1 of 1
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