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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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