Tairen Capital LTD Portfolio Holdings

Tairen Capital LTD

  • $746 Million
  • Q2 2025

Tairen Capital LTD has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $746 Million distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Taiwan Semiconductor Manufacturing CO LTD with a value of $41.9M, Snowflake Inc. with a value of $33.9M, Mastercard Inc with a value of $31.9M, Trip.Com Group LTD with a value of $29.3M, and Meta Platforms, Inc. with a value of $28.9M.

Examining the 13F form we can see an decrease of $654M in the current position value, from $1.4B to 746M.

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 $746 Million
Technology: $360 Million
Financial Services: $148 Million
Consumer Cyclical: $83.6 Million
Communication Services: $62 Million
Healthcare: $52.2 Million
Basic Materials: $27 Million
ETFs: $7.35 Million
Industrials: $6.35 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.53T
$41.9 Million 5.62% of portfolio
185,043
Q2 2025 Reduced 36.33%
$79.2B
$33.9 Million 4.54% of portfolio
151,385
Q2 2025 Reduced 66.86%
$546B
$31.9 Million 4.27% of portfolio
56,700
Q2 2025 New
$45.8B
$29.3 Million 3.93% of portfolio
500,154
Q2 2025 Added 48.01%
$1.65T
$28.9 Million 3.87% of portfolio
39,150
Q2 2025 Reduced 80.92%
$259B
$28.3 Million 3.8% of portfolio
40,000
Q2 2025 Reduced 5.21%
$87.7B
$27 Million 3.62% of portfolio
78,665
Q2 2025 Added 9.02%
$8.13B
$26.8 Million 3.59% of portfolio
85,100
Q2 2025 Added 378.09%
$110B
$26.5 Million 3.56% of portfolio
283,300
Q2 2025 Reduced 81.95%
$18.3B
$24 Million 3.21% of portfolio
141,907
Q1 2025 Added 1,226.23%
$130B
$21.6 Million 2.9% of portfolio
81,045
Q2 2025 New
$568B
$21.6 Million 2.9% of portfolio
60,885
Q2 2025 New
$6.02B
$21.3 Million 2.85% of portfolio
383,600
Q2 2025 Added 285.14%
$742B
$20.8 Million 2.79% of portfolio
95,291
Q2 2025 New
$48B
$20.4 Million 2.73% of portfolio
58,208
Q2 2025 New
$220B
$19.7 Million 2.64% of portfolio
159,500
Q2 2025 Reduced 11.88%
$24.9B
$18.2 Million 2.44% of portfolio
147,070
Q2 2025 Reduced 70.02%
$451B
$17.1 Million 2.29% of portfolio
108,246
Q2 2025 New
$3.21B
$16.9 Million 2.26% of portfolio
677,200
Q2 2025 Added 746.5%
$2.26T
$16.3 Million 2.18% of portfolio
74,216
Q2 2025 Reduced 90.14%
$10.9B
$15.2 Million 2.03% of portfolio
626,800
Q2 2025 Added 30.86%
$45.4B
$11.9 Million 1.59% of portfolio
88,500
Q2 2025 Reduced 44.69%
$3.33B
$11.7 Million 1.56% of portfolio
251,110
Q2 2025 Reduced 33.15%
$1.5T
$11.6 Million 1.55% of portfolio
65,553
Q2 2025 New
$1.53T
$11.5 Million 1.54% of portfolio
64,911
Q2 2025 New
$40.7B
$11.5 Million 1.54% of portfolio
40,000
Q2 2025 Reduced 18.17%
$30.3B
$10.8 Million 1.44% of portfolio
188,300
Q1 2025 Added 827.59%
$165B
$10.2 Million 1.37% of portfolio
97,800
Q2 2025 New
$19.3B
$9.99 Million 1.34% of portfolio
80,318
Q2 2025 Reduced 75.97%
$3.25B
$9.64 Million 1.29% of portfolio
146,000
Q2 2025 Reduced 61.89%
$28.4B
$9.15 Million 1.23% of portfolio
104,172
Q2 2025 Reduced 47.68%
$124B
$8.58 Million 1.15% of portfolio
22,405
Q2 2025 Reduced 59.49%
$3.86T
$8.13 Million 1.09% of portfolio
16,354
Q2 2025 Reduced 93.9%
$14.5B
$7.87 Million 1.05% of portfolio
101,011
Q2 2025 New
$7.13B
$6.89 Million 0.92% of portfolio
378,270
Q2 2025 Added 26.86%
$139B
$6.81 Million 0.91% of portfolio
24,700
Q2 2025 Reduced 87.91%
$21.4B
$6.71 Million 0.9% of portfolio
28,500
Q2 2025 Added 42.5%
$13.6B
$6.48 Million 0.87% of portfolio
64,800
Q2 2025 New
$97.4B
$5.87 Million 0.79% of portfolio
8,400
Q2 2025 Reduced 70.73%
$7.91B
$5.61 Million 0.75% of portfolio
35,376
Q2 2025 Reduced 13.66%
$32.6B
$5.36 Million 0.72% of portfolio
15,255
Q4 2024 New
$8.24B
$5.06 Million 0.68% of portfolio
60,000
Q2 2025 Reduced 50.25%
$871B
$4.93 Million 0.66% of portfolio
17,000
Q2 2025 Reduced 71.18%
$157B
$4.82 Million 0.65% of portfolio
215,300
Q2 2025 Reduced 82.87%
$0
$4.68 Million 0.63% of portfolio
170,000
Q2 2025 Reduced 48.31%
$40.6B
$4.73 Million 0.63% of portfolio
30,000
Q1 2025 New
$44.3B
$4.33 Million 0.58% of portfolio
30,000
Q2 2025 Reduced 89.33%
$7.5B
$3.42 Million 0.46% of portfolio
55,800
Q2 2025 New
$71.8B
$3.33 Million 0.45% of portfolio
43,033
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $746 Million
  • Prior Value $1.4 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
Track This Portfolio

Track Tairen Capital LTD Portfolio

Follow Tairen Capital LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tairen Capital LTD, based on Form 13F filings with the SEC.

News

Stay updated on Tairen Capital LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email