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Name: |
Tairen Capital Ltd |
City: |
HONG KONG |
State: |
K3 |
Zip: |
00000 |
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Holdings
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20 |
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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 |
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 |
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 |
ANSYS Inc |
6 |
New |
$324.30 |
$91,528,000 |
263,648 |
5.6% |
91,528,000 |
263,648 |
0.307 |
Technical & System So... |
|
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 |
NVIDIA Corporation |
9 |
New |
$1,208.88 |
$84,218,000 |
93,207 |
5.15% |
84,218,000 |
93,207 |
0.004 |
Semiconductor - Speci... |
|
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 |
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 |
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 |
Amphenol Corp |
17 |
New |
$130.64 |
$22,032,000 |
191,000 |
1.35% |
22,032,000 |
191,000 |
0.032 |
Diversified Electronics |
|
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 |
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 |
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 |
Datadog, Inc. |
23 |
New |
$0.00 |
$9,517,000 |
77,000 |
0.58% |
9,517,000 |
77,000 |
0.03 |
N/A |
|
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 |
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 |
Snap Inc |
26 |
New |
$15.59 |
$6,888,000 |
600,000 |
0.42% |
6,888,000 |
600,000 |
0.049 |
N/A |
|
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 |
On Holding AG |
28 |
New |
$42.35 |
$4,599,000 |
130,000 |
0.28% |
4,599,000 |
130,000 |
0.043 |
N/A |
|
ABNB |
Airbnb, Inc. |
35 |
New |
$146.66 |
$825,000 |
5,000 |
0.05% |
825,000 |
5,000 |
0.001 |
N/A |
|
DOCU |
Docusign Inc |
37 |
New |
$52.05 |
$768,000 |
12,900 |
0.05% |
768,000 |
12,900 |
0.007 |
N/A |
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