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| Name: |
Tairen Capital Ltd |
| City: |
HONG KONG |
| State: |
K3 |
| Zip: |
00000 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AMZN |
Amazon.com Inc |
1 |
- |
$220.46 |
$143,256,000 |
752,950 |
9.47% |
131,837,000 |
700,900 |
0.007 |
Internet Software & S... |
|
|
META |
Meta Platforms Inc |
2 |
- |
$719.22 |
$118,269,000 |
205,200 |
7.82% |
73,243,000 |
128,300 |
0.009 |
Internet Service Prov... |
|
|
MSFT |
Microsoft Corp |
3 |
- |
$492.05 |
$100,716,000 |
268,297 |
6.66% |
44,193,000 |
134,197 |
0.004 |
Application Software |
|
|
SNOW |
Snowflake Inc. |
4 |
- |
$215.97 |
$66,763,000 |
456,777 |
4.41% |
45,070,000 |
316,287 |
0.158 |
N/A |
|
|
HOOD |
Robinhood Markets, Inc. |
5 |
- |
$92.33 |
$65,322,000 |
1,569,487 |
4.32% |
42,016,000 |
943,987 |
0.188 |
N/A |
|
|
FHL |
Futu Holdings Ltd |
6 |
- |
$0.00 |
$50,209,000 |
490,564 |
3.32% |
28,007,000 |
213,004 |
0.442 |
N/A |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
7 |
- |
$224.68 |
$48,248,000 |
290,650 |
3.19% |
48,248,000 |
290,650 |
0.006 |
Semiconductor - Integ... |
|
|
PANW |
Palo Alto Networks Inc |
8 |
New |
$197.58 |
$45,527,000 |
266,800 |
3.01% |
45,527,000 |
266,800 |
0.089 |
Networking & Communic... |
|
|
IBIT |
iShares Bitcoin Trust |
9 |
New |
$59.84 |
$34,527,000 |
737,600 |
2.28% |
34,527,000 |
737,600 |
0.082 |
N/A |
|
|
AVGO |
Broadcom Limited |
10 |
- |
$264.74 |
$34,206,000 |
204,300 |
2.26% |
33,766,000 |
202,400 |
0.004 |
Semiconductor- Broad... |
|
|
TWLO |
Twilio Inc |
11 |
- |
$117.23 |
$32,728,000 |
334,268 |
2.16% |
32,242,000 |
329,768 |
0.198 |
N/A |
|
|
MPWR |
Monolithic Power Systems Inc |
12 |
New |
$746.97 |
$28,925,000 |
49,872 |
1.91% |
28,925,000 |
49,872 |
0.101 |
Semiconductor - Speci... |
|
|
INTC |
Intel Corp |
13 |
- |
$22.85 |
$28,542,000 |
1,256,800 |
1.89% |
28,141,000 |
1,236,800 |
0.031 |
Semiconductor- Broad... |
|
|
SHW |
Sherwin Williams Co |
14 |
- |
$355.30 |
$25,196,000 |
72,155 |
1.67% |
20,777,000 |
59,155 |
0.027 |
General Building Mate... |
|
|
DECK |
Deckers Outdoor Corp |
15 |
- |
$105.40 |
$23,983,000 |
214,500 |
1.59% |
18,296,000 |
186,500 |
0.142 |
Textile - Apparel Foo... |
|
|
STX |
Seagate Technology |
16 |
New |
$145.04 |
$23,890,000 |
281,219 |
1.58% |
23,890,000 |
281,219 |
0.123 |
Data Storage Devices |
|
|
ONON |
On Holding AG |
17 |
- |
$52.21 |
$23,056,000 |
524,961 |
1.52% |
13,745,000 |
354,961 |
0.175 |
N/A |
|
|
GS |
Goldman Sachs Group Inc |
18 |
New |
$706.46 |
$23,053,000 |
42,200 |
1.52% |
23,053,000 |
42,200 |
0.012 |
Investment Brokerage ... |
|
|
TCOM |
Trip.com Group Ltd |
19 |
- |
$58.97 |
$21,485,000 |
337,923 |
1.42% |
21,217,000 |
334,023 |
0.057 |
Gambling/Resorts |
|
|
NTRA |
Natera, Inc. |
20 |
- |
$160.72 |
$20,067,000 |
141,907 |
1.33% |
18,373,000 |
131,207 |
0.115 |
N/A |
|
|
LIN |
Linde Plc |
21 |
- |
$476.75 |
$19,920,000 |
42,780 |
1.32% |
15,733,000 |
32,780 |
0.009 |
N/A |
|
|
WDC |
Western Digital Corp |
22 |
New |
$63.84 |
$19,829,000 |
490,462 |
1.31% |
19,829,000 |
490,462 |
0.143 |
Data Storage Devices |
|
|
RDDT |
Reddit, Inc. |
23 |
New |
$152.23 |
$19,627,000 |
187,100 |
1.3% |
19,627,000 |
187,100 |
0.156 |
N/A |
|
|
AAPL |
Apple Inc |
24 |
New |
$207.82 |
$19,525,000 |
87,900 |
1.29% |
19,525,000 |
87,900 |
0.001 |
Personal Computers |
|
|
AMBA |
Ambarella Inc |
25 |
New |
$64.44 |
$19,282,000 |
383,120 |
1.27% |
19,282,000 |
383,120 |
1.107 |
Semiconductor Equipme... |
|
|
HCA |
HCA Holdings Inc |
26 |
New |
$389.53 |
$19,111,000 |
55,305 |
1.26% |
19,111,000 |
55,305 |
0.016 |
Hospitals |
|
|
PH |
Parker Hannifin Corp |
27 |
New |
$703.28 |
$17,445,000 |
28,700 |
1.15% |
17,445,000 |
28,700 |
0.022 |
Industrial Equipment ... |
|
|
IBKR |
Interactive Brokers Group Inc |
28 |
New |
$113.50 |
$16,493,000 |
99,600 |
1.09% |
16,493,000 |
99,600 |
0.097 |
Investment Brokerage ... |
|
|
DUOL |
Duolingo, Inc. |
29 |
New |
$403.06 |
$15,968,000 |
51,420 |
1.06% |
15,968,000 |
51,420 |
0.144 |
N/A |
|
|
DDOG |
Datadog, Inc. |
30 |
- |
$0.00 |
$15,874,000 |
160,000 |
1.05% |
11,416,000 |
128,800 |
0.062 |
N/A |
|
|
MU |
Micron Technology Inc |
31 |
New |
$120.89 |
$15,727,000 |
181,000 |
1.04% |
15,727,000 |
181,000 |
0.016 |
Semiconductor - Memor... |
|
|
MDB |
Mongodb Inc |
32 |
- |
$206.04 |
$15,049,000 |
85,800 |
0.99% |
3,432,000 |
35,900 |
0.125 |
N/A |
|
|
AAP |
Advance Auto Parts Inc |
33 |
- |
$49.47 |
$14,729,000 |
375,637 |
0.97% |
4,521,000 |
159,786 |
0.554 |
Auto Parts Stores |
|
|
JPM |
JP Morgan Chase & Co |
34 |
New |
$290.41 |
$14,471,000 |
58,995 |
0.96% |
14,471,000 |
58,995 |
0.002 |
Domestic Money Center... |
|
|
TPR |
Tapestry Inc |
35 |
New |
$86.94 |
$14,019,000 |
199,100 |
0.93% |
14,019,000 |
199,100 |
0.072 |
Textile - Apparel Foo... |
|
|
HD |
Home Depot Inc |
36 |
New |
$373.16 |
$12,827,000 |
35,000 |
0.85% |
12,827,000 |
35,000 |
0.003 |
Home Improvement Stores |
|
|
TTD |
Trade Desk, Inc. |
37 |
New |
$73.49 |
$12,203,000 |
223,000 |
0.81% |
12,203,000 |
223,000 |
0.051 |
N/A |
|
|
AS |
Amer Sports Inc |
38 |
- |
$37.67 |
$11,654,000 |
436,000 |
0.77% |
8,383,000 |
319,000 |
0.086 |
N/A |
|
|
VEEV |
Veeva Systems Inc |
39 |
- |
$282.90 |
$11,322,000 |
48,881 |
0.75% |
-40,263,000 |
-196,469 |
0.036 |
Healthcare Informatio... |
|
|
CRM |
Salesforce.com Inc |
40 |
- |
$271.91 |
$11,167,000 |
41,611 |
0.74% |
-60,212,000 |
-171,889 |
0.005 |
Internet Software & S... |
|
|
ESTC |
Elastic N.v. |
41 |
- |
$0.00 |
$10,746,000 |
120,603 |
0.71% |
6,783,000 |
80,603 |
0.139 |
N/A |
|
|
SQ |
Square Inc |
42 |
- |
$68.27 |
$10,230,000 |
188,300 |
0.68% |
8,505,000 |
168,000 |
0.035 |
N/A |
|
|
LI |
Li Auto Inc |
43 |
- |
$26.83 |
$10,077,000 |
399,870 |
0.67% |
1,642,000 |
48,270 |
0.048 |
N/A |
|
|
HTHT |
Huazhu Group Ltd Sponsored ADR |
44 |
New |
$33.43 |
$9,993,000 |
270,000 |
0.66% |
9,993,000 |
270,000 |
0.084 |
Lodging |
|
|
RACE |
Ferrari NV |
45 |
New |
$0.00 |
$9,516,000 |
22,240 |
0.63% |
9,516,000 |
22,240 |
0.012 |
N/A |
|
|
U |
Unity Software Inc. |
46 |
- |
$24.01 |
$9,384,000 |
479,000 |
0.62% |
8,260,000 |
429,000 |
0.126 |
N/A |
|
|
BABA |
Alibaba Group Holding Limited |
47 |
- |
$113.97 |
$9,322,000 |
70,500 |
0.62% |
3,811,000 |
5,500 |
0.003 |
N/A |
|
|
NTES |
NetEase.com Inc (ADR) |
48 |
New |
$134.78 |
$9,021,000 |
87,646 |
0.6% |
9,021,000 |
87,646 |
0.013 |
Search Engines & Info... |
|
|
ASHR |
Db X Trackers Harvest Csi 3... |
49 |
New |
$27.54 |
$8,739,000 |
328,905 |
0.58% |
8,739,000 |
328,905 |
0.575 |
N/A |
|
|
ULTA |
Ulta Salon Cosmetics & Frag... |
50 |
New |
$473.44 |
$8,705,000 |
23,750 |
0.58% |
8,705,000 |
23,750 |
0.042 |
Personal Services |
|
|
ROOT |
Root, Inc. |
51 |
New |
$125.28 |
$7,606,000 |
57,000 |
0.5% |
7,606,000 |
57,000 |
0.05 |
N/A |
|
|
ZI |
Zoominfo Technologies Inc. |
52 |
- |
$10.08 |
$7,449,000 |
744,948 |
0.49% |
5,767,000 |
584,948 |
0.185 |
N/A |
|
|
HWM |
Howmet Aerospace Inc |
53 |
New |
$176.22 |
$7,228,000 |
55,719 |
0.48% |
7,228,000 |
55,719 |
0.013 |
Aluminum |
|
|
MS |
Morgan Stanley |
54 |
New |
$141.07 |
$7,105,000 |
60,900 |
0.47% |
7,105,000 |
60,900 |
0.003 |
Investment Brokerage ... |
|
|
BILL |
Bill.com Holdings, Inc. |
55 |
- |
$46.05 |
$7,067,000 |
154,000 |
0.47% |
-684,000 |
62,500 |
0.145 |
N/A |
|
|
SHOP |
Shopify Inc |
56 |
New |
$112.67 |
$6,894,000 |
72,200 |
0.46% |
6,894,000 |
72,200 |
0.006 |
N/A |
|
|
WIX |
WIX.COM Ltd |
57 |
- |
$161.03 |
$6,694,000 |
40,974 |
0.44% |
4,291,000 |
29,774 |
0.074 |
N/A |
|
|
NOW |
Servicenow, Inc. |
58 |
- |
$1,011.89 |
$6,528,000 |
8,200 |
0.43% |
6,528,000 |
8,200 |
0.004 |
Information Technolog... |
|
|
BIRK |
Birkenstock Holding |
59 |
- |
$0.00 |
$6,419,000 |
140,000 |
0.42% |
5,286,000 |
120,000 |
0.075 |
N/A |
|
|
AFRM |
Affirm Holdings, Inc. |
60 |
New |
$0.00 |
$6,327,000 |
140,000 |
0.42% |
6,327,000 |
140,000 |
0.063 |
N/A |
|
|
ADSK |
Autodesk Inc |
61 |
- |
$311.67 |
$5,603,000 |
21,400 |
0.37% |
-1,964,000 |
-4,200 |
0.01 |
Technical & System So... |
|
|
MNSO |
Miniso Group Holding Adr Re... |
62 |
- |
$0.00 |
$5,513,000 |
298,170 |
0.36% |
301,000 |
80,000 |
0.098 |
N/A |
|
|
IQV |
IQVIA Holdings Inc |
63 |
New |
$162.61 |
$5,289,000 |
30,000 |
0.35% |
5,289,000 |
30,000 |
0.014 |
Medical Laboratories ... |
|
|
ANSS |
ANSYS Inc |
64 |
- |
$353.14 |
$4,829,000 |
15,255 |
0.32% |
-317,000 |
0 |
0.018 |
Technical & System So... |
|
|
BKNG |
Booking Holdings Inc |
65 |
New |
$5,730.73 |
$4,722,000 |
1,025 |
0.31% |
4,722,000 |
1,025 |
0.002 |
Internet Software & S... |
|
|
HUBS |
Hubspot Inc |
66 |
- |
$0.00 |
$4,513,000 |
7,900 |
0.3% |
3,990,000 |
7,150 |
0.017 |
N/A |
|
|
ANET |
Arista Networks, Inc. |
67 |
- |
$98.91 |
$4,455,000 |
57,500 |
0.29% |
4,455,000 |
57,500 |
0.019 |
Diversified Computer ... |
|
|
MNDY |
Mondaycom Ord Shs |
68 |
- |
$303.76 |
$4,328,000 |
17,800 |
0.29% |
-240,000 |
-1,600 |
0.04 |
N/A |
|
|
TEM |
Tempus Ai, Inc. |
69 |
New |
$59.45 |
$3,821,000 |
79,200 |
0.25% |
3,821,000 |
79,200 |
0.05 |
N/A |
|
|
GWRE |
Guidewire Software, Inc. |
70 |
- |
$231.29 |
$3,747,000 |
20,000 |
0.25% |
645,000 |
1,600 |
0.024 |
Business Software & S... |
|
|
SNPS |
Synopsys Inc |
71 |
- |
$521.78 |
$3,431,000 |
8,000 |
0.23% |
-452,000 |
0 |
0.005 |
Technical & System So... |
|
|
ABNB |
Airbnb, Inc. |
72 |
- |
$135.41 |
$3,429,000 |
28,700 |
0.23% |
-12,340,000 |
-91,300 |
0.008 |
N/A |
|
|
PFE |
Pfizer Inc |
73 |
- |
$25.04 |
$3,294,000 |
130,000 |
0.22% |
-155,000 |
0 |
0.002 |
Drug Manufacturers - ... |
|
|
NU |
Nu Holdings Ord Shs Class A |
74 |
New |
$0.00 |
$2,854,000 |
278,700 |
0.19% |
2,854,000 |
278,700 |
0.008 |
N/A |
|
|
CLS |
Celestica Inc (USA) |
75 |
New |
$44.02 |
$2,364,000 |
30,000 |
0.16% |
2,364,000 |
30,000 |
0.025 |
Printed Circuit Boards |
|
|
GLBE |
Global E Online Ord Shs |
76 |
New |
$32.85 |
$2,139,000 |
60,000 |
0.14% |
2,139,000 |
60,000 |
0.042 |
N/A |
|
|
CFLT |
Confluent, Inc. |
77 |
- |
$24.95 |
$1,875,000 |
80,000 |
0.12% |
-160,000 |
7,202 |
0.025 |
N/A |
|
|
SOXS |
Direxion Shs Etf Trdaily Se... |
78 |
New |
$8.00 |
$1,574,000 |
54,300 |
0.1% |
1,574,000 |
54,300 |
0.603 |
N/A |
|
|
CDNS |
Cadence Design Systems Inc |
79 |
- |
$309.46 |
$1,272,000 |
5,000 |
0.08% |
-230,000 |
0 |
0.002 |
Technical & System So... |
|
|
BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
80 |
New |
$0.00 |
$1,018,000 |
11,100 |
0.07% |
1,018,000 |
11,100 |
0.001 |
Closed - End Fund - E... |
|
|
AMD |
Advanced Micro Devices Inc |
81 |
New |
$136.11 |
$884,000 |
8,600 |
0.06% |
884,000 |
8,600 |
0.001 |
Semiconductor- Broad... |
|
|
AES |
AES Corporation |
82 |
New |
$10.77 |
$621,000 |
50,000 |
0.04% |
621,000 |
50,000 |
0.007 |
Electric Utilities |
|
|
DT |
Dynatrace, Inc. |
83 |
- |
$0.00 |
$472,000 |
10,000 |
0.03% |
472,000 |
10,000 |
0.003 |
N/A |
|
|
TEAM |
Atlassian Corporation Plc |
84 |
New |
$207.71 |
$297,000 |
1,400 |
0.02% |
297,000 |
1,400 |
0.001 |
N/A |
|
|
SVIX |
-1x Short Vix Futures Etf |
85 |
New |
$0.00 |
$254,000 |
12,500 |
0.02% |
254,000 |
12,500 |
0.34 |
N/A |
|
|
CYBR |
Cyber-Ark Software Ltd |
86 |
New |
$391.73 |
$237,000 |
700 |
0.02% |
237,000 |
700 |
0.002 |
N/A |
|
|
COST |
Costco Wholesale Corp |
87 |
New |
$985.96 |
$236,000 |
250 |
0.02% |
236,000 |
250 |
0 |
Discount, Variety Stores |
|
|
TSLA |
Tesla Motors Inc |
88 |
- |
$177.81 |
$207,000 |
800 |
0.01% |
-217,000 |
-250 |
0 |
Auto Manufacturers |
|
|
BE |
Bloom Energy Corp |
92 |
Closed |
$22.13 |
$0 |
0 |
0% |
-402,000 |
-18,100 |
0 |
N/A |
|
|
GOOGL |
Alphabet Inc |
115 |
Closed |
$175.84 |
$0 |
0 |
0% |
-19,271,000 |
-101,800 |
0 |
Search Engines & Info... |
|
|
SNAP |
Snap Inc |
101 |
Closed |
$9.35 |
$0 |
0 |
0% |
-3,231,000 |
-300,000 |
0 |
N/A |
|
|
DOCU |
Docusign Inc |
112 |
Closed |
$77.36 |
$0 |
0 |
0% |
-333,000 |
-3,700 |
0 |
N/A |
|
|
CHWY |
Chewy, Inc. |
91 |
Closed |
$41.86 |
$0 |
0 |
0% |
-3,349,000 |
-100,000 |
0 |
N/A |
|
|
BZ |
Kanzhun Ltd |
113 |
Closed |
$17.50 |
$0 |
0 |
0% |
-2,760,000 |
-200,000 |
0 |
N/A |
|
|
DLO |
Dlocal Ord Shs Class A |
114 |
Closed |
$11.19 |
$0 |
0 |
0% |
-197,000 |
-17,531 |
0 |
N/A |
|
|
SPOT |
Spotify Technology SA |
100 |
Closed |
$722.35 |
$0 |
0 |
0% |
-13,063,000 |
-29,200 |
0 |
N/A |
|
|
NET |
Cloudflare, Inc. |
90 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,077,000 |
-10,000 |
0 |
N/A |
|
|
QCOM |
QUALCOMM Inc |
110 |
Closed |
$159.40 |
$0 |
0 |
0% |
-6,682,000 |
-43,500 |
0 |
Communication Equipment |
|
|
YNDX |
Yandex Nv |
95 |
Closed |
$50.31 |
$0 |
0 |
0% |
-1,385,000 |
-50,000 |
0 |
Internet Software & S... |
|
|
NVDA |
NVIDIA Corporation |
106 |
Closed |
$153.30 |
$0 |
0 |
0% |
-6,983,000 |
-52,000 |
0 |
Semiconductor - Speci... |
|
