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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.5B
$26.8 Million 3.59% of portfolio
85,100
Q2 2025 Added 378.09%
$6.14B
$21.3 Million 2.85% of portfolio
383,600
Q2 2025 Added 285.14%
$2.29B
$16.9 Million 2.26% of portfolio
677,200
Q2 2025 Added 746.5%
$3.55B
$11.7 Million 1.56% of portfolio
251,110
Q2 2025 Reduced 33.15%
$2.66B
$9.64 Million 1.29% of portfolio
146,000
Q2 2025 Reduced 61.89%
$6.35B
$6.89 Million 0.92% of portfolio
378,270
Q2 2025 Added 26.86%
$6.74B
$5.61 Million 0.75% of portfolio
35,376
Q2 2025 Reduced 13.66%
$6.95B
$5.06 Million 0.68% of portfolio
60,000
Q2 2025 Reduced 50.25%
$6.83B
$3.42 Million 0.46% of portfolio
55,800
Q2 2025 New
$4.77B
$849,000 0.11% of portfolio
20,800
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