Tairen Capital Ltd 13F Holdings
CIK 0001652062 · HONG KONG, K3
As of Sep 30, 2025, Tairen Capital Ltd reported 66 positions worth $925.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| TESLA INC | TSLA | Consumer Cyclical | 146,108 | $65.0M | 7.02% |
| ROBINHOOD MARKETS INC - A | HOOD | Equity | 447,900 | $64.1M | 6.93% |
| NVIDIA CORP | NVDA | Technology | 304,524 | $56.8M | 6.14% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 158,302 | $44.2M | 4.78% |
| ALIBABA GROUP HOLDING LTD | BABA | Consumer Cyclical | 240,876 | $43.1M | 4.65% |
| ASML HOLDING NV | ASML | Technology | 38,000 | $36.8M | 3.98% |
| ALPHABET INC | GOOGL | Equity | 139,359 | $33.9M | 3.66% |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 334,610 | $28.1M | 3.04% |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 81,000 | $28.0M | 3.03% |
| MICROSOFT CORP | MSFT | Technology | 50,100 | $25.9M | 2.80% |
| SYNOPSYS INC | SNPS | Technology | 46,442 | $22.9M | 2.48% |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 67,600 | $22.2M | 2.40% |
| PROGRESSIVE CORP | PGR | Financial Services | 82,977 | $20.5M | 2.21% |
| MICRON TECHNOLOGY INC | MU | Technology | 121,356 | $20.3M | 2.19% |
| LINDE PLC | LIN | Basic Materials | 41,800 |