Tairen Capital LTD Portfolio Holdings

Tairen Capital LTD

  • $669 Million
  • Q4 2024

Tairen Capital LTD has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $669 Million distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Salesforce, Inc. with a value of $71.4M, Pinduoduo Inc. with a value of $69.1M, Microsoft Corp with a value of $56.5M, Veeva Systems Inc with a value of $51.6M, and Meta Platforms, Inc. with a value of $45.4M.

Examining the 13F form we can see an decrease of $2.18B in the current position value, from $2.85B to 669M.

Tairen Capital LTD is based out at Grand Cayman, E9

Below you can find more details about Tairen Capital LTD portfolio as well as his latest detailed transactions.

Portfolio value $669 Million
Technology: $275 Million
Consumer Cyclical: $147 Million
Communication Services: $112 Million
Healthcare: $56.7 Million
Financial Services: $36.6 Million
Industrials: $22.6 Million
Consumer Defensive: $15.4 Million
Basic Materials: $4.42 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$298B
$71.4 Million 10.67% of portfolio
213,500
Q4 2024 Added 1,023.68%
$144B
$69.1 Million 10.32% of portfolio
712,134
Q4 2024 Reduced 87.09%
$2.96T
$56.5 Million 8.45% of portfolio
134,100
Q4 2024 New
$31.5B
$51.6 Million 7.71% of portfolio
245,350
Q4 2024 Added 163.82%
$1.5T
$45.4 Million 6.78% of portfolio
76,900
Q4 2024 Reduced 77.38%
$41.9B
$23.3 Million 3.48% of portfolio
625,500
Q4 2024 Added 267.94%
$16.1B
$22.2 Million 3.32% of portfolio
277,560
Q4 2024 Reduced 50.96%
$56.7B
$21.7 Million 3.24% of portfolio
140,490
Q4 2024 Reduced 57.82%
$104B
$19.5 Million 2.91% of portfolio
110,000
Q4 2024 Reduced 54.36%
$1.02T
$19.3 Million 2.88% of portfolio
101,800
Q4 2024 Reduced 95.93%
$4.79B
$16.1 Million 2.4% of portfolio
191,646
Q4 2024 Added 1,510.47%
$55.4B
$15.8 Million 2.36% of portfolio
120,000
Q4 2024 Reduced 26.56%
$1.05T
$15.5 Million 2.32% of portfolio
81,400
Q4 2024 Reduced 96.22%
$16.7B
$15.4 Million 2.3% of portfolio
205,000
Q4 2024 Added 163.5%
$165B
$14.4 Million 2.15% of portfolio
60,000
Q4 2024 Added 156.41%
$436B
$13.4 Million 2.0% of portfolio
15,000
Q4 2024 Reduced 90.26%
$18.4B
$11.6 Million 1.74% of portfolio
49,900
Q4 2024 New
$2.16T
$11.4 Million 1.71% of portfolio
52,050
Q4 2024 New
$2.22B
$10.2 Million 1.53% of portfolio
215,851
Q4 2024 Added 415.76%
$13.6B
$9.31 Million 1.39% of portfolio
170,000
Q4 2024 New
$30B
$8.43 Million 1.26% of portfolio
351,600
Q4 2024 New
$5.83B
$7.75 Million 1.16% of portfolio
91,500
Q4 2024 Added 13.7%
$311B
$6.98 Million 1.04% of portfolio
52,000
Q4 2024 Reduced 98.19%
$177B
$6.68 Million 1.0% of portfolio
43,500
Q4 2024 New
$53.1B
$6.29 Million 0.94% of portfolio
25,600
Q4 2024 Added 1,180.0%
$3.7B
$5.69 Million 0.85% of portfolio
28,000
Q4 2024 Added 250.0%
$351B
$5.51 Million 0.82% of portfolio
65,000
Q4 2024 Added 333.33%
$6.59B
$5.21 Million 0.78% of portfolio
218,170
Q4 2024 Added 211.67%
$29B
$5.15 Million 0.77% of portfolio
15,255
Q4 2024 New
$13B
$4.57 Million 0.68% of portfolio
19,400
Q4 2024 Added 198.46%
$33.9B
$4.46 Million 0.67% of portfolio
31,200
Q4 2024 Reduced 5.17%
$14.5B
$4.41 Million 0.66% of portfolio
25,000
Q4 2024 Added 150.0%
$93.9B
$4.42 Million 0.66% of portfolio
13,000
Q4 2024 New
$11.1B
$3.96 Million 0.59% of portfolio
40,000
Q4 2024 Added 185.71%
$69.9B
$3.88 Million 0.58% of portfolio
8,000
Q4 2024 New
$148B
$3.45 Million 0.52% of portfolio
130,000
Q3 2024 New
$4.16B
$3.35 Million 0.5% of portfolio
100,000
Q4 2024 Added 17.65%
$13.9B
$3.23 Million 0.48% of portfolio
300,000
Q3 2024 Added 50.0%
$16.9B
$3.1 Million 0.46% of portfolio
18,400
Q4 2024 New
$6.97B
$2.76 Million 0.41% of portfolio
200,000
Q3 2024 New
$11.5B
$2.4 Million 0.36% of portfolio
11,200
Q4 2024 New
$4.48B
$2.04 Million 0.3% of portfolio
72,798
Q4 2024 Added 45.6%
$6.48B
$1.85 Million 0.28% of portfolio
35,000
Q4 2024 Added 75.0%
$34.9B
$1.73 Million 0.26% of portfolio
20,300
Q4 2024 Reduced 42.0%
$15.1B
$1.69 Million 0.25% of portfolio
10,700
Q4 2024 New
$4.7B
$1.68 Million 0.25% of portfolio
160,000
Q4 2024 Added 100.0%
$10.1B
$1.49 Million 0.22% of portfolio
20,000
Q4 2024 New
$68.7B
$1.5 Million 0.22% of portfolio
5,000
Q4 2024 New
$13.7B
$1.15 Million 0.17% of portfolio
14,600
Q4 2024 Reduced 2.67%

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $669 Million
  • Prior Value $2.85 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 24 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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