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| Name: |
Tairen Capital Ltd |
| City: |
HONG KONG |
| State: |
K3 |
| Zip: |
00000 |
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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 |
|
PDD |
Bloom Energy Corp |
1 |
- |
$145.45 |
$417,372,000 |
3,590,300 |
25.53% |
86,209,000 |
1,326,863 |
0.529 |
N/A |
|
|
EDU |
New Oriental Education & Te... |
2 |
New |
$79.75 |
$115,886,000 |
1,334,781 |
7.09% |
115,886,000 |
1,334,781 |
0.787 |
Education & Training ... |
|
|
QCOM |
QUALCOMM Inc |
3 |
- |
$200.85 |
$106,750,000 |
630,537 |
6.53% |
58,451,000 |
296,590 |
0.056 |
Communication Equipment |
|
|
VRT |
Vertiv Holdings Co |
4 |
New |
$99.13 |
$103,274,000 |
1,264,522 |
6.32% |
103,274,000 |
1,264,522 |
0.335 |
N/A |
|
|
MU |
Micron Technology Inc |
5 |
- |
$127.50 |
$96,461,000 |
818,232 |
5.9% |
96,461,000 |
818,232 |
0.074 |
Semiconductor - Memor... |
|
|
ANSS |
ANSYS Inc |
6 |
New |
$326.79 |
$91,528,000 |
263,648 |
5.6% |
91,528,000 |
263,648 |
0.307 |
Technical & System So... |
|
|
KLAC |
KLA-Tencor Corp |
7 |
New |
$765.14 |
$89,277,000 |
127,800 |
5.46% |
89,277,000 |
127,800 |
0.082 |
Semiconductor Equipme... |
|
|
NTES |
NetEase.com Inc (ADR) |
8 |
- |
$98.90 |
$86,195,000 |
833,048 |
5.27% |
-78,112,000 |
-930,661 |
0.121 |
Search Engines & Info... |
|
|
NVDA |
NVIDIA Corporation |
9 |
New |
$953.86 |
$84,218,000 |
93,207 |
5.15% |
84,218,000 |
93,207 |
0.004 |
Semiconductor - Speci... |
|
|
MSFT |
Microsoft Corp |
10 |
- |
$429.04 |
$69,020,000 |
164,051 |
4.22% |
-57,250,000 |
-171,739 |
0.002 |
Application Software |
|
|
LRCX |
Lam Research Corp |
11 |
New |
$964.00 |
$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 |
$12.37 |
$45,121,000 |
3,975,438 |
2.76% |
45,121,000 |
3,975,438 |
0.973 |
Education & Training ... |
|
|
SNOW |
Snowflake Inc. |
14 |
- |
$162.71 |
$26,865,000 |
166,245 |
1.64% |
-53,276,000 |
-236,473 |
0.058 |
N/A |
|
|
AMZN |
Amazon.com Inc |
15 |
- |
$183.15 |
$24,960,000 |
138,376 |
1.53% |
5,396,000 |
9,617 |
0.001 |
Internet Software & S... |
|
|
DQ |
Daqo New Energy Corp Americ... |
16 |
- |
$19.11 |
$24,813,000 |
881,468 |
1.52% |
-24,557,000 |
-974,541 |
1.269 |
Semiconductor Equipme... |
|
|
APH |
Amphenol Corp |
17 |
New |
$135.40 |
$22,032,000 |
191,000 |
1.35% |
22,032,000 |
191,000 |
0.032 |
Diversified Electronics |
|
|
SNPS |
Synopsys Inc |
18 |
New |
$571.53 |
$19,298,000 |
33,767 |
1.18% |
19,298,000 |
33,767 |
0.022 |
Technical & System So... |
|
|
ORCL |
Oracle Corp |
19 |
- |
$124.63 |
$15,952,000 |
127,000 |
0.98% |
-1,202,000 |
-35,703 |
0.004 |
Application Software |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
20 |
New |
$153.67 |
$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 |
|
|
SHOP |
Shopify Inc |
22 |
- |
$57.02 |
$10,221,000 |
132,451 |
0.63% |
10,221,000 |
132,451 |
0.011 |
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 |
$322.98 |
$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 |
$15.63 |
$6,888,000 |
600,000 |
0.42% |
6,888,000 |
600,000 |
0.049 |
N/A |
|
|
NFLX |
Netflix Inc |
27 |
New |
$650.61 |
$5,466,000 |
9,000 |
0.33% |
5,466,000 |
9,000 |
0.002 |
Music & Video Stores |
|
|
ONON |
On Holding AG |
28 |
New |
$37.31 |
$4,599,000 |
130,000 |
0.28% |
4,599,000 |
130,000 |
0.043 |
N/A |
|
|
MDB |
Mongodb Inc |
29 |
- |
$365.26 |
$4,304,000 |
12,000 |
0.26% |
-30,836,000 |
-73,949 |
0.017 |
N/A |
|
|
DIS |
Walt Disney Co |
30 |
- |
$103.01 |
$4,283,000 |
35,000 |
0.26% |
-55,661,000 |
-628,900 |
0.002 |
Entertainment - Diver... |
|
|
U |
Unity Software Inc. |
31 |
- |
$20.56 |
$3,771,000 |
141,227 |
0.23% |
3,771,000 |
141,227 |
0.037 |
N/A |
|
|
CYBR |
Cyber-Ark Software Ltd |
32 |
- |
$245.84 |
$1,461,000 |
5,500 |
0.09% |
467,000 |
961 |
0.014 |
N/A |
|
|
WIX |
WIX.COM Ltd |
33 |
- |
$173.00 |
$1,375,000 |
10,000 |
0.08% |
-537,000 |
-5,539 |
0.018 |
N/A |
|
|
HUBS |
Hubspot Inc |
34 |
- |
$0.00 |
$1,253,000 |
2,000 |
0.08% |
-3,656,000 |
-6,456 |
0.004 |
N/A |
|
|
ABNB |
Airbnb, Inc. |
35 |
New |
$144.10 |
$825,000 |
5,000 |
0.05% |
825,000 |
5,000 |
0.001 |
N/A |
|
|
MNDY |
Mondaycom Ord Shs |
36 |
- |
$241.45 |
$791,000 |
3,500 |
0.05% |
-110,000 |
-1,299 |
0.008 |
N/A |
|
|
DOCU |
Docusign Inc |
37 |
New |
$59.89 |
$768,000 |
12,900 |
0.05% |
768,000 |
12,900 |
0.007 |
N/A |
|
|
COHR |
Coherent Corp |
41 |
Closed |
$57.82 |
$0 |
0 |
0% |
-26,577,000 |
-610,545 |
0 |
Scientific & Technica... |
|
|
GOOGL |
Alphabet Inc |
50 |
Closed |
$177.85 |
$0 |
0 |
0% |
-846,000 |
-6,054 |
0 |
Search Engines & Info... |
|
|
FB |
Meta Platforms Inc |
44 |
Closed |
$464.63 |
$0 |
0 |
0% |
-69,091,000 |
-195,193 |
0 |
Internet Service Prov... |
|
|
BILL |
Bill.com Holdings, Inc. |
40 |
Closed |
$56.60 |
$0 |
0 |
0% |
-2,025,000 |
-24,821 |
0 |
N/A |
|
|
SQ |
Square Inc |
49 |
Closed |
$71.51 |
$0 |
0 |
0% |
-11,138,000 |
-144,000 |
0 |
N/A |
|
|
NOW |
Servicenow, Inc. |
48 |
Closed |
$777.05 |
$0 |
0 |
0% |
-106,544,000 |
-150,808 |
0 |
Information Technolog... |
|
|
HCP |
Hashicorp, Inc. |
39 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,333,000 |
-56,402 |
0 |
N/A |
|
|
TCOM |
Trip.com Group Ltd |
47 |
Closed |
$55.83 |
$0 |
0 |
0% |
-495,000 |
-13,750 |
0 |
Gambling/Resorts |
|
|
CRM |
Salesforce.com Inc |
53 |
Closed |
$283.76 |
$0 |
0 |
0% |
-97,755,000 |
-371,494 |
0 |
Internet Software & S... |
|
|
UBER |
Uber Technologies, Inc |
46 |
Closed |
$63.97 |
$0 |
0 |
0% |
-44,549,000 |
-723,557 |
0 |
N/A |
|
|
GOOG |
Alphabet Inc |
43 |
Closed |
$179.54 |
$0 |
0 |
0% |
-15,907,000 |
-112,870 |
0 |
Search Engines & Info... |
|
|
ANET |
Arista Networks, Inc. |
52 |
Closed |
$316.99 |
$0 |
0 |
0% |
-24,846,000 |
-105,500 |
0 |
Diversified Computer ... |
|
|
FIVN |
Five9, Inc. |
38 |
Closed |
$52.45 |
$0 |
0 |
0% |
-5,836,000 |
-74,164 |
0 |
N/A |
|
|
ZS |
Zscaler Inc |
45 |
Closed |
$176.98 |
$0 |
0 |
0% |
-4,682,000 |
-21,131 |
0 |
N/A |
|
|
CFLT |
Confluent, Inc. |
42 |
Closed |
$31.54 |
$0 |
0 |
0% |
-1,155,000 |
-49,377 |
0 |
N/A |
|
|
ADBE |
Adobe Systems Inc |
51 |
Closed |
$481.85 |
$0 |
0 |
0% |
-75,009,000 |
-125,728 |
0 |
Application Software |
|
