Tairen Capital LTD Portfolio Holdings

Tairen Capital LTD

  • $1.63 Billion
  • Q1 2024

Tairen Capital LTD has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.63 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pinduoduo Inc. with a value of $417M, New Oriental Education & Technology Group Inc. with a value of $116M, Qualcomm Inc with a value of $107M, Vertiv Holdings CO with a value of $103M, and Micron Technology Inc with a value of $96.5M.

Examining the 13F form we can see an increase of $234M in the current position value, from $1.4B to 1.63B.

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 $1.63 Billion
Technology: $794 Million
Consumer Cyclical: $456 Million
Consumer Defensive: $172 Million
Industrials: $103 Million
Communication Services: $103 Million
Financial Services: $7.15 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$189B
$417 Million 25.53% of portfolio
3,590,300
Q1 2024 Added 58.62%
$13.6B
$116 Million 7.09% of portfolio
1,334,781
Q1 2024 New
$229B
$107 Million 6.53% of portfolio
630,537
Q1 2024 Added 88.81%
$37B
$103 Million 6.32% of portfolio
1,264,522
Q1 2024 New
$136B
$96.5 Million 5.9% of portfolio
818,232
Q1 2024 New
$27.6B
$91.5 Million 5.6% of portfolio
263,648
Q1 2024 New
$108B
$89.3 Million 5.46% of portfolio
127,800
Q1 2024 New
$58.5B
$86.2 Million 5.27% of portfolio
833,048
Q1 2024 Reduced 52.77%
$2.73T
$84.2 Million 5.15% of portfolio
93,207
Q1 2024 New
$3.09T
$69 Million 4.22% of portfolio
164,051
Q1 2024 Reduced 51.14%
$127B
$53.1 Million 3.25% of portfolio
54,632
Q1 2024 New
$381B
$46.8 Million 2.86% of portfolio
48,186
Q1 2024 New
$7.37B
$45.1 Million 2.76% of portfolio
3,975,438
Q1 2024 New
$43.6B
$26.9 Million 1.64% of portfolio
166,245
Q1 2024 Reduced 58.72%
$1.8T
$25 Million 1.53% of portfolio
138,376
Q1 2024 Added 7.47%
$1.69B
$24.8 Million 1.52% of portfolio
881,468
Q1 2024 Reduced 52.51%
$85.8B
$19.3 Million 1.18% of portfolio
33,767
Q1 2024 New
$316B
$16 Million 0.98% of portfolio
127,000
Q1 2024 Reduced 21.94%
$783B
$14.5 Million 0.89% of portfolio
106,601
Q1 2024 New
$1.47B
$10.8 Million 0.66% of portfolio
1,644,600
Q1 2024 New
$70.4B
$10.2 Million 0.63% of portfolio
132,451
Q1 2024 New
$32B
$9.52 Million 0.58% of portfolio
77,000
Q1 2024 New
$38.2B
$8.2 Million 0.5% of portfolio
21,000
Q1 2024 New
$11.4B
$7.15 Million 0.44% of portfolio
63,963
Q1 2024 New
$20.4B
$6.89 Million 0.42% of portfolio
600,000
Q1 2024 New
$286B
$5.47 Million 0.33% of portfolio
9,000
Q1 2024 New
$11.9B
$4.6 Million 0.28% of portfolio
130,000
Q1 2024 New
$189B
$4.28 Million 0.26% of portfolio
35,000
Q1 2024 Reduced 94.73%
$16.2B
$4.3 Million 0.26% of portfolio
12,000
Q1 2024 Reduced 86.04%
$5.49B
$3.77 Million 0.23% of portfolio
141,227
Q1 2024 New
$9.33B
$1.46 Million 0.09% of portfolio
5,500
Q1 2024 Added 21.17%
$29.3B
$1.25 Million 0.08% of portfolio
2,000
Q1 2024 Reduced 76.35%
$9.26B
$1.37 Million 0.08% of portfolio
10,000
Q1 2024 Reduced 35.65%
$9.88B
$790,000 0.05% of portfolio
3,500
Q1 2024 Reduced 27.07%
$11B
$768,000 0.05% of portfolio
12,900
Q1 2024 New
$57.9B
$824,000 0.05% of portfolio
5,000
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $1.63 Billion
  • Prior Value $1.4 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 23 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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