Tairen Capital LTD Portfolio Holdings

Tairen Capital LTD

  • $852 Million
  • Q3 2025

Tairen Capital LTD has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $852 Million distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $65M, Robinhood Markets, Inc. with a value of $64.1M, Nvidia Corp with a value of $56.8M, Taiwan Semiconductor Manufacturing CO LTD with a value of $44.2M, and Alibaba Group Holding LTD with a value of $43.1M.

Examining the 13F form we can see an increase of $107M in the current position value, from $746M to 852M.

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 $852 Million
Technology: $467 Million
Consumer Cyclical: $128 Million
Communication Services: $117 Million
Industrials: $44.7 Million
Basic Materials: $28 Million
Utilities: $22.8 Million
Financial Services: $20.6 Million
Healthcare: $14.1 Million
Other: $10.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.29T
$65 Million 7.62% of portfolio
146,108
Q3 2025 New
$102B
$64.1 Million 7.52% of portfolio
447,900
Q3 2025 Added 58.1%
$465B
$56.8 Million 6.67% of portfolio
304,524
Q3 2025 Added 181.33%
$1.46T
$44.2 Million 5.19% of portfolio
158,302
Q3 2025 Reduced 14.45%
$418B
$43.1 Million 5.05% of portfolio
240,876
Q3 2025 New
$405B
$36.8 Million 4.32% of portfolio
38,000
Q3 2025 New
$1.65T
$33.9 Million 3.97% of portfolio
139,359
Q3 2025 Added 112.59%
$73.7B
$28.1 Million 3.3% of portfolio
334,610
Q3 2025 Added 677.57%
$86.1B
$28 Million 3.29% of portfolio
81,000
Q3 2025 Added 2.97%
$3.78T
$25.9 Million 3.04% of portfolio
50,100
Q3 2025 Added 206.35%
$59.7B
$22.9 Million 2.69% of portfolio
46,442
Q3 2025 New
$111B
$22.2 Million 2.61% of portfolio
67,600
Q3 2025 New
$132B
$20.5 Million 2.4% of portfolio
82,977
Q3 2025 Added 2.38%
$268B
$20.3 Million 2.38% of portfolio
121,356
Q3 2025 Reduced 23.91%
$44B
$19.5 Million 2.29% of portfolio
13,050
Q3 2025 New
$92B
$19.1 Million 2.24% of portfolio
125,718
Q3 2025 New
$55.8B
$18.7 Million 2.19% of portfolio
134,787
Q3 2025 New
$50.1B
$18 Million 2.11% of portfolio
150,000
Q3 2025 New
$37.1B
$17.2 Million 2.02% of portfolio
86,000
Q3 2025 Added 6,891.87%
$21.7B
$15.9 Million 1.87% of portfolio
159,318
Q3 2025 Added 98.36%
$174B
$13.3 Million 1.56% of portfolio
89,700
Q3 2025 New
$12.7B
$12.8 Million 1.5% of portfolio
139,700
Q3 2025 Added 115.59%
$33.9B
$12.1 Million 1.42% of portfolio
48,100
Q3 2025 New
$5.2B
$11.7 Million 1.37% of portfolio
160,183
Q3 2025 Added 187.07%
$11.9B
$11.4 Million 1.34% of portfolio
268,900
Q3 2025 New
$1.74T
$11.4 Million 1.33% of portfolio
46,651
Q3 2025 Reduced 28.13%
$6.36B
$11.2 Million 1.31% of portfolio
86,344
Q3 2025 New
$11.6B
$10.8 Million 1.27% of portfolio
1,400,000
Q3 2025 New
$10.5B
$10.7 Million 1.26% of portfolio
103,073
Q3 2025 New
$388B
$10 Million 1.17% of portfolio
61,900
Q3 2025 New
$11B
$9.62 Million 1.13% of portfolio
240,206
Q3 2025 Reduced 61.68%
$5.65B
$9.33 Million 1.09% of portfolio
241,156
Q3 2025 New
$66.3B
$8.63 Million 1.01% of portfolio
37,600
Q3 2025 Added 4,077.78%
$9.05B
$8.24 Million 0.97% of portfolio
155,300
Q3 2025 New
$46.2B
$7.5 Million 0.88% of portfolio
99,700
Q3 2025 Reduced 80.07%
$123B
$7.05 Million 0.83% of portfolio
10,100
Q3 2025 New
$107B
$6.37 Million 0.75% of portfolio
8,400
Q2 2025 Reduced 70.73%
$361M
$6.32 Million 0.74% of portfolio
342,750
Q3 2025 New
$4.3T
$6.16 Million 0.72% of portfolio
24,190
Q3 2025 Reduced 74.1%
$26.6B
$4.97 Million 0.58% of portfolio
36,133
Q3 2025 New
$18.6B
$4.65 Million 0.54% of portfolio
94,800
Q3 2025 New
$139B
$4.64 Million 0.54% of portfolio
14,070
Q3 2025 Reduced 43.04%
$15.8B
$3.74 Million 0.44% of portfolio
23,000
Q3 2025 New
$41.2B
$2.35 Million 0.28% of portfolio
7,905
Q3 2025 Reduced 80.24%
$5.67B
$2.22 Million 0.26% of portfolio
6,900
Q3 2025 New
$0
$1.02 Million 0.12% of portfolio
11,100
Q3 2025 Reduced 61.86%
$163B
$1.06 Million 0.12% of portfolio
8,000
Q3 2025 Reduced 91.82%
$143B
$885,000 0.1% of portfolio
26,400
Q3 2025 Reduced 87.74%
$123B
$864,000 0.1% of portfolio
16,290
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $852 Million
  • Prior Value $746 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 33 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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