Tairen Capital Ltd
44 holdingsFiling period: 2026-06-30Current AUM: $994.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 452.8K | $216.2M | $187.3M | 18.84% | +290.2K | 2026-06-30 |
| 2 | AMD | ADVANCED MICRO DEVICES INC | 171.1K | $99.4M | $86.3M | 8.68% | +10.7K | 2026-06-30 |
| 3 | LITE | LUMENTUM HLDGS INC | 107.0K | $91.8M | $89.7M | 9.03% | +52.2K | 2026-06-30 |
| 4 | MRVL | MARVELL TECHNOLOGY INC | 288.9K | $86.1M | $64.0M | 6.44% | -- | 2026-06-30 |
| 5 | GLW | CORNING INC | 294.2K | $75.1M | $42.2M | 4.25% | +23.8K | 2026-06-30 |
| 6 | INTC | INTEL CORP | 469.3K | $65.5M | $45.6M | 4.59% | -383,260 | 2026-06-30 |
| 7 | QCOM | QUALCOMM INC | 303.7K | $56.1M | $57.0M | 5.74% | -- | 2026-06-30 |
| 8 | CVX | CHEVRON CORPORATION | 317.4K | $52.6M | $69.1M | 6.95% | -- | 2026-06-30 |
| 9 | HOOD | ROBINHOOD MKTS INC | 513.0K | $51.4M | $56.7M | 5.70% | -3,300 | 2026-06-30 |
| 10 | CLS | CELESTICA INC | 108.0K | $39.4M | $34.2M | 3.44% | -- | 2026-06-30 |
| 11 | AVGO | BROADCOM INC | 99.2K | $37.5M | $33.6M | 3.38% | -- | 2026-06-30 |
| 12 | MU | MICRON TECHNOLOGY INC | 31.8K | $36.7M | $29.5M | 2.97% | -229,502 | 2026-06-30 |
| 13 | BKR | BAKER HUGHES COMPANY | 584.0K | $32.4M | $33.1M | 3.33% | +95.9K | 2026-06-30 |
| 14 | CIEN | CIENA CORP | 34.7K | $17.0M | $11.6M | 1.17% | -- | 2026-06-30 |
| 15 | NOK | NOKIA CORP | 1.22M | $16.1M | $12.0M | 1.20% | -- | 2026-06-30 |
| 16 | TER | TERADYNE INC | 32.0K | $15.5M | $10.7M | 1.07% | -20,887 | 2026-06-30 |
| 17 | XE | X-ENERGY INC | 636.0K | $11.7M | $9.6M | 0.96% | -- | 2026-06-30 |
| 18 | SLB | SLB LIMITED | 250.0K | $11.6M | $13.5M | 1.36% | -- | 2026-06-30 |
| 19 | TCOM | TRIP COM GROUP LTD | 274.2K | $10.9M | $10.8M | 1.08% | +86.7K | 2026-06-30 |
| 20 | AXTI | AXT INC | 140.0K | $10.1M | $8.1M | 0.81% | -- | 2026-06-30 |
| 21 | SITM | SITIME CORP | 12.5K | $9.3M | $6.9M | 0.69% | -- | 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 | $9.6M | 0.97% | -97,000 | 2026-06-30 |
| 24 | KLIC | KULICKE & SOFFA INDS INC | 62.8K | $8.4M | $4.9M | 0.50% | -- | 2026-06-30 |
| 25 | BWXT | BWX TECHNOLOGIES INC | 40.0K | $7.8M | $5.9M | 0.59% | -- | 2026-06-30 |
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