Tairen Capital Ltd
44 holdingsFiling period: 2026-06-30Current AUM: $995.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Manufac | 452.8K | $216.2M | $195.5M | 19.65% | +290.2K | 2026-06-30 |
| 2 | AMD | Advanced Micro Devices Inc | 171.1K | $99.4M | $96.9M | 9.74% | +10.7K | 2026-06-30 |
| 3 | LITE | Lumentum Hldgs Inc | 107.0K | $91.8M | $98.4M | 9.88% | +52.2K | 2026-06-30 |
| 4 | MRVL | Marvell Technology Inc | 288.9K | $86.1M | $63.1M | 6.34% | -- | 2026-06-30 |
| 5 | GLW | Corning Inc | 294.2K | $75.1M | $37.9M | 3.81% | +23.8K | 2026-06-30 |
| 6 | INTC | Intel Corp | 469.3K | $65.5M | $43.2M | 4.34% | -383,260 | 2026-06-30 |
| 7 | QCOM | Qualcomm Inc | 303.7K | $56.1M | $56.3M | 5.66% | -- | 2026-06-30 |
| 8 | CVX | Chevron Corporation | 317.4K | $52.6M | $73.5M | 7.38% | -- | 2026-06-30 |
| 9 | HOOD | Robinhood Mkts Inc | 513.0K | $51.4M | $47.0M | 4.72% | -3,300 | 2026-06-30 |
| 10 | CLS | Celestica Inc | 108.0K | $39.4M | $30.5M | 3.07% | -- | 2026-06-30 |
| 11 | AVGO | Broadcom Inc | 99.2K | $37.5M | $34.2M | 3.44% | -- | 2026-06-30 |
| 12 | MU | Micron Technology Inc | 31.8K | $36.7M | $29.7M | 2.99% | -229,502 | 2026-06-30 |
| 13 | BKR | Baker Hughes Company | 584.0K | $32.4M | $31.8M | 3.20% | +95.9K | 2026-06-30 |
| 14 | CIEN | Ciena Corp | 34.7K | $17.0M | $12.1M | 1.22% | -- | 2026-06-30 |
| 15 | NOK | Nokia Corp | 1.22M | $16.1M | $11.3M | 1.14% | -- | 2026-06-30 |
| 16 | TER | Teradyne Inc | 32.0K | $15.5M | $9.5M | 0.95% | -20,887 | 2026-06-30 |
| 17 | XE | X-Energy Inc | 636.0K | $11.7M | $7.4M | 0.75% | -- | 2026-06-30 |
| 18 | SLB | Slb Limited | 250.0K | $11.6M | $13.5M | 1.35% | -- | 2026-06-30 |
| 19 | TCOM | Trip.com Group Ltd | 274.2K | $10.9M | $10.6M | 1.06% | +86.7K | 2026-06-30 |
| 20 | AXTI | Axt Inc | 140.0K | $10.1M | $8.5M | 0.86% | -- | 2026-06-30 |
| 21 | SITM | Sitime Corp | 12.5K | $9.3M | $6.1M | 0.61% | -- | 2026-06-30 |
| 22 | ROOT | Root Inc | 160.8K | $9.0M | $8.6M | 0.87% | -- | 2026-06-30 |
| 23 | BABA | Alibaba Group Hldg Ltd | 88.0K | $8.4M | $8.8M | 0.88% | -97,000 | 2026-06-30 |
| 24 | KLIC | Kulicke & Soffa Inds Inc | 62.8K | $8.4M | $5.0M | 0.50% | -- | 2026-06-30 |
| 25 | BWXT | Bwx Technologies Inc | 40.0K | $7.8M | $5.5M | 0.55% | -- | 2026-06-30 |
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