Tairen Capital LTD Portfolio Holdings

Tairen Capital LTD

  • $1.4 Billion
  • Q1 2025

Tairen Capital LTD has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.4 Billion distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $143M, Meta Platforms, Inc. with a value of $118M, Microsoft Corp with a value of $101M, Snowflake Inc. with a value of $66.8M, and Robinhood Markets, Inc. with a value of $65.3M.

Examining the 13F form we can see an increase of $731M in the current position value, from $669M to 1.4B.

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 $1.4 Billion
Technology: $689 Million
Consumer Cyclical: $317 Million
Communication Services: $160 Million
Financial Services: $114 Million
Healthcare: $59.1 Million
Basic Materials: $25.2 Million
Industrials: $24.7 Million
ETFs: $10 Million
Other: $857,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.34T
$143 Million 10.23% of portfolio
752,950
Q1 2025 Added 1,346.59%
$1.62T
$118 Million 8.45% of portfolio
205,200
Q1 2025 Added 166.84%
$3.8T
$101 Million 7.19% of portfolio
268,297
Q1 2025 Added 100.07%
$69B
$66.8 Million 4.77% of portfolio
456,777
Q1 2025 Added 225.13%
$87.2B
$65.3 Million 4.66% of portfolio
1,569,487
Q1 2025 Added 150.92%
$23.6B
$50.2 Million 3.59% of portfolio
490,564
Q1 2025 Added 76.74%
$1.24T
$48.2 Million 3.45% of portfolio
290,650
Q1 2025 New
$59.8B
$45.5 Million 3.25% of portfolio
266,800
Q1 2025 New
$117B
$34.2 Million 2.44% of portfolio
204,300
Q1 2025 Added 10,652.63%
$22.7B
$32.7 Million 2.34% of portfolio
334,268
Q1 2025 Added 7,328.18%
$34B
$28.9 Million 2.07% of portfolio
49,872
Q1 2025 New
$95.5B
$28.5 Million 2.04% of portfolio
1,256,800
Q1 2025 Added 6,184.0%
$88.4B
$25.2 Million 1.8% of portfolio
72,155
Q1 2025 Added 455.04%
$2.79B
$24 Million 1.71% of portfolio
214,500
Q1 2025 Added 666.07%
$30.9B
$23.9 Million 1.71% of portfolio
281,219
Q1 2025 New
$241B
$23.1 Million 1.65% of portfolio
42,200
Q1 2025 New
$40.7B
$21.5 Million 1.53% of portfolio
337,923
Q1 2025 Added 8,564.69%
$13.6B
$20.1 Million 1.43% of portfolio
141,907
Q1 2025 Added 1,226.23%
$21.8B
$19.8 Million 1.42% of portfolio
490,462
Q1 2025 New
$3.41T
$19.5 Million 1.39% of portfolio
87,900
Q1 2025 New
$2.68B
$19.3 Million 1.38% of portfolio
383,120
Q1 2025 New
$105B
$19.1 Million 1.36% of portfolio
55,305
Q1 2025 New
$91.4B
$17.4 Million 1.25% of portfolio
28,700
Q1 2025 New
$5.63B
$16.5 Million 1.18% of portfolio
99,600
Q1 2025 New
$10.9B
$16 Million 1.14% of portfolio
51,420
Q1 2025 New
$42.2B
$15.9 Million 1.13% of portfolio
160,000
Q1 2025 Added 412.82%
$123B
$15.7 Million 1.12% of portfolio
181,000
Q1 2025 New
$15.3B
$15 Million 1.07% of portfolio
85,800
Q1 2025 Added 71.94%
$3.78B
$14.7 Million 1.05% of portfolio
375,637
Q1 2025 Added 74.03%
$853B
$14.5 Million 1.03% of portfolio
58,995
Q1 2025 New
$25.8B
$14 Million 1.0% of portfolio
199,100
Q1 2025 New
$373B
$12.8 Million 0.92% of portfolio
35,000
Q1 2025 New
$35.5B
$12.2 Million 0.87% of portfolio
223,000
Q1 2025 New
$39.5B
$11.3 Million 0.81% of portfolio
48,881
Q1 2025 Reduced 80.08%
$262B
$11.2 Million 0.8% of portfolio
41,611
Q1 2025 Reduced 80.51%
$30.3B
$10.8 Million 0.77% of portfolio
188,300
Q1 2025 Added 827.59%
$8.26B
$10.7 Million 0.77% of portfolio
120,603
Q1 2025 Added 201.51%
$29.8B
$10.1 Million 0.72% of portfolio
399,870
Q1 2025 Added 13.73%
$10.6B
$9.99 Million 0.71% of portfolio
270,000
Q1 2025 New
$92.7B
$9.52 Million 0.68% of portfolio
22,240
Q1 2025 New
$318B
$9.32 Million 0.67% of portfolio
70,500
Q1 2025 Added 8.46%
$10.8B
$9.38 Million 0.67% of portfolio
479,000
Q1 2025 Added 858.0%
$90.2B
$9.02 Million 0.64% of portfolio
87,646
Q1 2025 New
$25.5B
$8.71 Million 0.62% of portfolio
23,750
Q1 2025 New
$0
$8.74 Million 0.62% of portfolio
328,905
Q1 2025 New
$4.09B
$7.45 Million 0.53% of portfolio
744,948
Q1 2025 Added 365.59%
$78B
$7.23 Million 0.52% of portfolio
55,719
Q1 2025 New
$238B
$7.11 Million 0.51% of portfolio
60,900
Q1 2025 New
$4.78B
$7.07 Million 0.5% of portfolio
154,000
Q1 2025 Added 68.31%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $1.4 Billion
  • Prior Value $669 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 46 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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