Tairen Capital Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$924.3M
Q ending 2026-03-31
Prior quarter
$960.9M
Q ending 2025-12-31
Change
-3.8% QoQ · -38.9% YoY
Positions
44
reported holdings
Largest positions
All 44 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Micron Technology Inc | MU | Shares | $88.3M | 261K |
| Ishares Inc | EWY | Shares | $71.2M | 579K |
| Taiwan Semiconductor Manufac | TSM | Shares | $55.0M | 163K |
| Alphabet Inc | GOOGL | Shares | $42.6M | 148K |
| Meta Platforms Inc | META | Shares | $38.7M | 68K |
| Lumentum Hldgs Inc | LITE | Shares | $38.5M | 55K |
| Intel Corp | INTC | Shares | $37.6M | 853K |
| Corning Inc | GLW | Shares | $36.8M | 270K |
| Robinhood Mkts Inc | HOOD | Shares | $35.8M | 516K |
| Sandisk Corp | SNDK | Shares | $33.3M | 52K |
| Advanced Micro Devices Inc | AMD | Shares | $32.6M | 160K |
| Linde Plc | Shares | $30.2M | 61K | |
| Lam Research Corp | LRCX | Shares | $29.9M | 140K |
| Baker Hughes Company | BKR | Shares | $29.8M | 488K |
| Applied Matls Inc | AMAT | Shares | $29.7M | 87K |
| Asml Hldg Nv | Shares | $27.7M | 21K | |
| Doordash Inc | DASH | Shares | $27.2M | 181K |
| Alibaba Group Hldg Ltd | BABA | Shares | $23.2M | 185K |
| Roblox Corp | RBLX | Shares | $17.9M | 317K |
| Arm Holdings Plc | ARM | Shares | $16.2M | 107K |
| Mks Inc. | MKSI | Shares | $15.7M | 69K |
| Teradyne Inc | TER | Shares | $15.7M | 53K |
| Solstice Advanced Matls Inc | SOLS | Shares | $15.5M | 203K |
| Keysight Technologies Inc | KEYS | Shares | $14.2M | 50K |
| Slb Limited | SLB | Shares | $12.8M | 250K |
| Coherent Corp | COHR | Shares | $11.9M | 50K |
| Wabtec | WAB | Shares | $10.4M | 42K |
| Rambus Inc Del | RMBS | Shares | $10.3M | 120K |
| Trip Com Group Ltd | TCOM | Shares | $9.3M | 188K |
| New Oriental Ed & Technology | EDU | Shares | $8.8M | 155K |
| Halliburton Co | HAL | Shares | $7.8M | 200K |
| Parker-Hannifin Corp | PH | Shares | $7.5M | 8K |
| Nvidia Corporation | NVDA | Shares | $7.2M | 42K |
| Snap Inc | SNAP | Shares | $7.2M | 1.6M |
| Unity Software Inc | U | Shares | $7.2M | 329K |
| Root Inc | ROOT | Shares | $7.1M | 161K |
| Nasdaq Inc | NDAQ | Shares | $4.8M | 57K |
| Advanced Energy Inds | AEIS | Shares | $3.4M | 10K |
| Fair Isaac Corp | FICO | Shares | $3.2M | 3K |
| Entegris Inc | ENTG | Shares | $1.2M | 10K |
| Alphabet Inc | GOOG | Shares | $229K | 800 |
| Ftai Aviation Ltd | Shares | $203K | 830 | |
| Vnet Group Inc | VNET | Shares | $91K | 11K |
| Dingdong Cayman Ltd | DDL | Shares | $85K | 33K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.