Tairen Capital Ltd
44 holdingsFiling period: 2026-03-31Current AUM: $1.27Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 261.3K | $88.3M | $215.1M | 16.99% | -- | 2026-03-31 |
| 2 | EWY | ISHARES INC | 579.2K | $71.2M | $91.0M | 7.19% | -- | 2026-03-31 |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 162.6K | $55.0M | $65.7M | 5.19% | +156.1K | 2026-03-31 |
| 4 | GOOGL | ALPHABET INC | 148.2K | $42.6M | $52.8M | 4.17% | -187,900 | 2026-03-31 |
| 5 | META | META PLATFORMS INC | 67.6K | $38.7M | $37.6M | 2.97% | -- | 2026-03-31 |
| 6 | LITE | LUMENTUM HLDGS INC | 54.7K | $38.5M | $39.1M | 3.09% | -52,505 | 2026-03-31 |
| 7 | INTC | INTEL CORP | 852.6K | $37.6M | $76.9M | 6.08% | +182.6K | 2026-03-31 |
| 8 | GLW | CORNING INC | 270.4K | $36.8M | $37.4M | 2.95% | -- | 2026-03-31 |
| 9 | HOOD | ROBINHOOD MKTS INC | 516.3K | $35.8M | $44.7M | 3.53% | -10,078 | 2026-03-31 |
| 10 | SNDK | SANDISK CORP | 52.5K | $33.3M | $63.7M | 5.03% | -90,684 | 2026-03-31 |
| 11 | AMD | ADVANCED MICRO DEVICES INC | 160.4K | $32.6M | $76.4M | 6.03% | -- | 2026-03-31 |
| 12 | — | LINDE PLC | 60.9K | $30.2M | $30.2M | 2.39% | +19.1K | 2026-03-31 |
| 13 | LRCX | LAM RESEARCH CORP | 140.0K | $29.9M | $41.0M | 3.24% | -- | 2026-03-31 |
| 14 | BKR | BAKER HUGHES COMPANY | 488.1K | $29.8M | $29.5M | 2.33% | -- | 2026-03-31 |
| 15 | AMAT | APPLIED MATLS INC | 86.8K | $29.7M | $44.1M | 3.48% | -- | 2026-03-31 |
| 16 | — | ASML HLDG NV | 21.0K | $27.7M | $27.7M | 2.19% | +4.5K | 2026-03-31 |
| 17 | DASH | DOORDASH INC | 181.4K | $27.2M | $35.6M | 2.81% | +140.8K | 2026-03-31 |
| 18 | BABA | ALIBABA GROUP HLDG LTD | 185.0K | $23.2M | $22.6M | 1.79% | -- | 2026-03-31 |
| 19 | RBLX | ROBLOX CORP | 316.9K | $17.9M | $11.3M | 0.89% | -8,185 | 2026-03-31 |
| 20 | ARM | ARM HOLDINGS PLC | 107.4K | $16.2M | $25.7M | 2.03% | -- | 2026-03-31 |
| 21 | MKSI | MKS INC. | 68.5K | $15.7M | $20.4M | 1.61% | -- | 2026-03-31 |
| 22 | TER | TERADYNE INC | 52.9K | $15.7M | $19.4M | 1.54% | -59,426 | 2026-03-31 |
| 23 | SOLS | SOLSTICE ADVANCED MATLS INC | 203.2K | $15.5M | $12.2M | 0.97% | -219,800 | 2026-03-31 |
| 24 | KEYS | KEYSIGHT TECHNOLOGIES INC | 50.2K | $14.2M | $16.0M | 1.27% | -- | 2026-03-31 |
| 25 | SLB | SLB LIMITED | 250.0K | $12.8M | $12.4M | 0.98% | -- | 2026-03-31 |
← Scroll →
Page 1 of 2