Tairen Capital LTD Portfolio Holdings by Sector
Tairen Capital LTD
- $2.85 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Content & Information | Communication Services
GOOGL GOOG META SPOT TWLO SNAP 6 stocks |
$992,212
34.83% of portfolio
|
6
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
PDD CHWY BABA ETSY 4 stocks |
$748,774
26.28% of portfolio
|
4
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM INTC 3 stocks |
$369,451
12.97% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$171,514
6.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
ANET 1 stocks |
$118,753
4.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$109,267
3.84% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
SNOW INTU NOW CRM UBER BILL DDOG MNDY 14 stocks |
$100,675
3.53% of portfolio
|
12
|
2
|
9
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
ADBE NET HOOD SQ OKTA CFLT S FIVN 10 stocks |
$60,837
2.14% of portfolio
|
10
|
- |
10
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
FUTU 1 stocks |
$54,135
1.9% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$36,641
1.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$20,724
0.73% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$19,519
0.69% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Solar | Technology
ENPH FSLR 2 stocks |
$14,121
0.5% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
EL ELF 2 stocks |
$11,571
0.41% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$5,938
0.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE 1 stocks |
$3,762
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
BZ 1 stocks |
$3,468
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AAP MNSO 2 stocks |
$2,858
0.1% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
BEKE 1 stocks |
$2,154
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
LITE CRDO CIEN 3 stocks |
$1,303
0.05% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
DECK 1 stocks |
$1,275
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|