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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.27T
$41.9 Million 5.62% of portfolio
185,043
Q2 2025 Reduced 36.33%
$61.8B
$33.9 Million 4.54% of portfolio
151,385
Q2 2025 Reduced 66.86%
$548B
$31.9 Million 4.27% of portfolio
56,700
Q2 2025 New
$38.1B
$29.3 Million 3.93% of portfolio
500,154
Q2 2025 Added 48.01%
$1.78T
$28.9 Million 3.87% of portfolio
39,150
Q2 2025 Reduced 80.92%
$254B
$28.3 Million 3.8% of portfolio
40,000
Q2 2025 Reduced 5.21%
$92.8B
$27 Million 3.62% of portfolio
78,665
Q2 2025 Added 9.02%
$7.5B
$26.8 Million 3.59% of portfolio
85,100
Q2 2025 Added 378.09%
$95.5B
$26.5 Million 3.56% of portfolio
283,300
Q2 2025 Reduced 81.95%
$15.5B
$24 Million 3.21% of portfolio
141,907
Q1 2025 Added 1,226.23%
$142B
$21.6 Million 2.9% of portfolio
81,045
Q2 2025 New
$551B
$21.6 Million 2.9% of portfolio
60,885
Q2 2025 New
$6.14B
$21.3 Million 2.85% of portfolio
383,600
Q2 2025 Added 285.14%
$684B
$20.8 Million 2.79% of portfolio
95,291
Q2 2025 New
$45.7B
$20.4 Million 2.73% of portfolio
58,208
Q2 2025 New
$139B
$19.7 Million 2.64% of portfolio
159,500
Q2 2025 Reduced 11.88%
$24.3B
$18.2 Million 2.44% of portfolio
147,070
Q2 2025 Reduced 70.02%
$456B
$17.1 Million 2.29% of portfolio
108,246
Q2 2025 New
$2.29B
$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%
$11.2B
$15.2 Million 2.03% of portfolio
626,800
Q2 2025 Added 30.86%
$37.5B
$11.9 Million 1.59% of portfolio
88,500
Q2 2025 Reduced 44.69%
$3.55B
$11.7 Million 1.56% of portfolio
251,110
Q2 2025 Reduced 33.15%
$1.21T
$11.6 Million 1.55% of portfolio
65,553
Q2 2025 New
$1.24T
$11.5 Million 1.54% of portfolio
64,911
Q2 2025 New
$38.7B
$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%
$147B
$10.2 Million 1.37% of portfolio
97,800
Q2 2025 New
$16.5B
$9.99 Million 1.34% of portfolio
80,318
Q2 2025 Reduced 75.97%
$2.66B
$9.64 Million 1.29% of portfolio
146,000
Q2 2025 Reduced 61.89%
$26.8B
$9.15 Million 1.23% of portfolio
104,172
Q2 2025 Reduced 47.68%
$112B
$8.58 Million 1.15% of portfolio
22,405
Q2 2025 Reduced 59.49%
$3.95T
$8.13 Million 1.09% of portfolio
16,354
Q2 2025 Reduced 93.9%
$13.7B
$7.87 Million 1.05% of portfolio
101,011
Q2 2025 New
$6.35B
$6.89 Million 0.92% of portfolio
378,270
Q2 2025 Added 26.86%
$127B
$6.81 Million 0.91% of portfolio
24,700
Q2 2025 Reduced 87.91%
$17.5B
$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
$96.6B
$5.87 Million 0.79% of portfolio
8,400
Q2 2025 Reduced 70.73%
$6.74B
$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
$6.95B
$5.06 Million 0.68% of portfolio
60,000
Q2 2025 Reduced 50.25%
$859B
$4.93 Million 0.66% of portfolio
17,000
Q2 2025 Reduced 71.18%
$89.6B
$4.82 Million 0.65% of portfolio
215,300
Q2 2025 Reduced 82.87%
$34.5B
$4.73 Million 0.63% of portfolio
30,000
Q1 2025 New
$32.1B
$4.33 Million 0.58% of portfolio
30,000
Q2 2025 Reduced 89.33%
$6.83B
$3.42 Million 0.46% of portfolio
55,800
Q2 2025 New
$66.3B
$3.33 Million 0.45% of portfolio
43,033
Q2 2025 New
$17B
$2.08 Million 0.28% of portfolio
5,100
Q2 2025 Added 628.57%

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
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